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4:55 PM, January 13, 2025
Taipei (January 13): Taiwan Semiconductor Manufacturing Company (TSMC), a major global manufacturer of advanced chips used in Artificial Intelligence (AI) applications, is expected to report a 58% increase in fourth-quarter profit on Thursday due to surging demand.
The company, the world's largest contract chipmaker with customers like Apple and NVIDIA, has benefited from the mega-trend towards AI. However, this Taiwanese company is facing headwinds such as the uncertainty surrounding the next administration of U.S. President Donald Trump, with threats like technology regulations on China by the U.S. government and significant import tariffs.
According to the LSEG SmartEstimate gathered from 22 analysts, TSMC is expected to report a net profit of 377.9 billion 50 million Taiwanese dollars (11.4 billion 10 million US dollars, 51.4 billion 50 million Ringgit) for the quarter ending December 31. SmartEstimate focuses on more consistent and accurate analyst forecasts...
Taipei (January 13): Taiwan Semiconductor Manufacturing Company (TSMC), a major global manufacturer of advanced chips used in Artificial Intelligence (AI) applications, is expected to report a 58% increase in fourth-quarter profit on Thursday due to surging demand.
The company, the world's largest contract chipmaker with customers like Apple and NVIDIA, has benefited from the mega-trend towards AI. However, this Taiwanese company is facing headwinds such as the uncertainty surrounding the next administration of U.S. President Donald Trump, with threats like technology regulations on China by the U.S. government and significant import tariffs.
According to the LSEG SmartEstimate gathered from 22 analysts, TSMC is expected to report a net profit of 377.9 billion 50 million Taiwanese dollars (11.4 billion 10 million US dollars, 51.4 billion 50 million Ringgit) for the quarter ending December 31. SmartEstimate focuses on more consistent and accurate analyst forecasts...
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Wow!
I just saw a huge MOOMOO advertisement billboard.
Seeing such a large-scale Publicity, it feels like MOOMOO is becoming more and more STAR in Japan!
I just saw a huge MOOMOO advertisement billboard.
Seeing such a large-scale Publicity, it feels like MOOMOO is becoming more and more STAR in Japan!
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モンぴょん
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$NVIDIA (NVDA.US)$ The leather jacket is worrying about its own stock price more than quantum, isn't it a straight decline?
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$D-Wave Quantum (QBTS.US)$
The drop is expected due to the premise of a declining interest rate, and I believe it is a falling knife once indicators that offset it appear.
I am quite cautious as it continues.
It is not linked to the outlook for quantum-related matters, and there are many excellent stocks that continue to decline in the long term despite good performance...
That's the difficult part of stock investing.
During the dot-com bubble, prices kept rising abnormally, but as an investor, you can't just sit it out.
I think we continued dancing while realizing it was abnormal.
When the bubble burst, it wasn't the end of IT, it was just the beginning, right?
The famous influencer was promoting it, knowing that the quantum bubble would start 20 years later, so he was optimistic that it would rise again.
It's an interesting investment proposal to aim for a dead cat bounce, but it depends on the stance.
The drop is expected due to the premise of a declining interest rate, and I believe it is a falling knife once indicators that offset it appear.
I am quite cautious as it continues.
It is not linked to the outlook for quantum-related matters, and there are many excellent stocks that continue to decline in the long term despite good performance...
That's the difficult part of stock investing.
During the dot-com bubble, prices kept rising abnormally, but as an investor, you can't just sit it out.
I think we continued dancing while realizing it was abnormal.
When the bubble burst, it wasn't the end of IT, it was just the beginning, right?
The famous influencer was promoting it, knowing that the quantum bubble would start 20 years later, so he was optimistic that it would rise again.
It's an interesting investment proposal to aim for a dead cat bounce, but it depends on the stance.
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After yesterday's crash, 7 stocks were added... 0.06 million wins 🙌 Sufficient ✨
I only use specific stocks, so I can escape, but for those in the NISA program, it's risky to hold due to the framework. I'm thinking of allocating some profits to funds, but individual stocks are specific.
I only use specific stocks, so I can escape, but for those in the NISA program, it's risky to hold due to the framework. I'm thinking of allocating some profits to funds, but individual stocks are specific.
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Hello MOOMOO users!![]()
Here is tonight's analysis of NY stocks.![]()
Market Overview
The US market started with the Dow Jones Industrial Average, consisting of high-quality stocks, down by 94.91 points to 42,540.29 dollars, while the Nasdaq Composite Index, which has a high proportion of technology stocks, started 166.62 points lower at 19,312.26. The S&P 500, composed of 500 large-cap US stocks, started 27.90 points lower at 5,890.35.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top News
Tonight's outlook
●Due to strengthened US sanctions on Russia and Iran, along with an observed increase in demand due to lower temperatures, crude oil prices have significantly risen.
Some news agencies reported that the Bank of Japan is likely to revise upwards its outlook for Core Core CPI, leading to a temporary buying back of the yen.
● $Taiwan Semiconductor (TSM.US)$In December 2024, revenue was 278.16 billion Taiwan dollars, a 57.8% increase compared to the same period last year.
●米政府は、 $NVIDIA (NVDA.US)$と ...
Market Overview
The US market started with the Dow Jones Industrial Average, consisting of high-quality stocks, down by 94.91 points to 42,540.29 dollars, while the Nasdaq Composite Index, which has a high proportion of technology stocks, started 166.62 points lower at 19,312.26. The S&P 500, composed of 500 large-cap US stocks, started 27.90 points lower at 5,890.35.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top News
Tonight's outlook
●Due to strengthened US sanctions on Russia and Iran, along with an observed increase in demand due to lower temperatures, crude oil prices have significantly risen.
Some news agencies reported that the Bank of Japan is likely to revise upwards its outlook for Core Core CPI, leading to a temporary buying back of the yen.
● $Taiwan Semiconductor (TSM.US)$In December 2024, revenue was 278.16 billion Taiwan dollars, a 57.8% increase compared to the same period last year.
●米政府は、 $NVIDIA (NVDA.US)$と ...
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It may be wise to take a cautious approach to quantum computer-related stocks, especially 6864 N.F. HD.
Indeed, the movement of quantum computer stocks in the US market is attracting attention, but it may not directly affect the Japanese market. Instead, it is important to make calm judgments especially when such rumors and expectations are prevalent.
It may be dangerous to rush into positions on the PTS. It is necessary to be cautious of market overheating and unfounded expectations.
Some voices are predicting excitement similar to a "festival", but one should also consider the possibility of corrections. It is important not to be overly concerned with short-term price movements and to assess the actual situation and long-term growth potential of the companies.
Indeed, the movement of quantum computer stocks in the US market is attracting attention, but it may not directly affect the Japanese market. Instead, it is important to make calm judgments especially when such rumors and expectations are prevalent.
It may be dangerous to rush into positions on the PTS. It is necessary to be cautious of market overheating and unfounded expectations.
Some voices are predicting excitement similar to a "festival", but one should also consider the possibility of corrections. It is important not to be overly concerned with short-term price movements and to assess the actual situation and long-term growth potential of the companies.
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モンぴょん
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$NVIDIA (NVDA.US)$
The impact of advanced artificial intelligence technologies, including Generative AI, on the cloud SaaS market is entering a phase that goes beyond the operational efficiency of existing companies, bringing about a 'transformation of business structure.' It is necessary to re-examine the valuation method based on functional differentiation and calmly determine the possibility of new supremacy formation.
1️⃣ The 'summoner side' of Agent AI and SaaS.
Competition among SaaS providers used to focus on partial functionality and excellent UI/UX. However, with the widespread adoption of generative AI and the rapid evolution of Large Language Models (LLMs), companies are increasingly looking towards AI layers that can optimize 'cross-functional workflows' in one go. This is a key function of Agent AI, where the AI becomes the entity that 'calls on' multiple SaaS, exposing the SaaS on the receiving end to the risk of becoming functional commodities.
If this scenario materializes, it would resemble Microsoft's former dominance in the IT industry with Windows/Office. However, with the advancement of Agent AI and SaaS integration driven by generative AI, companies are entering a phase that goes beyond simply enhancing existing business efficiency, potentially bringing about a 'transformation of business structures'. It is now essential to reevaluate valuation methods based on functional differentiation and carefully assess the potential for new hegemonies.
The impact of advanced artificial intelligence technologies, including Generative AI, on the cloud SaaS market is entering a phase that goes beyond the operational efficiency of existing companies, bringing about a 'transformation of business structure.' It is necessary to re-examine the valuation method based on functional differentiation and calmly determine the possibility of new supremacy formation.
1️⃣ The 'summoner side' of Agent AI and SaaS.
Competition among SaaS providers used to focus on partial functionality and excellent UI/UX. However, with the widespread adoption of generative AI and the rapid evolution of Large Language Models (LLMs), companies are increasingly looking towards AI layers that can optimize 'cross-functional workflows' in one go. This is a key function of Agent AI, where the AI becomes the entity that 'calls on' multiple SaaS, exposing the SaaS on the receiving end to the risk of becoming functional commodities.
If this scenario materializes, it would resemble Microsoft's former dominance in the IT industry with Windows/Office. However, with the advancement of Agent AI and SaaS integration driven by generative AI, companies are entering a phase that goes beyond simply enhancing existing business efficiency, potentially bringing about a 'transformation of business structures'. It is now essential to reevaluate valuation methods based on functional differentiation and carefully assess the potential for new hegemonies.
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$XAU/USD (XAUUSD.CFD)$Box Inc broke out, I will buy if it drops to 20MA. SL is 2665.
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