Taiwan Semiconductor Manufactur (TSM)
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Latest News
| Title | Published |
|---|---|
Intel: Post-Earnings Pullback Restores Some Upside, But Bumpy Road Ahead | about 9 hours ago |
TSMC: Sell The Perfect Quarter, A Contrarian View (Rating Downgrade) I rate TSMC a Sell, as the stock is priced for perfect execution with record margins, elevated P/E multiples, and extreme bullish sentiment. Click here to learn more. | 3 days ago |
AMD: A Solid Second-Best Advanced Micro Devices, Inc. stock rated Hold: AI-driven data center growth and 50%+ EBITDA CAGR through 2028. Click for more on AMD ahead of earnings. | 3 days ago |
Intel: Buy Into The Pullback Intel Corporation outlook: Q4 beat but Q1 guidance weak. Explore 2nm progress, AI PC targets, foundry yields, and 2030 margin goals. Click for this INTC update. | 3 days ago |
Intel: Time To Scale Back (Rating Downgrade) Intel Corporation beats Q4 earnings, but foundry losses and margin pressure persist. Click for this updated look at INTC stock and see why I am downgrading it. | 4 days ago |
The London Company International Equity Vs. MSCI EAFE FY 2025 Commentary The International Equity portfolio returned 17.6% gross (16.7% net) year-to-date vs a return of 31.2% for the MSCI EAFE index. | 4 days ago |
Taiwan Semiconductor: Capex Guidance Raise Suggests AI Buildout Cycle Until 2028 Taiwan Semiconductor remains a key component of the AI-led demand for advanced processors. Read more on how the company is supporting the AI supercycle. | 4 days ago |
Intel: Post-Earnings Pullback Restores Some Upside, But Bumpy Road Ahead
TSMC: Sell The Perfect Quarter, A Contrarian View (Rating Downgrade)
I rate TSMC a Sell, as the stock is priced for perfect execution with record margins, elevated P/E multiples, and extreme bullish sentiment. Click here to learn more.
AMD: A Solid Second-Best
Advanced Micro Devices, Inc. stock rated Hold: AI-driven data center growth and 50%+ EBITDA CAGR through 2028. Click for more on AMD ahead of earnings.
Intel: Buy Into The Pullback
Intel Corporation outlook: Q4 beat but Q1 guidance weak. Explore 2nm progress, AI PC targets, foundry yields, and 2030 margin goals. Click for this INTC update.
Intel: Time To Scale Back (Rating Downgrade)
Intel Corporation beats Q4 earnings, but foundry losses and margin pressure persist. Click for this updated look at INTC stock and see why I am downgrading it.
The London Company International Equity Vs. MSCI EAFE FY 2025 Commentary
The International Equity portfolio returned 17.6% gross (16.7% net) year-to-date vs a return of 31.2% for the MSCI EAFE index.
Taiwan Semiconductor: Capex Guidance Raise Suggests AI Buildout Cycle Until 2028
Taiwan Semiconductor remains a key component of the AI-led demand for advanced processors. Read more on how the company is supporting the AI supercycle.