friso
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$JPMorgan (JPM.US)$ Why are bank stocks falling today
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friso
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$Taiwan Semiconductor (TSM.US)$
All signs since the end of 2023 indicate that taiwan semiconductor is entering its best period, based on the following four main arguments:
1. From the three-way competition in high-end processes to taiwan semiconductor's basic monopoly.
2. The scale law of AI large models brings huge demand for ai chips.
Moving towards chiplet in high-end chips, taiwan semiconductor expands from front end to full packaged chip business.
Intense competition among terminal chip design companies, with Taiwan Semiconductor stably earning money in the middle. x86/Arm/Risk-V market chaos, MediaTek catching up with Qualcomm in mobile chip, and an increasingly fierce competition between Intel and AMD in the CPU field. Although leading significantly in AI chips, Nvidia faces fierce competition as major players collaborate with Broadcom/Marvell for customized chips on a large scale.
The four major trends are likely to continue over the next 3-5 years, making it the best era for Taiwan Semiconductor!
All signs since the end of 2023 indicate that taiwan semiconductor is entering its best period, based on the following four main arguments:
1. From the three-way competition in high-end processes to taiwan semiconductor's basic monopoly.
2. The scale law of AI large models brings huge demand for ai chips.
Moving towards chiplet in high-end chips, taiwan semiconductor expands from front end to full packaged chip business.
Intense competition among terminal chip design companies, with Taiwan Semiconductor stably earning money in the middle. x86/Arm/Risk-V market chaos, MediaTek catching up with Qualcomm in mobile chip, and an increasingly fierce competition between Intel and AMD in the CPU field. Although leading significantly in AI chips, Nvidia faces fierce competition as major players collaborate with Broadcom/Marvell for customized chips on a large scale.
The four major trends are likely to continue over the next 3-5 years, making it the best era 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