Mr Right
voted
$Morgan Stanley (MS.US)$ $Taiwan Semiconductor (TSM.US)$
👉 Key Highlights:
📍 TSMC touted as a "top pick" by Morgan Stanley after record share plunge.
📍 Shares fell amid global stock rout, rebounding 7.1% in Taiwan on Tuesday.
📍 Morgan Stanley cites TSMC's quality and defensive nature during semi downcycle.
📍 Analysts find TSMC’s valuation attractive at 16 times projected 2025 earnings.
📍 Price target set at 1,220 Taiwan dollars, 50% above Monday's close...
👉 Key Highlights:
📍 TSMC touted as a "top pick" by Morgan Stanley after record share plunge.
📍 Shares fell amid global stock rout, rebounding 7.1% in Taiwan on Tuesday.
📍 Morgan Stanley cites TSMC's quality and defensive nature during semi downcycle.
📍 Analysts find TSMC’s valuation attractive at 16 times projected 2025 earnings.
📍 Price target set at 1,220 Taiwan dollars, 50% above Monday's close...
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Mr Right
voted
Semiconductor stocks suffered a brutal sell-off on Wednesday, with the $PHLX Semiconductor Index (.SOX.US)$ dropping nearly 7%, marking its worst performance since 2020. $ASML Holding (ASML.US)$ plunged more than 12%, while $Applied Materials (AMAT.US)$, $Advanced Micro Devices (AMD.US)$, $Marvell Technology (MRVL.US)$, and $Lam Research (LRCX.US)$ all fell more than 10%, and $NVIDIA (NVDA.US)$ dropped 6.6%.
What Happened?
The sharp decline in the semico...
What Happened?
The sharp decline in the semico...
![Semiconductor Stocks Plunge: Opportunity or Risk?](https://ussnsimg.moomoo.com/sns_client_feed/77777017/20240718/1721302630216-d26b6abf7e.png/thumb?area=100&is_public=true)
![Semiconductor Stocks Plunge: Opportunity or Risk?](https://ussnsimg.moomoo.com/sns_client_feed/77777017/20240718/1721303236058-4f70fa9a31.jpeg/thumb?area=100&is_public=true)
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$Intel (INTC.US)$ the hot money will come here. at least for a few days
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Mr Right
voted
$Taiwan Semiconductor (TSM.US)$
Trump suggests Taiwan should pay the US for defense services.
Shares of TSMC fall more than 2% following Trump's remarks.
Trump claims Taiwan took 100% of the US chip business.
US bound by law to provide Taiwan with means to defend itself.
No formal defense agreement exists between the US and Taiwan.
Trump suggests Taiwan should pay the US for defense services.
Shares of TSMC fall more than 2% following Trump's remarks.
Trump claims Taiwan took 100% of the US chip business.
US bound by law to provide Taiwan with means to defend itself.
No formal defense agreement exists between the US and Taiwan.
![TRUMP SAYS TAIWAN SHOULD PAY US FOR PROTECTION](https://ussnsimg.moomoo.com/sns_client_feed/70040925/20240717/cf69c4f930bc46d58f61a38b67c99bd7.png/thumb?area=100&is_public=true)
![TRUMP SAYS TAIWAN SHOULD PAY US FOR PROTECTION](https://ussnsimg.moomoo.com/sns_client_feed/70040925/20240717/460aa5c625df4001ad664d4b6be7ad61.jpg/thumb?area=100&is_public=true)
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Mr Right
Set a live reminder
$Taiwan Semiconductor (TSM.US)$
TSMC Q2 2024 earnings conference call is scheduled for July 18 at 2:00 AM ET /July 18 at 2:00 PM SGT/July 18 at 4:00 PM AEST. Subscribe NOW to join the live earnings conference and hear directly from TSMC's management!
Beat or Miss?
What do you expect from TSMC's Q2 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what TSMC's management has to say!
Disclaimer:
This presentation...
TSMC Q2 2024 earnings conference call is scheduled for July 18 at 2:00 AM ET /July 18 at 2:00 PM SGT/July 18 at 4:00 PM AEST. Subscribe NOW to join the live earnings conference and hear directly from TSMC's management!
Beat or Miss?
What do you expect from TSMC's Q2 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what TSMC's management has to say!
Disclaimer:
This presentation...
![](https://usliveimg.moomoo.com/live_client/77777055/20240715/812dd3369a63d50f650cc3f4e07a7c62.png/thumb?area=100&is_public=true)
TSMC Q2 2024 earnings conference call
Jul 18 01:00
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Mr Right
voted
TSM is releasing its Q2 earnings on July 18 before the bell.
For the details of indicator sentiment, please tap the link and check.
Since its Q1 earnings release, shares of $Taiwan Semiconductor (TSM.US)$ have seen an increase of 22.28%.
How will the market react to the upcoming results? Make your guess now! ![]()
Rewards
● An equal share of 5,000 points: For mooers who correctly guess the price range of $Taiwan Semiconductor (TSM.US)$'s opening...
For the details of indicator sentiment, please tap the link and check.
Since its Q1 earnings release, shares of $Taiwan Semiconductor (TSM.US)$ have seen an increase of 22.28%.
Rewards
● An equal share of 5,000 points: For mooers who correctly guess the price range of $Taiwan Semiconductor (TSM.US)$'s opening...
![TSM Q2 Earnings Preview: Grab rewards by guessing the opening price!](https://ussnsimg.moomoo.com/sns_client_feed/77777008/20240716/1721097647343-d52529223b.png/thumb?area=100&is_public=true)
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Mr Right
voted
Hi, mooers!
Need a quick update on this week's events? Check out moomoo's fresh earnings & economic calendars to start this week!![]()
This week, various companies including $Bank of America (BAC.US)$, $ASML Holding (ASML.US)$, $Netflix (NFLX.US)$ and $Taiwan Semiconductor (TSM.US)$ are releasing their earnings. How will the market react to the companies' results? Let's make a guess!
Rewards
An equal share of 3,000 points: For mooers ...
Need a quick update on this week's events? Check out moomoo's fresh earnings & economic calendars to start this week!
This week, various companies including $Bank of America (BAC.US)$, $ASML Holding (ASML.US)$, $Netflix (NFLX.US)$ and $Taiwan Semiconductor (TSM.US)$ are releasing their earnings. How will the market react to the companies' results? Let's make a guess!
Rewards
![Weekly Earnings Preview: Grab rewards by guessing the market winner!](https://ussnsimg.moomoo.com/sns_client_feed/77777008/20240715/1721007819471-5a25f27430.png/thumb?area=100&is_public=true)
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Mr Right
voted
Market Summary 9th July
A lackluster testimony by Fed Chairman Powell and a few other minor triggers left the markets directionless, with the major indexes ending the day with slight gains. However, beneath the surface, it was a different story. The majority of stocks declined, and we saw an increase in net lows on both the $NASDAQ (200302)$ and $NYSE (NYSE.US)$. From a qualitative standpoint, it was a challenging day for the market. Several leading stocks like $NVIDIA (NVDA.US)$ and ...
A lackluster testimony by Fed Chairman Powell and a few other minor triggers left the markets directionless, with the major indexes ending the day with slight gains. However, beneath the surface, it was a different story. The majority of stocks declined, and we saw an increase in net lows on both the $NASDAQ (200302)$ and $NYSE (NYSE.US)$. From a qualitative standpoint, it was a challenging day for the market. Several leading stocks like $NVIDIA (NVDA.US)$ and ...
![Market Summary 9th July 2024](https://sgsnsimg.moomoo.com/sns_client_feed/101748296/20240710/1720609761659-7f11ed0c92.png/thumb?area=104&is_public=true)
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Mr Right
voted
$Intel (INTC.US)$'s rally to the highest since April unleased bearish positions on the stock, spurring heavy optionstrading for the chipmaker.
On Monday, as the stock sealed a five-day gain of more than 10%, the number of shares that were sold short more than doubled to 9.69 million from a week earlier, exchange data tracked by moomoo showed. That's almost 12% of the total volume.
Investors and speculators are shorting the sto...
On Monday, as the stock sealed a five-day gain of more than 10%, the number of shares that were sold short more than doubled to 9.69 million from a week earlier, exchange data tracked by moomoo showed. That's almost 12% of the total volume.
Investors and speculators are shorting the sto...
![Intel Options Volume Pick Up as Stock Rally Unleashes Bearish Positions](https://ussnsimg.moomoo.com/sns_client_feed/73842169/20240710/1720541008746-949a445343.png?area=100&is_public=true)
![Intel Options Volume Pick Up as Stock Rally Unleashes Bearish Positions](https://ussnsimg.moomoo.com/sns_client_feed/73842169/20240710/1720541356415-339a3dbd4d.png?area=100&is_public=true)
![Intel Options Volume Pick Up as Stock Rally Unleashes Bearish Positions](https://ussnsimg.moomoo.com/sns_client_feed/73842169/20240710/1720541578311-212629b0f9.png?area=100&is_public=true)
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