$Taiwan Semiconductor(TSM.US)$ 165 open positions... Bought all the way down... I don't think it should fall below 140

$McDonald's(MCD.US)$ Is it possible to expect 290 at the end of August?

$Taiwan Semiconductor(TSM.US)$ Financial｜TSMC Earned 36% More in Q2
TSMC (US:TSM) announced second-quarter results with revenues of approximately NT$673.51 billion, up 40% year-on-year; net profit of HK$247.85 billion, up 36% year-on-year. Earnings per share of $9.56, compounded by $1.48 per unit of U.S. Depositary Certificates.
3nm process shipments accounted for 15% of TSMC's second-quarter wafer sales, 5-nm process shipments accounted for 35% of all quarter wafer sales, and 7-nm process shipments accounted for 17% of total quarterly wafer sales. Overall, revenues from advanced processes (including 7nm and advanced processes) reached 67% of wafer sales for the full quarter.
The Group expects third-quarter sales of US$22.4 billion to $23.2 billion, an operating profit margin of 42.5% to 44.5%, higher than the market expectation of 42.1%, and a gross profit margin of 53.5% to 55.5%, higher than the market expectation of 52.5%.

$Hang Seng Index(800000.HK)$ Financial｜Schroeder Investments: Initial Stock Valuation in Hong Kong Stock Market Is Underlying Early Recovery
IT'S TIME TO REFOCUS ON ASIA, SAYS SHE KANG, DIRECTOR OF DIVERSIFIED ASSET INVESTMENT AT SCHRODD.
From a macro perspective, he noted, overall Asian economic growth remains ahead of the United States and European countries. Although Chinese economic growth is expected to slow, the general consensus in financial markets is that China's economic growth is expected to reach 5% in 2024, with Indian economic growth estimated at more than 6%. Asia will continue to contribute to global economic growth, compared with 2.7% growth forecast for the US economy.
A global manufacturing recovery is one of the key drivers of Asian economic growth. As export-driven economies, most Asian countries or regions will benefit from this year's cyclical recovery in manufacturing, particularly the continued export recovery brought on by increased demand for semiconductors, which will support Asian economic growth.
In the Mainland and Hong Kong markets, the Chinese and Hong Kong stock markets are at the beginning of a recovery phase, stock valuations have bottomed out, and foreign investment is showing signs of buying again, sending the market on a wave of gains. However, the stock market remains bullish for the long term and believes that the authorities need to introduce more easing and supportive policies. At this stage, we have a neutral view of the stock market in Hong Kong and look forward to the announcement of further easing policies at the 23rd Plenary Session of the CCP in July this year in Beijing.

$Hang Seng Index(800000.HK)$ Some of China’s largest state-backed financial firms are asking employees in Hong Kong to return a portion of their pay, extending President Xi Jinping’s “common prosperity” campaign to the offshore business hub

$Meta Platforms(META.US)$ Is it possible to open a 388 position?

$Hang Seng Index(800000.HK)$ Financial｜China's dollar-denominated exports rise 8.6% in June
China's General Administration of Customs said that in U.S. dollars, total June imports and exports were $516.66 billion, up 3.9% year-on-year; of which exports of $307.85 billion rose 8.6%, better than market expectations of 8%, and imports of $208.81 billion, fell 2.3%, below market expectations of 2.5%. June trade balance of $99.05 billion.
In RMB terms, total June imports and exports were 3.67 trillion yuan, up 5.8% year-on-year, of which exports were 2.19 trillion yuan, up 10.7%; imports 1.48 trillion yuan, down 0.6%. June trade deficit of $703.73 billion.

$Uber Technologies(UBER.US)$ Robotaxi in Aug 8th?