• TigerClubTigerClub
      ·48分钟前

      🎁What the Tigers Say | Chip Stocks Slipping: Time to Buy More or Take Profits?

      $ASML Holding NV(ASML)$ dropped 16% after missing third-quarter earnings and revenue expectations. $NVIDIA Corp(NVDA)$ also struggled, failing to break above $140 and slipping 4.5% on Tuesday. $Advanced Micro Devices(AMD)$ fell 5%, and $Broadcom(AVGO)$ lost 3.47%, while $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ surged 15%.What’s your move—buy more or lock in profits?What are your trading strategies in this volatile chip market?🎁Special Notes: Whoever showed up on the” What the Tigers Say” column will receive 100 Tiger Coins and an exclusive interview invitation to hono
      6.42K7
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      🎁What the Tigers Say | Chip Stocks Slipping: Time to Buy More or Take Profits?
    • MasterStonkerMasterStonker
      ·17:52
      TSM and NVDA definitely will prevail 🚀🚀🚀🚀🤑🤑🤑
      0Comment
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    • ShyonShyon
      ·16:42
      ASML’s recent plunge is primarily due to the ban on Chinese customers, which has significantly impacted investor sentiment and raised concerns about future revenue growth. This restriction limits ASML's access to one of the largest markets for semiconductor manufacturing, which complicates its growth outlook. Given these factors, it’s challenging to determine if $700 is a buying opportunity. On a more positive note, TSMC is currently not affected by the trade tensions, as it has managed to navigate the geopolitical landscape effectively. If TSMC publishes strong earnings, it could serve as a crucial catalyst for the semiconductor sector, boosting confidence among investors. Positive results from TSMC may signal robust demand for chips and reassure the market about the industry's resilience
      110Comment
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    • highhandhighhand
      ·16:33
      anything below 700 can buy for asml. weekly 200sma gives strong support at 697, so good to accumulate here first. look for more horizontal support levels in the way down. TSM better save itself. prices are all driven my large institutions and funds... when a company is good, accumulate when it drops.
      1222
      Report
    • Tiger_commentsTiger_comments
      ·16:21

      ASML Plummets 16%! Can TSMC Save the Day?

      $ASML Holding NV(ASML)$ originally scheduled to release its earnings on Wednesday, surprised the market by announcing them early on Tuesday. Following the report, ASML's stock plunged by as much as 17%, marking its biggest intraday drop since 2008. Since hitting an all-time high in July, ASML's stock has already fallen by 30%. The selloff wasn't limited to ASML—other equipment manufacturers like $Applied Materials(AMAT)$ and $Lam Research(LRCX)$ dropped by 11%, $KLA-Tencor(KLAC)$ by 15%, and semiconductor giants such as $Advanced Micro Devices(AMD)$ ,
      95613
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      ASML Plummets 16%! Can TSMC Save the Day?
    • SmartSamSmartSam
      ·13:07
      Hopefully everything is alright
      0Comment
      Report
    • AI_DigAI_Dig
      ·12:30

      Earnings Digest | ASML Crashes! What’s Next for Semi Industry?

      Last night, $ASML Holding NV(ASML)$ suffered a severe blow, with its stock plunging 16%, marking its biggest one-day drop in 26 years. In a time when companies like $Broadcom(AVGO)$ and $Taiwan Semiconductor Manufacturing(TSM)$ are hitting all-time highs, how did the dominant lithography machine maker like ASML come crashing down?1.Earnings ShockThis downturn is tied to ASML’s unexpected Q3 earnings report. The company reported new orders of just €2.63 billion, far below analysts’ expectations of €5.39 billion. They also lowered their 2025 revenue guidance from €30 billion-€40 billion to €30 billion - €35 billion and adjusted gross margin expectations down from 54
      804Comment
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      Earnings Digest | ASML Crashes! What’s Next for Semi Industry?
    • MaverickWealthBuilderMaverickWealthBuilder
      ·11:37

      There's sign of ASML's plunge

      The company's earnings report came out yesterday in the middle of the U.S. trading session, and in theory, it's rare for earnings reports to come out "suddenly" like this. $ASML Holding NV(ASML)$ $ASML Holding N.V.(ASMLF)$ The company said it was a technical problem, but we can't rule out the possibility that it "knew there were major flaws in the results and wanted to digest them in the middle of the trading session when liquidity was better"?The biggest issue is that order intake was only €2.63bn, down 53% YoY and well below market expectations of €5.39bn.In addition, guidance for 2025 was lowered, from €3-4bn to €3-3.5bn, below market expectations of €3.53bn.Gross margins are expected to be 51%-53%, l
      1.53KComment
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      There's sign of ASML's plunge
    • IykykIykyk
      ·06:36
      $Taiwan Semiconductor Manufacturing(TSM)$   the only chip company. Undervalue 
      1Comment
      Report
    • AI_DigAI_Dig
      ·10-15 09:35

      AI Chip Demand Boosts TSMC & Nvidia Stocks

      $Taiwan Semiconductor Manufacturing(TSM)$ is set to hold its Q3 2024 earnings call this Thursday, and the market is optimistic. The primary reason? The robust demand for advanced processes. Major tech companies like $Apple(AAPL)$ $Qualcomm(QCOM)$ $NVIDIA Corp(NVDA)$ $Advanced Micro Devices(AMD)$ have already booked TSMC's 3nm capacity, with orders extending into 2025. On Monday, TSMC's stock hit an intraday all-time high of $194.25, closing at $192.21.3nm Capacity Demand to Skyrocket by 2025The demand for TSMC’s 3nm process is expected to surge in 2025, thanks to the strong demand
      3481
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      AI Chip Demand Boosts TSMC & Nvidia Stocks
    • MrzorroMrzorro
      ·10-15 09:09
      TSMC Earnings Preview | Are Q3 Results and Q4 Guidance Poised to Beat Expectations After September Sales Surprise? $Taiwan Semiconductor Manufacturing(TSM)$  , the world's leading semiconductor foundry, is set to release its 2024 Q3 earnings results on October 17th, ET. The sales report for September, released by the company last week, indicates that the Q3 sales exceeded expectations, with a year-on-year growth of 39% to TWD 759.69 billion ($23.59 billion), surpassing the top end of its guided range of $23.2 billion. Year-to-date, $Taiwan Semiconductor Manufacturing(TSM)$  's total sales have reached TWD 2025.85 billion, representing
      150Comment
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    • AN88AN88
      ·10-15 04:23
      8Comment
      Report
    • Tiger_James OoiTiger_James Ooi
      ·10-14 17:52

      US Market Insights (14-18 Oct): 3Q2024 Earnings Season Begins

      The $.SPX(.SPX)$ and $.IXIC(.IXIC)$ returned 1.13% and 1.19%, respectively, last week.Major market movers include $NVIDIA Corp(NVDA)$ (+7.91%), $Eli Lilly(LLY)$ (+5.06%), $JPMorgan Chase(JPM)$ (+5.24%), $Uber(UBER)$ (+16.24%), $Wells Fargo(WFC)$ (+7.08%), $Tesla Motors(TSLA)$ (-12.91%), $Alphabet(GOOG)$ (-2.29%), $Meta Platforms, Inc.(META)$ (-1.01%),
      16.45K6
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      US Market Insights (14-18 Oct): 3Q2024 Earnings Season Begins
    • AI_DigAI_Dig
      ·10-14 17:28

      TSMC will continue to rise in the AI boom

      $Taiwan Semiconductor Manufacturing(TSM)$ just reported impressive sales figures and is set to release its Q3 earnings this week. As a leading player in chip manufacturing, TSMC remains one of the biggest beneficiaries of the AI boom, thanks to growth from NVIDIA and other companies.Earnings and ForecastWhile we await TSMC's earnings, cash flow, and outlook for Q4, Wall Street analysts project Q3 earnings per share (EPS) to be around $1.79. This would represent a 39% increase year-over-year, with revenue also expected to rise by 30%. Analysts anticipate that earnings and revenue growth will align, indicating stable profit margins.On one hand, TSMC’s growth in revenue and production could lead to increased operating leverage and corresponding profit
      736Comment
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      TSMC will continue to rise in the AI boom
    • IykykIykyk
      ·10-14 16:50
      21Comment
      Report
    • Chris LukChris Luk
      ·10-14 16:49

      TSMC's Strong Earnings Set the Stage for a Return to a $1 Trillion Market Cap

      Taiwan Semiconductor Manufacturing Company ( $Taiwan Semiconductor Manufacturing(TSM)$ ) has been a key player in the global semiconductor industry, commanding widespread attention from investors and analysts alike. The company’s upcoming earnings report on October 17, 2024, has ignited discussions on whether it can beat expectations and make a return to its once-glorious $1 trillion market cap. Several factors, including a sharp increase in recent sales and robust demand for AI-driven chip technologies, fuel the optimism surrounding TSMC’s performance. However, a closer look at these signals and the broader semiconductor industry reveals the potential and challenges that could either propel TSMC forward or keep its market value in check. Sales S
      883Comment
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      TSMC's Strong Earnings Set the Stage for a Return to a $1 Trillion Market Cap
    • AN88AN88
      ·10-14 15:43
      2Comment
      Report
    • katteekattee
      ·10-14 03:25
      1Comment
      Report
    • jislandfundjislandfund
      ·10-13 23:57
      $Taiwan Semiconductor Manufacturing(TSM)$  more to come from chip leaders
      2Comment
      Report
    • AI_DigAI_Dig
      ·10-13

      Nvidia's Strong Performance: Can It Reach New Heights?

      Since October, the U.S. semiconductor sector has regained its strength. $NVIDIA Corp(NVDA)$ , often dubbed the "AI leader," has successfully surpassed its late August performance levels, inching closer to its historical high of $140.In September, subtle changes in market sentiment played a pivotal role in Nvidia's turnaround: 1. Earnings Expectations Nvidia's August 28 earnings report raised concerns. The management's guidance for the next quarter didn't meet analysts' highest expectations, leading to a drop in stock price, hitting a low of $100. However, this level seems to have formed a support zone, suggesting it’s tough for Nvidia to fall below $90-$100.2. Weaker Recession FearsThe outlook for a U.S. economic recession has softened. Recent dat
      345Comment
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      Nvidia's Strong Performance: Can It Reach New Heights?
    • TigerClubTigerClub
      ·48分钟前

      🎁What the Tigers Say | Chip Stocks Slipping: Time to Buy More or Take Profits?

      $ASML Holding NV(ASML)$ dropped 16% after missing third-quarter earnings and revenue expectations. $NVIDIA Corp(NVDA)$ also struggled, failing to break above $140 and slipping 4.5% on Tuesday. $Advanced Micro Devices(AMD)$ fell 5%, and $Broadcom(AVGO)$ lost 3.47%, while $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ surged 15%.What’s your move—buy more or lock in profits?What are your trading strategies in this volatile chip market?🎁Special Notes: Whoever showed up on the” What the Tigers Say” column will receive 100 Tiger Coins and an exclusive interview invitation to hono
      6.42K7
      Report
      🎁What the Tigers Say | Chip Stocks Slipping: Time to Buy More or Take Profits?
    • Tiger_commentsTiger_comments
      ·16:21

      ASML Plummets 16%! Can TSMC Save the Day?

      $ASML Holding NV(ASML)$ originally scheduled to release its earnings on Wednesday, surprised the market by announcing them early on Tuesday. Following the report, ASML's stock plunged by as much as 17%, marking its biggest intraday drop since 2008. Since hitting an all-time high in July, ASML's stock has already fallen by 30%. The selloff wasn't limited to ASML—other equipment manufacturers like $Applied Materials(AMAT)$ and $Lam Research(LRCX)$ dropped by 11%, $KLA-Tencor(KLAC)$ by 15%, and semiconductor giants such as $Advanced Micro Devices(AMD)$ ,
      95613
      Report
      ASML Plummets 16%! Can TSMC Save the Day?
    • AI_DigAI_Dig
      ·12:30

      Earnings Digest | ASML Crashes! What’s Next for Semi Industry?

      Last night, $ASML Holding NV(ASML)$ suffered a severe blow, with its stock plunging 16%, marking its biggest one-day drop in 26 years. In a time when companies like $Broadcom(AVGO)$ and $Taiwan Semiconductor Manufacturing(TSM)$ are hitting all-time highs, how did the dominant lithography machine maker like ASML come crashing down?1.Earnings ShockThis downturn is tied to ASML’s unexpected Q3 earnings report. The company reported new orders of just €2.63 billion, far below analysts’ expectations of €5.39 billion. They also lowered their 2025 revenue guidance from €30 billion-€40 billion to €30 billion - €35 billion and adjusted gross margin expectations down from 54
      804Comment
      Report
      Earnings Digest | ASML Crashes! What’s Next for Semi Industry?
    • MaverickWealthBuilderMaverickWealthBuilder
      ·11:37

      There's sign of ASML's plunge

      The company's earnings report came out yesterday in the middle of the U.S. trading session, and in theory, it's rare for earnings reports to come out "suddenly" like this. $ASML Holding NV(ASML)$ $ASML Holding N.V.(ASMLF)$ The company said it was a technical problem, but we can't rule out the possibility that it "knew there were major flaws in the results and wanted to digest them in the middle of the trading session when liquidity was better"?The biggest issue is that order intake was only €2.63bn, down 53% YoY and well below market expectations of €5.39bn.In addition, guidance for 2025 was lowered, from €3-4bn to €3-3.5bn, below market expectations of €3.53bn.Gross margins are expected to be 51%-53%, l
      1.53KComment
      Report
      There's sign of ASML's plunge
    • ShyonShyon
      ·16:42
      ASML’s recent plunge is primarily due to the ban on Chinese customers, which has significantly impacted investor sentiment and raised concerns about future revenue growth. This restriction limits ASML's access to one of the largest markets for semiconductor manufacturing, which complicates its growth outlook. Given these factors, it’s challenging to determine if $700 is a buying opportunity. On a more positive note, TSMC is currently not affected by the trade tensions, as it has managed to navigate the geopolitical landscape effectively. If TSMC publishes strong earnings, it could serve as a crucial catalyst for the semiconductor sector, boosting confidence among investors. Positive results from TSMC may signal robust demand for chips and reassure the market about the industry's resilience
      110Comment
      Report
    • highhandhighhand
      ·16:33
      anything below 700 can buy for asml. weekly 200sma gives strong support at 697, so good to accumulate here first. look for more horizontal support levels in the way down. TSM better save itself. prices are all driven my large institutions and funds... when a company is good, accumulate when it drops.
      1222
      Report
    • MasterStonkerMasterStonker
      ·17:52
      TSM and NVDA definitely will prevail 🚀🚀🚀🚀🤑🤑🤑
      0Comment
      Report
    • AI_DigAI_Dig
      ·10-15 09:35

      AI Chip Demand Boosts TSMC & Nvidia Stocks

      $Taiwan Semiconductor Manufacturing(TSM)$ is set to hold its Q3 2024 earnings call this Thursday, and the market is optimistic. The primary reason? The robust demand for advanced processes. Major tech companies like $Apple(AAPL)$ $Qualcomm(QCOM)$ $NVIDIA Corp(NVDA)$ $Advanced Micro Devices(AMD)$ have already booked TSMC's 3nm capacity, with orders extending into 2025. On Monday, TSMC's stock hit an intraday all-time high of $194.25, closing at $192.21.3nm Capacity Demand to Skyrocket by 2025The demand for TSMC’s 3nm process is expected to surge in 2025, thanks to the strong demand
      3481
      Report
      AI Chip Demand Boosts TSMC & Nvidia Stocks
    • MrzorroMrzorro
      ·10-15 09:09
      TSMC Earnings Preview | Are Q3 Results and Q4 Guidance Poised to Beat Expectations After September Sales Surprise? $Taiwan Semiconductor Manufacturing(TSM)$  , the world's leading semiconductor foundry, is set to release its 2024 Q3 earnings results on October 17th, ET. The sales report for September, released by the company last week, indicates that the Q3 sales exceeded expectations, with a year-on-year growth of 39% to TWD 759.69 billion ($23.59 billion), surpassing the top end of its guided range of $23.2 billion. Year-to-date, $Taiwan Semiconductor Manufacturing(TSM)$  's total sales have reached TWD 2025.85 billion, representing
      150Comment
      Report
    • SmartSamSmartSam
      ·13:07
      Hopefully everything is alright
      0Comment
      Report
    • Chris LukChris Luk
      ·10-14 16:49

      TSMC's Strong Earnings Set the Stage for a Return to a $1 Trillion Market Cap

      Taiwan Semiconductor Manufacturing Company ( $Taiwan Semiconductor Manufacturing(TSM)$ ) has been a key player in the global semiconductor industry, commanding widespread attention from investors and analysts alike. The company’s upcoming earnings report on October 17, 2024, has ignited discussions on whether it can beat expectations and make a return to its once-glorious $1 trillion market cap. Several factors, including a sharp increase in recent sales and robust demand for AI-driven chip technologies, fuel the optimism surrounding TSMC’s performance. However, a closer look at these signals and the broader semiconductor industry reveals the potential and challenges that could either propel TSMC forward or keep its market value in check. Sales S
      883Comment
      Report
      TSMC's Strong Earnings Set the Stage for a Return to a $1 Trillion Market Cap
    • Tiger_James OoiTiger_James Ooi
      ·10-14 17:52

      US Market Insights (14-18 Oct): 3Q2024 Earnings Season Begins

      The $.SPX(.SPX)$ and $.IXIC(.IXIC)$ returned 1.13% and 1.19%, respectively, last week.Major market movers include $NVIDIA Corp(NVDA)$ (+7.91%), $Eli Lilly(LLY)$ (+5.06%), $JPMorgan Chase(JPM)$ (+5.24%), $Uber(UBER)$ (+16.24%), $Wells Fargo(WFC)$ (+7.08%), $Tesla Motors(TSLA)$ (-12.91%), $Alphabet(GOOG)$ (-2.29%), $Meta Platforms, Inc.(META)$ (-1.01%),
      16.45K6
      Report
      US Market Insights (14-18 Oct): 3Q2024 Earnings Season Begins
    • IykykIykyk
      ·06:36
      $Taiwan Semiconductor Manufacturing(TSM)$   the only chip company. Undervalue 
      1Comment
      Report
    • AI_DigAI_Dig
      ·10-14 17:28

      TSMC will continue to rise in the AI boom

      $Taiwan Semiconductor Manufacturing(TSM)$ just reported impressive sales figures and is set to release its Q3 earnings this week. As a leading player in chip manufacturing, TSMC remains one of the biggest beneficiaries of the AI boom, thanks to growth from NVIDIA and other companies.Earnings and ForecastWhile we await TSMC's earnings, cash flow, and outlook for Q4, Wall Street analysts project Q3 earnings per share (EPS) to be around $1.79. This would represent a 39% increase year-over-year, with revenue also expected to rise by 30%. Analysts anticipate that earnings and revenue growth will align, indicating stable profit margins.On one hand, TSMC’s growth in revenue and production could lead to increased operating leverage and corresponding profit
      736Comment
      Report
      TSMC will continue to rise in the AI boom
    • AI_DigAI_Dig
      ·10-13

      Nvidia's Strong Performance: Can It Reach New Heights?

      Since October, the U.S. semiconductor sector has regained its strength. $NVIDIA Corp(NVDA)$ , often dubbed the "AI leader," has successfully surpassed its late August performance levels, inching closer to its historical high of $140.In September, subtle changes in market sentiment played a pivotal role in Nvidia's turnaround: 1. Earnings Expectations Nvidia's August 28 earnings report raised concerns. The management's guidance for the next quarter didn't meet analysts' highest expectations, leading to a drop in stock price, hitting a low of $100. However, this level seems to have formed a support zone, suggesting it’s tough for Nvidia to fall below $90-$100.2. Weaker Recession FearsThe outlook for a U.S. economic recession has softened. Recent dat
      345Comment
      Report
      Nvidia's Strong Performance: Can It Reach New Heights?
    • Tiger VTiger V
      ·10-12

      TSMC's Strategic Position Amid Market Challenges

      Overview of Overall Markets The recent devastation in North Carolina, caused by Hurricane Helene, has had an outsized impact on the semiconductor industry. As one of the world's leading chipmakers, Taiwan Semiconductor Manufacturing Company (TSMC) $Taiwan Semiconductor Manufacturing(TSM)$  relies on quartz from Spruce Pine mines in North Carolina. These mines, which control 85% of the global quartz market crucial for semiconductor manufacturing, are now facing production disruptions. This has raised concerns about TSMC's supply chain and may affect operations. However, TSMC remains well-positioned to weather this challenge, given its industry dominance and strategic importance to major tech players like NVIDIA
      142Comment
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      TSMC's Strategic Position Amid Market Challenges
    • AN88AN88
      ·10-15 04:23
      8Comment
      Report
    • Tiger VTiger V
      ·10-11

      Lam Research: Capitalizing on Strong Fundamentals in the Semiconductor Industry

      Market Overview: Tech Sector Remains Strong Amid Growing Semiconductor Demand Global semiconductor demand continues to rise as the world becomes increasingly dependent on advanced technology. The ongoing demand for memory chips, driven by the rise of AI, 5G, and cloud computing, supports Lam Research Corporation $Lam Research(LRCX)$  is a key player in the semiconductor equipment market. With the recent announcement of strong revenue growth and healthy profitability margins, LRCX is well-positioned to benefit from these favorable market conditions. However, the broader tech sector remains vulnerable to macroeconomic factors such as inflation and rising interest rates, which could put pressure on valuations, particu
      79Comment
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      Lam Research: Capitalizing on Strong Fundamentals in the Semiconductor Industry
    • IykykIykyk
      ·10-14 16:50
      21Comment
      Report
    • AN88AN88
      ·10-14 15:43
      2Comment
      Report