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Semiconductor stocks swing: What's next?
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“An Interpretation of Individual Stock Opportunities in US Stocks”

First, let's talk about TSMC
Freshly released financial reports:
“An Interpretation of Individual Stock Opportunities in US Stocks”
1). Main financial data: Q2 net revenue was NT$673.51 billion, up 40.1% year on year; net profit: Q2 net profit: Q2 net profit was 247.85 billion NTD, exceeding market expectations, up 36.3% year on year; operating profit: Q2 operating profit was 286.56 billion NTD, estimated at NT$274 billion, up 42% year on year; gross profit margin for Q2 reached 53.2% month on month It rose 0.1 percentage points to 52.6%, and the forecast for the first quarter was 51%-53%.

2). Prospects for sales: Sales are expected to be 22.4 billion US dollars to 23.2 billion US dollars in the third quarter, raising the annual sales growth forecast in dollars to above the 20% mid-range, from 21%-26% to 24%-26%. Operating margin: The operating margin for the third quarter is expected to be 42.5% to 44.5%, and the market estimates 42.1%. Gross profit margin: The gross margin for the third quarter is expected to be 53.5% to 55.5%, and the market estimates 52.5%.

3). Capital expenditure: Raise the lower limit of capital expenditure for the year. The annual capital expenditure is expected to be 30 billion US dollars to 32 billion US dollars. The previous capital expenditure guideline was 28 billion US dollars to 32 billion US dollars, and the market estimate was 29.55 billion US dollars.

Looking at technical trends, I'll go back to the explanation video at the beginning of the year. As long as the blue ladder is still on top of the yellow ladder, hold it:
“An Interpretation of Individual Stock Opportunities in US Stocks”
Now that the financial report is good, we should stick to this strong rule and hold on to it.
2. Tell me two opportunities to buy directly
“An Interpretation of Individual Stock Opportunities in US Stocks”
“An Interpretation of Individual Stock Opportunities in US Stocks”
McDonald's:
McDonald's. As I said at the beginning of last night's explanation video, you can buy it. Earlier here at 290, we told you about clearing the inventory and leaving because the CD indicator suggested selling. Then wait until the bottom of the story is over. Now it's time to double check:
“An Interpretation of Individual Stock Opportunities in US Stocks”
(The one pictured abovesellwithRead the bottom(The lettering comes with the CD indicator)
Moreover, the current sector rotation is clearly on the consumer side.
Let's talk about the board:
Remember, always market first and then individual stocks. US stock market, NASDAQ, S&P 500, Dow Jones. If I had to look at just one, it would be the S&P 500:
On November 22, 2021, the CD indicator suggests that the S&P 500 should be sold, which means that US stocks have a major trending top structure. We said that positions should be reduced or sold. Then, on October 17, 2022, the CD indicator prompted a bottom cut and began bullish on US stocks. Looking at it this way, that's all:
“An Interpretation of Individual Stock Opportunities in US Stocks”
Next, as long as the CD indicator doesn't suggest selling, there's no need to be afraid; US stocks will still rise.
Let's talk about Apple: $Apple (AAPL.US)$
Old fans who watch my interpretation video every day should know it. I've been telling everyone since the beginning of 2024 that Apple should not hurry and wait until the CD indicator hits bottom, which is an excellent opportunity, and then on April 23, it finally came:
“An Interpretation of Individual Stock Opportunities in US Stocks”
As long as the candlestick closing price doesn't break the lower edge of the blue ladder, it won't sell!
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