October 28, 2024 @ 12:35 pm | Breaking News, Jubak Top 50 Portfolio, TSM |
Last night I added a third potential Harris election victory winner to my Special Report “10 trump and 10 Harris winners” on my subscription site, JubakAM.com. Here’s what I wrote about Taiwan Semiconductor Manufacturing (TSM) in that post. Harris winner #3: Taiwan...
October 17, 2024 @ 5:18 pm | Breaking News, Buy Hold Sell |
Shares of global chipmaking powerhouse Taiwan Semiconductor Manufacturing (TSM) rose 9.79% today to hit a record high after the chipmaker topped quarterly estimates and raised its target for 2024 revenue growth. The company—-the main chip manufacturer for Nvidia...
February 23, 2024 @ 5:23 pm | AMAT, AMD, ASML, Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio, MSFT, NVDA, TSM |
Yesterday, Thursday, February 22, Nvidia (NVDA) gained 16.40% at the close after beating Wall Street expectations on earnings and revenue after the market close on Wednesday. And then raising guidance for the rest of 2024. I think it’s safe to say we’re in the midst...
June 1, 2023 @ 7:39 pm | Breaking News, Buy Hold Sell, Jubak Top 50 Portfolio |
Artificial intelligence really is a paradigm-breaking, transformative technology. Right now, investors are so enthusiastic about the sector, especially the obvious leader Nvidia (NVDA), that we’re looking at a potential bubble that will collapse with much...
October 19, 2022 @ 9:54 pm | Breaking News |
Today I posted by one-hundred-ninety-fourth YouTube video: China Retaliates, Act 2 of the U.S./China trade war. The National Congress of the Chinese Communist Party has rubber-stamped a third term as president for Xi Jinping–a move that required amending the...
October 19, 2022 @ 9:48 pm | Breaking News |
I hate to do this. Taiwan Semiconductor Manufacturing (TSM) is the premier chip manufacturer in the world and I see the company continuing to grow revenue from the increasing demand for smaller and more powerful chips. And I certainly hate to sell a stock that’s...
August 18, 2022 @ 7:24 pm | Breaking News, Jubak Picks Portfolio, NXPI, TSM |
The chip boom is over–or at least coming to an end. Gartner has cut its outlook for revenue growth in 2022 to just 7.4%. That’s down from a forecast of 14% growth for chip revenue three months ago. Garner sees chip revenue falling 2.5% in 2023. And you...
June 9, 2022 @ 1:37 pm | Breaking News, Jubak Top 50 Portfolio, TSM |
Taiwan Semiconductor Manufacturing (TSM), the world’s largest independent chip producer, expects revenue to grow about 30% in 2022. Sales growth this year should accelerate from 2021’s 24.9% (in dollar terms), Chairman Mark Liu said at the company’s annual...
October 14, 2021 @ 7:46 pm | AMAT, ASML, Breaking News, Jubak Top 50 Portfolio, TSM |
Taiwan Semiconductor Manufacturing (TSM), the dominant independent chip manufacturer in the world, reported earnings today, October 14, of $1.08 per share for the September quarter. Wall Street analysts hd expected earnings of $1.04 a share. The stock closed up 2.35%...
August 25, 2021 @ 8:29 pm | Breaking News, Jubak Top 50 Portfolio, TSM |
Taiwan Semiconductor Manufacturing (TSM), which makes chips for everybody and everything, plans to raise prices on its silicon by 10% to 20% in 2022, DigiTimes reported today. The company will raise prices on “mature-technology chips” manufactured on 16...
July 19, 2021 @ 6:52 pm | Breaking News, IFNNY, Jubak Picks Portfolio, Jubak Top 50 Portfolio, NVDA, NXPI, TSM |
On Thursday, July 15, Taiwan Semiconductor Manufacturing (TSM), the world’s leading chip foundry, reported earnings of 93 cents a share for the second quarter, up 18% year over year. That was inline with analyst estimates. Sales rose 28%. The company raised its...
June 30, 2021 @ 7:31 pm | Breaking News, TSM |
I’m starting up my videos again–this time using YouTube as a platform. The thirtieth YouTube video “3 Picks for the Earnings Blowout” went up today. Please watch and subscribe to my YouTube channel. And like my video. You can see it...
April 19, 2021 @ 6:46 pm | Breaking News, Jubak Top 50 Portfolio, TSM |
Taiwan Semiconductor Manufacturing (TSM), the globes biggest independent chip foundry, said last week that it expects the chip shortage that has left automakers scrambling for silicon and cutting back production will be over by the end of the third quarter. Whether...
April 1, 2021 @ 7:34 pm | AMAT, AMZN, ASML, Breaking News, FCX, FQVLF, GOOG, Jubak Picks Portfolio, Jubak Top 50 Portfolio, SCCO |
With the financial markets closed tomorrow for Good Friday, traders and investors jumped in to buy today ahead of what is expected to be a jobs report tomorrow morning showing unemployment dropping to 6.0% (by the official measure) from 6.2% in February. The Standard...
March 8, 2021 @ 7:44 pm | Breaking News |
Two indexes will tell you what you need to know about today’s stock market action. The Dow Jones Industrial Average, driven by cyclicals, vaccine recovery stocks, and consumer stocks rose to an intraday record high. After a slight retreat at the end of the...
March 5, 2021 @ 6:53 pm | Breaking News |
Stocks broke out of the gate today seemingly determined to turn a big three-day losing streak into an even bigger four-day plunge. At 11:30 a.m. today, March 5, the Standard & Poor’s 500 was down 1.04%. The NASDAQ Composite was lower by 2.6%. The high...
January 13, 2021 @ 6:50 pm | Breaking News, Buy Hold Sell |
I’m starting up my videos again–this time using YouTube as a platform. The sixth YouTube video “4 stock picks for the chip shortage” went up today. Please watch and subscribe to my YouTube channel. And like my video. You can see it...
January 8, 2021 @ 6:46 pm | Breaking News, Jubak Top 50 Portfolio, TSM |
Today, January 8, Taiwan Semiconductor Manufacturing (TSM), the world’s largest contract chipmaker, reported December sales that translate into record quarterly revenue with estimated sales in the quarter climbing to $12.9 billion (361.5 NT$). (The company...
October 21, 2020 @ 6:33 pm | Breaking News, Jubak Top 50 Portfolio, NVDA |
On October 15 I noted that the hike in revenue guidance from Taiwan Semiconductor Manufacturing (TSM) on huge demand for its chips in AI and gaming (among other sectors) was good news for gaming, AI, and data center leader Nvidia (NVDA.) And I hinted at buying shares...
October 15, 2020 @ 7:10 pm | Breaking News, Jubak Top 50 Portfolio, TSM |
Taiwan Semiconductor Manufacturing (TSM) reported earnings of 90 cents per American depositary receipt today on sales of $12.14 billion for the company’s September quarter. Net income climbed 36% year over year. Analysts had expected the company to earn 81...
May 20, 2020 @ 7:19 pm | Breaking News, Jubak Top 50 Portfolio, Stock Pick of the Day, TSM |
Announcing a new feature–my stock pick of the day. With Taiwan Semiconductor as my first pick. The hoo ha at the end of last week over restrictions on the sale of U.S. semiconductors to China’s Huawei Technologies, high-lighted the central role that Taiwan...
April 16, 2020 @ 7:06 pm | Breaking News, TSM |
Taiwan Semiconductor Manufacturing (TSM) beat analyst estimates for the first quarter, the company announced today. Net profit almost doubled to $3.9 billion on $10.31 billion in revenue. That amounts to a 91% increase from the March quarter of 2019. Analysts had...
January 8, 2020 @ 7:48 pm | Breaking News, PANW |
After last night’s Iranian attack on the U.S. troops stationed at two Iraqi airbases and a relatively restrained morning message from U.S. President Donald Trump, financial markets have decided to take profits in oil and cybersecurity stocks today. And wait for...
October 9, 2019 @ 7:53 pm | Breaking News, Jubak Top 50 Portfolio, Recent Buys, TSM |
It’s hard to get a handle on exactly how big the market called the Internet of Things will be. Bain Capital sats $520 billion by 2021. McKensey, another consulting company, says $11 trillion by 2021. The huge difference is a result of 1) what these...
January 17, 2019 @ 7:13 pm | Breaking News, Volatility, You May Have Missed |
The big banks have delivered to start off earnings season. And the financial sector has been a key source of strength for the uptrend in stocks since January 3. Over the last month, the Financial Select Sector SPDR ETF (XLF) is up 5.4% as of the close on January 17....
January 29, 2010 @ 2:56 pm | QCOM, Update |
Everything is working out exactly as I planned when I bought Taiwan Semiconductor Manufacturing (TSM) on October 20, 2009—with the small exception of the share price. When the company reported fourth quarter 2009 earnings on January 28, it confirmed the two major...
October 20, 2009 @ 12:30 pm | Buy |
Sure you want a piece of the technology action. Who wouldn’t after Apple (AAPL) broke to an all-time high after the company announced earnings on October 19. But isn’t everything priced out of reach? After all, we’re not exactly in the early stages of this rally. I’ve...
July 29, 2009 @ 8:30 am | Breaking News, Leading Indicators |
Chip makers are packing more circuits onto their chips. The next generation will be dense with circuits just 28 billionths of a meter–28 nanometers–wide. That will expand, yet again, the power and speed of semiconductors, and increase yet again the number...