$Texas Pacific Land (TPL.US)$ The price displayed on this Candlestick and the market indication is quite different. What could be the reason for this?
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Is TSMC stepping in to rescue? It is reported that Intel's chip manufacturing division may be spun off into a joint venture.(Could TSMC become the savior? Intel's chip manufacturing division is separating as a joint venture) 2025.02.13 08:49
Overseas media reported that TSMC is stepping in to rescue and that Intel's semiconductor manufacturing division may be separated as a joint venture with TSMC. Intel's stock price rose over 7% on the 12th, closing at $22.48, while TSMC's ADR fell by 1.13%, closing at $206.38.
Foreign media reported that Tristan Jera, an analyst at the investment firm Baird, stated that Intel and TSMC may form a strategic partnership, with Intel separating its semiconductor manufacturing division to become a joint venture with TSMC. TSMC will send engineers and provide specialized technology to support the production of 3nm and 2nm chips, backed by the USA chip law.
The Vice President of the USA, J.D. Vance, stated at the Paris AI Action Summit that the Trump administration guarantees the manufacturing of cutting-edge AI Chips in the USA. However, currently, 90% of the world's most advanced chips are manufactured by Taiwan's TSMC, and the only domestic chip manufacturer that the USA government can rely on is Intel.
Overseas media reported that TSMC is stepping in to rescue and that Intel's semiconductor manufacturing division may be separated as a joint venture with TSMC. Intel's stock price rose over 7% on the 12th, closing at $22.48, while TSMC's ADR fell by 1.13%, closing at $206.38.
Foreign media reported that Tristan Jera, an analyst at the investment firm Baird, stated that Intel and TSMC may form a strategic partnership, with Intel separating its semiconductor manufacturing division to become a joint venture with TSMC. TSMC will send engineers and provide specialized technology to support the production of 3nm and 2nm chips, backed by the USA chip law.
The Vice President of the USA, J.D. Vance, stated at the Paris AI Action Summit that the Trump administration guarantees the manufacturing of cutting-edge AI Chips in the USA. However, currently, 90% of the world's most advanced chips are manufactured by Taiwan's TSMC, and the only domestic chip manufacturer that the USA government can rely on is Intel.
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$Super Micro Computer (SMCI.US)$ is scheduled to hold the Earnings Call for the second quarter of the 2025 fiscal year on Wednesday, February 12, 2025, at 7:00 AM Japan time. This presentation will bewill be delivered in subtitle translation format.Those who wish to watch, 'Reservation'please click the button.
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The content of this live stream is provided through subtitle translation services for your convenience. The subtitles are generated using Microsoft Azure and Amazon Translate. No guarantee of accuracy, reliability, or correctness of machine translations from English to Japanese is made, explicitly or implicitly. We are not responsible for any damages caused by the translated content. Please keep this in mind while watching.
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![](https://sgliveimg.moomoo.com/live_client/181000887/20250211/6a4fc5c7037423016c83c2e3bd8615ac.png/thumb?area=101&is_public=true)
Super Micro Computer Inc 2025 Q2 Earnings Call (with Japanese subtitles)
Feb 12 06:00
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$United States Steel (X.US)$ The difficulty is high, isn't it? I don't think there will be a bad ending at this point...
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$Monolithic Power Systems (MPWR.US)$
This is found information below.
In the fourth quarter (December), earnings per share excluding non-recurring items were $4.09, exceeding FactSet's consensus estimate of $3.98 by $0.11.
Revenue increased by 36.9% year-on-year to $0.621.67 million, surpassing FactSet's consensus estimate of $0.608.07 million.
The company has announced an upward guidance for the first quarter, expecting revenue for the first quarter to be between 0.610 billion dollars and 0.630 billion dollars (consensus estimate from FactSet is 0.580.67 million dollars).
This is found information below.
In the fourth quarter (December), earnings per share excluding non-recurring items were $4.09, exceeding FactSet's consensus estimate of $3.98 by $0.11.
Revenue increased by 36.9% year-on-year to $0.621.67 million, surpassing FactSet's consensus estimate of $0.608.07 million.
The company has announced an upward guidance for the first quarter, expecting revenue for the first quarter to be between 0.610 billion dollars and 0.630 billion dollars (consensus estimate from FactSet is 0.580.67 million dollars).
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I have entered the fifth month since starting in September last year. I have hardly changed my stock selection, and only added to my positions when the Tempus stock price dropped.
I still have a lot to learn about Candlestick patterns and such, but I will continue to hold with a strong grip 🤣
(I just don't know the timing for taking profits lol)
I hope to continue doing my best while referring to everyone's posts in the future.
I still have a lot to learn about Candlestick patterns and such, but I will continue to hold with a strong grip 🤣
(I just don't know the timing for taking profits lol)
I hope to continue doing my best while referring to everyone's posts in the future.
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![Feeling good.](https://sgsnsimg.moomoo.com/sns_client_feed/183503879/20250206/1738803461188-random2689-183503879-android-org.png/thumb?area=105&is_public=true)
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$The Yamagata Bank (8344.JP)$
Year-to-date low. It's a full buy. Generally, financial stocks have benefits when the Bank of Japan raises interest rates.
Year-to-date low. It's a full buy. Generally, financial stocks have benefits when the Bank of Japan raises interest rates.
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$Migalo Holdings (5535.JP)$
As you all may know, it's a stock constantly being promoted by the popular pumper X (NTR).
I think it's pointless to worry about it.
As you all may know, it's a stock constantly being promoted by the popular pumper X (NTR).
I think it's pointless to worry about it.
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$Gokurakuyu Holdings (2340.JP)$ I have a feeling that 1.25 million shares have been sold. There is one person left.
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