$Taiwan Semiconductor Manufacturing(TSM)$ This is going to be TSMs biggest earnings yet, they have new partnerships, bigger capacity, and free government money to build fabs in America.
$Taiwan Semiconductor Manufacturing(TSM)$ I guess they will update annual revenue forecast when presenting earnings next weak. They are already at 28% increase on annual basis. I guess they update to expected 30-35% percent annual revenue increase because strong months are yet to come.
$Coinbase Global, Inc.(COIN)$ Mizuho has been bearish since the stock was at $50 and they have been overly bullish on $SQ taking market share. It's wrong. They don’t understand Coinbase’s business.
$SUPER MICRO COMPUTER INC(SMCI)$ people are so bullish but yes I can't find support level or whatsoever and extremely manipulated due to volume. It seems like it can drop below $800 at any time or pinned at a certain price if it wants to. This is not $NVIDIA Corp(NVDA)$ !
$谷歌(GOOG)$ this is a long term sell. It will hold up for a while, but when OpenAI starts really eating Google's Search revenue, $谷歌(GOOG)$ is going to bleed out.
$ARM Holdings Ltd(ARM)$ Looks like the fever may have finally broke. People will be buying on every dip so I wouldn't be surprised if we hang around here for awhile before dropping lower. I like ARM a lot for the intermediate to long term but for now IMO, it's run far too fast and far too high.
$Broadcom(AVGO)$ Lots of overvalued blue chip stocks today. The valuations have been ridiculous for years. If you are long then you'll just ride out corrections and keep making long term profits. Babies should stop whining about the manipulation because it's out of our control. Go with the trend, set trailing stop losses and make money.
$亚马逊(AMZN)$ It comes down to this more investors believe that AZURE will overtake AWS. The cloud is most profitable and when CEO of AWS stepped down this raised a red flag for AMZN I have full faith in Andy Jassy and Matt Garman.