To The Moon

$Taiwan Semiconductor Manufacturing(TSM)$ I don't think investors realize how much the CHIPs act will impact TSM immensely! 1. profit margin expansion will increase to 55% from 35% 2. revenue and net income will increase 25% year over year for the next 5 years because of the new facilities in Arizona I expect the market cap will be at least $2T EOY 2025...

Chinese stocks are now looking to recoup some US$10 trillion of losses from the last three years, with valuations hovering near a decade-low. The MSCI China Index tracking more than 700 companies traded at home and abroad has rebounded 12 per cent from a January low, ranking it among the best performers among major global peers during that period. Foreign investors' appetite for Chinese stocks continues to recover as they become less pessimistic about the prospects of a recovery. Meanwhile, geopolitical conflicts will also continue to drive global investors to diversify or leave China and to fear being discriminated against globally for being friendly to the country. That means China will continue to face difficulties attracting investment. Let's look into a few Chinese ADRs and see h

Warren Buffett Has $158 Billion Invested in Artificial Intelligence (AI) Stocks, Especially in 2 "Magnificent Seven" companies.Here's a visually engaging breakdown of Warren Buffett's investments in AI stocks:These investments reflect Buffett's growing interest in AI technology, despite his initial skepticism. With significant holdings in tech giants like $Apple(AAPL)$ and $Amazon.com(AMZN)$, as well as stakes in semiconductor and cloud computing companies, $Microsoft(MSFT)$ , $Broadcom(AVGO)$, $NXP Semiconductors NV(NXPI)$, $Qualcomm(QCOM)

All the reports for March 2024 are out. Personally, they painted an overall “optimistic” picture. More importantly, signals from these reports will serve as fuel for the coming April 2024 US market. Reports recap. (1) CB Consumer Report for March 2024. US Consumer Confidence - March 2024. Data came in at 104.7, -0.1 lower than February’s 104.8. and -2.3 lower than Wall Street’s expectations of 107. (see above) Overall, consumers are feeling less confident about the future state of US economy. (2) Gross Domestic Product (GDP) for Q4 2023 - 2nd estimates. US Q4 2024 GDP - final. On Thu, 28 Mar 2024 - the 2nd and final estimates for US’s Q4 2023 GDP was released. It has gone from 3.3% (initial) to 3.2% (1st estimate) to 3.4% (2nd & final estimate). It is “higher” than Wall Street expec