Weekly Earnings Preview: Grab rewards by guessing the market winner!

CᖇYᑌI᙭ : $Morgan Stanley (MS.US)$ For the win!

102362254 : The market is always full of surprises, but based on the latest earnings reports and estimates, we can make some educated guesses. For $Morgan Stanley (MS.US)$, the market may react positively, as the company beat the consensus EPS estimate by $0.05 and reported net revenues of $12.7 billion, down only 12% from a year ago.

For $Goldman Sachs (GS.US)$, the market may react negatively, as the company missed the consensus EPS estimate by $0.39 and reported net revenues of $10.59 billion, down 16% from a year ago.

For $Taiwan Semiconductor (TSM.US)$, the market may react neutrally, as the company met the consensus EPS estimate and reported net revenues of $17.28 billion, down 10.1% from a year ago. Of course, these are just guesses, and the market may have other factors to consider.

ZnWC : I chose Taiwan Semiconductor to be the biggest gains in intraday trading on the day of earnings release.

TSMC is the world's second most valuable semiconductor company. It was also the first foundry to market 7-nanometre and 5-nanometre (used by the 2020 Apple A14 and M1 SoCs, the MediaTek Dimensity 8100, and AMD Ryzen 7000 series processors) production capabilities, and the first to commercialize extreme ultraviolet (EUV) lithography technology in high volume.

According to Barron, TSMC reported a drop in sales for December but beat expectations for the quarter overall. TSMC like Nvidia —have struggled to meet demand for AI chips. TSMC management has confirmed plans to double advanced chip-packaging capacity, called CoWoS, by the end of 2024. CoWoS is needed to make Nvidia’s highest- performing AI chips.

I expect TSMC Q4 earnings to meet expectations and the stock will boom when demand for AI chips expands.

小trader : Based on the recent earnings reports of other banks, it appears that along with some other banks, Morgan Stanley is well-positioned to benefit from the substantial demand for investment banking services. Morgan Stanley's revenue sources are prominently derived from trading operations and asset management, and although these areas are susceptible to market changes, the company's diverse revenue streams contribute to its resilience in unpredictable financial markets.

Despite the inherent volatility in market-sensitive segments, I believe that Morgan Stanley's adept management of debt and its consistently strong financial performance make it an appealing investment prospect.

mr_cashcow : $Taiwan Semiconductor (TSM.US)$ began shipping chips that were fabricated using its industry-leading "N3" node. Nearly all of the company's N3 capacity has been filled by high-end chip designers such as Apple, NVIDIA and even Intel. As high-performance computing, particularly related to AI in both data centers and edge devices, continues to build momentum, the company will be a key supplier for many years to come. Hence I believe after their earning call their stock will hopefully

Sauce: yahoo finance

ohTHATguy : Don’t like big banks they are financial arm of the all the evil in this world. Taiwan Semiconductor will out do the devils partners