Photolithography industry giant $ASML Holding NV(ASML)$ unveiled its mixed Q3 financial report.In comparison to the expectations, the Q3 revenue was 6.67 billion euros, falling short of both the analysts' estimates of 6.73 billion euros and the midpoint of the management's previous quarter's forecast.However, the profitability exceeded expectations, with a Q3 gross profit margin of 51.9%, significantly surpassing the management's projected 50%. And net profit reached 1.89 billion, outperforming the analysts' expected 1.83 billion:While the results are mixed, it's worth noting that ASML's Q3 order intake of only 2.6 billion euros marked a staggering 70.8% year-on-year decline. This decline represents the most significant downturn since data has bee

There are two main reasons for the delay in credit tightening compared to monetary tightening in the current economic cycle in the United States.Firstly, during the pandemic, large-scale fiscal stimulus measures raised expectations for returns in the real economy and financial markets. This kept credit demand strong, despite the increase in financing costs resulting from monetary policy tightening. For example, banks did start to tighten lending standards shortly after interest rate hikes, and the tightening of standards for commercial real estate loans and business loans has risen rapidly to levels similar to early 2020. However, credit growth in terms of scale only began to significantly decline since the end of 2022, and credit spreads have remained low.Secondly, when the private sector

$Taiwan Semiconductor Manufacturing(TSM)$ , the world's largest chip producer, has signaled the downturn in semiconductor demand could end and possibly bottom in 2024. On a conference call with investors on Thursday, TSMC Chief Executive C.C. Wei told Morgan Stanley's Charlie Chan, "As I said, we do observe some early signs of demand stabilization in PCs and smartphone end market. Those two segments are the biggest segments for TSMC's business." Chan asked TSMC executives when they believed the chip cycle was bottoming out."We want to say that 2024 will be a very healthy growth, but right now, did we see the bottom? Very close, very close. We want to -- I cannot give you a number, but it's -- because it's too early to call it a sharp rebo

The semiconductor industry is undeniably one of the most dynamic and pivotal sectors in the modern economy. But the burning question on my mind is: how do I expect the earnings of semiconductor stocks to influence their performance, and will it be a significant boost? Earnings are a fundamental metric for assessing the health and growth potential of any company, and semiconductor firms are no exception. As we delve into this topic, it's crucial to remember that the performance of semiconductor stocks is influenced by various factors, and earnings play a substantial role in this equation. Earnings are a reflection of a company's ability to generate profits, and in the context of semiconductor stocks, these profits are often reinvested into research and development. The semiconductor industr

Semiconductor Stocks Poised for a Power Surge: Earnings on the Horizon While the broader market might be having its share of hiccups lately, the semiconductor stocks are shining bright. With earnings releases just around the corner, let's dive into what you can expect and whether these chip giants are set to boost their performance.   $ASML Holding NV(ASML)$ : Get ready for some fireworks. ASML's earnings are poised for a meteoric rise, and here's why. They're the backbone of the semiconductor industry, providing lithography equipment crucial for making advanced chips. As demand for cutting-edge technology continues to surge, ASML's revenue is expected to soar, which could set the stage for a stellar earnings report. Their earnings might

Hello everyone! Today I want to share some potential stocks with you! Hope it can help you!The stocks are as follow:$Bitcoin(BTC)$ has been pumping lately, and seasonality suggests it may continue...Next two weeks performance since 2014: 67% win rate,+4.44% average return 78% win rate,+8.04% average return.Image$Amazon.com(AMZN)$ Amazon's last three earnings have been big beats grinding the stock higher... This week's report comes at a make or break spot.Image$E-mini S&P 500 - main 2312(ESmain)$ The Year-to-Date Volume PoC currently sitting at 4150, do we pay it a visit this week?Image$iShares 20+ Year Treasury Bond ET

$Pinduoduo Inc.(PDD)$ released its Q2 earningl report before opening August 29th. Following the resurgence seen in its Q1 , Pinduoduo continues to ride this wave of recovery, surpassing expectations once again on both revenue and profit fronts, re-entering a phase of high-speed growth.As we've previously highlighted multiple times, being one of the only two components of the $NASDAQ 100(NDX)$ (the other being $JD.com(JD)$ , Pinduoduo's performance in the secondary market has not only captured the attention of domestic investors but also mirrors the overall sentiment of international investors towards Chinese concept stocks. The previous underselling, the subsequen

$Salesforce.com(CRM)$ announced its fiscal Q2 2024 earnings ending on July 31 after close August 30th. Both top line and bottom line beat, leading to a 6% surge in after hours. In fact, CRM has already surged 60% this year. It stands out as one of the top-performing components of the $S&P 500(.SPX)$ , $NASDAQ(.IXIC)$ and $DJIA(.DJI)$ . This remarkable ascent is attributed to both exceptional performance and the high expectations placed on it in the AI era.We believeThe continuous strong performance attests that the macroeconomic landscape might not be as pessimistic as previously thought. It also showcases the compan

Yesterday, after the announcement of the higher-than-expected results, Nvidia $NVIDIA Corp(NVDA)$ came to a high opening and went low, which is disgusting!The king of the Semiconductor fell, and other stocks fell more sharply, including Marvell $Marvell Technology(MRVL)$ , which supplies Nvidia indirectly.Surprisingly, the founders of Marvell are Chinese couples. Among them, Sehat Sutardja was born in a Chinese family in Indonesia, and his wife Dai Weili was born in Shanghai, who is the only female founder of a major company in the semiconductor and IT industries!Although the couples are not related to the mainland, yellow skin is really important in the semiconductor industry. Jensen Huang, Nvidia CEO, w

Nvidia $NVIDIA Corp(NVDA)$ , king of AI, will release the second quarter of the fiscal year 2024 (May 1, 2023 - July 31 2023) after the closing bell on August 23. The financial report of the world attention, it may have a significant impact on the trend of the US stock market!In the last quarterly earnings report, Nvidia stunned the world. Management expected FY24Q2 revenue to be around $11 billion, a year-on-year increase of 64%, far exceeding analysts' consensus expectations of $7.15 billion!Boosted by this, Nvidia soared 24% the day after the results were announced, or 1.6 Intel$Intel(INTC)$ a day!Since then, Nvidia's share price has risen continuously, with a market capitalization of more than $1 tril

$Advanced Micro Devices(AMD)$ Can you imagine how big the AI market for AMD?It's a brand new market. Industry needs AMD for a healthy supply, competition and prices!With its superior CPU and open source platform, AMD will be a big player and winner.Another 5x in pps ($500?) probably in next 3 to 5 years? $Taiwan Semiconductor Manufacturing(TSM)$ reported Q3 results. Although revenue and EPS declined yoy but it seemed to have stabilized. $ASML Holding NV(ASML)$ has negative forecast. $NVIDIA Corp(NVDA)$ down played China effect and partnered with Honghai (Foxconn parent company or Apple's biggest s

$Advanced Micro Devices(AMD)$ After reviewing AMD's advantages in new AI HW & SW, and the high revenue growth in the past few years.With an avg CAGR of around 30% annual AI growth rate until 2030, even drop China sale completely, both $NVIDIA Corp(NVDA)$ and AMD could still do very well in the future!(Note: AMD 2022 revenue was 23.6B of which $5.2B or 22% from China!)AMD is late to the party on AI platform. It may take some time to test and run effectively.Next, good to see AMD bought Mipsology and Nod.ai recently to speed up its AI SW development!AMD basically doubled it employees to 25,000 in past 2 years, mostly SW engineers! Once its ROCm catches up, most developers will u

Semis still the bright spot The markets are still looking fragile. And the levels I am watching are still holding specifically 4400 above and 4165 below. So until either one of those levels are taken out via price action, I believe there is no clear indication which direction the market will decisively take in the near term. As alluded in the previous article, I am leaning towards another upswing in the short term into the year end. It is either we swing upwards from here on and that will be highly probable if 4400 clears or the broad market index dip towards and holds 4165 before rebounding and rallying beyond 4400. 4165 is the lowest I am willing to see the market goes for this bullish count. (Do take note this bullish count is just postponing the C wave down to the end of the year.

$Advanced Micro Devices(AMD)$ has earnings coming out soon and it gets up and down manipulation for about 5-6 weeks before earnings. Any news makes it go up and down. The $Taiwan Semiconductor Manufacturing(TSM)$ news is negative for TSMC as everyone wonders if its $Apple(AAPL)$ experiencing decreased sales that is impacting the TSM slowdown, but AMd is a major buyer of TSM chips as well. First we need to hear TSM who will be coming out with their quarterly report and then at the end of the month after Intel reports we will hear how AMD is doing. The analysts will be clinging to every word about the next quarter because that is when AMD wa

$AMC Entertainment(AMC)$ AMC's ratings in IBD Stock Checkup are showing bearish tints.They include a much improved 60 Earnings Per Share Rating on a scale of 1 to 99, up sharply from 23 in recent months. Prior to the Q4 report, AMC's EPS score stood at 42.A 24 Composite Rating on a scale of 1 (wizened) to 99 (wizardly) in recent days remains desperately low. It stands well below a score of 76 in February. When choosing growth stocks for the biggest potential gains based on the key elements of IBD's growth stock investing paradigm, focus on those with a Composite Rating of 90 or higher. Shooting for a 95 or higher, particularly at the start of a new bull market, is even better.During the first quarter of this year, AMC's mo

From ASML pr this morning- These export control measures will likely have an impact on the regional split of our systems sales in the medium to long term. However, we do not expect these measures to have a material impact on our financial outlook for 2023 and for our longer-term scenarios for 2025 and 2030, as communicated during our Investor Day in November 2022.These days the great technology hype is AI. However the brightest 💡💡 are in the far east. Once they start using AI to print chips, goodbye ASML. AI print chip, and you see a chip printed before your eyes.What’s more, sanction aganist its biggest market is not wise. not using your comparative advantage is not capitalist economy. chip Sanction will back fire big time on all western chip companies. China will continue make chips and