Podcasts about taiwan semiconductor tsm

George Tsilis reacts to President Trump's tariff pause announcement, pointing to the $5,400 level on the SPX as a potential rallying point. He warns against fear, saying that people tend to panic at the bottom. Then he turns his attention to Intel (INTC), which he says is in the “crosshairs” of tariffs. He talks about it working with Taiwan Semiconductor (TSM) as the U.S. aims to reshore high-value manufacturing.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

In this video, we perform a stock analysis on 10 companies that Super Investors are buying now. The investors include Warren Buffett, Seth Klarman, David Tepper, and Michael Burry. Their stocks? Starbucks (SBUX), United Healthcare (UNH), Taiwan Semiconductor (TSM), Flutter Entertainment (FLUT), CoStar Group (CSGP), CVS Health (CVS), Pinduoduo (PDD), Berkshire Hathaway (BRK.B), Ferguson Enterprise (FERG), and Microsoft (MSFT).Want to support Global Value? https://www.interactivebrokers.com/mkt/?src=gvy1&url=%2Fen%2Fwhyib%2Foverview.phphttps://www.patreon.com/GlobalValueAre these the best stocks to buy now? Do these "super investors" know something we don't? Find out in the video above!Thank you for watching. ❤️ Please support the channel by checking out our affiliates. All commissions are reinvested to improve the quality of videos!- TIKR is the website I use for financial data in my videos. Join me and 250,000+ investors worldwide by using TIKR in your investment analysis. Referral link - https://www.tikr.com/globalvalue- Check out Seeking Alpha Premium and score an exclusive 20% off plus a free 7 day trial! Affiliate link - https://www.sahg6dtr.com/H4BHRJ/R74QP/- Try Sharesight https://www.sharesight.com/globalvalue (remember you get 4 months free if you sign up for an annual subscription!)#superinvestors #superinvestorstocks #stockmarket2025 #stocks2025 #stockmarket #stocks #investing #valueinvesting #investor #invest #finance #valueinvestor #stockanalysis #fundamentalstockanalysis #topstocks2025 #beststocks2025 #beststockstobuynow

In this video, we perform a stock analysis on 10 companies that Super Investors are buying now. The investors include Warren Buffett, Seth Klarman, David Tepper, and Michael Burry. Their stocks? Starbucks (SBUX), United Healthcare (UNH), Taiwan Semiconductor (TSM), Flutter Entertainment (FLUT), CoStar Group (CSGP), CVS Health (CVS), Pinduoduo (PDD), Berkshire Hathaway (BRK.B), Ferguson Enterprise (FERG), and Microsoft (MSFT).Want to support Global Value? https://www.interactivebrokers.com/mkt/?src=gvp1&url=%2Fen%2Fwhyib%2Foverview.phphttps://www.patreon.com/GlobalValueAre these the best stocks to buy now? Do these "super investors" know something we don't? Find out in the video above!Thank you for watching. ❤️ Please support the channel by checking out our affiliates. All commissions are reinvested to improve the quality of videos!- TIKR is the website I use for financial data in my videos. Join me and 250,000+ investors worldwide by using TIKR in your investment analysis. Referral link - https://www.tikr.com/globalvalue- Check out Seeking Alpha Premium and score an exclusive 20% off plus a free 7 day trial! Affiliate link - https://www.sahg6dtr.com/H4BHRJ/R74QP/- Try Sharesight https://www.sharesight.com/globalvalue (remember you get 4 months free if you sign up for an annual subscription!)#superinvestors #superinvestorstocks #stockmarket2025 #stocks2025 #stockmarket #stocks #investing #valueinvesting #investor #invest #finance #valueinvestor #stockanalysis #fundamentalstockanalysis #topstocks2025 #beststocks2025 #beststockstobuynow

Taiwan Semiconductor $TSM, the world's largest chipmaking foundry, today just issued the largest CapEx forecast of its company's history.Does this mean the chip industry is finally escaping from its cyclical lows, and is ready for a rebound in 2025? TSMC's 4Q 2024 results showcased a 38% year-over-year increase in revenue and a 57% increase in earnings. Those were good numbers. But there might be even better news on the horizon. Management just approved a 2025 capital budget of between $38 billion and $42 billion. 70% of that is dedicated to "advanced technology production" -- i.e. building new fabs to manufacture the cutting-edge chips demanded by AI. This aggressive CapEx forecast is good news for TSMC and also for the entire semiconductor industry. The company will be spending that 2025 budget on equipment vendors such as $ASML, Applied Materials $AMAT, and Axcelis Technologies $ACLS and also on boatload of supporting functions. Meanwhile, creative innovations are also unlocking new opportunities. Taiwan Semi is transitioning the fundamental architecture of its transistors from FinFET to gate-all-around. It's updating the foundation its entire house is built on; changing the physical design of the smallest building blocks of its circuits to support more efficient and powerful processors. The next few years will be an exciting time for this industry. The semiconductor renaissance looks well-primed to begin a new chapter. See all of our @7investing coverage on $TSMC -- including our current Conviction Rating on the stock -- at:https://7investing.com/company_name/taiwan-semiconductor-manufacturing-company/

En el episodio de hoy, analizamos cómo los futuros bursátiles se mantienen estables mientras los inversores esperan el informe del IPC de noviembre, un indicador clave antes de la próxima decisión de la Fed. Destacamos el reinicio de la producción del 737 MAX por Boeing $BA y los desafíos en la fabricación tras una huelga prolongada. Exploramos la caída de Oracle $ORCL tras decepcionantes resultados, a pesar de un impresionante crecimiento en infraestructura de IA. También hablamos sobre la inversión de $6.1B de Micron $MU bajo la Ley CHIPS y los sólidos ingresos de noviembre de Taiwan Semiconductor $TSM, reflejo del auge de la IA. Finalmente, analizamos el respaldo a Rivian $RIVN por Benchmark, subrayando su posición en el mercado de vehículos eléctricos y el crecimiento proyectado para los próximos años. ¡Acompáñanos para entender los movimientos estratégicos más relevantes del mercado!

En este episodio, analizamos las principales historias que impactan a los mercados globales. Delta $DAL demanda a CrowdStrike $CRWD por un fallo que paralizó miles de vuelos, mientras que los precios del petróleo caen tras las recientes tensiones en Medio Oriente, afectando a gigantes como $XOM y $CVX. También revisamos la estrategia de Boeing $BA para recaudar $15B en capital y la caída histórica en las ganancias industriales de China, que afecta a empresas clave como $BABA y $BIDU. Además, Eli Lilly $LLY obtiene luz verde en Hong Kong para su tratamiento de pérdida de peso, y Taiwan Semiconductor $TSM detiene envíos a China tras una polémica con Huawei. ¡No te pierdas las noticias que dan forma a los mercados!

En este episodio hablamos de los eventos más relevantes relacionados a los mercados financieros de Estados Unidos durante la semana laboral que terminó el viernes 26 de julio de 2024. En la empresa de la semana hablamos de Taiwan Semiconductor $TSM (07:39) Y en la sección educativa hablamos sobre aranceles (11:19) Les dejo la liga a nuestro canal de youtube donde podrán encontrar los audiogramas y videos educativos: https://www.youtube.com/channel/UC6thsV8Y_m2DgYPOqjLVfSQ Y también dejo la liga del blog donde estaremos subiendo las transcripciones de los episodios: www.ramonlog.com

(0:20) - Stock Market Update: Everything You Need To Know Heading Into Q1 Earnings Season (4:50) - Should You Buy Taiwan Semiconductor Amid Its Expansion (11:00) - Netflix Continues Growth: Is Now A Good Time To Invest In The Entertainment Giant? (17:15) - Is Cadence Design Systems A Good Play If You're Looking To Invest In AI?                Podcast@Zacks.com Ben Rains breaks down where the stock market stands as Wall Street turns its attention from March inflation data to first quarter earnings season. Some major tech names outside of Apple, Microsoft, Nvidia, and the other superstars are set to report during the early weeks of Q1 earnings season. We dive into why investors might want to consider buying Netflix (NFLX), Taiwan Semiconductor (TSM), and Cadence Design Systems (CDNS) ahead of their upcoming earnings releases.

Noticias Económicas y Financieras Cuenta regresiva final: el banco central está a punto de recibir su última dosis de cifras de inflación esta mañana, y el índice de precios al consumidor se publicará a las 8:30 a.m. (CET). Se espera que el IPC de marzo aumente un 0.3% mensual, desacelerándose desde el ritmo del 0.4% de febrero. También se prevé que el IPC subyacente, que excluye las categorías volátiles de alimentos y energía, aumente un 0.3% mensual desde el 0.4% del mes anterior. Año tras año, los economistas, en promedio, pronostican que el IPC aumentará un 3.5%, acelerándose desde el 3.2% en febrero, mientras que se proyecta que el IPC subyacente aumente un 3.7% en marzo, en comparación con un crecimiento del 3.8% en el año anterior. $NVDA Las acciones de Nvidia han entrado en territorio de corrección, y las empresas luchan por desafiar el dominio del gigante de los semiconductores. Otra caída de las acciones el martes significa que NVDA ahora está un 12% por debajo de su máximo histórico visto en marzo. Continúa un período muy ocupado para el desarrollo de vehículos autónomos mientras la unidad Cruise de General Motors $GM reanuda las pruebas de sus robotaxis (con conductores de seguridad) en Phoenix, Arizona. Un día después de que Janet Yellen abandonara China, Fitch redujo la perspectiva crediticia del país de estable a negativa, pero confirmó su calificación soberana A+. El oro se suma a la racha récord antes del IPC y las actas de la Fed. $MSFR Microsoft está invirtiendo fuertemente en los centros de datos japoneses. Los ingresos de Taiwan Semiconductor (TSM) aumentan en medio del auge de los chips de IA. $MRNA Moderna recibe un impulso gracias a los últimos datos sobre vacunas contra el cáncer.

Noticias Económicas y Financieras La administración Biden está redoblando sus esfuerzos para cancelar la deuda de préstamos estudiantiles, con una nueva iniciativa que tiene como objetivo condonar las facturas de alrededor de 30 millones de estadounidenses. El concepto de cancelación de la deuda estudiantil, incluso si pasara por el Congreso, sigue dividiendo al país. Algunos dicen que beneficiaría a los prestatarios en un momento de alta inflación, mientras que otros lo han señalado como una medida injusta para aquellos que decidieron no ir a la universidad debido al costo, no tienen préstamos o ya los han pagado. Podría ser una ecuación radical, pero Jack Manley de JP Morgan cree que así es. "Se corta y se corta la inflación y, ya sea que se mire el número principal o el número central, se elimina la ecuación de bienes; gran parte de eso tiene que ver con el entorno de tasas", explicó. , y agregó que no habrá presión a la baja sobre la inflación hasta que los costos de la vivienda se enfríen. Se espera que la administración Biden otorgue más de $6B a Samsung Electronics (OTCPK:SSNLF) la próxima semana para respaldar la expansión de sus instalaciones de producción de chips en Texas. Se espera que la adjudicación sea la tercera mayor de las subvenciones recientes en virtud de la Ley CHIPS y Ciencia, detrás de Taiwan Semiconductor $TSM, que obtuvo hasta $6.6B en subvenciones, e Intel $INTC, que recibió hasta $8.5B. Al concluir un viaje de cuatro días a China, la secretaria del Tesoro de Estados Unidos, Janet Yellen, pidió a Beijing que cambie su política industrial. Lo que está en juego son los productos chinos "artificialmente" baratos que están inundando el mercado global, amenazando la viabilidad de las empresas estadounidenses y extranjeras. $DJT Trump Media en caída libre mientras las acciones comienzan la semana en números rojos. $BX Blackstone adquiere Apartment Income REIT $AIRC por $10B. $TSLA Tesla resuelve una demanda por la muerte de un hombre en un accidente con el piloto automático. $BB BlackBerry y AMD firman una asociación en tecnología robótica de próxima era.

Ben Rains dives into why the bulls control the stock market to kick off March. The episode then explores why investors should consider buying Taiwan Semiconductor (TSM) and Netflix (NFLX) stock for long-term growth inside two key tech industries.   (0:15) - Stock Market Update: Everything You Need To Know Heading Into March (2:15) - Does This Chip Manufacturing Powerhouse Fit Into Your Portfolio? (8:35) - What Will Help Continue To Push Netflix's Growth?               Podcast@Zacks.com

ASML stock has been off to the races again, and is homing back in on all-time highs last reached in 2021. It's been an endurance race for shareholders, but the critical semiconductor manufacturing equipment provider is putting up great growth numbers and setting new financial records. And yet, 2024 looks like it could be a dud, a “transition year” as ASML and its customers – including Intel (INTC), Taiwan Semiconductor (TSM), Samsung, SK Hynix, and Micron (MU) – get ready for the next bull market that is only just now getting started. Is it too late to buy ASML stock after the recent rally? How expensive is the stock really? Or are investors better off buying now and waiting out the next five to seven years? Chip Stock Investors Nick and Kasey discuss these topics and more about this top chip manufacturing stock. Check out all our ASML videos here: https://chipstockinvestor.com/asml/ Join this channel to get access to perks: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:

Dallas Trading Floor No 764 - June 29 2023 WWW.DallasTradingFloor.com See the episode on Youtube: https://www.youtube.com/live/JyL-BHsBugI?feature=share --- Send in a voice message: https://podcasters.spotify.com/pod/show/dallastradingfloor/message Support this podcast: https://podcasters.spotify.com/pod/show/dallastradingfloor/support

Cathie Wood's ARK Invest sells Nvidia (NVDA) and Tesla (TSLA). Kevin Green discusses this as ARK sold 324,511 shares of TSLA out of ARKK ETF worth about $80M. ARK Invest also sold 20K shares of NVDA, worth about $8M. Additionally, ARK Invest purchased Taiwan Semiconductor (TSM) and Meta Platforms (META). The TSM purchase is concentrated in the autonomous technology and robotics area. Tune in to find out more about the stock market today.

This episode was recorded on Tuesday, May 16 and made available to premium subscribers that same day. To become a premium subscriber sign up on Supercast or Substack. Value Stock Geek rejoins the podcast to discuss recent portfolio acquisitions Google (GOOG), Meta (META), and Taiwan Semiconductor (TSM), what's on his watch list, and where and when he could be looking to buy. Content Highlights The case for Google stock (1:54); Artificial intelligence and how that is impacting Google's business (6:40); Meta and the Metaverse: investing in the legacy business plus Instagram (7:38); Taiwan Semiconductor: cyclical, yes, but a good bet for the long term (12:39); 'The Weird Portfolio' and how that works (16:07); The watchlist and two notable stocks worth watching right now: NVR (NVR) and Deere (DE) (20:39). Home Depot (HD), another watchlist stock, just reported earnings and lowered guidance due in part to consumers pulling back on big-ticket purchases (29:00). More Information on the Guest Substack: SecurityAnalysis.org; Twitter: @ValueStockGeek; The Weird Portfolio is discussed in some detail on a previous podcast appearance.

This podcast episode brought to you by Covey — Covey is designed to find, reward, and train the next top investment managers —from any background—that anyone can copy, so everyone can win. To track a partial portfolio of Value Investing Substack, click here. Aaron Pek of Value Investing Substack joins the podcast to discuss his bullish outlook on three individual stocks and more generally the investment case for Malaysia. Content Highlights First idea: Intel (INTC) and why it can compete with Samsung (SSNLF) and Taiwan Semiconductor (TSM) (2:33); Some additional background on Intel and its business case (4:49); Bears say INTC has years until it can catch up to TSMC, but Intel has the necessary machinery to bridge the gap sooner (10:10); Second idea: Occidental Petroleum (OXY), a unique oil play beloved by Warren Buffett (15:23); Background on the guest (23:57); Third idea: Hibiscus Petroleum (HIPEF), whose management team the guest views as the Warren Buffett management team of southeast Asian oil and gas (28:13); The case for Malaysia: a view from the ground (32:29); There is an ETF, iShares MSCI Malaysia ETF (EWM) which tracks Malaysian stocks. Discussion of Malaysia's geopolitical place between China and the US (34:39); China's lost decade (44:11). Not investment advice! Do your own research, make your own decisions. More on the Guest Substack: ValueInvesting.Substack.com; Twitter: @ValueInvestingZ;.  

Ben Rains dives into where the stock market stands as we kick off the busy stretch of first quarter earnings season. The episode then explores two giants of key industries—Taiwan Semiconductor (TSM) and Union Pacific (UNP)—that are sitting at beaten-down levels heading into earnings that might make them attractive to long-term investors. (0:30) - Stock Market Update: Everything You Need To Know As Q1 Earnings Season Starts (4:40) - Does This Semiconductor Manufacturing Giant Sit at Enticing Long-Term Levels? (9:50) - Is Union Pacific A Buy Heading into Earning? Podcast@Zacks.com

Rebecca Hotsko and Nicholas Rossolillo discuss the semiconductor industry, including growth industries for chip demand, Nick's opinions on Qualcomm, TSM, and Texas Instruments. They also cover headwinds facing the chip industry, undervalued chip companies, and overvalued companies to watch for the future.Nicholas is the Founder of Concinnus Financial, investment portfolio manager, host of Chip Stock Investor show on YouTube. IN THIS EPISODE, YOU'LL LEARN:00:00 - Intro.04:04 - An overview of the semiconductor industry. 07:47 - What are the different types of chips? 11:57 - Which industries are expected to drive the most growth in demand for chips in the future? 20:05 - Nick's comparison of Nvidia and AMD for the cloud AI space. 30:44 - Why is Qualcomm the leader in chips for mobility? 33:45 - Nick's thoughts on Taiwan Semiconductor (TSM), as well as Texas Instruments. 44:06 - The near term headwinds the chip industry could face. 45:46 - Which companies are expected to best capture the growth in market share for the automotive industry? 48:06 - Which chip companies Nick believes are undervalued at today's price? 49:14 - Which chip companies Nick likes long term, but thinks are overvalued at today's price?*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCESCheck out Nick's: YouTube Channel.Check out: Concinnus Financial. Related Episode: Listen to MI260: Top Stock Picks 2023 w/ Logan Kane or watch the video.NEW TO THE SHOW?Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Robert and Rebecca's favorite tool for picking stock winners and managing our portfolios: TIP Finance.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts.P.S The Investor's Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.What does happen when money and big feelings mix? Tune in to find out on the new podcast, Open Money, presented by Servus Credit Union.Instead of trying to time the market or pick single stocks, automate your investments and invest in a variety of companies with Betterment.Get the professional support you need to prepare for your future career with UBC Sauder School of Business.Apply for the Employee Retention Credit easily, no matter how busy you are, with Innovation Refunds.Partner with a specialized agency focused on making insurance as easy as possible for real estate investors. Take advantage of monthly reporting, monthly billing, and coverage for all phases of occupancy with National Real Estate Insurance Group.Support our free podcast by supporting our sponsors.Connect with Rebecca: Twitter | InstagramEmail: Rebecca@theinvestorspodcast.comConnect with Nick: Website | LinkedIn | YouTube See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Dans ce 16e épisode, je fais la synthèse du livre « Online investing for Dummies » de Matt Krantz publié en 2019 à partir de quatre éléments clés à retenir : 1. Étapes pour investir seul en ligne 2. Trois conseils sur l'investissement en ligne 3. 10 indicateurs d'une bonne compagnie en bourse 4. S'approprier le jargon financier Je fais aussi l'exemple chiffré d'un gars un peu naïf qui aurait perdu beaucoup d'argent s'il ne s'était pas intéressé à ses finances… MOI! Je vous invite à vous abonner à la page Facebook « Finances Fondamentales - éducation et investissement » pour avoir accès à l'image synthèse de l'épisode et pour me poser vos questions. Page Facebook: https://www.facebook.com/profile.php?id=100088196588852 Vous pourrez également y consulter l'analyse fondamentale des trois compagnies en bourse de la semaine, soit : 1) T. Rowe Price Group (TROW), 2) Alphabet (GOOG) et 3) Taiwan Semiconductor (TSM). Bonne écoute! Gmail: Financesfondamentales@gmail.com Avertissement : Je ne suis pas conseiller financier. Veuillez effectuer vos propres recherches et développer votre littératie financière avant d'investir. Les informations communiquées dans le podcast sont dans un but strictement éducatif et ne constituent pas un conseil d'investissement. Je ne suis pas responsable de vos décisions financières personnelles.

Taiwan Semiconductor (TSM) lifts chip investment in Arizona to $40B. Job cuts at PepsiCo (PEP) and GameStop (GME). NBCU (CMCSA) CEO: Peacock has 18M subs; expecting 'big check' from Disney (DIS) for Hulu.

Super Investors managing portfolios over $100 million have now filed their 13F Q3 2022 updates. In this episode I'm looking at the portfolio updates of both Warren Buffett and Charlie Munger. I look at the Berkshire Hathaway portfolio and Charlie Munger's The Daily Journal portfolio. I give special attention to Taiwan Semiconductor (TSM), a new position in the Berkshire Hathaway portfolio during the quarter. Timestamps: 00:00 Intro 00:17 Warren Buffett - Berkshire Hathaway 04:07 Taiwan Semiconductor (TSM) 10:46 Charlie Munger & Alibaba (BABA)- Daily Journal Corp. Related episodes: Are China Stocks UNINVESTABLE or HISTORIC VALUE OPPORTUNITY? https://youtu.be/qfrjfIEx1vw Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://anchor.fm/theartofvalue/message

Super Investors managing portfolios over $100 million have now filed their 13F Q3 2022 updates. In this episode I'm looking at the portfolio updates of both Warren Buffett and Charlie Munger. I look at the Berkshire Hathaway portfolio and Charlie Munger's The Daily Journal portfolio. I give special attention to Taiwan Semiconductor (TSM), a new position in the Berkshire Hathaway portfolio during the quarter. Timestamps: 00:00 Intro 00:17 Warren Buffett - Berkshire Hathaway 04:07 Taiwan Semiconductor (TSM) 10:46 Charlie Munger & Alibaba (BABA)- Daily Journal Corp. Related episodes: Are China Stocks UNINVESTABLE or HISTORIC VALUE OPPORTUNITY? https://youtu.be/qfrjfIEx1vw Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision. --- Send in a voice message: https://anchor.fm/theartofvalue/message

"PPI report yesterday and CPI report today came in higher than expected and Core CPI continues to accelerate to new highs not seen in 40 years and now rate hikes expected to be 75 basis points in November and December meetings, getting us to 4.5% to 4.75%. Market clearly does not like the report, but the silver lining is Headline CPI continues to decline albeit some stickiness in various components. Earnings reports are starting with major banks beginning tomorrow so we'll get some clarity on the companies outlooks. We believe the market will continue to be choppy into year end but valuations remain attractive with quality companies being oversold which will set us up well into 2023," says Tyler Ellegard. Ellegard then provides his stock picks: Taiwan Semiconductor (TSM), Target (TGT), and PayPal (PYPL).

Idag försöker vi gläda alla våra fans genom att prata ett techcase och ett energicase! Först ut är Taiwan Semiconductor ($TSM) som sålts av med resten av halvledarbolagen pga recession- och inflationsrädsla samt kinarisken! Men det innebär också att värderingen kommit ned rejält samtidigt som bolaget fortsätter växa kraftigt och vara extremt lönsamt!Det andra caset idag är Valaris, som verkar inom offshore drilling. Bolaget har tillgångar på böckerna som överstiger marknadsvärdet samtidigt som drilling marknaden börjar bli otroligt tight och bolagen börjar allt mer bli price makers istället för price takers. Trots detta är marknaden fortfarande förbisedd vilket innebär att man kan plocka in ett låg värderat bolag som kommer trycka kassaflöde otroligt billigt.Dessutom pratas det massvis med makro, inflation och en uppdatering kring uranet!Missa inte detta fullspäckade avsnitt!—-Kolla in vår huvudsponsor RoboMarkets, den europeiska multi-asset mäklaren som erbjuder handel med över 12 tusen instrument. Läs mer på https://robomarkets.se och följ @RoboMarketsSE på Twitter.Som med alla investeringar är det viktigt att man förstår hur instrumenten fungerar. Handel med CFDs innebär alltid en hög risk att förlora pengar och det är viktigt att vara påläst innan man handlar. Fullständig riskinformation finns på RoboMarkets hemsida----Är du aktieintresserad? Ladda ned appen Axyer på https://axyer.com/ ----Tidsstämplar och eventuella länkar som nämndes i avsnittet:04:10 Inflation12:15 Energipolitik, uran och Sprott22:05 Taiwan Semiconductor Manufacturing $TSM35:20 Valaris $VAL-----Twitter: https://twitter.com/marketmakerspod Kontakt: podcast@marketmakers.se Hemsida: https://www.marketmakers.se/ Niklas och Fabian finns förstås också på Twitter:https://twitter.com/alden_niklas https://twitter.com/franzen_fabian Hosted on Acast. See acast.com/privacy for more information.

"Technology sector outperformance set up is challenging given higher nominal bond yields tend to compress valuation multiples. Lower relative valuations create an opportunity to add exposure in the most fundamentally attractive companies or stocks," says Andrew Graham. Graham provides his tech stock picks: Snowflake (SNOW), Bill.com (BILL), and Cloudflare (NET). Ed Butowsky weighs in on his communications or social media stock picks: Alphabet (GOOGL) and Meta Platforms (META), previously Facebook (FB). Also, Butowsky says that the best semiconductor stocks are AMD Inc. (AMD), Broadcom (AVGO), Applied Materials (AMAT), and Taiwan Semiconductor (TSM).

Overall chip demand is likely to stay high even in a recession, says Daniel Newman. He discusses Taiwan Semiconductor (TSM), as it has raised it revenue guidance. He also talks about TSM's earnings which were released July 14th. He then goes over the state of the semiconductor industry. Finally, he mentions how semiconductors would deal with an economic slowdown. Tune in to find out more.

Solid earnings and a low interest rate environment have lifted U.S. stock markets back to record highs in the face of economic headwinds surrounding supply chain disruptions, inflation and labor shortages. Aquiles Larrea brings his takeaways on what's all going on in the financial markets as well as a few stocks to watch, including Boeing (BA), Ford (F) and Taiwan Semiconductor (TSM).

This episode of Alpha Trader podcast features hosts Aaron Task and Stephen Alpher speaking with Brue Liu, CEO at Esoterica Capital, and portfolio manager of the Esoterica Thematic ETF Trust (WUGI). Among the topics discussed: 5G technology is much more than just an upgrade from 4G, says Liu. If one thinks of 4G as enabling the mobile internet, 5G will allow the digitization of every aspect of our lives - from streaming to smart homes to smart factories to remote healthcare to self-driving cars. Another difference - if 4G was mostly a U.S. phenomenon, 5G is global. The evolution to 5G technology will first be felt in semiconductors as all devices will require upgrades. Among Esoterica's top ten holdings are Nvidia (NVDA), Xilinx (XLNX), Marvell (MRVL), Qualcomm (QCOM), Advanced Micro Devices (AMD), and Taiwan Semiconductor (TSM). Speaking of the recent crackdown by Beijing on China's large tech companies, Liu says these regulatory developments have been a long time coming. The country's leadership has long felt the tech giants have been extraordinary beneficiaries of hyper-growth, and now it's time to share some of the wealth, says Liu. As recently seen with Meituan (MPNGF), the companies will reach a settlement with the government, agree to changes, pay a fine, and move along. Learn more about your ad choices. Visit megaphone.fm/adchoices

"U.S. valuations are becoming stretched, especially in growth and tech as international stocks keep getting cheaper in relation," says Patrick Todd. He believes that there are numerous opportunities to own high quality and high growth names domiciled internationally like Taiwan Semiconductor (TSM) and Alcon (ALC) stocks. In addition, he discusses opportunities in domestic and international healthcare, noting that the industry has a good growth potential.

If inflation is resurgent, it hurts the valuation of higher growth tech names, says Burns McKinney, Managing Director and Senior Portfolio Manager at NFJ Investment Group. He discusses indices such as the S&P 500, Russell 2000, NASDAQ-100, and Dow Jones. He talks about how futures are lower following Tuesday's gains and assesses the recent tech resurgence. He also mentions his stock picks which include Allstate (ALL), Lockheed Martin (LMT), CoreSite Realty (CORE), and Taiwan Semiconductor (TSM). Tune in to find out more.

Taiwan Semiconductor (TSM) reported an 11% profit climb in 2Q. Victor Cossel, TMT Desk Analyst at Cornerstone Macro, discusses the takeaways from Taiwan Semiconductor earnings, as well as the state of the semiconductor industry. He also goes over the outlook for big tech, specifically mentioning Apple (AAPL). Tune in to find out more.

Taiwan Semiconductor Manufacturing Company (#TSM) shares are currently trading at $117.53, which puts them down -16% from highs of $141. Is this a buy on dip opportunity? Earlier this morning, TSM announced Q2 earnings, which left analyst skeptical. The semiconductor company reported Q2 GAAP EPS of $0.93 (beats by $0.02) and revenue of $13.29B (misses by $20M). Today alone shares slipped -5% on the revenue miss. But are investors missing the bigger picture? Taiwan Semi was able to book grow margins of 50%, operating margins of 39%, and are expecting to increase revenue for Q3 by +$1.4B. Is TSM a buy on dip opportunity?

OceanFirst Bank CEO Chris Maher (OCFC) tells The Drill Down how he managed to improve and grow his business during the pandemic. Will proposed government investments in semiconductors boost Taiwan Semiconductor (TSM)?. Why Kroger (KR) may not be concerned with a little inflation. Lennar (LEN) offers its pandemic thesis for rising home prices. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

Andrew Wang says that the semiconductors sector has good visibility as lead times extend to 12-50 weeks and point to upside demand. He also examines the Taiwan Semiconductor (TSM) stock that reported earnings of $0.96 in EPS and $12.92B in revenue.