$Taiwan Semiconductor Manufacturing(TSM)$ this company is still going strong despite the competition! It is not too late to buy now if you haven't invested in $Taiwan Semiconductor Manufacturing(TSM)$ Taiwan Semiconductor Manufacturing Company (TSM) has an excellent Return on Equity (ROE). * Current ROE (TTM): ~32.7% * 5-year average ROE: ~29.0% How to interpret it * Above 20%: Excellent * 15–20%: Very good * 10–15%: Acceptable * Below 10%: Generally weak (depending on industry) At around 33%, TSM is generating roughly 33 cents of profit for every dollar of shareholders’ equity, which is exceptional for a capital-intensive semiconductor manufacturer. This reflects: * Strong pricing power in
$Advanced Micro Devices(AMD)$ how high can $Advanced Micro Devices(AMD)$ go... quick AI search as follow: AMD (NASDAQ: AMD) – Investment Analysis Overall Rating: Buy for long-term growth (8.8/10) AMD remains one of the strongest AI infrastructure investments, although it’s also one of the more volatile semiconductor stocks. What I like 1. AI data center growth ⭐⭐⭐⭐⭐ This is now AMD’s primary growth engine. * EPYC server CPUs continue gaining market share from Intel. * Instinct AI accelerators are increasingly being adopted by hyperscalers. * Large cloud providers continue expanding AI infrastructure spending. 2. Exceptional leadership Lisa Su has built AMD into one of the best-run semicondu
Micron and SK Hynix: Trading and Accumulating the Memory Supercycle
The intraday price action you observed in $Micron Technology(MU)$ —dropping 5.5% on a headline before bouncing back in after-hours—is a classic case of headline risk clashing with structural fundamentals. To evaluate whether the memory supercycle is truly intact, or if you should look for entry signals elsewhere, it helps to break this down into three core elements: the nature of the lawsuit, the metrics to watch, and what peers like SK Hynix are telling us. The Lawsuit Drop & Rebound: Noise vs. Signal The sudden 5.5% drop was triggered by a class-action antitrust lawsuit filed in late June 2026 against the "Memory Trio" (Micron, $Samsung Electronics Co., Ltd.(SSNLF)$ Samsung, and
As we gear up for US companies’ Q2 2026 earnings reporting, a key question arises. When it comes to trading, how will traders strike a balance between deferring to US economic reports and listed companies reporting their Q2 earnings in the coming weeks? This period as usual, will be stressful for Tiger contributors, I feel. The dilemma to share about a company’s earnings or US latest’s essential report, given the finite time we have. While the struggle continues, it is timely to recap last week’s reports before the onslaught of quarterly earnings reports. Last week’s US Economic Reports: 30 Jun 2026 - US Consumer Confidence for June 2026. 30 Jun 2026 - Jobs Opening & Labour turnover surveys (JOLTs) for May 2026. 01 Jul 2026 - US ADP Non-farm payroll for June 2026. 01 Jul 2026 - US Manu
META Buy When Nobody wants it. Currently $Meta Platforms, Inc.(META)$ is back near 600 after dropping to 540 a couple of weeks ago. If 600 can hold a push to 613, 630 can come next. Get thru 630 and things can start to squeeze pushing us back to 700 in the coming weeks. Mega caps have also been gaining some momentum again, this should further help drive $Meta Platforms, Inc.(META)$ higher. META dropped ~22% from its Aug’25 highs on CAPEX fears. The market punished it for spending $135B on AI with nothing to show. That fear just became the opportunity. Meta is turning its massive AI infrastructure from a cost center into a revenue engine, and the re-rate is just starting. Me
TRADE PLAN for Tuesday 📈 $S&P 500(.SPX)$ held 7500 on the gap up and ran 50+ points above 7500. SPX to 7621 in play this month. IF SPX can breakout above 7621.. 8000 will come. SPX July 10 7600C is best above 7550 $Robinhood(HOOD)$ strong rally again today, HOOD through 120 can run to 135 HOOD July 17 125C can work above 120 $Tesla Motors(TSLA)$ had another strong day, it reclaimed 400 and ran to 417. TSLA to 434 by Friday. TSLA July 10 425C can work above 414 $Invesco QQQ(QQQ)$ if it forms a new base above 722 it can test 731 next .QQQ through 731 can pu
You do not have to buy all of these stocks! Pick your top 3. These are all the leaders in AI, space, energy and robotics: $Micron Technology(MU)$ (~$977) — HBM memory is AI's core bottleneck; every GPU cluster needs more Micron yearly $Roundhill Memory ETF(DRAM)$ (~$61) — One-ticket basket of every memory maker riding the AI storage and HBM supercycle $NVIDIA(NVDA)$ (~$194) — The default AI compute platform; Rubin and beyond keep it at the center $Advanced Micro Devices(AMD)$ (~$410) — MI-series accelerators give hyperscalers a real second source as compute demand explodes $AST SpaceMo
Tesla Drops 7.5% Below $400: Opportunity or Structural Risk?
The sudden drop below the $400 mark is a classic display of $Tesla Motors(TSLA)$’s signature volatility. Interestingly, the 7.5% sell-off didn’t actually stem from "bad" news; Tesla just delivered a massive Q2 beat (480,126 vehicles vs. the ~406,000 expected). The plunge is a textbook "sell-the-news" reaction after the stock rallied 12% leading up to the announcement, coupled with sudden hype and uncertainty surrounding a potential SpaceX merger. Buying the Dip: Key Signals to Watch Whether this is a "good" time to buy depends entirely on your investment horizon. Tesla is currently priced less like a car company and more like a "physical AI" play (robotaxis, Dojo, humanoid robotics). If you are looking to buy the dip, do not just blindly jump in.
5 Bullish Chart Setups to Watch This Week: $SPY, $ZETA, $IREN, $CRWV & $MA
Several leading stocks are holding key technical support as broader market momentum stabilizes. From the S&P 500 defending its uptrend to breakout setups in AI infrastructure, fintech, and payments, these five names are showing constructive price action that could support further upside if current levels continue to hold. 1. $SPDR S&P 500 ETF Trust(SPY)$ $SPY support did its job. This is why we do not react to every small red candle. If the higher‑timeframe bull cycle is intact, most pullbacks are dip buys, not trend shifts. Support held. Bull cycle intact. Base case is still further upside. 2. $Zeta Global Holdings Corp.(ZETA)$ Patience can go a long way $ZETA is set to explode 3.
$Netflix(NFLX)$ has lost momentum, and here's an opportunity to get it back. Netflix has seemingly won the streaming battle…or has it? The company is in the #2 position behind $Alphabet(GOOG)$ ( ▲ 2.45% ) YouTube and has lost share since 2023, when it had 8% of TV time. Pull in total TV viewing, and Netflix falls to fifth place, even before Fox acquires Roku. So, why is this moment a golden opportunity for Netflix? I’ll get to that in a moment. Why Netflix Has an Opportunity Today OK, so I called this Netflix’s big moment. Why? Because the competition is distracted. The companies Netflix should fear most in streaming have priorities elsewhere. Let’s go through them one by one. YouTube (Alphabet) Alphabet