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TazAndy

    • TazAndyTazAndy
      ·12-11
      Solid year even after the November dip 🔥
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    • TazAndyTazAndy
      ·12-03
      $Soluna Holdings, Inc.(SLNH)$ This one's still an undervalued banger.  Once the market corrects she should run hard, should see $3 buy end of year 🔥🚀
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    • TazAndyTazAndy
      ·12-02
      Solid year even after the current dip
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    • TazAndyTazAndy
      ·11-27
      Parsonally feel that $xpev is a long way ahead of these others. Their software stack and manufacturing processes are far more advanced and the reality is that many of these small car companies just won't make it.  $xpev are openly following the $tsla playbook and for good reason, the move to robotics will yield vastly more growth than cars and that's where the importance of chip development and software stack becomes critical. $nio focus on removable battery exchange stations I think will prove fruitless and is massive cash burn, as an ev owner I see virtually no use case for this. I think $Byd offers a strong stable long term option but $xpev is grossly undervalued and should easily see $70-$100 by end of next year. 
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    • TazAndyTazAndy
      ·11-12
      $UiPath(PATH)$  
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    • TazAndyTazAndy
      ·11-12
      Great article, would you like to share it?

      🤖📊🔥 Taiwan Semiconductor Ignites AI Foundry Dominance: Margins Soar as N3 Capacity Expands to Fuel 2026 Blackwell Ramp 🔥📊🧠

      @Barcode：
      $Taiwan Semiconductor Manufacturing(TSM)$ $ASML Holding NV(ASML)$ $NVIDIA(NVDA)$ 🎯 Executive Summary I’m convinced that Taiwan Semiconductor Manufacturing Company ($TSM) remains the heartbeat of global AI hardware despite short-term moderation in growth. October sales rose +16.9 % YoY to NT$367.47 B, signalling steady expansion even as the quarterly growth rate cooled from the explosive +41 % pace in Q3. This marked the slowest growth since February ’24 but remained in line with expectations. Q3 earnings were exceptional; revenue hit $33.1 B (+10.1 % QoQ / +40 % YoY), EPS $2.92 per ADR, and net income $15.1 B. Gross margin 59.5 %, a 200 bps beat above guidan
      🤖📊🔥 Taiwan Semiconductor Ignites AI Foundry Dominance: Margins Soar as N3 Capacity Expands to Fuel 2026 Blackwell Ramp 🔥📊🧠
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    • TazAndyTazAndy
      ·11-10
      $Bitfarms Ltd.(BITF)$  
      518Comment
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    • TazAndyTazAndy
      ·11-10
      $Bitfarms Ltd.(BITF)$  
      441Comment
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    • TazAndyTazAndy
      ·11-10
      $Soluna Holdings, Inc.(SLNH)$  
      444Comment
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    • TazAndyTazAndy
      ·11-03
      $Byd Company Limited(002594)$  
      299Comment
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