$Taiwan Semiconductor Manufacturing(TSM)$ Earnings from ASML not strong enough for TSM to break 205. Struggled for too long. Will sit back and re enter again after tariffs on 1st Feb.
$Taiwan Semiconductor Manufacturing(TSM)$ $NVIDIA(NVDA)$ Taking profits, Betting that the broader market sentiment on the tariffs will bring another dip. In hindsight, i beileve deepseek has definately lowered the valuation of AI companies now.
$Vistra Energy Corp.(VST)$ $Constellation Energy Corp(CEG)$ We know how the recent DeepSeek news had shaken the confidence of some but IMO, the lower the cost (if claims are true to the $), the more companies will spend. If they do continue to increase their investment in AI, data centers will require significantly more electricity, and nuclear energy could play a critical role in meeting that demand. Fellow traders who are optimistic about energy stocks like me? Give me a like and let's hope they fly us to the moon by the end of 2025! [Grin] #LetsGo #AsAussomeAsItCanBe
$Berkshire Hathaway(BRK.B)$ TL;DR : Berkshire overvalued but good defensive investment (energy &insurance), Future leader Greg Abel capable, buy and hold for more than 10 years to huat. One of the most well-known conglomerates in the world, led by Warren Buffett, it has a solid track record, a diversified portfolio, even managing to beat the S&P 500 returns which most hedge funds fail to even come close to. It is an actively managed fund that behaves more like a passively traded fund, with no management fees. For example, from 1965 to 2023, the company's stock has compounded at an average annual rate of about 20%, significantly higher than the S&P 500 historical return of around 9-10%. Berkshire Hathaway is also well diversifie
$AST SpaceMobile, Inc.(ASTS)$ opened a position for a boost in price later when markets open after Vodafone news that they did a video call through the use of AST satellites which is the first in the world. Expect that this will be the start of announcements from telcos that AST is working with
Is Starbucks Still A Buy After Q1 2025 Earning? Are you buying At $108 or Wait For Dip?
$Starbucks(SBUX)$ Today, I’ll be diving into a stock analysis of Starbucks Corp, ticker symbol SBUX. As of now, the stock is trading at $108.2, with a market cap of around $123 billion. The price-to-earnings (P/E) ratio is 35.9, and the annual dividend yield is 2.14%. The 52-week high for the stock is $125.6, and the 52-week low is $71.5. Analysts are somewhat divided on Starbucks, with half recommending a buy and the other half suggesting a hold. The lowest price target is $76, and the highest is $120, with an average target of $138. Currently, the stock is trading at $108.2 after latest earning. In this article, I’m going to explore whether Starbucks is a good value play. Keep in mind, this is just my opinion and for entertainment purposes only—
AI in Healthcare: Can Big Data and AI Revolutionize Medicine?
The Growing Role of AI and Big Data in Healthcare The healthcare industry is on the brink of a data-driven revolution, with artificial intelligence (AI) and big data analytics playing a key role in advancing precision medicine, drug discovery, and patient care. As AI adoption grows, could healthcare stocks be the next big investment opportunity? What’s Driving AI in Healthcare? Data-Driven Diagnoses AI systems are analyzing patient data to improve diagnosis accuracy, such as detecting cancer in its early stages. For example, companies like Tempus and Guardant Health specialize in genomic sequencing and predictive analytics. Faster Drug Discovery AI accelerates drug development, reducing costs and timelines. AI-powered firms like Recursion Pharmaceuticals and BioXcel Therapeutics are gain
💰 Stocks to Watch Today: Opportunities and Key Market Trends
As we approach the end of the week, several factors are shaping the market landscape. From earnings reports to macroeconomic updates, today presents various trading opportunities. Let’s dive into what to monitor and which stocks could make headlines. 1. Key Market Movements Earnings Season in Full Swing Tech Giants: Microsoft (MSFT), Tesla (TSLA), and Intel (INTC) posted mixed earnings earlier this week. Watch how the broader tech sector reacts today. Energy Sector: Exxon Mobil (XOM) and Chevron (CVX) are set to release their earnings reports soon. Strong oil prices and demand could boost performance. Economic Updates The U.S. PCE inflation report will be released today, offering clues about the Federal Reserve’s next moves. Consumer confidence has improved, with spending data suggesting r
💡The Semiconductor Industry in 2025 – Opportunities and Risks
The semiconductor industry, the backbone of modern technology, continues to experience robust growth in 2025. As demand for advanced chips rises across industries like AI, automotive, and cloud computing, investors are keenly watching the sector for opportunities and challenges. This post dives into the industry's dynamics, key players, and investment prospects. 1. Why the Semiconductor Industry Matters Critical Role in Global Technology Semiconductors power essential technologies: smartphones, autonomous vehicles, data centers, and consumer electronics. The rise of AI and machine learning applications has pushed demand for high-performance chips to unprecedented levels. Post-Pandemic Boom Following a pandemic-induced shortage, manufacturers have ramped up production, but geopolitical tens
So, is every DeepSeek update a golden shorting opportunity for $NVDA?
After that 17% plunge and a 9% rebound, $NVIDIA(NVDA)$ is still sliding, with pre-market looking rough too. Seems like DeepSeek really hit the core this time… And let’s be real, DeepSeek will keep evolving—could every new version release deal another blow to Nvidia? 🤔 Might be a decent chance to go short, grab a quick profit, and dip.What do you guys think? 🧐
$NVIDIA(NVDA)$ 3 key misinformation that have been spreading in mainstream media 1. Cost of training is 6million: many new outlets have reported on the following facts but mainstream news kept spreading this misinformation Fact check: Deepseek did not reveal the full cost - the only cost of training provided was the final training run not the full research cost - they did not reveal cost of training R1 only for V3. 2. “They use old chips to build”: Mainstream media (CNN, CNBC, Bloomberg, etc) love to keep saying “they are using an older chip”. Fact check: H800 is not an older version - H800 is not an older version but a China-version of H100 with reduced chip-to-chip data transfer rate (around 300 G
GitLab: Spotlight Stock of the Day as Shares Surge on AI-Driven Growth
GitLab Inc. ( $GitLab, Inc.(GTLB)$ ) took centre stage in the stock market on Tuesday, with an impressive 12.34% surge, closing at $72.75 per share. This rally came amid a challenging broader market environment, particularly for AI-related stocks, yet GitLab has defied the downturn, reinforcing its strong positioning in the software development industry. What’s Behind the Rally? The key catalyst behind GitLab’s sharp rise was its announcement of an upward revision to its full-year financial outlook. The company now expects full-year revenues between $742 million and $744 million, up from its previous guidance of $733 million to $737 million. Likewise, it has raised its adjusted earnings per share forecast to $0.45–$0.47, up from the prior estimate
Key Highlights of SoFi 's Q4 2024 Earnings Release:
$SoFi Technologies Inc.(SOFI)$ Q4 2024 Earnings Release (Key Highlights) Financial Performance: Record net revenue of $734 million for Q4 (19% YoY growth), and $2.7 billion for FY 2024 (26% YoY growth). Achieved GAAP profitability for the first full year, with a net income of $499 million for FY 2024 and $332 million for Q4. Adjusted EBITDA of $198 million for Q4 and $666 million for FY 2024, with an adjusted EBITDA margin of 26%. Segment Performance: Significant revenue growth in Financial Services (84% YoY) and Tech Platform (6% YoY) segments. Lending remained a strong contributor, with net interest income driving 82% of the segment’s revenue. Operational Metrics: Member growth of 34% YoY, reaching over 10.1 million members. Total produ
#TBI2025[4]: SPDR Dow Jones Industrial Average ETF (NYSEARCA: DIA)
As we head into a pivotal day for the broader markets, here’s what we are dealing with… Disclaimer: The information and materials provided here, whether or not provided on TBI’s Substack (TBI), on third party websites, in marketing materials, newsletters or any form of publication are provided for general information and circulation only. None of the information contained here constitutes an offer (or solicitation of an offer) to buy or sell any currency, product or financial instrument, to make any investment, or to participate in any particular trading strategy. TBI does not take into account of your personal investment objectives, specific investment goals, specific needs or financial situation and makes no representation and assumes no liability to the accuracy or completeness of the i