Tag: TSM
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Apple Earnings Fallout: Separating the Hope from the Hysterics
Apple Inc. (NASDAQ: AAPL) stock took investors on quite a ride but finished 0.46% higher the day after its quarterly earnings. The Apple earnings report was one of many significant reports investors received in the last week. And, like many of those reports (I’m looking at you, Microsoft), investors were left with more questions than answers. In the case of Apple earnings,…
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A Quant Case for an Aggressive Trade in Taiwan Semiconductor (TSM) Stock
Despite recent tech volatility, TSM stock may have room to rally, with risk geometry and clustering supporting a high-conviction optimistic trade.
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Beyond Nvidia: 3 Chipmakers Playing Key Roles in the AI Supply Chain
AI demand extends far beyond NVIDIA’s GPUs, creating major opportunities for AMD, Broadcom, and TSMC. AMD’s new accelerators, Broadcom’s networking chips, and TSMC’s foundry dominance make them critical players in the AI supply chain. Together, these chipmakers are fueling the next phase of the semiconductor supercycle.