TSMC gained share in the smartphone apps processor foundry market again. Apple, MediaTek and UNISOC relationships and increased sourcing from Qualcomm helped. TSMC outperformed the market in units. Samsung's share reached its lowest in 7 years. $Taiwan Semiconductor Manufacturing(TSM)$ Samsung Foundry, despite Google design wins, had a challenging year due to the weak market performance of Exynos and Qualocmm's order shift to TSMC.
“Value investors” who didn’t buy $Meta Platforms, Inc.(META)$ at $80: you might want to seriously question your methodology. You had a fat pitch mega cap in plain sight. If you didn’t pull the trigger, you should sit down and ask yourself why you missed it.
$Meta Platforms, Inc.(META)$ Call volume is higher than put volume signaling optimism among option buyers We are seeing the $250 CALL having heavy activity which expire in 667 days. Follow The Flow Whales Are Betting The Stock Will Move Towards $250 dollars before 1/17/2025
$NIO Inc.(NIO)$$XPeng Inc.(XPEV)$ Will be accumulating these two for an all-week swing looking to close near EOW. Tape this morning hinting at a possible daily false B/D on these slaughtered chartsMajor downtrend + increasing competition w/ Tesla price cuts = lack of bullish positioning in group
I have a morning ritual which gives me a a head start on the day. This AM my focus was $NVIDIA Corp(NVDA)$ short $Apple(AAPL)$ & $Enphase Energy(ENPH)$ long. Sometimes I have 7-8 ideas and Others 0. One thing I know is my win rate off pre mkt thoughts far exceeds my mediocre intraday ideas. Know yourself it pays.Shorting NVDA above 158 and covering 153-154 by 9.45 worked for me. If I worried about the call of the day I’d quit the bus . I miss huge wins all the time.
$Walt Disney(DIS)$ I don't think a $100 psych re-test is out of the picture shortly on this one.$DIS is testing this Daily Downtrend/8-EMA.The volume profile is thin, if it breaks $94.70 with some volume.Bullish news on Friday as well.
$DouYu(DOYU)$ 17% Compunded annual return The number one Streaming service in China expanding in Emerging markets is now looking for even more growth Global E-sports Market Report 2023: A $3 Billion Market by 2027 - Opportunities for Collaboration Among Different Nations and Educational & Social Applications
I REALLY hate to say this, but the only way $Bloomberg Natural Gas Bull 2X ETF(BOIL)$ is ever going to go up is if about 75% of those who own it sell. As long as it holds such a large of natgas contracts, the mms will continue to manipulate the contango. You'll see, if the o/s shares ever go down.The whole problem with this is there won't be a short squeeze because it is the mms who are short. Not boil, the futures. They make money pushing gas down and from the contango.
Tech Layoffs in the last 3 months:• 21,000 Meta $Meta Platforms, Inc.(META)$ • 18,000 Amazon $Amazon.com(AMZN)$ • 12,000 Google $Alphabet(GOOG)$ • 10,000 Microsoft $Microsoft(MSFT)$ Know the importance of diversification of your income. One source of income is highly risky. Invest your time, in routing more sources.They are layed off from big techie's with their experience they can easily get an another job