Tech stocks dominated the first half of 2024 with the Nasdaq Composite index rising 20% in the year's first six months. Will the domination continue in the coming six months?

ETFs in Focus Post TSMC's Q2 Earnings Beat

12:10pm, Monday, 22'nd Jul 2024
Taiwan Semiconductor beat estimates for the top and the bottom lines on surging demand for advanced chips used in AI applications. The chipmaker lifted revenue growth projects for the full year, refle
TSMC is the leading AI foundry in the semiconductor industry. It dominates AI semiconductor manufacturing with over 90% market share in the leading process nodes. TSMC's capacity utilization is expect
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analy
Spending on generative AI will increase 20x over the next decade, creating tons of opportunities. Companies with sticky products and competitive advantages should be long-term winners.
TSM exceeded revenue and GAAP EPS expectations in 2Q FY2024, despite a muted stock reaction due to a broad-based pullback in the semiconductor sector. Management provided a strong growth outlook drive
Taiwan Semi might just be the most important supplier of technology on the planet.
TSMC's Q2 earnings suggests an uptick from 2023 levels with a possible attainment of 2022 revenue highs, if not more. However, AI investment sentiment has been cooling among analysts. At present, comm
Semiconductors continue to have outsized importance in the modern world. Microchips and processors power everything from our refrigerators and cars to our smartphones and computers.

My Taiwan Semiconductor Stock Buy Recommendation

05:25am, Saturday, 20'th Jul 2024
Taiwan Semiconductor is working on innovative technologies that could accelerate the effectiveness of artificial intelligence.

TSMC Is A Stellar Bargain, Buy The Fear

02:12am, Saturday, 20'th Jul 2024
Chip companies have experienced significant selling pressure in the last couple of days. Nonetheless, TSMC reported strong financial results for Q2'24, driven by AI demand, especially in the HPC segme

First Rotation. Then Liquidation.

05:13pm, Friday, 19'th Jul 2024
We've seen some wild market action so far in July! First, we had former leaders like “Big Tech” getting sold, while former laggards like small caps were getting bought.
The tech industry has posted market-beating results in 2024, posting year-to-date returns of 28.33%, beating the S&P 500, which gained 17.73% in the same period. If you have not invested in any tech s
With the artificial intelligence (AI) trade suddenly and viciously pulling the brakes over the past week, dip-buyers may finally have their chance to pounce. Indeed, the latest pullback in the Nasdaq
Needham analyst Charles Shi reiterated a Buy rating on Taiwan Semiconductor Manufacturing Co TSM with a price target of $210.
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