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Lately I've been thinking about including $TSMstock in my portfolio . TSMC is a great and very important company that is performing well and still has great potential. The stock has fallen nicely since the beginning of the year and the P/E is not that high either.
Are you buying $TSMstock on the current downturn or are you buying other stocks in the sector?
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🗓️Týdenní investment overview: key events that move the market!
Earnings season is upon us, with the biggest banking houses in the US kicking off first. Stay tuned for what's ahead! 👀📊
Tuesday:
US PPI inflation: Producer price inflation will reveal whether inflationary pressures in the supply chain are easing. 📦
Wednesday: Big Bank Day! 🏦
U.S. Consumer Price Inflation (CPI): A key...
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Today's inflation will be very important, as it can change a lot of things again and it can influence the Fed's next decision.
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Much more important will be how inflation in the US turns out today. Otherwise, I want to look at the $TSM results tomorrow
🚀 Microsoft and the AI revolution: what does $80 billion mean for the future of technology? 💡
Microsoft $MSFT recently announced that it plans $80 billion in data center and AI investments for 2025. That's almost double the $44 billion last year ! This massive investment confirms that tech giants will continue to aggressively push the development of AI and related industries.
...
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I honestly trust Google more, as I think they have more potential, but this news is great. Microsoft is really doing well and can simply afford such investments.
📈 Himax Technologies on the rise: a key player in the AI revolution! 🤖
Shares of Himax Technologies $HIMX are up significantly by more than 30% after analyst Ming-Chi Kuo of TF International Securities outlined its potential in collaboration with tech giants Nvidia $NVDA and Taiwan Semiconductor $TSM
Company Himax Technologies, founded in 2001, specialises in high-end...
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Performance wise, it's not that interesting to me and I don't even like this stock for my portfolio.
💡 TSMC discontinues supply to Chinese chipmaker Sophgo: How geopolitics affects the semiconductor industry
Taiwan Semiconductor Manufacturing Company $TSM, a global leader in chip manufacturing, has suspended its cooperation with Chinese firm Sophgo after its chip was discovered in Huawei' s artificial intelligence processor . Huawei is banned from using advanced technology...
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It's not good, and since I have that $ASML in my portfolio, the geopolitical decisions scare me sometimes, but hopefully it won't be that big of a deal.
Netflix could be quite interesting, and if the results were worse and the stock fell, I might buy.