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NVIDA soars by twice the value of Intel in one day. NVIDIA Stock Surges 168% YTDSkeptics of the AI bubble have been silenced for the moment. NVIDIA Corporation (NASDAQ:NVDA) blew away the bullish estimates and guided even higher, as server farms around the world who hope to participate in the rollout of AI software need to retool with NVIDA’s bleeding edge GPUs to handle the super high processing speed requirements. Earnings estimates for NVDA were raised over 70%. The stock is now up 168% YTD, up 25% today and now has a market value of $945B. China-Taiwan ConflictIt is important to note that ...
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The US government has taken a more aggressive stance to win the semiconductor “race” against Asian competitive entities, this in turn has spurred massive investments in chip makers like TSMC and Intel.With Warren Buffett exiting his investment in TSMC and relatively stagnant management guidance for the coming 2023, watchful investors may be presented with an opportunity once some downward price action gets underway.Expanding footprint in the U.S. may secure a relationship with the highest-revenue geography for TSMC, however this may come at the cost of shrinking margins across the board.Q4 202...
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New legislation was passed by Taiwanese lawmakers today.The new Act will help make chip producers far more competitive on the island through the issuance of tax rebates.This incentive is poised to save TSMC billions in taxes every year.5 stocks we like better than Taiwan Semiconductor ManufacturingThe Taiwan Semiconductor Manufacturing (NYSE:TSM) stock price is enjoying renewed enthusiasm from bulls over the past five days, gaining 4.91% in today’s trading session alone. Q4 2022 hedge fund letters, conferences and more Find A Qualified Financial AdvisorEach advisor has been vetted by SmartAsse...
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Taiwan Semiconductor is the world’s largest semiconductor foundry and is fundamental to the entire complex.The stock trades at a deep discount to the broad market and pays a 2.8% dividend yield.Near-term headwinds may impact results over the next quarter or more but long-term trends point to a rebound in 2023.As the world’s first and largest pure-play on semiconductor foundry/manufacturing Taiwan Semiconductor (NYSE:TSM) may be the single best individual investment in the semiconductor space. Q3 2022 hedge fund letters, conferences and more Find A Qualified Financial AdvisorEach advisor has be...
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Taiwan Semiconductor Manufacturing has a promising new business deal on the horizon.Nvidia is about to be very-oversold.After recent boom years, investors in the semiconductor industry have experienced a rough year so far in 2022. You only need to look at the VanEck Semiconductor ETF (NASDAQ:SMH) to see how punishing this year has been to chip investors. A leading chip stocks fund with more than $6 billion in net assets, the ETF has been down 35% in the past ten months. Q2 2022 hedge fund letters, conferences and more Recession concerns have also scared off some investors from the semiconducto...
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As more data releases point to a slowdown in consumer and business spending activity, the road ahead for the U.S. economy could be rocky. So what are the implications for U.S. stock investors? When economic uncertainty rises, it can be a good idea to seek out businesses that have demonstrated the ability to generate relatively stable growth regardless of the environment. Granted, virtually every company is impacted by a broad slowdown, but some are better equipped to handle it than others on account of their strong fundamentals and leadership. Q2 2022 hedge fund letters, conferences and more F...
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Last week, I was part of a private discussion with Marko Papic… If you don’t know the name, few people on earth are as qualified to talk about how the war in Ukraine will affect stocks as Marko. He’s been studying geopolitics and markets for more than a decade. He wrote the book Geopolitical Alpha: An Investment Framework for Predicting the Future. During the discussion, he said, “You should just buy every time there is a geopolitical conflict. There’s only 1 out of around 80 events where this isn’t the case.” Q4 2021 hedge fund letters, conferences and more That assertion shocked me… With the...
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I hope you’re not renting a car anytime soon. Tourists flocking to sunny spots like Hawaii and Florida are having a difficult time. The average car rental on the island of used to cost $50 a day. Now a basic Toyota Camry in Hawaii will set you back around $400 a day. Some desperate travelers are even turning to U-Haul vans because rental car lots are empty. Q1 2021 hedge fund letters, conferences and more When COVID hit, car rental giants Avis and Hertz held fire sales. In fact, they dumped over half a million cars last year. Now, they can’t buy new cars. If you’ve been following along, you kn...
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Silicon Valley is the birthplace of American tech. Giants like Google and Apple have become the face of California’s disruption hub. But long before we were typing Google searches into our iPhones, Silicon Valley got its name by creating the world’s most important industry: computer chips. Q4 2020 hedge fund letters, conferences and more Computer chips, also called semiconductors, are the “brains” of electronics. These days, the entire world runs on semiconductors. There would be no iPhone, Amazon Webstore, or online messaging apps without them. Temperature sensors in air conditioners are powe...
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