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こんにちは╮( ̄▽ ̄)╭ ホットなニュースを中心に、みんなの投資に役立ててほしい🤗
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    $Taiwan Semiconductor (TSM.US)$
    Vroom Intelligence Analyst Charles Sham lists the following elements as key factors for TSMC's revenue growth in 2025.
    Strong Demand for AI Chips
    Market Growth for New Smart Phone Chips and AI-enabled PCs
    Increase in outsourcing orders from Intel.
    Adoption of next-generation communication standard WiFi 7 compatible chips
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    $Broadcom (AVGO.US)$
    Quotation
    Broadcom (AVGO) stock price rose 1% in the US market on January 13, as Citigroup analyst Christopher Danely's team reaffirmed a "Buy" rating and set a Target Price of $220.
    Risks and impacts on sales in the China market.
    According to reports, the Biden administration is considering export restrictions on AI chips, which could potentially impact ByteDance. Approximately 3-5% of Broadcom's estimated sales for 2025, around $20-3 billion, are said to come from ByteDance. In the face of such policy uncertainties, Citigroup analysts pointed out the possibility that Broadcom may recover lost sales through its diversified AI business.
    Citigroup's optimistic outlook and solid financial performance.
    Citi's optimistic outlook is based on Broadcom's strong financial performance. The company has achieved a 44% revenue increase in the past 12 months, recording $51.57 billion in revenue. Additionally, it has achieved a high gross profit margin of 75.2%. Furthermore, 20 analysts have raised Broadcom's profit forecast in the past month, with a Target Price of 171...
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    $Tesla (TSLA.US)$
    Release of low-priced EV model.
    Tesla is planning to introduce a low-priced range of EVs in early 2025. Elon Musk predicts that this new model will increase passengers carried by 20-30%.
    Launch of Self-Driving Cars robot taxi service.
    There are plans to start a Self-Driving Cars robot taxi service equipped with Artificial Intelligence in the second half of 2025. If federal regulations are in place, this is expected to be a major growth factor for Tesla.
    These developments are likely to be significant factors supporting the future stock price performance.
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    $NVIDIA (NVDA.US)$
    On the 2nd, NVIDIA's stock price rose by 2.99% to close at $138.31.
    Despite the decline in December, NVIDIA's stock price recorded a 171% increase in 2024.
    NVIDIA is facing short-term challenges during the transition period, such as delays in shipping the next-generation AI Chip 'Blackwell', but many see this as a buying opportunity.
    NVIDIA is currently considered undervalued based on next year's revenue growth forecast, with many analysts rating the company's stock as a 'buy'. Semiconductor Analyst at Bank of America, Vivek Arya, who holds a high opinion of the company, has analyzed the possibility of the stock reaching $190 within the next 12 months.
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    $Palantir (PLTR.US)$
    In 2024, Palantir Technologies Inc (PLTR) recorded a phenomenal increase of 379% compared to the previous year.
    Analyst Dan Ives from Wedbush points out that the company's growth is supported by the expansion of investments in the Artificial Intelligence (AI) market.
    Dan Ives predicts that by incorporating more commercial business, Palantir has the potential to become the "next Oracle"."Next Oracle"He has a rating of "Outperform" on Palantir based on this view. However, the Target Price is set at $75, indicating an expected decline of about 8.6% from the current levels.
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    $Apple (AAPL.US)$
    Apple (AAPL) stock price is expected to be strong towards the end of 2024, with the strength of iPhone sales during the Christmas shopping season potentially paving the way for reaching a Market Cap of 4 trillion dollars.
    Analyst from Wedbush Securities, Mr. Daniel Ives, mentioned in a memo dated December 23rd that upgrades for iPhone 16 are progressing smoothly based on a supply chain survey in Asia as Christmas approaches.
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    $Broadcom (AVGO.US)$
    UBS Analyst Timothy Arcuri has raised Broadcom's Target Price from $220 to $270. While the company's stock price has already reached the previous target level, analysts would normally downgrade or upwardly revise the target price, but Arcuri chose the latter.
    Arcuri stated, "After reconfirming the target market for services offered by Broadcom, we have reevaluated the outlook for the custom computing and AI networking business and decided to raise the sales forecast for AI-related activities."
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    $Micron Technology (MU.US)$
    Many analysts still maintain a bullish stance on Micron. Out of the 43 analysts tracked by FactSet, 37 continue to recommend a 'buy.'
    Among them is Harsh Kumar from Piper Sandler Cos. He mentioned the potential for market expansion driven by increased investment in datacenters and maintained a bullish rating, lowering the target price from $150 to $120.
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    $Palantir (PLTR.US)$ The company has the US government as a major customer, especially receiving high praise in the military field. Recently, the company has signed a contract with the US military for up to $0.619 million in revenue.
    William Blair Analyst Louis DiPalma maintains an 'Underweight' rating for Palantir. He notes that the current market cap of $169 billion carries a premium of over $100 billion compared to competing companies.
    On the other hand, he also mentioned that risks of increase include momentum, optimism related to the Trump administration, and the impact of Artificial Intelligence on Palantir's business.
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    $Netflix (NFLX.US)$
    The stock price of Netflix (NFLX) has risen significantly this year, reaching levels that can no longer be considered undervalued, but UBS still sees further upside potential.
    Analyst John Hodulik has raised Netflix's target price from the previous $825 to $1,040. This suggests an approximate 16% increase from the December 18 closing price of $899.55. Hodulik continues to maintain a "Buy" rating for the company, evaluating its future prospects based on hit shows like 'Bridgerton' and 'Outer Banks' that the company provides.
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