friso
commented on
$JPMorgan (JPM.US)$ Why are bank stocks falling today
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friso
commented on
$Taiwan Semiconductor (TSM.US)$
From the end of 2023, all signs indicate that taiwan semiconductor is entering the best period, based on the following four major logics:
1. The competition for high-end processes has shifted from three-way battles to taiwan semiconductor's basic monopoly.
2. The scale law of large AI models has brought about a huge demand for ai chips.
High-end chips are moving towards chiplet, and Taiwan Semiconductor's business is expanding from the front end to full packaged chip.
Intense competition among terminal chip design companies, with TSMC stably earning money in the midst. The x86/Arm/Risk-V situation is chaotic, with MediaTek catching up with Qualcomm in the mobile chip sector. The competition in the CPU field between Intel and AMD is becoming more intense, while in the AI chip sector, although Nvidia is leading significantly, the large-scale production of custom chips in collaboration with big players like Broadcom/Marvell is intensifying quickly.
The four major logics are highly likely to continue in the next 3-5 years, making it the best time for Taiwan Semiconductor!
From the end of 2023, all signs indicate that taiwan semiconductor is entering the best period, based on the following four major logics:
1. The competition for high-end processes has shifted from three-way battles to taiwan semiconductor's basic monopoly.
2. The scale law of large AI models has brought about a huge demand for ai chips.
High-end chips are moving towards chiplet, and Taiwan Semiconductor's business is expanding from the front end to full packaged chip.
Intense competition among terminal chip design companies, with TSMC stably earning money in the midst. The x86/Arm/Risk-V situation is chaotic, with MediaTek catching up with Qualcomm in the mobile chip sector. The competition in the CPU field between Intel and AMD is becoming more intense, while in the AI chip sector, although Nvidia is leading significantly, the large-scale production of custom chips in collaboration with big players like Broadcom/Marvell is intensifying quickly.
The four major logics are highly likely to continue in the next 3-5 years, making it the best time for Taiwan Semiconductor!
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friso
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$YTLPOWR (6742.MY)$ Good Afternoon brothers & sisters, After the support broke down of bull trap that I posted a month ago.It is confirmed that we are gonna see lower. After 4 months since I posted here Thoughts on YTLPOWR, how many of you guys trusted me when I said we are gonna see the price at RM2.5? Are you DCA-ing or are you selling?
From my analysis, I expecting the price will go furthur down as low as RM 1.22. As I told you before, there’re bunch of liquidity need to be grab for seller...
From my analysis, I expecting the price will go furthur down as low as RM 1.22. As I told you before, there’re bunch of liquidity need to be grab for seller...
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Can any gurus share what's happening? good new share drop like hell why? don't make sense
dear gurus, is this double top or double bottom pattern?
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$KLCC (5235SS.MY)$ why not much volume ya today?
$YTLPOWR (6742.MY)$ you still get divident yield right? till the volatility gets over. no of share remain same
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friso : rate cut