Business Model Foundry Model: Unlike integrated device manufacturers (IDMs) like Intel, TSMC operates on a pure-play foundry model. This means it manufactures chips designed by other companies. This model allows it to serve a wide range of customers, including some of the biggest names in the tech industry. Its efficacy as foundry vis-à-vis its competitors has been discussed in the section ‘Competitor Analysis’. Customers: TSMC’s clientele includes major technology companies such as Apple, Qualcomm, Nvidia, AMD, and many others. These companies rely on TSMC for their cutting-edge chip manufacturing capabilities. By serving its clients, the rhetorical question of ,,How effective is TSMC helping its clients?’ deserves an answer Fig. 6 – Multiple Valuation plot of TSMC and its clients, accomp
Stocks to Watch Today (18 Nov): Key Opportunities and Market Movements
As the market opens today, several key stocks and sectors are poised for potential trading opportunities. Let's dive into the highlights and identify what traders should be watching. Market Overview: Key Movements to Note [Love you] Tech Sector: Recent earnings reports from major tech companies have set the tone for the sector. Pay close attention to any news regarding supply chain disruptions, earnings revisions, or guidance updates. Energy Stocks: With oil prices fluctuating due to geopolitical tensions and demand concerns, energy stocks like Exxon Mobil (XOM) and Chevron (CVX) could present trading opportunities. Consumer Staples: As inflation continues to shape consumer behavior, companies in this sector could offer defensive plays for cautious investors. Stocks Worth Watching [Cool] N
Daily Scoop🍨: Nvidia (NVDA) Bullish After Earnings On Thursday 🚀💪🔥📣
$NVIDIA Corp(NVDA)$ Stocks struggled last week and gave back a chunk of their post-election gains. The S&P 500 which fell 1.4% on Friday, dropped 2% for the week. The Nasdaq Composite in on a five-day losing streak and lost 3% last week. The Dow Jones Industrial Average had the best week of the major indices, dropping just 1%. However, small cap stocks took it on the chin, dropping 4% last week and are currently on a four-day losing streak. Despite the broader indices being down on the week, there were some pockets of strength. Financial stocks gained 1.5% last week. Energy stocks also rallied 1%, despite oil falling over 5.5% last week. One of the reasons for last week's pullback could be something I've
[Yield Hunting Recommendation]Two key earnings reports, this week that could shape market trends
Hello, everyone!This week, PDD is set to release its earnings report before the market opens on November 21 (ET), while NVDA will announce its results after the market closes on November 20 (ET).In other words, both giants will report their earnings on November 21 (Beijing Time). With the Nasdaq recently breaking record highs, these reports will be pivotal: one representing the trajectory of U.S. tech stocks, and the other reflecting the performance of Chinese internet companies. Together, they are poised to create waves in this week’s market trends.Data source: Tiger Broker appHowever, the trajectories of NVDA and PDD couldn’t be more different. PDD’s pre-earnings performance has been notably bearish, experiencing a continuous downward trend for over a month since October 4. It seems as t
17,100 insured Tesla China Numbers highest 7th weeks Q ever
$TSLA China reported 17.1K insured deliveries for the week of Nov 11-17. After 7 weeks, TSLA China 4th quarter is +19.3% YoY and -0.2% QoQ. This was the highest 7th week of a quarter ever.
Snowflake (SNOW) AI Product Initiatives And Guidance To Watch
$Snowflake(SNOW)$ is scheduled to report its third-quarter fiscal 2025 results on 20 Nov 2024 after market close. Market consensus estimate for revenues is pegged at $898.77 million, indicating an increase of 22.42% from the year-ago quarter’s reported figure. Earnings per share consensus mark we are looking at 15 cents, this is a decrease of 40% compared to same quarter one year ago. Good Cloud Computing Growth Might Be Good News For SNOW If we were to look at SNOW as a standalone software house, I do not know that is appropriate, SNOW sells their data analytics and management software that runs on the cloud computing platforms of $Amazon.com(AMZN)$ , $Microsoft(MSF
Earn fractional shares with the Tiger BOSS Debit Card! Signed up yet?
Dear Tiger Pals![Sly]The first-ever debit card that earns you fractional shares! - Tiger BOSS Debit CardHave you signed up yet?Stand out from the rest as you spendEarn fractional sharesBe the first among your peers to earn fractional shares on your daily spendsCompetitive FX ratesWith competitive FX rates, you get to use your Tiger BOSS Debit Card abroad and earn fractional shares too!Tell your friends, your family and everyone you know! Sign-up today! It's time to live like a BOSS.How to sign up:Login to your Tiger Trade APPProfile > Debit CardCheck your mailing address and "Apply Now"Top up your debit card and use instantlyMore info here: https://www.tigerbrokers.com.sg/market/tiger-boss-debit-cardTiger Brokers
If you’ve been tracking Bitcoin’s price movements, you may have noticed that it’s struggling to hold levels consistently above $90,000. This prolonged consolidation has sparked speculation about whether the cryptocurrency is gearing up for its next big move. The broader positive sentiment in the cryptocurrency market has many analysts predicting a bullish trend for Bitcoin as we enter the final quarter of 2024. However, the momentum still appears to be building slowly. One key indicator of network activity—new Bitcoin addresses—has shown signs of growth recently. Despite this, the number of new addresses remains insufficient to drive the level of interest and trading volume needed for a significant price surge. My expectation is that if the number of new addresses approaches or surpasses 4
🎁STI Hits ATH! Check the TOP Winners & Share Your Winning Trades
[Miser][Miser]Singapore's stock market, represented by the $STI.SI(STI.SI)$ , has indeed reached a 17-year high this week, powered by a rally in index heavyweight financials. As of November 19, the $STI.SI(STI.SI)$ rose 0.9%, hitting a new high not seen since November 2007.This year, the index has seen a 16% increase, outperforming most of its regional counterparts.The Monetary Authority of Singapore (MAS) has been proactive in its efforts to revive the stock market, forming a review group in August to recommend steps to strengthen the development of the equities market. This initiative, combined with a seemingly stronger political will and low market expectations, is expected to have a significantly
"Selling Too Early: Is It Really Worse Than FOMO??"
What’s the Real Pain[Spurting]: Selling Too Soon or Missing Out? The fear of selling too early can be just as overwhelming as the fear of missing out (FOMO). Both are driven by potential regret, but which one truly stings the most? Let’s delve into why selling early often hurts more, and explore strategies to help investors overcome these fears. Why Selling Too Early Feels Worse[Weak] Psychological Loss Aversion: The Double Loss One of the main reasons selling too early feels more painful than missing out is rooted in psychological loss aversion. Behavioral economics suggests that people feel losses more intensely than equivalent gains. When investors sell a stock prematurely, they may experience regret, especially if the stock rallies soon after. This isn’t just about missing out on
With XPeng (XPEV) and Nio (NIO) set to release their earnings reports this week, the spotlight is on China's electric vehicle (EV) giants. Both companies are navigating an increasingly competitive EV market, but their strategies and financial performances could set them apart. XPeng: Aiming for Steady Growth XPeng is projected to report Q3 2024 revenue of 10.091 billion RMB, an 18.3% year-over-year increase. While the expected EPS remains negative at -1.95 RMB, the narrowing of losses by 56.52% year-over-year reflects improving operational efficiency. Key Drivers to Watch: Delivery Momentum: XPeng's delivery volumes have improved, driven by the success of its G6 SUV and P7i sedan. Partnership with Volkswagen: The collaboration with VW on EV technology and production could bolster investor
$NVIDIA Corp(NVDA)$ I once accumulated 100+ NVDA shares @$120+ and repeatedly sold calls thereafter. Finally it was exercised at $132. I then started selling short term put @$125 strike price. So far I only managed to collect premiums but not the shares at the target price desired. I am long term bullish for this stock. However I am expecting short term volatility in either direction. Prior to the earning announcement, I took the following actions: 1. Buy Jan 17 $140 call 2. Sell Nov 22 $160 call 3. Sell Nov 22 $125 put The premiums for my shorts are lucrative due to the market volatility. My view is, the stock is
There is only one cryptocurrency that is currently the best asset class to be invested in and that's Bitcoin. How other forms of cryptocurrency may well be used in the future as a hedge against inflation or as a means to settle the major debt crisis in America is a debate or discussion for another day. Personally it’s way to early to even start celebrating or to even crack out the champagne as the end game only arrives in the next 15-21 years with Bitcoins value reaching a staggering $13 Million per coin @ a conservative valuation or if we are extremely Bullish, a valuation of $45 Million US dollars per bitcoin. As Michael Saylor says, Bitcoin is the new Gold Rush, a store of value that preserves wealth going forward, so if you are invested in either the Spot Bitcoin ETF, Microstrategy Sto
First of all, I own $Tesla Motors(TSLA)$ and am a stakeholder.Discussion is for personal opinion only.Tesla has been on an upward trajectory since Trump's election victory, and this rally has nothing to do with fundamentals (since it's not earnings season either), but rather the "realization" of a previously suppressed market.As I said before, Tesla is waiting for an opportunity?--An opportunity to cash in on Trump's rise to power.Now that he's cashed in, Elon Musk has taken it a step further by taking on a key government position - the "DOGE", or Department of Organization of the United States.This important official position of personnel appointment and dismissal is actually very important.But it's also very easy to offend!That's not necessarily