A new trade war threat from President Trump just reshuffled the entire stock market. I discuss what the big gift to dividend investors is. I also share how I am taking advantage of President Trump's g
Taiwan Semiconductor (TSM)'s stock fell 6% in a single day, amid market volatility following Trump's 100% tariff threat against China, set to take effect on November 1st. The 100% tariff threat is lik
It's impossible to ignore the massive AI infrastructure deals that have been announced recently. Many of these agreements will cover multiple years of hardware deliveries, with values in the $100 bill

TSMC: Ultra Bullish Going Into Q3 Earnings

05:26am, Saturday, 11'th Oct 2025
I reiterate my strong buy rating on TSMC going into Q3 2025 earnings, citing strong AI/HPC demand as noted by the monthly revenue data, with very tight N3/N5 capacity. N2 remains on track for 2H25. Bi

TSMC Heads Into Q3 With Strong Momentum

04:45pm, Friday, 10'th Oct 2025
TSMC surged nearly 40% since June, strongly outperforming the market as investors priced in its advanced-node leadership. FY25 revenue reached NT$2.76 trillion through September, up 36.4% YoY, with Q3
The stock market was mixed, with AMD and Nvidia lifting the S&P 500 and Nasdaq to highs while the Dow Jones fell. Tesla launched cheap EVs.
Taiwan Semiconductor Manufacturing Company remains a strong buy, with a 32% upside to a $387 price target. TSM's growth is fueled by robust AI-driven chip demand, technological leadership, and upcomin
EWT which covers 100 Taiwanese stocks, most of which are giant and large-caps is up by 25% YTD and outperforming global markets but underperforming emerging markets. EWT's performance is closely tied
TSMC (TSM) closed the most recent trading day at $299.89, moving 1.52% from the previous trading session.
No matter who emerges as the winner, be it NVDA, AMD, or AVGO, TSMC remains the ultimate winner thanks to its indispensable nature as the world's leading foundry. Thanks to the numerous billion dollar
Diane King Hall talks all about the tech trade when it comes to Thursday morning's movers. She notes TSMC's (TSM) 30% climb in year-over-year revenue, though it didn't power a stock rally.
CEO Jensen Huang said that demand for AI was growing exponentially.

3 Bargain AI Stocks to Invest $1,000 Right Now

07:15am, Thursday, 09'th Oct 2025
Artificial intelligence (AI) stocks continue to drive market gains, with companies like Nvidia and Palantir Technologies outpacing the S&P 500.

3 Top Bargain Stocks Ready for a Bull Run

05:20am, Thursday, 09'th Oct 2025
The market has been rallying, pushing up valuations on lots of popular stocks to the point where they are no longer good buys. But there are still pockets of value to be found, even within the tech se

TSMC revenues beat forecasts as AI drives demand

03:51am, Thursday, 09'th Oct 2025
Chip-making colossus Taiwan Semiconductor Manufacturing Co (NYSE:TSM) said its revenues for the third quarter were up 30% on last year, beating the average analyst forecast, as the artificial intell
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