To The Moon

KEY POINTS Airbnb is going to need millions of new hosts to meet incoming demand as travel picks up

Taiwan Semiconductor Manufacturing Co., or TSMC, is at a "choke point" in the semiconductor supply chain, where the company can benefit from the rigidity of industry capacity expansion to meet demand surge.TSMC’s high-ground scenario includes possessing the most advanced high-end technology, the largest and still rising market share, and 15% annual revenue growth from $28 billion capex.If considering both the high-ground and low-ground cases, TSM is reasonably valued at the current $110’s lev

Recently, I laid out the arguments supporting Wall Street’s most bullish of theses on Apple stock. Some of the highlights included the doubling of services and wearables revenues in five years, the 5G super cycle, the greenfield Apple Car opportunity, and an acceleration in share repurchases.Now, I look at the flip side of the coin. How would one support the most bearish argument on Apple shares?At least one analyst has compiled a laundry list of items that makes him fear for a 35% drop in the s

The Dow fell from its record high and snapped a seven-day winning streak on Tuesday ahead the Federa

Elon Musk will retain his position as chief executive officer, Tesla said.Zach Kirkhorn, the company’s chief financial officer, has been made “Master of Coin.”Tesla has officially given CEO Elon Musk the title of “Technoking of Tesla” in a new regulatory filing on Monday.In a filing with the Securities and Exchange Commissionon Monday, the electric car company said, “Effective as of March 15, 2021, the titles of Elon Musk and Zach Kirkhorn have changed to Technoking of Tesla and Master of Coin,

Cathie Wood and ARK Invest see record trade volumes in their five actively managed exchange traded f

It's been a year since the pandemic first blindsided the U.S., turning many jobs, forms of schooling

Gamestop Corp. shares have soared the past few days with the stock up nearly 200% at one point from