Will TSM Go Back to $120 After Earnings?

Dr Rck

04-22

TMSC put options doubled! Correction is needed to reflect what's really happening in the economy!

Some Bubbles Are Starting To Pop

TigerOptions

04-19

Buy the Hype, Sell the News For TSMC?

$Taiwan Semiconductor Manufacturing(TSM)$, the world's largest manufacturer of advanced chips, crushed analyst expectations in their first-quarter earnings report. This stellar performance, fueled by surging demand for AI chips, has investors wondering: is this a "buy the hype, sell the news" situation, or is TSMC a long-term winner? Let's dive deeper. The numbers speak for themselves. TSMC smashed both revenue and profit expectations, reporting a 16.5% year-over-year increase in revenue and an 8.9% increase in net income. This impressive showing can be attributed largely to the booming demand for AI chips. The rise of powerful language models like ChatGPT and similar applications is driving the need for more powerful and

Buy the Hype, Sell the News For TSMC?

koolgal

04-19

TSMC Beats Earnings Expectations Yet Shares are Falling. Is It A Buy?

🌟🌟🌟On a day when the markets are down, $Taiwan Semiconductor Manufacturing(TSM)$ beats market expectations on its Q1 24 earnings report. TSMC's net revenue rose 16.5% year on year to NT592.64 billion while net income increases 8.9% year on year to NT225.49 billion. TSMC Earnings Per Share was up 8.9% to USD 1.38 from previous year. TSMC also reported a gross margin of 53.1% and an operating profit margin of 42%, down from 56.3% and 45.5% respectively from previous year. The results exceeded analysts' expectations for revenue of USD 18.4 billion and EPS of USD 1.32. TSMC is the world's largest producer of advanced processors chips and counts Nvidia and Apple as some of

TSMC Beats Earnings Expectations Yet Shares are Falling. Is It A Buy?

Bibobibo

04-19

Guess the winner，Earn Tiger Coins

Find out more here: Guess the winner，Earn Tiger Coins Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.

Guess the winner，Earn Tiger Coins

HappyChoo

04-18

$Taiwan Semiconductor Manufacturing(TSM)$ Where did the price went down?

AI_Dig

04-18

TSMC Earnings Digest | The Return of the King!

Just now, $Taiwan Semiconductor Manufacturing(TSM)$ , the king of chip foundry, released its first-quarter earnings report, and it blew past everyone's expectations.Look at those numbers: 1.Revenue$18.87 billion with increasing 12.9% year-on-year. That reversed the slide we'd seen for the past four quarters and went above the management's guidance range of $18-18.8 billion, even topped analysts' consensus estimate of $17.95 billion!Given that TSMC had already teased us with their first-quarter sales figures, the strong revenue was kind of expected.2.Profitability and GuidanceIn addition to revenue, TSMC's profitability and second-quarter guidance also exceeded expectations. Their first-quarter gross margin came in at 53.1%, beating analysts' estima

TSMC Earnings Digest | The Return of the King!

MaverickWealthBuilder

04-18

Why TSMC Performs Better in Q1 than ASML?

$Taiwan Semiconductor Manufacturing(TSM)$ can be described as a money-making machine only to $NVIDIA Corp(NVDA)$ . In the recently announced Q1 financial report for 2024, it indeed exceeded expectations as expected.Revenue was 592.64 billion New Taiwan dollars, market expectation was 583.46 billion New Taiwan dollarsGross margin was 53.1%, market expectation was 53.0%Net profit was 225.49 billion New Taiwan dollars, market expectation was 215.1 billion New Taiwan dollarsCompared with the disappointment earning of $ASML Holding NV(ASML)$ yesterday, it can be described as a world of difference.In fact, the most important thing for the demand for lithography machines

Why TSMC Performs Better in Q1 than ASML?

Tiger V

04-18

TSMC's First Quarter 2024 Financial Performance

Taiwan Semiconductor Manufacturing Company $Taiwan Semiconductor Manufacturing(TSM)$ , the world's largest contract chipmaker and a key supplier to tech giants such as Apple Inc. $Apple(AAPL)$ and Nvidia$NVIDIA Corp(NVDA)$ reported a 9% rise in first-quarter net profit on Thursday, exceeding market expectations. This growth was driven primarily by increased demand for semiconductors in artificial intelligence (AI) applications. TSMC's net profit for the January-March period rose to T$225.5 billion ($6.98 billion), surpassing the consensus estimate o

TSMC's First Quarter 2024 Financial Performance

kittithat

04-18

... Tsm is so cheap it may be effect in short term but don't think it cause much effect

newtoUS

04-18

$Taiwan Semiconductor Manufacturing(TSM)$ so sad it went down

04-18

04-18

04-17

$MicroStrategy(MSTR)$

STLoke

04-17

$ASML Holding NV(ASML)$ $Taiwan Semiconductor Manufacturing(TSM)$ ASML Earnings Expectations: ASML is expected to report orders of 5.1 billion Euros, which could indicate strong demand for its semiconductor manufacturing equipment. Higher-than-expected orders could be viewed positively by investors and may signal robust demand for semiconductor production capacity. Investors will also closely monitor ASML's revenue, earnings, and guidance for insights into the company's performance and outlook. Any deviations from analyst expectations could impact the stock price. TSMC Earnings Expectations: TSMC is expected to report 1Q2024 revenue of $18.9 billion, which repres

wywy

04-17

Personally, my take is Tsmc will beat analyst expectation. The only uncertainly is if there is any damage from the recent earthquake. Otherwise, with chips in high demand, Tsmc will certainly ride the bull. ASML although earnings fail to meet expectation, but its still a fact that they have a monopoly of the lithography business. And there are still backlog order to be clear. To me, this glitch is a good opportunity to buy

AI_Dig

04-17

Earnings Miss | Is ASML Heading for a Crash?

As the lithography giant, $ASML Holding NV(ASML)$ fully benefits from AI. After all, $NVIDIA Corp(NVDA)$ 's GPU needs to use EUV lithography machines.That's why its stock price has skyrocketed, up over 29% this year, significantly outperforming the index.However, the latest quarterly report just hit, and it's not what we expected. New lithography machine orders for the quarter came in at €3.6 billion, falling short of analysts' predictions of €4.6 billion. And new EUV orders? Just €656 million, a far cry from the €5.6 billion in the previous quarter.Yikes! ASML's stock price plunged in Amsterdam.As a result, with the stock at record highs and these disappointing results, is the AI bull stock ASML heading

Earnings Miss | Is ASML Heading for a Crash?

JacksNiffler

04-17

Will ASML Earnings Crush the Market?

$ASML Holding NV(ASML)$ Q1 earnings would burden the market?Let’s see how the report said.Revenue 5.29 billion euros, a year-on-year decrease of 20.9%, lower than the expected 5.47 billion euros. Among them, EUV machine revenue 1.8 billion euros, selling 11 units, slightly exceeding the expected 1.67 billion euros. GAAP earnings per share were 3.11 euros, higher than the market's expected 2.84 euros. At the same time, it is expected that the Q2 revenue in 2024 will be between 5.7 and 6.2 billion euros, lower than the market's expected 6.4 billion euros.TakeawaysDecline in orders is the main reason for miss, but not in EUV orders (est 9 units vs actually 11), shortfall was in the DUV;Increase in gross margin boots profit margin, consensus 48.8% vs

Will ASML Earnings Crush the Market?

Strategy 1

04-17

I think TSMC should do well and added some shares during the recent days market pull back. With Nvidia, AMD and now also Intel relying on TSMC for their HPC chips only concern remains on Apple with reports of reduced demand for iPhones in China. I think key point for upcoming earnings call will be the forward guidance which will determine if the share price will go up further or not. Second will be forecast on Capex to expend their manufacturing. The recent US grants should help in that regard.

付雪雁

04-17

Have share of ASML, the bottleneck of ASML is his output. No worry about ASML's order.

Tiger V

04-16

I'm neither shareholder of $ASML Holding NV(ASML)$ nor $Taiwan Semiconductor Manufacturing(TSM)$ Below is merely my personal viewpoints on these two giant semiconductor companies. ASML is a leading supplier of photolithography equipment to semiconductor manufacturers, has consistently delivered strong financial performance. The company's earnings report will likely reflect robust demand for its advanced lithography systems, driven by the global expansion of semiconductor manufacturing capacity. I think we can expect ASML to deliver solid earnings and revenue growth, supported by healthy order backlogs and sustained demand for semiconduct

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Correction is needed to reflect what's really happening in the economy!","listText":"TMSC put options doubled! Correction is needed to reflect what's really happening in the economy!","text":"TMSC put options doubled! Correction is needed to reflect what's really happening in the economy!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/297909810745512","repostId":"2429950931","repostType":2,"repost":{"id":"2429950931","pubTimestamp":1713753661,"share":"https://www.laohu8.com/m/news/2429950931?lang=&edition=full","pubTime":"2024-04-22 10:41","market":"us","language":"en","title":"Some Bubbles Are Starting To Pop","url":"https://stock-news.laohu8.com/highlight/detail?id=2429950931","media":"seekingalpha","summary":"The yield on the 10-Year Treasury has risen to 4.62% from under 3.9% in late February.Rising rates are taking an increasing toll on the market, as the S&P 500 posted its worst weekly performance since","content":"<html><head></head><body><ul style=\"\"><li>The yield on the 10-Year Treasury has risen to 4.62% from under 3.9% in late February.</li><li>Rising rates are taking an increasing toll on the market, as the S&amp;P 500 posted its worst weekly performance since March of 2023 this week.</li><li>Bubbles in the AI sector and high beta parts of the market are deflating, while rising interest rates are impacting the commercial real estate sector.</li><li>The S&amp;P 500 is more than halfway to &#39;correction&#39; territory and is likely to fall further in the weeks ahead.</li></ul><img src=\"https://community-static.tradeup.com/news/3928b61e1cc17e834f94cca7e2ab9d84\" tg-width=\"750\" tg-height=\"500\"/>MCCAIGSince late February, the yield on the 10-Year Treasury has moved up from just under 3.9% to 4.62% as of Friday&#39;s close. Hope for cuts to the Fed Funds rate have continuously been pushed off throughout 2024, and it is now possible that no rate cuts take place during the year. Last week, Goldman Sachs said the yield on the 10-Year Treasury could rise above five percent again.<img src=\"https://community-static.tradeup.com/news/ea5dae402ada6f0ca81f6f5a7faca9fe\" tg-width=\"631\" tg-height=\"205\"/>10-Year Treasury Yield (MarketWatch)Equities managed to navigate the major headwind caused by rising interest rates in March and put the finishing touches on an excellent first quarter, where the S&amp;P 500 rose 10.2%. The index&#39;s best quarterly performance since 2019. However, it has been an entirely different environment for stocks so far, here early in the second quarter. The S&amp;P 500 fell just over three percent last week and closed Friday at just over the 5,000 level. It also was the worst weekly performance for the index since March of last year.As rates stay stubbornly &#39;higher for longer&#39;, some bubbles are starting to deflate. Today, we will take a look at several of these and what it may entail for the overall markets in the weeks and months ahead.<h2 id=\"id_2395673715\">AI Bubble</h2>Enthusiasm for everything AI has been one of the primary factors behind the huge rally in equities since the overall market&#39;s recent lows in late October. However, we may be in the process of seeing this bubble being pricked. That was quite evident in market action on Friday, as the NASDAQ plummeted just over two percent to end the trading week on a sour note. The fall was triggered by action in AI related stocks. Super Micro Computer (SMCI) dropped 23% on the day as the company declined to post preliminary Q1 results, which it has done in recent quarters. Regular quarterly numbers will come out on April 30th.This ignited fears that spending on AI might be slowing down. NVIDIA Corporation (NVDA) declined 10% on the day in sympathy, which was its worst daily performance since the start of the Covid lockdowns and Advanced Micro Devices, Inc. (AMD) was off over five percent. Arm Holdings plc (ARM) dropped nearly 17% on the day as well.<img src=\"https://community-static.tradeup.com/news/412e0d3420a1572a1ec7162d3430c837\" tg-width=\"640\" tg-height=\"333\"/>Seeking AlphaNVDA is now down just over 20% from its all-time high set on March 25th. Even with the pullback, the shares still trade for approximately 18 times forward projected revenues. With Friday&#39;s plunge, SMCI is off 42% from its all-time on March 8th.<h2 id=\"id_3311925831\">High Beta Is Being Pummeled</h2>AI is hardly the only part of the market being pressured by higher interest rates. High beta parts of the market have particularly borne the brunt of the downturn in the market so far in April. The small-cap Russell 2000 is off just over eight percent month to date.<img src=\"https://community-static.tradeup.com/news/7419310c08a64d17bd575a9bde0e0ad7\" tg-width=\"640\" tg-height=\"333\"/>Seeking AlphaThe SPDR S&amp;P Biotech ETF (XBI) is also nearly in bear market territory, as it has declined nearly 20% since its highs on February 27th, just before yields on the 10-Year Treasury started to move substantially higher.<h2 id=\"id_2839493060\">CRE Credit Bubble</h2>A big tick up in interest rates was the last thing the already struggling commercial real estate [CRE] sector needed right now. As I recently noted in this article, the Federal Reserve was not going to ride to rescue for this industry that has over $900 billion of debt maturing in 2024, that will need to be refinanced at much higher rates.<img src=\"https://community-static.tradeup.com/news/d9ef948d6cfb4f308680691ad682b74a\" tg-width=\"370\" tg-height=\"179\"/>March CMBS Delinquency Rate By CRE Asset Class (Trepp)Higher rates are just going to push CRE loan delinquency rates up further. And rising CRE delinquency and default rates will increasingly impact the results of banks. Bank of America (BAC) showed a big increase in charge offs due to CRE within its Q1 results.<img src=\"https://community-static.tradeup.com/news/6c41b04e2c6ea190dbc7e986600c7e6b\" tg-width=\"429\" tg-height=\"364\"/>Bank of America Q1 PresentationFortunately, the profits of the major banks will only be dinged by the continuing deterioration in the CRE sector, given their relatively small exposure to the industry.<img src=\"https://community-static.tradeup.com/news/a8e3dcfb6bed92e09e4011aa25c2af45\" tg-width=\"640\" tg-height=\"127\"/>KeyCorp April Company PresentationRegional banks will bear more of the burden of increasing losses from the CRE sector. KeyCorp (KEY) showed some continued deterioration in its non-performing loan book when it reported Q1 results last week, and this regional bank has lower exposure to CRE loans than its regional bank brethren.<img src=\"https://community-static.tradeup.com/news/146718ec6175667a0d90a959409eaece\" tg-width=\"640\" tg-height=\"298\"/>KeyCorp April Company PresentationI look for the commercial real estate situation to be a growing problem for banking institutions throughout 2024 and most likely well into 2025.<h2 id=\"id_585762973\">Conclusion</h2>The S&amp;P 500 is now off just over five percent from its all-time highs of March. That is halfway to my recent prediction that the index would see at least a 10% decline. The NASDAQ is off 7.6% from its all-time high set on March 21st. Given insiders are more bearish than they have been in a decade, I don&#39;t think investors can expect a quick bounce back in the market.<img src=\"https://community-static.tradeup.com/news/9356edefe0ed65a05bc71e23f99a1a74\" tg-width=\"1200\" tg-height=\"988\"/>InsiderSentiment.comI still think the market has further to fall, and I have roughly half my portfolio in short-term treasuries, yielding nearly 5.4%. That said, I did pick up additional exposure to equities late last week via some covered call orders on some names that I believe have become oversold, such as Pfizer (PFE) and Mirum Pharmaceuticals (MIRM). Pfizer yields north of 6.5% and its earnings should have troughed in FY2023, while Mirum just got a big buy initiation at Stifel Nicolaus. I will continue to redeploy additional &#39;dry powder&#39; into the market in this matter if equities continue to fall.<img src=\"https://community-static.tradeup.com/news/6d60a11dc0a73b2f0a06eda9067ae923\" tg-width=\"640\" tg-height=\"226\"/>VIX (Seeking Alpha)I will get more aggressive if either yields start to fall, we see some stabilization in the sectors that have been hit the hardest by rising rates, and/or there becomes more &#39;panic&#39; in the market. Investor concerns have been rising based on the upward movement in the S&amp;P VIX Index (VIX) this month. I would like to see this volatility index head up to mid-$20s to confirm some additional anxiety and less complacency from investors, before I commit additional funds into equities at what are likely to be lower entry points.</body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Some Bubbles Are Starting To Pop</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSome Bubbles Are Starting To Pop\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-22 10:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4684965-some-bubbles-are-starting-to-pop>seekingalpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nThe yield on the 10-Year Treasury has risen to 4.62% from under 3.9% in late February.Rising rates are taking an increasing toll on the market, as the S&P 500 posted its worst weekly performance since...\n\n<a href=\"https://seekingalpha.com/article/4684965-some-bubbles-are-starting-to-pop\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD.AU":"Arrow Minerals Ltd","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","IVV":"标普500指数ETF","PFE":"辉瑞","SSO":"两倍做多标普500ETF","SDS":"两倍做空标普500ETF","LU0106831901.USD":"贝莱德世界金融基金A2","VOO":"Vanguard标普500ETF","SH":"标普500反向ETF","PFE.AU":"PANTERA MINERALS LTD","ARM.AU":"Anax Metals","BK4573":"虚拟现实","KEY.AU":"KEY PETROLEUM LTD","MIRM":"Mirum Pharmaceuticals, Inc.","OEF":"标普100指数ETF-iShares","BK4581":"高盛持仓","LU0122379950.USD":"贝莱德世界健康科学A2","SPXU":"三倍做空标普500ETF","BAC":"美国银行","ARM":"ARM Holdings Ltd","BK4170":"电脑硬件、储存设备及电脑周边","UPRO":"三倍做多标普500ETF","SPY":"标普500ETF","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","KEY":"KeyCorp","XBI":"SPDR S&P Biotech ETF","NVDA":"英伟达","AMD":"美国超微公司",".SPX":"S&P 500 Index","OEX":"标普100","SMCI":"超微电脑"},"source_url":"https://seekingalpha.com/article/4684965-some-bubbles-are-starting-to-pop","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2429950931","content_text":"The yield on the 10-Year Treasury has risen to 4.62% from under 3.9% in late February.Rising rates are taking an increasing toll on the market, as the S&P 500 posted its worst weekly performance since March of 2023 this week.Bubbles in the AI sector and high beta parts of the market are deflating, while rising interest rates are impacting the commercial real estate sector.The S&P 500 is more than halfway to 'correction' territory and is likely to fall further in the weeks ahead.MCCAIGSince late February, the yield on the 10-Year Treasury has moved up from just under 3.9% to 4.62% as of Friday's close. Hope for cuts to the Fed Funds rate have continuously been pushed off throughout 2024, and it is now possible that no rate cuts take place during the year. Last week, Goldman Sachs said the yield on the 10-Year Treasury could rise above five percent again.10-Year Treasury Yield (MarketWatch)Equities managed to navigate the major headwind caused by rising interest rates in March and put the finishing touches on an excellent first quarter, where the S&P 500 rose 10.2%. The index's best quarterly performance since 2019. However, it has been an entirely different environment for stocks so far, here early in the second quarter. The S&P 500 fell just over three percent last week and closed Friday at just over the 5,000 level. It also was the worst weekly performance for the index since March of last year.As rates stay stubbornly 'higher for longer', some bubbles are starting to deflate. Today, we will take a look at several of these and what it may entail for the overall markets in the weeks and months ahead.AI BubbleEnthusiasm for everything AI has been one of the primary factors behind the huge rally in equities since the overall market's recent lows in late October. However, we may be in the process of seeing this bubble being pricked. That was quite evident in market action on Friday, as the NASDAQ plummeted just over two percent to end the trading week on a sour note. The fall was triggered by action in AI related stocks. Super Micro Computer (SMCI) dropped 23% on the day as the company declined to post preliminary Q1 results, which it has done in recent quarters. Regular quarterly numbers will come out on April 30th.This ignited fears that spending on AI might be slowing down. NVIDIA Corporation (NVDA) declined 10% on the day in sympathy, which was its worst daily performance since the start of the Covid lockdowns and Advanced Micro Devices, Inc. (AMD) was off over five percent. Arm Holdings plc (ARM) dropped nearly 17% on the day as well.Seeking AlphaNVDA is now down just over 20% from its all-time high set on March 25th. Even with the pullback, the shares still trade for approximately 18 times forward projected revenues. With Friday's plunge, SMCI is off 42% from its all-time on March 8th.High Beta Is Being PummeledAI is hardly the only part of the market being pressured by higher interest rates. High beta parts of the market have particularly borne the brunt of the downturn in the market so far in April. The small-cap Russell 2000 is off just over eight percent month to date.Seeking AlphaThe SPDR S&P Biotech ETF (XBI) is also nearly in bear market territory, as it has declined nearly 20% since its highs on February 27th, just before yields on the 10-Year Treasury started to move substantially higher.CRE Credit BubbleA big tick up in interest rates was the last thing the already struggling commercial real estate [CRE] sector needed right now. As I recently noted in this article, the Federal Reserve was not going to ride to rescue for this industry that has over $900 billion of debt maturing in 2024, that will need to be refinanced at much higher rates.March CMBS Delinquency Rate By CRE Asset Class (Trepp)Higher rates are just going to push CRE loan delinquency rates up further. And rising CRE delinquency and default rates will increasingly impact the results of banks. Bank of America (BAC) showed a big increase in charge offs due to CRE within its Q1 results.Bank of America Q1 PresentationFortunately, the profits of the major banks will only be dinged by the continuing deterioration in the CRE sector, given their relatively small exposure to the industry.KeyCorp April Company PresentationRegional banks will bear more of the burden of increasing losses from the CRE sector. KeyCorp (KEY) showed some continued deterioration in its non-performing loan book when it reported Q1 results last week, and this regional bank has lower exposure to CRE loans than its regional bank brethren.KeyCorp April Company PresentationI look for the commercial real estate situation to be a growing problem for banking institutions throughout 2024 and most likely well into 2025.ConclusionThe S&P 500 is now off just over five percent from its all-time highs of March. That is halfway to my recent prediction that the index would see at least a 10% decline. The NASDAQ is off 7.6% from its all-time high set on March 21st. Given insiders are more bearish than they have been in a decade, I don't think investors can expect a quick bounce back in the market.InsiderSentiment.comI still think the market has further to fall, and I have roughly half my portfolio in short-term treasuries, yielding nearly 5.4%. That said, I did pick up additional exposure to equities late last week via some covered call orders on some names that I believe have become oversold, such as Pfizer (PFE) and Mirum Pharmaceuticals (MIRM). Pfizer yields north of 6.5% and its earnings should have troughed in FY2023, while Mirum just got a big buy initiation at Stifel Nicolaus. I will continue to redeploy additional 'dry powder' into the market in this matter if equities continue to fall.VIX (Seeking Alpha)I will get more aggressive if either yields start to fall, we see some stabilization in the sectors that have been hit the hardest by rising rates, and/or there becomes more 'panic' in the market. Investor concerns have been rising based on the upward movement in the S&P VIX Index (VIX) this month. I would like to see this volatility index head up to mid-$20s to confirm some additional anxiety and less complacency from investors, before I commit additional funds into equities at what are likely to be lower entry points.","news_type":1},"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":296817551282376,"gmtCreate":1713502740728,"gmtModify":1713532724537,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"Buy the Hype, Sell the News For TSMC?","htmlText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a><v-v data-views=\"0\"></v-v>, the world's largest manufacturer of advanced chips, crushed analyst expectations in their first-quarter earnings report. This stellar performance, fueled by surging demand for AI chips, has investors wondering: is this a \"buy the hype, sell the news\" situation, or is TSMC a long-term winner? Let's dive deeper. The numbers speak for themselves. TSMC smashed both revenue and profit expectations, reporting a 16.5% year-over-year increase in revenue and an 8.9% increase in net income. This impressive showing can be attributed largely to the booming demand for AI chips. The rise of powerful language models like ChatGPT and similar applications is driving the need for more powerful and","listText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a><v-v data-views=\"0\"></v-v>, the world's largest manufacturer of advanced chips, crushed analyst expectations in their first-quarter earnings report. This stellar performance, fueled by surging demand for AI chips, has investors wondering: is this a \"buy the hype, sell the news\" situation, or is TSMC a long-term winner? Let's dive deeper. The numbers speak for themselves. TSMC smashed both revenue and profit expectations, reporting a 16.5% year-over-year increase in revenue and an 8.9% increase in net income. This impressive showing can be attributed largely to the booming demand for AI chips. The rise of powerful language models like ChatGPT and similar applications is driving the need for more powerful and","text":"$Taiwan Semiconductor Manufacturing(TSM)$, the world's largest manufacturer of advanced chips, crushed analyst expectations in their first-quarter earnings report. This stellar performance, fueled by surging demand for AI chips, has investors wondering: is this a \"buy the hype, sell the news\" situation, or is TSMC a long-term winner? Let's dive deeper. The numbers speak for themselves. TSMC smashed both revenue and profit expectations, reporting a 16.5% year-over-year increase in revenue and an 8.9% increase in net income. This impressive showing can be attributed largely to the booming demand for AI chips. The rise of powerful language models like ChatGPT and similar applications is driving the need for more powerful and","images":[{"img":"https://community-static.tradeup.com/news/6a2f240741f9bf6811ab4af0d6f6d4b1","width":"499","height":"268"},{"img":"https://community-static.tradeup.com/news/eb9437a2c262077c3fbbc224480fc58f","width":"1104","height":"645"},{"img":"https://community-static.tradeup.com/news/747a1a65b57bb5964104a4eba1ab4086","width":"1039","height":"522"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":43,"commentSize":2,"repostSize":18,"link":"https://ttm.financial/post/296817551282376","isVote":1,"tweetType":1,"viewCount":1143,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000134","authorId":"9000000000000134","name":"AaronJe","avatar":"https://static.tigerbbs.com/1f82ebb69e3d2120663f3d6bcbf0013a","crmLevel":1,"crmLevelSwitch":0},"content":"Wah, this article really give me a good sense of what's going on with TSMC!","text":"Wah, this article really give me a good sense of what's going on with TSMC!","html":"Wah, this article really give me a good sense of what's going on with TSMC!"}],"imageCount":4,"langContent":"EN","totalScore":0},{"id":296733480730752,"gmtCreate":1713482311861,"gmtModify":1713509660641,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"title":"TSMC Beats Earnings Expectations Yet Shares are Falling. Is It A Buy? ","htmlText":"🌟🌟🌟On a day when the markets are down,&nbsp;<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"0\"></v-v> beats market expectations on its Q1 24&nbsp;&nbsp;earnings report. TSMC's net revenue rose 16.5% year on year to NT592.64 billion while net income increases 8.9% year on year to NT225.49 billion.&nbsp; TSMC Earnings Per Share was up 8.9% to USD 1.38 from previous year.&nbsp; TSMC also reported a gross margin of 53.1% and an operating profit margin of 42%, down from 56.3% and 45.5% respectively from previous year.&nbsp; The results exceeded analysts' expectations for revenue of USD 18.4 billion and EPS of USD 1.32.&nbsp; TSMC is the world's largest producer of advanced processors chips&nbsp;and counts Nvidia and Apple as some of&nbsp;","listText":"🌟🌟🌟On a day when the markets are down,&nbsp;<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"0\"></v-v> beats market expectations on its Q1 24&nbsp;&nbsp;earnings report. TSMC's net revenue rose 16.5% year on year to NT592.64 billion while net income increases 8.9% year on year to NT225.49 billion.&nbsp; TSMC Earnings Per Share was up 8.9% to USD 1.38 from previous year.&nbsp; TSMC also reported a gross margin of 53.1% and an operating profit margin of 42%, down from 56.3% and 45.5% respectively from previous year.&nbsp; The results exceeded analysts' expectations for revenue of USD 18.4 billion and EPS of USD 1.32.&nbsp; TSMC is the world's largest producer of advanced processors chips&nbsp;and counts Nvidia and Apple as some of&nbsp;","text":"🌟🌟🌟On a day when the markets are down, $Taiwan Semiconductor Manufacturing(TSM)$ beats market expectations on its Q1 24 earnings report. TSMC's net revenue rose 16.5% year on year to NT592.64 billion while net income increases 8.9% year on year to NT225.49 billion. TSMC Earnings Per Share was up 8.9% to USD 1.38 from previous year. TSMC also reported a gross margin of 53.1% and an operating profit margin of 42%, down from 56.3% and 45.5% respectively from previous year. The results exceeded analysts' expectations for revenue of USD 18.4 billion and EPS of USD 1.32. TSMC is the world's largest producer of advanced processors chips and counts Nvidia and Apple as some of","images":[{"img":"https://community-static.tradeup.com/news/bd2362e92cbd1dabf48b2845fde39746","width":"1080","height":"2340"},{"img":"https://community-static.tradeup.com/news/3027faa742d34949a57ae75adc629375","width":"1080","height":"2340"},{"img":"https://community-static.tradeup.com/news/af066065ebe1594d13259d9dfcd792b8","width":"1080","height":"2340"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":153,"commentSize":10,"repostSize":62,"link":"https://ttm.financial/post/296733480730752","isVote":1,"tweetType":1,"viewCount":2144,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4141087974150782","authorId":"4141087974150782","name":"Taurus Pink","avatar":"https://community-static.tradeup.com/news/39e934cbdc05761469dbe8569c8d86af","crmLevel":1,"crmLevelSwitch":0},"content":"[Proud] [Proud] [Proud]","text":"[Proud] [Proud] [Proud]","html":"[Proud] [Proud] [Proud]"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":296632461549648,"gmtCreate":1713457643159,"gmtModify":1713457838742,"author":{"id":"3553837910737353","authorId":"3553837910737353","name":"Bibobibo","avatar":"https://static.tigerbbs.com/9f9d0f2eb54892062ef5e28de96a5bbb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"Guess the winner，Earn Tiger Coins","htmlText":"Find out more here: <a href=\"https://www.atigrzen.com/activity/market/2024/trading-guess?inviteId=IIVEMBSH&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=abf3865dc7ffce4a0e5f4ec7cf3b27e1&amp;invite=AFS4GF&amp;lang=en_US\">Guess the winner，Earn Tiger Coins</a> Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.","listText":"Find out more here: <a href=\"https://www.atigrzen.com/activity/market/2024/trading-guess?inviteId=IIVEMBSH&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=abf3865dc7ffce4a0e5f4ec7cf3b27e1&amp;invite=AFS4GF&amp;lang=en_US\">Guess the winner，Earn Tiger Coins</a> Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.","text":"Find out more here: Guess the winner，Earn Tiger Coins Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.","images":[{"img":"https://static.tigerbbs.com/f5b7f90833b0728cadecb5cb81220f1d"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/296632461549648","isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":296538979381392,"gmtCreate":1713434729159,"gmtModify":1713434732628,"author":{"id":"4092525468598030","authorId":"4092525468598030","name":"HappyChoo","avatar":"https://static.tigerbbs.com/cde9e6e4075951008604ea783f99efed","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a> Where did the price went down?","listText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a> Where did the price went down?","text":"$Taiwan Semiconductor Manufacturing(TSM)$ Where did the price went down?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/296538979381392","isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":296595844591648,"gmtCreate":1713431701999,"gmtModify":1713432949564,"author":{"id":"10000000000010844","authorId":"10000000000010844","name":"AI_Dig","avatar":"https://community-static.tradeup.com/news/361bf37eac2660de93c3020a7714b78d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"TSMC Earnings Digest | The Return of the King!","htmlText":"Just now, <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> , the king of chip foundry, released its first-quarter earnings report, and it blew past everyone's expectations.Look at those numbers: 1.Revenue$18.87 billion with increasing 12.9% year-on-year. That reversed the slide we'd seen for the past four quarters and went above the management's guidance range of $18-18.8 billion, even topped analysts' consensus estimate of $17.95 billion!Given that TSMC had already teased us with their first-quarter sales figures, the strong revenue was kind of expected.2.Profitability and GuidanceIn addition to revenue, TSMC's profitability and second-quarter guidance also exceeded expectations. Their first-quarter gross margin came in at 53.1%, beating analysts' estima","listText":"Just now, <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> , the king of chip foundry, released its first-quarter earnings report, and it blew past everyone's expectations.Look at those numbers: 1.Revenue$18.87 billion with increasing 12.9% year-on-year. That reversed the slide we'd seen for the past four quarters and went above the management's guidance range of $18-18.8 billion, even topped analysts' consensus estimate of $17.95 billion!Given that TSMC had already teased us with their first-quarter sales figures, the strong revenue was kind of expected.2.Profitability and GuidanceIn addition to revenue, TSMC's profitability and second-quarter guidance also exceeded expectations. Their first-quarter gross margin came in at 53.1%, beating analysts' estima","text":"Just now, $Taiwan Semiconductor Manufacturing(TSM)$ , the king of chip foundry, released its first-quarter earnings report, and it blew past everyone's expectations.Look at those numbers: 1.Revenue$18.87 billion with increasing 12.9% year-on-year. That reversed the slide we'd seen for the past four quarters and went above the management's guidance range of $18-18.8 billion, even topped analysts' consensus estimate of $17.95 billion!Given that TSMC had already teased us with their first-quarter sales figures, the strong revenue was kind of expected.2.Profitability and GuidanceIn addition to revenue, TSMC's profitability and second-quarter guidance also exceeded expectations. Their first-quarter gross margin came in at 53.1%, beating analysts' estima","images":[{"img":"https://community-static.tradeup.com/news/c614883600a95569df734d7a78cd9dd2","width":"1000","height":"456"},{"img":"https://community-static.tradeup.com/news/d86bbc44fd271ff3ec87978e2bd79e69","width":"902","height":"432"},{"img":"https://community-static.tradeup.com/news/58ada78f74c390d9d5cb48a4a79d64d0","width":"1267","height":"560"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":43,"commentSize":0,"repostSize":6,"link":"https://ttm.financial/post/296595844591648","isVote":1,"tweetType":1,"viewCount":6355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"EN","totalScore":0},{"id":296565643825216,"gmtCreate":1713424482961,"gmtModify":1713425613734,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"Why TSMC Performs Better in Q1 than ASML?","htmlText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> can be described as a money-making machine only to <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> . In the recently announced Q1 financial report for 2024, it indeed exceeded expectations as expected.Revenue was 592.64 billion New Taiwan dollars, market expectation was 583.46 billion New Taiwan dollarsGross margin was 53.1%, market expectation was 53.0%Net profit was 225.49 billion New Taiwan dollars, market expectation was 215.1 billion New Taiwan dollarsCompared with the disappointment earning of <a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> yesterday, it can be described as a world of difference.In fact, the most important thing for the demand for lithography machines","listText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> can be described as a money-making machine only to <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> . In the recently announced Q1 financial report for 2024, it indeed exceeded expectations as expected.Revenue was 592.64 billion New Taiwan dollars, market expectation was 583.46 billion New Taiwan dollarsGross margin was 53.1%, market expectation was 53.0%Net profit was 225.49 billion New Taiwan dollars, market expectation was 215.1 billion New Taiwan dollarsCompared with the disappointment earning of <a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> yesterday, it can be described as a world of difference.In fact, the most important thing for the demand for lithography machines","text":"$Taiwan Semiconductor Manufacturing(TSM)$ can be described as a money-making machine only to $NVIDIA Corp(NVDA)$ . In the recently announced Q1 financial report for 2024, it indeed exceeded expectations as expected.Revenue was 592.64 billion New Taiwan dollars, market expectation was 583.46 billion New Taiwan dollarsGross margin was 53.1%, market expectation was 53.0%Net profit was 225.49 billion New Taiwan dollars, market expectation was 215.1 billion New Taiwan dollarsCompared with the disappointment earning of $ASML Holding NV(ASML)$ yesterday, it can be described as a world of difference.In fact, the most important thing for the demand for lithography machines","images":[{"img":"https://static.tigerbbs.com/f637c2a2a32f1b7070699f52103d8c63","width":"1161","height":"535"},{"img":"https://static.tigerbbs.com/adf2a7e62f83f61d33f9e1fda8d63ed0","width":"727","height":"573"},{"img":"https://static.tigerbbs.com/f3a3cd23165f2b5634a85c70a935f42c","width":"717","height":"360"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":96,"commentSize":1,"repostSize":12,"link":"https://ttm.financial/post/296565643825216","isVote":1,"tweetType":1,"viewCount":925,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},{"id":296495338922264,"gmtCreate":1713424161431,"gmtModify":1713425154887,"author":{"id":"4092890920697680","authorId":"4092890920697680","name":"Tiger V","avatar":"https://community-static.tradeup.com/news/929ef5d38a3a27e3d8f60d939883e7bb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"TSMC's First Quarter 2024 Financial Performance","htmlText":"Taiwan Semiconductor Manufacturing Company <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;, the world's largest contract chipmaker and a key supplier to tech giants such as Apple Inc. <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;and Nvidia<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;reported a 9% rise in first-quarter net profit on Thursday, exceeding market expectations. This growth was driven primarily by increased demand for semiconductors in artificial intelligence (AI) applications.&nbsp; TSMC's net profit for the January-March period rose to T$225.5 billion ($6.98 billion), surpassing the consensus estimate o","listText":"Taiwan Semiconductor Manufacturing Company <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;, the world's largest contract chipmaker and a key supplier to tech giants such as Apple Inc. <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;and Nvidia<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;reported a 9% rise in first-quarter net profit on Thursday, exceeding market expectations. This growth was driven primarily by increased demand for semiconductors in artificial intelligence (AI) applications.&nbsp; TSMC's net profit for the January-March period rose to T$225.5 billion ($6.98 billion), surpassing the consensus estimate o","text":"Taiwan Semiconductor Manufacturing Company $Taiwan Semiconductor Manufacturing(TSM)$ , the world's largest contract chipmaker and a key supplier to tech giants such as Apple Inc. $Apple(AAPL)$ and Nvidia$NVIDIA Corp(NVDA)$ reported a 9% rise in first-quarter net profit on Thursday, exceeding market expectations. This growth was driven primarily by increased demand for semiconductors in artificial intelligence (AI) applications. TSMC's net profit for the January-March period rose to T$225.5 billion ($6.98 billion), surpassing the consensus estimate o","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":88,"commentSize":1,"repostSize":5,"link":"https://ttm.financial/post/296495338922264","isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274785641432","authorId":"3479274785641432","name":"Chungllq","avatar":"https://static.laohu8.com/picture126","crmLevel":1,"crmLevelSwitch":0},"content":"Great insights!","text":"Great insights!","html":"Great insights!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":296469184037064,"gmtCreate":1713417690130,"gmtModify":1713419916553,"author":{"id":"4143090646529452","authorId":"4143090646529452","name":"kittithat","avatar":"https://community-static.tradeup.com/news/66d22d03e38de1fd2ed690fe2a23c11a","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"... Tsm is so cheap it may be effect in short term but don't think it cause much effect","listText":"... Tsm is so cheap it may be effect in short term but don't think it cause much effect","text":"... Tsm is so cheap it may be effect in short term but don't think it cause much effect","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/296469184037064","isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":296427277906216,"gmtCreate":1713407546151,"gmtModify":1713407549082,"author":{"id":"3575929769091766","authorId":"3575929769091766","name":"newtoUS","avatar":"https://static.tigerbbs.com/9b8dfb089132dd6830b3d50bd9ba1db2","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a> so sad it went down","listText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a> so sad it went down","text":"$Taiwan Semiconductor Manufacturing(TSM)$ so sad it went down","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/296427277906216","isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":296385679593560,"gmtCreate":1713397383499,"gmtModify":1713404781698,"author":{"id":"4143801583751582","authorId":"4143801583751582","name":"Kokeo1010","avatar":"https://community-static.tradeup.com/news/6b0f2b3f84ed886f8beda668c85c05e4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSM\">$台積電(TSM)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSM\">$台積電(TSM)$&nbsp;</a>&nbsp;","text":"$台積電(TSM)$","images":[{"img":"https://community-static.tradeup.com/news/133577116d3c6c0ee987145725ce41a8","width":"960","height":"539"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/296385679593560","isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":296385638129752,"gmtCreate":1713397373376,"gmtModify":1713404777342,"author":{"id":"4143801583751582","authorId":"4143801583751582","name":"Kokeo1010","avatar":"https://community-static.tradeup.com/news/6b0f2b3f84ed886f8beda668c85c05e4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSM\">$台積電(TSM)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSM\">$台積電(TSM)$&nbsp;</a>&nbsp;","text":"$台積電(TSM)$","images":[{"img":"https://community-static.tradeup.com/news/133577116d3c6c0ee987145725ce41a8","width":"960","height":"539"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/296385638129752","isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":296271806918904,"gmtCreate":1713352262630,"gmtModify":1713352266276,"author":{"id":"4174115855053772","authorId":"4174115855053772","name":"sending","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MSTR\">$MicroStrategy(MSTR)$ </a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/MSTR\">$MicroStrategy(MSTR)$ </a>&nbsp;","text":"$MicroStrategy(MSTR)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/296271806918904","isVote":1,"tweetType":1,"viewCount":177,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":296264678699176,"gmtCreate":1713350425927,"gmtModify":1713350472627,"author":{"id":"4088220260028080","authorId":"4088220260028080","name":"STLoke","avatar":"https://static.tigerbbs.com/69d7e7705000646320fe426fccb39c93","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$ </a>&nbsp;<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; ASML Earnings Expectations: ASML is expected to report orders of 5.1 billion Euros, which could indicate strong demand for its semiconductor manufacturing equipment. Higher-than-expected orders could be viewed positively by investors and may signal robust demand for semiconductor production capacity. Investors will also closely monitor ASML's revenue, earnings, and guidance for insights into the company's performance and outlook. Any deviations from analyst expectations could impact the stock price. TSMC Earnings Expectations: TSMC is expected to report 1Q2024 revenue of $18.9 billion, which repres","listText":"<a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$ </a>&nbsp;<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; ASML Earnings Expectations: ASML is expected to report orders of 5.1 billion Euros, which could indicate strong demand for its semiconductor manufacturing equipment. Higher-than-expected orders could be viewed positively by investors and may signal robust demand for semiconductor production capacity. Investors will also closely monitor ASML's revenue, earnings, and guidance for insights into the company's performance and outlook. Any deviations from analyst expectations could impact the stock price. TSMC Earnings Expectations: TSMC is expected to report 1Q2024 revenue of $18.9 billion, which repres","text":"$ASML Holding NV(ASML)$ $Taiwan Semiconductor Manufacturing(TSM)$ ASML Earnings Expectations: ASML is expected to report orders of 5.1 billion Euros, which could indicate strong demand for its semiconductor manufacturing equipment. Higher-than-expected orders could be viewed positively by investors and may signal robust demand for semiconductor production capacity. Investors will also closely monitor ASML's revenue, earnings, and guidance for insights into the company's performance and outlook. Any deviations from analyst expectations could impact the stock price. TSMC Earnings Expectations: TSMC is expected to report 1Q2024 revenue of $18.9 billion, which repres","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/296264678699176","isVote":1,"tweetType":1,"viewCount":960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":296238124306472,"gmtCreate":1713344037338,"gmtModify":1713417759460,"author":{"id":"3566982670449095","authorId":"3566982670449095","name":"wywy","avatar":"https://static.tigerbbs.com/76ed86374fc7b16c12094c45ea30787c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Personally, my take is Tsmc will beat analyst expectation. The only uncertainly is if there is any damage from the recent earthquake. Otherwise, with chips in high demand, Tsmc will certainly ride the bull.&nbsp; ASML although earnings fail to meet expectation, but its still a fact that they have a monopoly of the lithography business. And there are still backlog order to be clear. To me, this glitch is a good opportunity to buy","listText":"Personally, my take is Tsmc will beat analyst expectation. The only uncertainly is if there is any damage from the recent earthquake. Otherwise, with chips in high demand, Tsmc will certainly ride the bull.&nbsp; ASML although earnings fail to meet expectation, but its still a fact that they have a monopoly of the lithography business. And there are still backlog order to be clear. To me, this glitch is a good opportunity to buy","text":"Personally, my take is Tsmc will beat analyst expectation. The only uncertainly is if there is any damage from the recent earthquake. Otherwise, with chips in high demand, Tsmc will certainly ride the bull. ASML although earnings fail to meet expectation, but its still a fact that they have a monopoly of the lithography business. And there are still backlog order to be clear. To me, this glitch is a good opportunity to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":102,"commentSize":1,"repostSize":18,"link":"https://ttm.financial/post/296238124306472","isVote":1,"tweetType":1,"viewCount":799,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274806242608","authorId":"3479274806242608","name":"kiekie","avatar":"https://static.laohu8.com/picture166","crmLevel":1,"crmLevelSwitch":0},"content":"I agree with your perspective on TSMC and ASML.","text":"I agree with your perspective on TSMC and ASML.","html":"I agree with your perspective on TSMC and ASML."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":296234781298752,"gmtCreate":1713343705977,"gmtModify":1713343833592,"author":{"id":"10000000000010844","authorId":"10000000000010844","name":"AI_Dig","avatar":"https://community-static.tradeup.com/news/361bf37eac2660de93c3020a7714b78d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"Earnings Miss | Is ASML Heading for a Crash?","htmlText":"As the lithography giant, <a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> fully benefits from AI. After all, <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> 's GPU needs to use EUV lithography machines.That's why its stock price has skyrocketed, up over 29% this year, significantly outperforming the index.However, the latest quarterly report just hit, and it's not what we expected. New lithography machine orders for the quarter came in at €3.6 billion, falling short of analysts' predictions of €4.6 billion. And new EUV orders? Just €656 million, a far cry from the €5.6 billion in the previous quarter.Yikes! ASML's stock price plunged in Amsterdam.As a result, with the stock at record highs and these disappointing results, is the AI bull stock ASML heading","listText":"As the lithography giant, <a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> fully benefits from AI. After all, <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> 's GPU needs to use EUV lithography machines.That's why its stock price has skyrocketed, up over 29% this year, significantly outperforming the index.However, the latest quarterly report just hit, and it's not what we expected. New lithography machine orders for the quarter came in at €3.6 billion, falling short of analysts' predictions of €4.6 billion. And new EUV orders? Just €656 million, a far cry from the €5.6 billion in the previous quarter.Yikes! ASML's stock price plunged in Amsterdam.As a result, with the stock at record highs and these disappointing results, is the AI bull stock ASML heading","text":"As the lithography giant, $ASML Holding NV(ASML)$ fully benefits from AI. After all, $NVIDIA Corp(NVDA)$ 's GPU needs to use EUV lithography machines.That's why its stock price has skyrocketed, up over 29% this year, significantly outperforming the index.However, the latest quarterly report just hit, and it's not what we expected. New lithography machine orders for the quarter came in at €3.6 billion, falling short of analysts' predictions of €4.6 billion. And new EUV orders? Just €656 million, a far cry from the €5.6 billion in the previous quarter.Yikes! ASML's stock price plunged in Amsterdam.As a result, with the stock at record highs and these disappointing results, is the AI bull stock ASML heading","images":[{"img":"https://community-static.tradeup.com/news/89b29c2d9964e8e963894918544f08fa","width":"858","height":"389"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":48,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/296234781298752","isVote":1,"tweetType":1,"viewCount":2938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":296247167475776,"gmtCreate":1713336483789,"gmtModify":1713351915280,"author":{"id":"4113023309293912","authorId":"4113023309293912","name":"JacksNiffler","avatar":"https://community-static.tradeup.com/news/725d6b9ccfa2d33fef0434c9af5668e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"Will ASML Earnings Crush the Market?","htmlText":"<a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> Q1 earnings would burden the market?Let’s see how the report said.Revenue 5.29 billion euros, a year-on-year decrease of 20.9%, lower than the expected 5.47 billion euros. Among them, EUV machine revenue 1.8 billion euros, selling 11 units, slightly exceeding the expected 1.67 billion euros. GAAP earnings per share were 3.11 euros, higher than the market's expected 2.84 euros. At the same time, it is expected that the Q2 revenue in 2024 will be between 5.7 and 6.2 billion euros, lower than the market's expected 6.4 billion euros.TakeawaysDecline in orders is the main reason for miss, but not in EUV orders (est 9 units vs actually 11), shortfall was in the DUV;Increase in gross margin boots profit margin, consensus 48.8% vs","listText":"<a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> Q1 earnings would burden the market?Let’s see how the report said.Revenue 5.29 billion euros, a year-on-year decrease of 20.9%, lower than the expected 5.47 billion euros. Among them, EUV machine revenue 1.8 billion euros, selling 11 units, slightly exceeding the expected 1.67 billion euros. GAAP earnings per share were 3.11 euros, higher than the market's expected 2.84 euros. At the same time, it is expected that the Q2 revenue in 2024 will be between 5.7 and 6.2 billion euros, lower than the market's expected 6.4 billion euros.TakeawaysDecline in orders is the main reason for miss, but not in EUV orders (est 9 units vs actually 11), shortfall was in the DUV;Increase in gross margin boots profit margin, consensus 48.8% vs","text":"$ASML Holding NV(ASML)$ Q1 earnings would burden the market?Let’s see how the report said.Revenue 5.29 billion euros, a year-on-year decrease of 20.9%, lower than the expected 5.47 billion euros. Among them, EUV machine revenue 1.8 billion euros, selling 11 units, slightly exceeding the expected 1.67 billion euros. GAAP earnings per share were 3.11 euros, higher than the market's expected 2.84 euros. At the same time, it is expected that the Q2 revenue in 2024 will be between 5.7 and 6.2 billion euros, lower than the market's expected 6.4 billion euros.TakeawaysDecline in orders is the main reason for miss, but not in EUV orders (est 9 units vs actually 11), shortfall was in the DUV;Increase in gross margin boots profit margin, consensus 48.8% vs","images":[{"img":"https://static.tigerbbs.com/415ca20dc8ae45915a6fe3a277675de4","width":"2458","height":"1376"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":8,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/296247167475776","isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":296097391333768,"gmtCreate":1713319443444,"gmtModify":1713319449817,"author":{"id":"4121555381154902","authorId":"4121555381154902","name":"Strategy 1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"I think TSMC should do well and added some shares during the recent days market pull back.&nbsp; With Nvidia, AMD and now also Intel relying on TSMC for their HPC chips only concern remains on Apple with reports of reduced demand for iPhones in China. I think key point for upcoming earnings call will be the forward guidance which will determine if the share price will go up further or not. Second will be forecast on Capex to expend their manufacturing. The recent US grants should help in that regard.&nbsp;","listText":"I think TSMC should do well and added some shares during the recent days market pull back.&nbsp; With Nvidia, AMD and now also Intel relying on TSMC for their HPC chips only concern remains on Apple with reports of reduced demand for iPhones in China. I think key point for upcoming earnings call will be the forward guidance which will determine if the share price will go up further or not. Second will be forecast on Capex to expend their manufacturing. The recent US grants should help in that regard.&nbsp;","text":"I think TSMC should do well and added some shares during the recent days market pull back. With Nvidia, AMD and now also Intel relying on TSMC for their HPC chips only concern remains on Apple with reports of reduced demand for iPhones in China. I think key point for upcoming earnings call will be the forward guidance which will determine if the share price will go up further or not. Second will be forecast on Capex to expend their manufacturing. The recent US grants should help in that regard.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/296097391333768","isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":296077196431648,"gmtCreate":1713314508371,"gmtModify":1713314513918,"author":{"id":"3572775288524113","authorId":"3572775288524113","name":"付雪雁","avatar":"https://static.tigerbbs.com/5c6c738c7c8b00d9f52682e5dbe37dda","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Have share of ASML, the bottleneck of ASML is his output. No worry about ASML's order.&nbsp;","listText":"Have share of ASML, the bottleneck of ASML is his output. No worry about ASML's order.&nbsp;","text":"Have share of ASML, the bottleneck of ASML is his output. No worry about ASML's order.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/296077196431648","isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":295933771424136,"gmtCreate":1713279497177,"gmtModify":1713279637976,"author":{"id":"4092890920697680","authorId":"4092890920697680","name":"Tiger V","avatar":"https://community-static.tradeup.com/news/929ef5d38a3a27e3d8f60d939883e7bb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"I'm neither shareholder of&nbsp;<a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$ </a>&nbsp;nor&nbsp;<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v> Below is merely&nbsp;my personal viewpoints on these two giant semiconductor companies.&nbsp; ASML is&nbsp;a leading supplier of photolithography equipment to semiconductor manufacturers, has consistently delivered strong financial performance. The company's earnings report will likely reflect robust demand for its advanced lithography systems, driven by the global expansion of semiconductor manufacturing capacity.&nbsp; I think we can expect ASML to deliver solid earnings and revenue growth, supported by healthy order backlogs and sustained demand for semiconduct","listText":"I'm neither shareholder of&nbsp;<a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$ </a>&nbsp;nor&nbsp;<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v> Below is merely&nbsp;my personal viewpoints on these two giant semiconductor companies.&nbsp; ASML is&nbsp;a leading supplier of photolithography equipment to semiconductor manufacturers, has consistently delivered strong financial performance. The company's earnings report will likely reflect robust demand for its advanced lithography systems, driven by the global expansion of semiconductor manufacturing capacity.&nbsp; I think we can expect ASML to deliver solid earnings and revenue growth, supported by healthy order backlogs and sustained demand for semiconduct","text":"I'm neither shareholder of $ASML Holding NV(ASML)$ nor $Taiwan Semiconductor Manufacturing(TSM)$ Below is merely my personal viewpoints on these two giant semiconductor companies. ASML is a leading supplier of photolithography equipment to semiconductor manufacturers, has consistently delivered strong financial performance. The company's earnings report will likely reflect robust demand for its advanced lithography systems, driven by the global expansion of semiconductor manufacturing capacity. I think we can expect ASML to deliver solid earnings and revenue growth, supported by healthy order backlogs and sustained demand for semiconduct","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/295933771424136","isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":295727663759368,"gmtCreate":1713209729553,"gmtModify":1713239538077,"author":{"id":"4102740637684170","authorId":"4102740637684170","name":"OptionsDelta","avatar":"https://static.tigerbbs.com/b5ab2017d32f95a165639de659b21cd1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"Tracking the Footprints of Option Whales: 5 Stocks to Watch for Explosive Gains","htmlText":"The biggest pain point for stock investors is the inability to track the movements of large funds in real-time. Although fund companies disclose their stock purchases and sales through 13F filings every quarter, these are still backward-looking reports. Given the different trading styles of various funds, investors find it difficult to grasp where the money is actually flowing. Funds may have already adjusted their positions by the time of disclosure, with even investment giants like Berkshire Hathaway significantly reshuffling their holdings within a single quarter.As such, the ability to directly track large order flows has become a major advantage of options trading. The now-famous story of the \"NVIDIA $200 Million Whale\" is likely familiar to veteran options traders. We have tracked th","listText":"The biggest pain point for stock investors is the inability to track the movements of large funds in real-time. Although fund companies disclose their stock purchases and sales through 13F filings every quarter, these are still backward-looking reports. Given the different trading styles of various funds, investors find it difficult to grasp where the money is actually flowing. Funds may have already adjusted their positions by the time of disclosure, with even investment giants like Berkshire Hathaway significantly reshuffling their holdings within a single quarter.As such, the ability to directly track large order flows has become a major advantage of options trading. The now-famous story of the \"NVIDIA $200 Million Whale\" is likely familiar to veteran options traders. We have tracked th","text":"The biggest pain point for stock investors is the inability to track the movements of large funds in real-time. Although fund companies disclose their stock purchases and sales through 13F filings every quarter, these are still backward-looking reports. Given the different trading styles of various funds, investors find it difficult to grasp where the money is actually flowing. Funds may have already adjusted their positions by the time of disclosure, with even investment giants like Berkshire Hathaway significantly reshuffling their holdings within a single quarter.As such, the ability to directly track large order flows has become a major advantage of options trading. The now-famous story of the \"NVIDIA $200 Million Whale\" is likely familiar to veteran options traders. We have tracked th","images":[{"img":"https://static.tigerbbs.com/0b839dc14e7d35203acfd6b08ce40017","width":"1170","height":"1721"},{"img":"https://static.tigerbbs.com/8e5140e1a7d7e5d448944a20e34ee72a","width":"1043","height":"1437"},{"img":"https://static.tigerbbs.com/0d5db7e4c4499fb70cbaa35b8b35cf4c","width":"1092","height":"1455"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":1429,"commentSize":3,"repostSize":228,"link":"https://ttm.financial/post/295727663759368","isVote":1,"tweetType":1,"viewCount":8481,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274743139604","authorId":"3479274743139604","name":"skythelimit","avatar":"https://static.laohu8.com/picture76","crmLevel":1,"crmLevelSwitch":0},"content":"It's an interesting way to gain an edge in the market.","text":"It's an interesting way to gain an edge in the market.","html":"It's an interesting way to gain an edge in the market."}],"imageCount":5,"langContent":"EN","totalScore":0},{"id":294789729022208,"gmtCreate":1712988576383,"gmtModify":1713239538150,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"title":"Is it time to bargain hunt Semiconductor Stocks? ","htmlText":"🌟🌟🌟The US&nbsp; markets are down today after a flareup in geopolitical risks&nbsp; and disappointing forecasts from 3 US Big Banks. Semiconductor stocks are down too with the news from Wall Street Journal that said China have given the biggest Chinese&nbsp;telecom companies until 2027 to begin phasing out core processors made by foreign companies. <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> fell 2.6% while&nbsp;<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> fell 4.2%.&nbsp;&nbsp;<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a> also dropped 3.1% but the biggest drop was from&nbsp;<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a>","listText":"🌟🌟🌟The US&nbsp; markets are down today after a flareup in geopolitical risks&nbsp; and disappointing forecasts from 3 US Big Banks. Semiconductor stocks are down too with the news from Wall Street Journal that said China have given the biggest Chinese&nbsp;telecom companies until 2027 to begin phasing out core processors made by foreign companies. <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> fell 2.6% while&nbsp;<a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v> fell 4.2%.&nbsp;&nbsp;<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a> also dropped 3.1% but the biggest drop was from&nbsp;<a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a>","text":"🌟🌟🌟The US markets are down today after a flareup in geopolitical risks and disappointing forecasts from 3 US Big Banks. Semiconductor stocks are down too with the news from Wall Street Journal that said China have given the biggest Chinese telecom companies until 2027 to begin phasing out core processors made by foreign companies. $NVIDIA Corp(NVDA)$ fell 2.6% while $Advanced Micro Devices(AMD)$ fell 4.2%. $Taiwan Semiconductor Manufacturing(TSM)$ also dropped 3.1% but the biggest drop was from $Intel(INTC)$","images":[{"img":"https://community-static.tradeup.com/news/42901f6fc479feb846729e2b0831eb3c","width":"1080","height":"2340"},{"img":"https://community-static.tradeup.com/news/f359fe1126be77a8ab93f925acc5f789","width":"1080","height":"2340"},{"img":"https://community-static.tradeup.com/news/7cea4d7505225be15d5e0f9894e0548f","width":"1080","height":"2340"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":2419,"commentSize":32,"repostSize":513,"link":"https://ttm.financial/post/294789729022208","isVote":1,"tweetType":1,"viewCount":14025,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4141087974150782","authorId":"4141087974150782","name":"Taurus Pink","avatar":"https://community-static.tradeup.com/news/39e934cbdc05761469dbe8569c8d86af","crmLevel":1,"crmLevelSwitch":0},"content":"[Proud] [Proud] [Proud]","text":"[Proud] [Proud] [Proud]","html":"[Proud] [Proud] [Proud]"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":293964464570408,"gmtCreate":1712774881872,"gmtModify":1713239538302,"author":{"id":"3527667670880462","authorId":"3527667670880462","name":"OptionsTutor","avatar":"https://static.tigerbbs.com/a5496ca83f1c81b8c311afcb3ea30bc8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"Three Strategies to Profit Big from TSMC's Earnings Report!","htmlText":"As the world's largest dedicated semiconductor foundry, TSMC has been leading the technological development trends in the semiconductor industry. With its advanced 5nm and below process capabilities, TSMC has not only attracted orders from tech giants like Apple and Nvidia, but has also secured an important position in the emerging and hot AI chip market.Recently, against the backdrop of the continuously booming AI field, the global demand for advanced process chips has surged, bringing strong growth momentum to TSMC's performance. Investors are also bullish on the company's prospects, with TSMC's stock price already up 40% this year and its market capitalization more than doubling.Supported by multiple positive factors, TSMC's stock price continues to rise. With the arrival of the Q1 earn","listText":"As the world's largest dedicated semiconductor foundry, TSMC has been leading the technological development trends in the semiconductor industry. With its advanced 5nm and below process capabilities, TSMC has not only attracted orders from tech giants like Apple and Nvidia, but has also secured an important position in the emerging and hot AI chip market.Recently, against the backdrop of the continuously booming AI field, the global demand for advanced process chips has surged, bringing strong growth momentum to TSMC's performance. Investors are also bullish on the company's prospects, with TSMC's stock price already up 40% this year and its market capitalization more than doubling.Supported by multiple positive factors, TSMC's stock price continues to rise. With the arrival of the Q1 earn","text":"As the world's largest dedicated semiconductor foundry, TSMC has been leading the technological development trends in the semiconductor industry. With its advanced 5nm and below process capabilities, TSMC has not only attracted orders from tech giants like Apple and Nvidia, but has also secured an important position in the emerging and hot AI chip market.Recently, against the backdrop of the continuously booming AI field, the global demand for advanced process chips has surged, bringing strong growth momentum to TSMC's performance. Investors are also bullish on the company's prospects, with TSMC's stock price already up 40% this year and its market capitalization more than doubling.Supported by multiple positive factors, TSMC's stock price continues to rise. With the arrival of the Q1 earn","images":[{"img":"https://static.tigerbbs.com/8261fe6681699043a32c177976cd2eb1","width":"2308","height":"152"},{"img":"https://static.tigerbbs.com/ddd6a111aa3b77ace9a32ef867bec8df","width":"2014","height":"1120"},{"img":"https://static.tigerbbs.com/4d9060f642197bbcdd9e535473323c74","width":"933","height":"1492"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":1430,"commentSize":5,"repostSize":768,"link":"https://ttm.financial/post/293964464570408","isVote":1,"tweetType":1,"viewCount":17454,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573540190522229","authorId":"3573540190522229","name":"Targarean","avatar":"https://community-static.tradeup.com/news/59de1c73df3e7e460bd84cc786850fa6","crmLevel":7,"crmLevelSwitch":1},"content":"For the benefit of beginners, you should also state that for Selling Put Options, there is the risk of having to pick up the shares once strike price is reached. So 100 x $142 = $14,200","text":"For the benefit of beginners, you should also state that for Selling Put Options, there is the risk of having to pick up the shares once strike price is reached. So 100 x $142 = $14,200","html":"For the benefit of beginners, you should also state that for Selling Put Options, there is the risk of having to pick up the shares once strike price is reached. So 100 x $142 = $14,200"}],"imageCount":5,"langContent":"EN","totalScore":0},{"id":296595844591648,"gmtCreate":1713431701999,"gmtModify":1713432949564,"author":{"id":"10000000000010844","authorId":"10000000000010844","name":"AI_Dig","avatar":"https://community-static.tradeup.com/news/361bf37eac2660de93c3020a7714b78d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"TSMC Earnings Digest | The Return of the King!","htmlText":"Just now, <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> , the king of chip foundry, released its first-quarter earnings report, and it blew past everyone's expectations.Look at those numbers: 1.Revenue$18.87 billion with increasing 12.9% year-on-year. That reversed the slide we'd seen for the past four quarters and went above the management's guidance range of $18-18.8 billion, even topped analysts' consensus estimate of $17.95 billion!Given that TSMC had already teased us with their first-quarter sales figures, the strong revenue was kind of expected.2.Profitability and GuidanceIn addition to revenue, TSMC's profitability and second-quarter guidance also exceeded expectations. Their first-quarter gross margin came in at 53.1%, beating analysts' estima","listText":"Just now, <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> , the king of chip foundry, released its first-quarter earnings report, and it blew past everyone's expectations.Look at those numbers: 1.Revenue$18.87 billion with increasing 12.9% year-on-year. That reversed the slide we'd seen for the past four quarters and went above the management's guidance range of $18-18.8 billion, even topped analysts' consensus estimate of $17.95 billion!Given that TSMC had already teased us with their first-quarter sales figures, the strong revenue was kind of expected.2.Profitability and GuidanceIn addition to revenue, TSMC's profitability and second-quarter guidance also exceeded expectations. Their first-quarter gross margin came in at 53.1%, beating analysts' estima","text":"Just now, $Taiwan Semiconductor Manufacturing(TSM)$ , the king of chip foundry, released its first-quarter earnings report, and it blew past everyone's expectations.Look at those numbers: 1.Revenue$18.87 billion with increasing 12.9% year-on-year. That reversed the slide we'd seen for the past four quarters and went above the management's guidance range of $18-18.8 billion, even topped analysts' consensus estimate of $17.95 billion!Given that TSMC had already teased us with their first-quarter sales figures, the strong revenue was kind of expected.2.Profitability and GuidanceIn addition to revenue, TSMC's profitability and second-quarter guidance also exceeded expectations. Their first-quarter gross margin came in at 53.1%, beating analysts' estima","images":[{"img":"https://community-static.tradeup.com/news/c614883600a95569df734d7a78cd9dd2","width":"1000","height":"456"},{"img":"https://community-static.tradeup.com/news/d86bbc44fd271ff3ec87978e2bd79e69","width":"902","height":"432"},{"img":"https://community-static.tradeup.com/news/58ada78f74c390d9d5cb48a4a79d64d0","width":"1267","height":"560"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":43,"commentSize":0,"repostSize":6,"link":"https://ttm.financial/post/296595844591648","isVote":1,"tweetType":1,"viewCount":6355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"EN","totalScore":0},{"id":296817551282376,"gmtCreate":1713502740728,"gmtModify":1713532724537,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"Buy the Hype, Sell the News For TSMC?","htmlText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a><v-v data-views=\"0\"></v-v>, the world's largest manufacturer of advanced chips, crushed analyst expectations in their first-quarter earnings report. This stellar performance, fueled by surging demand for AI chips, has investors wondering: is this a \"buy the hype, sell the news\" situation, or is TSMC a long-term winner? Let's dive deeper. The numbers speak for themselves. TSMC smashed both revenue and profit expectations, reporting a 16.5% year-over-year increase in revenue and an 8.9% increase in net income. This impressive showing can be attributed largely to the booming demand for AI chips. The rise of powerful language models like ChatGPT and similar applications is driving the need for more powerful and","listText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a><v-v data-views=\"0\"></v-v>, the world's largest manufacturer of advanced chips, crushed analyst expectations in their first-quarter earnings report. This stellar performance, fueled by surging demand for AI chips, has investors wondering: is this a \"buy the hype, sell the news\" situation, or is TSMC a long-term winner? Let's dive deeper. The numbers speak for themselves. TSMC smashed both revenue and profit expectations, reporting a 16.5% year-over-year increase in revenue and an 8.9% increase in net income. This impressive showing can be attributed largely to the booming demand for AI chips. The rise of powerful language models like ChatGPT and similar applications is driving the need for more powerful and","text":"$Taiwan Semiconductor Manufacturing(TSM)$, the world's largest manufacturer of advanced chips, crushed analyst expectations in their first-quarter earnings report. This stellar performance, fueled by surging demand for AI chips, has investors wondering: is this a \"buy the hype, sell the news\" situation, or is TSMC a long-term winner? Let's dive deeper. The numbers speak for themselves. TSMC smashed both revenue and profit expectations, reporting a 16.5% year-over-year increase in revenue and an 8.9% increase in net income. This impressive showing can be attributed largely to the booming demand for AI chips. The rise of powerful language models like ChatGPT and similar applications is driving the need for more powerful and","images":[{"img":"https://community-static.tradeup.com/news/6a2f240741f9bf6811ab4af0d6f6d4b1","width":"499","height":"268"},{"img":"https://community-static.tradeup.com/news/eb9437a2c262077c3fbbc224480fc58f","width":"1104","height":"645"},{"img":"https://community-static.tradeup.com/news/747a1a65b57bb5964104a4eba1ab4086","width":"1039","height":"522"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":43,"commentSize":2,"repostSize":18,"link":"https://ttm.financial/post/296817551282376","isVote":1,"tweetType":1,"viewCount":1143,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000134","authorId":"9000000000000134","name":"AaronJe","avatar":"https://static.tigerbbs.com/1f82ebb69e3d2120663f3d6bcbf0013a","crmLevel":1,"crmLevelSwitch":0},"content":"Wah, this article really give me a good sense of what's going on with TSMC!","text":"Wah, this article really give me a good sense of what's going on with TSMC!","html":"Wah, this article really give me a good sense of what's going on with TSMC!"}],"imageCount":4,"langContent":"EN","totalScore":0},{"id":296733480730752,"gmtCreate":1713482311861,"gmtModify":1713509660641,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"title":"TSMC Beats Earnings Expectations Yet Shares are Falling. Is It A Buy? ","htmlText":"🌟🌟🌟On a day when the markets are down,&nbsp;<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"0\"></v-v> beats market expectations on its Q1 24&nbsp;&nbsp;earnings report. TSMC's net revenue rose 16.5% year on year to NT592.64 billion while net income increases 8.9% year on year to NT225.49 billion.&nbsp; TSMC Earnings Per Share was up 8.9% to USD 1.38 from previous year.&nbsp; TSMC also reported a gross margin of 53.1% and an operating profit margin of 42%, down from 56.3% and 45.5% respectively from previous year.&nbsp; The results exceeded analysts' expectations for revenue of USD 18.4 billion and EPS of USD 1.32.&nbsp; TSMC is the world's largest producer of advanced processors chips&nbsp;and counts Nvidia and Apple as some of&nbsp;","listText":"🌟🌟🌟On a day when the markets are down,&nbsp;<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"0\"></v-v> beats market expectations on its Q1 24&nbsp;&nbsp;earnings report. TSMC's net revenue rose 16.5% year on year to NT592.64 billion while net income increases 8.9% year on year to NT225.49 billion.&nbsp; TSMC Earnings Per Share was up 8.9% to USD 1.38 from previous year.&nbsp; TSMC also reported a gross margin of 53.1% and an operating profit margin of 42%, down from 56.3% and 45.5% respectively from previous year.&nbsp; The results exceeded analysts' expectations for revenue of USD 18.4 billion and EPS of USD 1.32.&nbsp; TSMC is the world's largest producer of advanced processors chips&nbsp;and counts Nvidia and Apple as some of&nbsp;","text":"🌟🌟🌟On a day when the markets are down, $Taiwan Semiconductor Manufacturing(TSM)$ beats market expectations on its Q1 24 earnings report. TSMC's net revenue rose 16.5% year on year to NT592.64 billion while net income increases 8.9% year on year to NT225.49 billion. TSMC Earnings Per Share was up 8.9% to USD 1.38 from previous year. TSMC also reported a gross margin of 53.1% and an operating profit margin of 42%, down from 56.3% and 45.5% respectively from previous year. The results exceeded analysts' expectations for revenue of USD 18.4 billion and EPS of USD 1.32. TSMC is the world's largest producer of advanced processors chips and counts Nvidia and Apple as some of","images":[{"img":"https://community-static.tradeup.com/news/bd2362e92cbd1dabf48b2845fde39746","width":"1080","height":"2340"},{"img":"https://community-static.tradeup.com/news/3027faa742d34949a57ae75adc629375","width":"1080","height":"2340"},{"img":"https://community-static.tradeup.com/news/af066065ebe1594d13259d9dfcd792b8","width":"1080","height":"2340"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":153,"commentSize":10,"repostSize":62,"link":"https://ttm.financial/post/296733480730752","isVote":1,"tweetType":1,"viewCount":2144,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4141087974150782","authorId":"4141087974150782","name":"Taurus Pink","avatar":"https://community-static.tradeup.com/news/39e934cbdc05761469dbe8569c8d86af","crmLevel":1,"crmLevelSwitch":0},"content":"[Proud] [Proud] [Proud]","text":"[Proud] [Proud] [Proud]","html":"[Proud] [Proud] [Proud]"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":296495338922264,"gmtCreate":1713424161431,"gmtModify":1713425154887,"author":{"id":"4092890920697680","authorId":"4092890920697680","name":"Tiger V","avatar":"https://community-static.tradeup.com/news/929ef5d38a3a27e3d8f60d939883e7bb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"TSMC's First Quarter 2024 Financial Performance","htmlText":"Taiwan Semiconductor Manufacturing Company <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;, the world's largest contract chipmaker and a key supplier to tech giants such as Apple Inc. <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;and Nvidia<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;reported a 9% rise in first-quarter net profit on Thursday, exceeding market expectations. This growth was driven primarily by increased demand for semiconductors in artificial intelligence (AI) applications.&nbsp; TSMC's net profit for the January-March period rose to T$225.5 billion ($6.98 billion), surpassing the consensus estimate o","listText":"Taiwan Semiconductor Manufacturing Company <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;, the world's largest contract chipmaker and a key supplier to tech giants such as Apple Inc. <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;and Nvidia<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;reported a 9% rise in first-quarter net profit on Thursday, exceeding market expectations. This growth was driven primarily by increased demand for semiconductors in artificial intelligence (AI) applications.&nbsp; TSMC's net profit for the January-March period rose to T$225.5 billion ($6.98 billion), surpassing the consensus estimate o","text":"Taiwan Semiconductor Manufacturing Company $Taiwan Semiconductor Manufacturing(TSM)$ , the world's largest contract chipmaker and a key supplier to tech giants such as Apple Inc. $Apple(AAPL)$ and Nvidia$NVIDIA Corp(NVDA)$ reported a 9% rise in first-quarter net profit on Thursday, exceeding market expectations. This growth was driven primarily by increased demand for semiconductors in artificial intelligence (AI) applications. TSMC's net profit for the January-March period rose to T$225.5 billion ($6.98 billion), surpassing the consensus estimate o","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":88,"commentSize":1,"repostSize":5,"link":"https://ttm.financial/post/296495338922264","isVote":1,"tweetType":1,"viewCount":389,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274785641432","authorId":"3479274785641432","name":"Chungllq","avatar":"https://static.laohu8.com/picture126","crmLevel":1,"crmLevelSwitch":0},"content":"Great insights!","text":"Great insights!","html":"Great insights!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":294096108793856,"gmtCreate":1712829095109,"gmtModify":1713239538226,"author":{"id":"10000000000010844","authorId":"10000000000010844","name":"AI_Dig","avatar":"https://community-static.tradeup.com/news/361bf37eac2660de93c3020a7714b78d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"TSMC Forecasts: Where to Go after ATH?","htmlText":"In 2024, <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> is back on top! Its stock price surged 40.6%, reaching an all-time high!Behind this celebration is TSMC's sweet ride on the AI wave. After all, both <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> 's H100 GPU and <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> 's MI 300 GPU are produced by TSMC. Driven by AI demand, TSMC's sales rebounded in the first quarter.According to monthly sales data released on April 10th, TSMC's sales for the first quarter hit NT$592.6 billion, about $18.5 billion, a year-on-year increase of 10.6%. This reversed the trend of four consecutive quarters of decline.Next Thursday (April 18th), TSMC will officially release its first-quarter","listText":"In 2024, <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> is back on top! Its stock price surged 40.6%, reaching an all-time high!Behind this celebration is TSMC's sweet ride on the AI wave. After all, both <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> 's H100 GPU and <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> 's MI 300 GPU are produced by TSMC. Driven by AI demand, TSMC's sales rebounded in the first quarter.According to monthly sales data released on April 10th, TSMC's sales for the first quarter hit NT$592.6 billion, about $18.5 billion, a year-on-year increase of 10.6%. This reversed the trend of four consecutive quarters of decline.Next Thursday (April 18th), TSMC will officially release its first-quarter","text":"In 2024, $Taiwan Semiconductor Manufacturing(TSM)$ is back on top! Its stock price surged 40.6%, reaching an all-time high!Behind this celebration is TSMC's sweet ride on the AI wave. After all, both $NVIDIA Corp(NVDA)$ 's H100 GPU and $Advanced Micro Devices(AMD)$ 's MI 300 GPU are produced by TSMC. Driven by AI demand, TSMC's sales rebounded in the first quarter.According to monthly sales data released on April 10th, TSMC's sales for the first quarter hit NT$592.6 billion, about $18.5 billion, a year-on-year increase of 10.6%. This reversed the trend of four consecutive quarters of decline.Next Thursday (April 18th), TSMC will officially release its first-quarter","images":[{"img":"https://community-static.tradeup.com/news/88c2635c8566bc6aeec9b414b296ab4b","width":"1000","height":"456"},{"img":"https://community-static.tradeup.com/news/71844491f91adfb08164ac3794627a5e","width":"1267","height":"540"},{"img":"https://community-static.tradeup.com/news/deba284f26d6a17bb77c96f3cbef233c","width":"1029","height":"351"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":98,"commentSize":6,"repostSize":14,"link":"https://ttm.financial/post/294096108793856","isVote":1,"tweetType":1,"viewCount":6921,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4094606158213630","authorId":"4094606158213630","name":"Dlion","avatar":"https://community-static.tradeup.com/news/299a459b3cbb82b5a5e2a9ae389a5fe6","crmLevel":4,"crmLevelSwitch":0},"content":"Also the increased capacity in play for TSMC will support the growth.","text":"Also the increased capacity in play for TSMC will support the growth.","html":"Also the increased capacity in play for TSMC will support the growth."}],"imageCount":5,"langContent":"EN","totalScore":0},{"id":296234781298752,"gmtCreate":1713343705977,"gmtModify":1713343833592,"author":{"id":"10000000000010844","authorId":"10000000000010844","name":"AI_Dig","avatar":"https://community-static.tradeup.com/news/361bf37eac2660de93c3020a7714b78d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"Earnings Miss | Is ASML Heading for a Crash?","htmlText":"As the lithography giant, <a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> fully benefits from AI. After all, <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> 's GPU needs to use EUV lithography machines.That's why its stock price has skyrocketed, up over 29% this year, significantly outperforming the index.However, the latest quarterly report just hit, and it's not what we expected. New lithography machine orders for the quarter came in at €3.6 billion, falling short of analysts' predictions of €4.6 billion. And new EUV orders? Just €656 million, a far cry from the €5.6 billion in the previous quarter.Yikes! ASML's stock price plunged in Amsterdam.As a result, with the stock at record highs and these disappointing results, is the AI bull stock ASML heading","listText":"As the lithography giant, <a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> fully benefits from AI. After all, <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> 's GPU needs to use EUV lithography machines.That's why its stock price has skyrocketed, up over 29% this year, significantly outperforming the index.However, the latest quarterly report just hit, and it's not what we expected. New lithography machine orders for the quarter came in at €3.6 billion, falling short of analysts' predictions of €4.6 billion. And new EUV orders? Just €656 million, a far cry from the €5.6 billion in the previous quarter.Yikes! ASML's stock price plunged in Amsterdam.As a result, with the stock at record highs and these disappointing results, is the AI bull stock ASML heading","text":"As the lithography giant, $ASML Holding NV(ASML)$ fully benefits from AI. After all, $NVIDIA Corp(NVDA)$ 's GPU needs to use EUV lithography machines.That's why its stock price has skyrocketed, up over 29% this year, significantly outperforming the index.However, the latest quarterly report just hit, and it's not what we expected. New lithography machine orders for the quarter came in at €3.6 billion, falling short of analysts' predictions of €4.6 billion. And new EUV orders? Just €656 million, a far cry from the €5.6 billion in the previous quarter.Yikes! ASML's stock price plunged in Amsterdam.As a result, with the stock at record highs and these disappointing results, is the AI bull stock ASML heading","images":[{"img":"https://community-static.tradeup.com/news/89b29c2d9964e8e963894918544f08fa","width":"858","height":"389"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":48,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/296234781298752","isVote":1,"tweetType":1,"viewCount":2938,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":296565643825216,"gmtCreate":1713424482961,"gmtModify":1713425613734,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"Why TSMC Performs Better in Q1 than ASML?","htmlText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> can be described as a money-making machine only to <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> . In the recently announced Q1 financial report for 2024, it indeed exceeded expectations as expected.Revenue was 592.64 billion New Taiwan dollars, market expectation was 583.46 billion New Taiwan dollarsGross margin was 53.1%, market expectation was 53.0%Net profit was 225.49 billion New Taiwan dollars, market expectation was 215.1 billion New Taiwan dollarsCompared with the disappointment earning of <a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> yesterday, it can be described as a world of difference.In fact, the most important thing for the demand for lithography machines","listText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> can be described as a money-making machine only to <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a> . In the recently announced Q1 financial report for 2024, it indeed exceeded expectations as expected.Revenue was 592.64 billion New Taiwan dollars, market expectation was 583.46 billion New Taiwan dollarsGross margin was 53.1%, market expectation was 53.0%Net profit was 225.49 billion New Taiwan dollars, market expectation was 215.1 billion New Taiwan dollarsCompared with the disappointment earning of <a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> yesterday, it can be described as a world of difference.In fact, the most important thing for the demand for lithography machines","text":"$Taiwan Semiconductor Manufacturing(TSM)$ can be described as a money-making machine only to $NVIDIA Corp(NVDA)$ . In the recently announced Q1 financial report for 2024, it indeed exceeded expectations as expected.Revenue was 592.64 billion New Taiwan dollars, market expectation was 583.46 billion New Taiwan dollarsGross margin was 53.1%, market expectation was 53.0%Net profit was 225.49 billion New Taiwan dollars, market expectation was 215.1 billion New Taiwan dollarsCompared with the disappointment earning of $ASML Holding NV(ASML)$ yesterday, it can be described as a world of difference.In fact, the most important thing for the demand for lithography machines","images":[{"img":"https://static.tigerbbs.com/f637c2a2a32f1b7070699f52103d8c63","width":"1161","height":"535"},{"img":"https://static.tigerbbs.com/adf2a7e62f83f61d33f9e1fda8d63ed0","width":"727","height":"573"},{"img":"https://static.tigerbbs.com/f3a3cd23165f2b5634a85c70a935f42c","width":"717","height":"360"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":96,"commentSize":1,"repostSize":12,"link":"https://ttm.financial/post/296565643825216","isVote":1,"tweetType":1,"viewCount":925,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},{"id":296264678699176,"gmtCreate":1713350425927,"gmtModify":1713350472627,"author":{"id":"4088220260028080","authorId":"4088220260028080","name":"STLoke","avatar":"https://static.tigerbbs.com/69d7e7705000646320fe426fccb39c93","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$ </a>&nbsp;<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; ASML Earnings Expectations: ASML is expected to report orders of 5.1 billion Euros, which could indicate strong demand for its semiconductor manufacturing equipment. Higher-than-expected orders could be viewed positively by investors and may signal robust demand for semiconductor production capacity. Investors will also closely monitor ASML's revenue, earnings, and guidance for insights into the company's performance and outlook. Any deviations from analyst expectations could impact the stock price. TSMC Earnings Expectations: TSMC is expected to report 1Q2024 revenue of $18.9 billion, which repres","listText":"<a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$ </a>&nbsp;<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; ASML Earnings Expectations: ASML is expected to report orders of 5.1 billion Euros, which could indicate strong demand for its semiconductor manufacturing equipment. Higher-than-expected orders could be viewed positively by investors and may signal robust demand for semiconductor production capacity. Investors will also closely monitor ASML's revenue, earnings, and guidance for insights into the company's performance and outlook. Any deviations from analyst expectations could impact the stock price. TSMC Earnings Expectations: TSMC is expected to report 1Q2024 revenue of $18.9 billion, which repres","text":"$ASML Holding NV(ASML)$ $Taiwan Semiconductor Manufacturing(TSM)$ ASML Earnings Expectations: ASML is expected to report orders of 5.1 billion Euros, which could indicate strong demand for its semiconductor manufacturing equipment. Higher-than-expected orders could be viewed positively by investors and may signal robust demand for semiconductor production capacity. Investors will also closely monitor ASML's revenue, earnings, and guidance for insights into the company's performance and outlook. Any deviations from analyst expectations could impact the stock price. TSMC Earnings Expectations: TSMC is expected to report 1Q2024 revenue of $18.9 billion, which repres","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/296264678699176","isVote":1,"tweetType":1,"viewCount":960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":295933771424136,"gmtCreate":1713279497177,"gmtModify":1713279637976,"author":{"id":"4092890920697680","authorId":"4092890920697680","name":"Tiger V","avatar":"https://community-static.tradeup.com/news/929ef5d38a3a27e3d8f60d939883e7bb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"I'm neither shareholder of&nbsp;<a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$ </a>&nbsp;nor&nbsp;<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v> Below is merely&nbsp;my personal viewpoints on these two giant semiconductor companies.&nbsp; ASML is&nbsp;a leading supplier of photolithography equipment to semiconductor manufacturers, has consistently delivered strong financial performance. The company's earnings report will likely reflect robust demand for its advanced lithography systems, driven by the global expansion of semiconductor manufacturing capacity.&nbsp; I think we can expect ASML to deliver solid earnings and revenue growth, supported by healthy order backlogs and sustained demand for semiconduct","listText":"I'm neither shareholder of&nbsp;<a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$ </a>&nbsp;nor&nbsp;<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v> Below is merely&nbsp;my personal viewpoints on these two giant semiconductor companies.&nbsp; ASML is&nbsp;a leading supplier of photolithography equipment to semiconductor manufacturers, has consistently delivered strong financial performance. The company's earnings report will likely reflect robust demand for its advanced lithography systems, driven by the global expansion of semiconductor manufacturing capacity.&nbsp; I think we can expect ASML to deliver solid earnings and revenue growth, supported by healthy order backlogs and sustained demand for semiconduct","text":"I'm neither shareholder of $ASML Holding NV(ASML)$ nor $Taiwan Semiconductor Manufacturing(TSM)$ Below is merely my personal viewpoints on these two giant semiconductor companies. ASML is a leading supplier of photolithography equipment to semiconductor manufacturers, has consistently delivered strong financial performance. The company's earnings report will likely reflect robust demand for its advanced lithography systems, driven by the global expansion of semiconductor manufacturing capacity. I think we can expect ASML to deliver solid earnings and revenue growth, supported by healthy order backlogs and sustained demand for semiconduct","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/295933771424136","isVote":1,"tweetType":1,"viewCount":446,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":296247167475776,"gmtCreate":1713336483789,"gmtModify":1713351915280,"author":{"id":"4113023309293912","authorId":"4113023309293912","name":"JacksNiffler","avatar":"https://community-static.tradeup.com/news/725d6b9ccfa2d33fef0434c9af5668e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"Will ASML Earnings Crush the Market?","htmlText":"<a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> Q1 earnings would burden the market?Let’s see how the report said.Revenue 5.29 billion euros, a year-on-year decrease of 20.9%, lower than the expected 5.47 billion euros. Among them, EUV machine revenue 1.8 billion euros, selling 11 units, slightly exceeding the expected 1.67 billion euros. GAAP earnings per share were 3.11 euros, higher than the market's expected 2.84 euros. At the same time, it is expected that the Q2 revenue in 2024 will be between 5.7 and 6.2 billion euros, lower than the market's expected 6.4 billion euros.TakeawaysDecline in orders is the main reason for miss, but not in EUV orders (est 9 units vs actually 11), shortfall was in the DUV;Increase in gross margin boots profit margin, consensus 48.8% vs","listText":"<a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> Q1 earnings would burden the market?Let’s see how the report said.Revenue 5.29 billion euros, a year-on-year decrease of 20.9%, lower than the expected 5.47 billion euros. Among them, EUV machine revenue 1.8 billion euros, selling 11 units, slightly exceeding the expected 1.67 billion euros. GAAP earnings per share were 3.11 euros, higher than the market's expected 2.84 euros. At the same time, it is expected that the Q2 revenue in 2024 will be between 5.7 and 6.2 billion euros, lower than the market's expected 6.4 billion euros.TakeawaysDecline in orders is the main reason for miss, but not in EUV orders (est 9 units vs actually 11), shortfall was in the DUV;Increase in gross margin boots profit margin, consensus 48.8% vs","text":"$ASML Holding NV(ASML)$ Q1 earnings would burden the market?Let’s see how the report said.Revenue 5.29 billion euros, a year-on-year decrease of 20.9%, lower than the expected 5.47 billion euros. Among them, EUV machine revenue 1.8 billion euros, selling 11 units, slightly exceeding the expected 1.67 billion euros. GAAP earnings per share were 3.11 euros, higher than the market's expected 2.84 euros. At the same time, it is expected that the Q2 revenue in 2024 will be between 5.7 and 6.2 billion euros, lower than the market's expected 6.4 billion euros.TakeawaysDecline in orders is the main reason for miss, but not in EUV orders (est 9 units vs actually 11), shortfall was in the DUV;Increase in gross margin boots profit margin, consensus 48.8% vs","images":[{"img":"https://static.tigerbbs.com/415ca20dc8ae45915a6fe3a277675de4","width":"2458","height":"1376"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":8,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/296247167475776","isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":297909810745512,"gmtCreate":1713760573715,"gmtModify":1713766375409,"author":{"id":"3576157343730083","authorId":"3576157343730083","name":"Dr Rck","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"TMSC put options doubled! Correction is needed to reflect what's really happening in the economy!","listText":"TMSC put options doubled! Correction is needed to reflect what's really happening in the economy!","text":"TMSC put options doubled! Correction is needed to reflect what's really happening in the economy!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/297909810745512","repostId":"2429950931","repostType":2,"repost":{"id":"2429950931","pubTimestamp":1713753661,"share":"https://www.laohu8.com/m/news/2429950931?lang=&edition=full","pubTime":"2024-04-22 10:41","market":"us","language":"en","title":"Some Bubbles Are Starting To Pop","url":"https://stock-news.laohu8.com/highlight/detail?id=2429950931","media":"seekingalpha","summary":"The yield on the 10-Year Treasury has risen to 4.62% from under 3.9% in late February.Rising rates are taking an increasing toll on the market, as the S&P 500 posted its worst weekly performance since","content":"<html><head></head><body><ul style=\"\"><li>The yield on the 10-Year Treasury has risen to 4.62% from under 3.9% in late February.</li><li>Rising rates are taking an increasing toll on the market, as the S&amp;P 500 posted its worst weekly performance since March of 2023 this week.</li><li>Bubbles in the AI sector and high beta parts of the market are deflating, while rising interest rates are impacting the commercial real estate sector.</li><li>The S&amp;P 500 is more than halfway to &#39;correction&#39; territory and is likely to fall further in the weeks ahead.</li></ul><img src=\"https://community-static.tradeup.com/news/3928b61e1cc17e834f94cca7e2ab9d84\" tg-width=\"750\" tg-height=\"500\"/>MCCAIGSince late February, the yield on the 10-Year Treasury has moved up from just under 3.9% to 4.62% as of Friday&#39;s close. Hope for cuts to the Fed Funds rate have continuously been pushed off throughout 2024, and it is now possible that no rate cuts take place during the year. Last week, Goldman Sachs said the yield on the 10-Year Treasury could rise above five percent again.<img src=\"https://community-static.tradeup.com/news/ea5dae402ada6f0ca81f6f5a7faca9fe\" tg-width=\"631\" tg-height=\"205\"/>10-Year Treasury Yield (MarketWatch)Equities managed to navigate the major headwind caused by rising interest rates in March and put the finishing touches on an excellent first quarter, where the S&amp;P 500 rose 10.2%. The index&#39;s best quarterly performance since 2019. However, it has been an entirely different environment for stocks so far, here early in the second quarter. The S&amp;P 500 fell just over three percent last week and closed Friday at just over the 5,000 level. It also was the worst weekly performance for the index since March of last year.As rates stay stubbornly &#39;higher for longer&#39;, some bubbles are starting to deflate. Today, we will take a look at several of these and what it may entail for the overall markets in the weeks and months ahead.<h2 id=\"id_2395673715\">AI Bubble</h2>Enthusiasm for everything AI has been one of the primary factors behind the huge rally in equities since the overall market&#39;s recent lows in late October. However, we may be in the process of seeing this bubble being pricked. That was quite evident in market action on Friday, as the NASDAQ plummeted just over two percent to end the trading week on a sour note. The fall was triggered by action in AI related stocks. Super Micro Computer (SMCI) dropped 23% on the day as the company declined to post preliminary Q1 results, which it has done in recent quarters. Regular quarterly numbers will come out on April 30th.This ignited fears that spending on AI might be slowing down. NVIDIA Corporation (NVDA) declined 10% on the day in sympathy, which was its worst daily performance since the start of the Covid lockdowns and Advanced Micro Devices, Inc. (AMD) was off over five percent. Arm Holdings plc (ARM) dropped nearly 17% on the day as well.<img src=\"https://community-static.tradeup.com/news/412e0d3420a1572a1ec7162d3430c837\" tg-width=\"640\" tg-height=\"333\"/>Seeking AlphaNVDA is now down just over 20% from its all-time high set on March 25th. Even with the pullback, the shares still trade for approximately 18 times forward projected revenues. With Friday&#39;s plunge, SMCI is off 42% from its all-time on March 8th.<h2 id=\"id_3311925831\">High Beta Is Being Pummeled</h2>AI is hardly the only part of the market being pressured by higher interest rates. High beta parts of the market have particularly borne the brunt of the downturn in the market so far in April. The small-cap Russell 2000 is off just over eight percent month to date.<img src=\"https://community-static.tradeup.com/news/7419310c08a64d17bd575a9bde0e0ad7\" tg-width=\"640\" tg-height=\"333\"/>Seeking AlphaThe SPDR S&amp;P Biotech ETF (XBI) is also nearly in bear market territory, as it has declined nearly 20% since its highs on February 27th, just before yields on the 10-Year Treasury started to move substantially higher.<h2 id=\"id_2839493060\">CRE Credit Bubble</h2>A big tick up in interest rates was the last thing the already struggling commercial real estate [CRE] sector needed right now. As I recently noted in this article, the Federal Reserve was not going to ride to rescue for this industry that has over $900 billion of debt maturing in 2024, that will need to be refinanced at much higher rates.<img src=\"https://community-static.tradeup.com/news/d9ef948d6cfb4f308680691ad682b74a\" tg-width=\"370\" tg-height=\"179\"/>March CMBS Delinquency Rate By CRE Asset Class (Trepp)Higher rates are just going to push CRE loan delinquency rates up further. And rising CRE delinquency and default rates will increasingly impact the results of banks. Bank of America (BAC) showed a big increase in charge offs due to CRE within its Q1 results.<img src=\"https://community-static.tradeup.com/news/6c41b04e2c6ea190dbc7e986600c7e6b\" tg-width=\"429\" tg-height=\"364\"/>Bank of America Q1 PresentationFortunately, the profits of the major banks will only be dinged by the continuing deterioration in the CRE sector, given their relatively small exposure to the industry.<img src=\"https://community-static.tradeup.com/news/a8e3dcfb6bed92e09e4011aa25c2af45\" tg-width=\"640\" tg-height=\"127\"/>KeyCorp April Company PresentationRegional banks will bear more of the burden of increasing losses from the CRE sector. KeyCorp (KEY) showed some continued deterioration in its non-performing loan book when it reported Q1 results last week, and this regional bank has lower exposure to CRE loans than its regional bank brethren.<img src=\"https://community-static.tradeup.com/news/146718ec6175667a0d90a959409eaece\" tg-width=\"640\" tg-height=\"298\"/>KeyCorp April Company PresentationI look for the commercial real estate situation to be a growing problem for banking institutions throughout 2024 and most likely well into 2025.<h2 id=\"id_585762973\">Conclusion</h2>The S&amp;P 500 is now off just over five percent from its all-time highs of March. That is halfway to my recent prediction that the index would see at least a 10% decline. The NASDAQ is off 7.6% from its all-time high set on March 21st. Given insiders are more bearish than they have been in a decade, I don&#39;t think investors can expect a quick bounce back in the market.<img src=\"https://community-static.tradeup.com/news/9356edefe0ed65a05bc71e23f99a1a74\" tg-width=\"1200\" tg-height=\"988\"/>InsiderSentiment.comI still think the market has further to fall, and I have roughly half my portfolio in short-term treasuries, yielding nearly 5.4%. That said, I did pick up additional exposure to equities late last week via some covered call orders on some names that I believe have become oversold, such as Pfizer (PFE) and Mirum Pharmaceuticals (MIRM). Pfizer yields north of 6.5% and its earnings should have troughed in FY2023, while Mirum just got a big buy initiation at Stifel Nicolaus. I will continue to redeploy additional &#39;dry powder&#39; into the market in this matter if equities continue to fall.<img src=\"https://community-static.tradeup.com/news/6d60a11dc0a73b2f0a06eda9067ae923\" tg-width=\"640\" tg-height=\"226\"/>VIX (Seeking Alpha)I will get more aggressive if either yields start to fall, we see some stabilization in the sectors that have been hit the hardest by rising rates, and/or there becomes more &#39;panic&#39; in the market. Investor concerns have been rising based on the upward movement in the S&amp;P VIX Index (VIX) this month. I would like to see this volatility index head up to mid-$20s to confirm some additional anxiety and less complacency from investors, before I commit additional funds into equities at what are likely to be lower entry points.</body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Some Bubbles Are Starting To Pop</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSome Bubbles Are Starting To Pop\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-22 10:41 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4684965-some-bubbles-are-starting-to-pop>seekingalpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nThe yield on the 10-Year Treasury has risen to 4.62% from under 3.9% in late February.Rising rates are taking an increasing toll on the market, as the S&P 500 posted its worst weekly performance since...\n\n<a href=\"https://seekingalpha.com/article/4684965-some-bubbles-are-starting-to-pop\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD.AU":"Arrow Minerals Ltd","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","IVV":"标普500指数ETF","PFE":"辉瑞","SSO":"两倍做多标普500ETF","SDS":"两倍做空标普500ETF","LU0106831901.USD":"贝莱德世界金融基金A2","VOO":"Vanguard标普500ETF","SH":"标普500反向ETF","PFE.AU":"PANTERA MINERALS LTD","ARM.AU":"Anax Metals","BK4573":"虚拟现实","KEY.AU":"KEY PETROLEUM LTD","MIRM":"Mirum Pharmaceuticals, Inc.","OEF":"标普100指数ETF-iShares","BK4581":"高盛持仓","LU0122379950.USD":"贝莱德世界健康科学A2","SPXU":"三倍做空标普500ETF","BAC":"美国银行","ARM":"ARM Holdings Ltd","BK4170":"电脑硬件、储存设备及电脑周边","UPRO":"三倍做多标普500ETF","SPY":"标普500ETF","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","KEY":"KeyCorp","XBI":"SPDR S&P Biotech ETF","NVDA":"英伟达","AMD":"美国超微公司",".SPX":"S&P 500 Index","OEX":"标普100","SMCI":"超微电脑"},"source_url":"https://seekingalpha.com/article/4684965-some-bubbles-are-starting-to-pop","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2429950931","content_text":"The yield on the 10-Year Treasury has risen to 4.62% from under 3.9% in late February.Rising rates are taking an increasing toll on the market, as the S&P 500 posted its worst weekly performance since March of 2023 this week.Bubbles in the AI sector and high beta parts of the market are deflating, while rising interest rates are impacting the commercial real estate sector.The S&P 500 is more than halfway to 'correction' territory and is likely to fall further in the weeks ahead.MCCAIGSince late February, the yield on the 10-Year Treasury has moved up from just under 3.9% to 4.62% as of Friday's close. Hope for cuts to the Fed Funds rate have continuously been pushed off throughout 2024, and it is now possible that no rate cuts take place during the year. Last week, Goldman Sachs said the yield on the 10-Year Treasury could rise above five percent again.10-Year Treasury Yield (MarketWatch)Equities managed to navigate the major headwind caused by rising interest rates in March and put the finishing touches on an excellent first quarter, where the S&P 500 rose 10.2%. The index's best quarterly performance since 2019. However, it has been an entirely different environment for stocks so far, here early in the second quarter. The S&P 500 fell just over three percent last week and closed Friday at just over the 5,000 level. It also was the worst weekly performance for the index since March of last year.As rates stay stubbornly 'higher for longer', some bubbles are starting to deflate. Today, we will take a look at several of these and what it may entail for the overall markets in the weeks and months ahead.AI BubbleEnthusiasm for everything AI has been one of the primary factors behind the huge rally in equities since the overall market's recent lows in late October. However, we may be in the process of seeing this bubble being pricked. That was quite evident in market action on Friday, as the NASDAQ plummeted just over two percent to end the trading week on a sour note. The fall was triggered by action in AI related stocks. Super Micro Computer (SMCI) dropped 23% on the day as the company declined to post preliminary Q1 results, which it has done in recent quarters. Regular quarterly numbers will come out on April 30th.This ignited fears that spending on AI might be slowing down. NVIDIA Corporation (NVDA) declined 10% on the day in sympathy, which was its worst daily performance since the start of the Covid lockdowns and Advanced Micro Devices, Inc. (AMD) was off over five percent. Arm Holdings plc (ARM) dropped nearly 17% on the day as well.Seeking AlphaNVDA is now down just over 20% from its all-time high set on March 25th. Even with the pullback, the shares still trade for approximately 18 times forward projected revenues. With Friday's plunge, SMCI is off 42% from its all-time on March 8th.High Beta Is Being PummeledAI is hardly the only part of the market being pressured by higher interest rates. High beta parts of the market have particularly borne the brunt of the downturn in the market so far in April. The small-cap Russell 2000 is off just over eight percent month to date.Seeking AlphaThe SPDR S&P Biotech ETF (XBI) is also nearly in bear market territory, as it has declined nearly 20% since its highs on February 27th, just before yields on the 10-Year Treasury started to move substantially higher.CRE Credit BubbleA big tick up in interest rates was the last thing the already struggling commercial real estate [CRE] sector needed right now. As I recently noted in this article, the Federal Reserve was not going to ride to rescue for this industry that has over $900 billion of debt maturing in 2024, that will need to be refinanced at much higher rates.March CMBS Delinquency Rate By CRE Asset Class (Trepp)Higher rates are just going to push CRE loan delinquency rates up further. And rising CRE delinquency and default rates will increasingly impact the results of banks. Bank of America (BAC) showed a big increase in charge offs due to CRE within its Q1 results.Bank of America Q1 PresentationFortunately, the profits of the major banks will only be dinged by the continuing deterioration in the CRE sector, given their relatively small exposure to the industry.KeyCorp April Company PresentationRegional banks will bear more of the burden of increasing losses from the CRE sector. KeyCorp (KEY) showed some continued deterioration in its non-performing loan book when it reported Q1 results last week, and this regional bank has lower exposure to CRE loans than its regional bank brethren.KeyCorp April Company PresentationI look for the commercial real estate situation to be a growing problem for banking institutions throughout 2024 and most likely well into 2025.ConclusionThe S&P 500 is now off just over five percent from its all-time highs of March. That is halfway to my recent prediction that the index would see at least a 10% decline. The NASDAQ is off 7.6% from its all-time high set on March 21st. Given insiders are more bearish than they have been in a decade, I don't think investors can expect a quick bounce back in the market.InsiderSentiment.comI still think the market has further to fall, and I have roughly half my portfolio in short-term treasuries, yielding nearly 5.4%. That said, I did pick up additional exposure to equities late last week via some covered call orders on some names that I believe have become oversold, such as Pfizer (PFE) and Mirum Pharmaceuticals (MIRM). Pfizer yields north of 6.5% and its earnings should have troughed in FY2023, while Mirum just got a big buy initiation at Stifel Nicolaus. I will continue to redeploy additional 'dry powder' into the market in this matter if equities continue to fall.VIX (Seeking Alpha)I will get more aggressive if either yields start to fall, we see some stabilization in the sectors that have been hit the hardest by rising rates, and/or there becomes more 'panic' in the market. Investor concerns have been rising based on the upward movement in the S&P VIX Index (VIX) this month. I would like to see this volatility index head up to mid-$20s to confirm some additional anxiety and less complacency from investors, before I commit additional funds into equities at what are likely to be lower entry points.","news_type":1},"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":296632461549648,"gmtCreate":1713457643159,"gmtModify":1713457838742,"author":{"id":"3553837910737353","authorId":"3553837910737353","name":"Bibobibo","avatar":"https://static.tigerbbs.com/9f9d0f2eb54892062ef5e28de96a5bbb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"Guess the winner，Earn Tiger Coins","htmlText":"Find out more here: <a href=\"https://www.atigrzen.com/activity/market/2024/trading-guess?inviteId=IIVEMBSH&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=abf3865dc7ffce4a0e5f4ec7cf3b27e1&amp;invite=AFS4GF&amp;lang=en_US\">Guess the winner，Earn Tiger Coins</a> Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.","listText":"Find out more here: <a href=\"https://www.atigrzen.com/activity/market/2024/trading-guess?inviteId=IIVEMBSH&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=abf3865dc7ffce4a0e5f4ec7cf3b27e1&amp;invite=AFS4GF&amp;lang=en_US\">Guess the winner，Earn Tiger Coins</a> Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.","text":"Find out more here: Guess the winner，Earn Tiger Coins Come and participate in the“ Guess the winner，Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.","images":[{"img":"https://static.tigerbbs.com/f5b7f90833b0728cadecb5cb81220f1d"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/296632461549648","isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":296238124306472,"gmtCreate":1713344037338,"gmtModify":1713417759460,"author":{"id":"3566982670449095","authorId":"3566982670449095","name":"wywy","avatar":"https://static.tigerbbs.com/76ed86374fc7b16c12094c45ea30787c","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"Personally, my take is Tsmc will beat analyst expectation. The only uncertainly is if there is any damage from the recent earthquake. Otherwise, with chips in high demand, Tsmc will certainly ride the bull.&nbsp; ASML although earnings fail to meet expectation, but its still a fact that they have a monopoly of the lithography business. And there are still backlog order to be clear. To me, this glitch is a good opportunity to buy","listText":"Personally, my take is Tsmc will beat analyst expectation. The only uncertainly is if there is any damage from the recent earthquake. Otherwise, with chips in high demand, Tsmc will certainly ride the bull.&nbsp; ASML although earnings fail to meet expectation, but its still a fact that they have a monopoly of the lithography business. And there are still backlog order to be clear. To me, this glitch is a good opportunity to buy","text":"Personally, my take is Tsmc will beat analyst expectation. The only uncertainly is if there is any damage from the recent earthquake. Otherwise, with chips in high demand, Tsmc will certainly ride the bull. ASML although earnings fail to meet expectation, but its still a fact that they have a monopoly of the lithography business. And there are still backlog order to be clear. To me, this glitch is a good opportunity to buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":102,"commentSize":1,"repostSize":18,"link":"https://ttm.financial/post/296238124306472","isVote":1,"tweetType":1,"viewCount":799,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274806242608","authorId":"3479274806242608","name":"kiekie","avatar":"https://static.laohu8.com/picture166","crmLevel":1,"crmLevelSwitch":0},"content":"I agree with your perspective on TSMC and ASML.","text":"I agree with your perspective on TSMC and ASML.","html":"I agree with your perspective on TSMC and ASML."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":296538979381392,"gmtCreate":1713434729159,"gmtModify":1713434732628,"author":{"id":"4092525468598030","authorId":"4092525468598030","name":"HappyChoo","avatar":"https://static.tigerbbs.com/cde9e6e4075951008604ea783f99efed","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a> Where did the price went down?","listText":"<a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a> Where did the price went down?","text":"$Taiwan Semiconductor Manufacturing(TSM)$ Where did the price went down?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/296538979381392","isVote":1,"tweetType":1,"viewCount":353,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":296097391333768,"gmtCreate":1713319443444,"gmtModify":1713319449817,"author":{"id":"4121555381154902","authorId":"4121555381154902","name":"Strategy 1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"I think TSMC should do well and added some shares during the recent days market pull back.&nbsp; With Nvidia, AMD and now also Intel relying on TSMC for their HPC chips only concern remains on Apple with reports of reduced demand for iPhones in China. I think key point for upcoming earnings call will be the forward guidance which will determine if the share price will go up further or not. Second will be forecast on Capex to expend their manufacturing. The recent US grants should help in that regard.&nbsp;","listText":"I think TSMC should do well and added some shares during the recent days market pull back.&nbsp; With Nvidia, AMD and now also Intel relying on TSMC for their HPC chips only concern remains on Apple with reports of reduced demand for iPhones in China. I think key point for upcoming earnings call will be the forward guidance which will determine if the share price will go up further or not. Second will be forecast on Capex to expend their manufacturing. The recent US grants should help in that regard.&nbsp;","text":"I think TSMC should do well and added some shares during the recent days market pull back. With Nvidia, AMD and now also Intel relying on TSMC for their HPC chips only concern remains on Apple with reports of reduced demand for iPhones in China. I think key point for upcoming earnings call will be the forward guidance which will determine if the share price will go up further or not. Second will be forecast on Capex to expend their manufacturing. The recent US grants should help in that regard.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/296097391333768","isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":296385679593560,"gmtCreate":1713397383499,"gmtModify":1713404781698,"author":{"id":"4143801583751582","authorId":"4143801583751582","name":"Kokeo1010","avatar":"https://community-static.tradeup.com/news/6b0f2b3f84ed886f8beda668c85c05e4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSM\">$台積電(TSM)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSM\">$台積電(TSM)$&nbsp;</a>&nbsp;","text":"$台積電(TSM)$","images":[{"img":"https://community-static.tradeup.com/news/133577116d3c6c0ee987145725ce41a8","width":"960","height":"539"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/296385679593560","isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":296385638129752,"gmtCreate":1713397373376,"gmtModify":1713404777342,"author":{"id":"4143801583751582","authorId":"4143801583751582","name":"Kokeo1010","avatar":"https://community-static.tradeup.com/news/6b0f2b3f84ed886f8beda668c85c05e4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSM\">$台積電(TSM)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/TSM\">$台積電(TSM)$&nbsp;</a>&nbsp;","text":"$台積電(TSM)$","images":[{"img":"https://community-static.tradeup.com/news/133577116d3c6c0ee987145725ce41a8","width":"960","height":"539"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/296385638129752","isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}]}