Tech Giant in One Chart: Who Are the Key Suppliers of TSMC? $Taiwan Semiconductor Manufacturing(TSM)$ , the leader in semiconductor foundry, recently revealed plans to increase capital expenditure during its earnings call. This will broadly benefit the previously overlooked semiconductor equipment industry. Additionally, some material companies will benefit from the capacity shortage in the chip manufacturing supply chain. Based on TSMC's capital expenditure allocation, the relevant equipment companies are ranked as follows: Detailed Semiconductor Manufacturing Process and Related Companies Photolithography: Drawing Circuit Diagrams on Wafers Photolithography is the most complex and expensive step in chip
Cathie Wood Bets on Chinese Self-Driving Stocks, Trims SaaS and Defense Holdings Amid Trump's proposal to impose new tariffs on eight European countries over the Greenland issue, risk-off sentiment intensified across global markets, driving gold and precious metals higher while U.S. stock futures declined. Looking back at Cathie Wood's trades last Friday, she not only bought into TSMC and AMD, but the more significant signal was her full-scale bet on autonomous driving, particularly her strong conviction in Chinese autonomous driving companies. Betting on Chinese autonomous driving startups: $WeRide Inc.(WRD)$ : ARK Investment buys 152.0K shares of WeRide last Friday, this purchase follows a consistent pattern o
Intel Earnings: Can the "Chip Shortage" Narrative and 18A Progress Sustain the Rally? Chip giant $Intel(INTC)$ reports Q4 earnings after Thursday's close. Street eyes management's outlook update amid 18A product debut and server CPU shortage speculation. Three Things to Watch How will management address the recent "Server CPU Shortage" narrative? The market has begun to focus on the explosion in demand for CPUs driven by the AI inference era, potentially leading to "memory-cycle style" shortages for server CPUs. Last week, this narrative gained significant traction on Wall Street. Major investment bank KeyBanc released a report predicting that server CPU capacity for both
My 3 lucky words for 2026 are connection, creation, and money. I guess it is linked because of your creation and connection, you can make or earn money from there. [Miser]
I think I can't live without thinking. In life, we always deal with problems or make decisions. Without thinking we can't do anything (basically is just a blind bet or let it go). Good positive thinking is very important for me, as it leads me in a good way. ( help us get through the hard time). A good mindset plus a good attitude will make things successful. 🧠 [Love] [666]
JPM 2026 Strategy Review: How Global Pharma Giants Are Engineering the Next Growth Cycle The 2026 J.P. Morgan Healthcare Conference served as the global pharmaceutical industry's premier strategic roadshow. It revealed a shared, critical concern among industry titans: under the pressure of looming patent cliffs for marquee drugs, how can they engineer new engines for growth? Their strategic choices not only determine their own fates but also map out the industry trends and investment directions for the coming years. $AstraZeneca PLC(AZN)$ : 2026 Focused on Bispecifics, ADCs, and AI-Driven R&D At this year's JPM, AstraZeneca clearly outlined its strategic focus for 2026: full-throttle advancement of a p
Netflix Is -34% Since June. Here's Its Chart Ahead of Earnings $Netflix(NFLX)$ has fallen 34% from last June's all-time high, with almost half the declines following word the streaming giant aims to buy $Warner Bros. Discovery(WBD)$ in what's become a bidding war with rival suitor $Paramount Skydance Corp(PSKY)$ . Let's see what NFLX's chart and fundamentals say ahead of next week's Q4 earnings report. Netflix's Fundamental Analysis Netflix and Paramount Skydance have been angling for months to buy Warner Brothers Discovery, with WBD agreeing last month to Netflix's $72 bil
TSMC Joins Nvidia, Intel, AMD in Drawing Biggest Short Volume $Taiwan Semiconductor Manufacturing(TSM)$ , which has gone under the radar of short sellers, is gaining more attention, landing the stock of the contract chip manufacturer in fourth place for the biggest short volume in the semiconductor industry. The Taiwanese company ranked behind its customer $NVIDIA(NVDA)$ and rival $Intel(INTC)$ and another customer $Advanced Micro Devices(AMD)$ among the semic
AST SpaceMobile and EchoStar Stay Bullish as Options Turn Bearish on ServiceNow Large, newly opened options trades emerged today, offering highly informative capital signals: $AST SpaceMobile, Inc.(ASTS)$ is being treated as a continuation of a strong trend; $EchoStar(SATS)$ remains favored for medium- to long-term upside, though its one-year upside is being explicitly capped; meanwhile, $ServiceNow(NOW)$ is facing clear bearish continuation bets ahead of earnings. ASTS: Bullish but Risk-Controlled, Large Put Selling Signals Trend Continuation ASTS shares surged rough