U.S. diplomacy limiting TSMC’s advanced chip exports to China (“no best stuff”) signals trade war risks, potentially impacting 20% of revenue. Historical trade restrictions, like those in 2022, led to a 15% stock drop, and with China’s push for self-sufficiency in semiconductors, TSMC could face a 10-12% correction if tensions escalate.
Microsoft is a long-term portfolio must-have: its enterprise suite, including.....
Meta’s Hype Overshadowed by Losses and Margin Risks
Reaching the top 5 cryptocurrencies by market cap, Solana’s Saga mobile launch has driven 50% user growth, with 1 million monthly active wallets. Potential ETF approvals in 2024 could add $10 billion in inflows, and with 80% of transactions tied to DeFi and NFTs, Solana is poised for a 2x rally, supported by a developer base doubling to 5,000 in 2023.
Microsoft is a long-term portfolio must-have: its enterprise suite, including.....
Reaching the top 5 cryptocurrencies by market cap, Solana’s Saga mobile launch has driven 50% user growth, with 1 million monthly active wallets. Potential ETF approvals in 2024 could add $10 billion in inflows, and with 80% of transactions tied to DeFi and NFTs, Solana is poised for a 2x rally, supported by a developer base doubling to 5,000 in 2023.
Meta’s Hype Overshadowed by Losses and Margin Risks
TSMC’s Q3 2023 Semiconductor Leadership
Massive AI Expansion Across Creative Cloud Massive AI Expansion Across Creative Cloud
TSMC’s Q3 2023 Semiconductor Leadership
Amazon is a top pick for a decade-long hold
