$Taiwan Semiconductor Manufacturing(TSM)$ Taking TSMC as an example, its valuation of over 70 in the past was not cheap either, and now it has tripled to over 210. Is a valuation of 210 for TSMC high? With a P/E ratio of 30, SMIC's valuation is much higher than TSMC's. Can their positions be the same? Similar cases also include other leading companies like NVIDIA, Tesla, and Apple. I remember during the previous cryptocurrency mining crash, people said GPUs were doomed, but later on, NVIDIA still made a fortune. NVIDIA's market value has soared from tens of billions to the world's number one. Of course, the valuation is high, but it is likely that the increase in performance will offset the valuation. However, I would choo

$Apple(AAPL)$ The profit margin gap between Xiaomi and Apple lies in two aspects: the profit from selling smartphones and the difference in internet service revenue. Particularly in internet services, which account for 26% of Apple's revenue and have a gross margin as high as 73%. In contrast, Xiaomi's internet services only make up 9% of its total revenue, but the gross margin is also as high as 74%. Xiaomi's competitive advantage is its extremely high cost-performance ratio. This business model is destined to have low profit margins on hardware (selling smartphones) and has to make up for it elsewhere. As for smart cars, I personally believe that, like smartphones, the main profit will come from internet services rather

$Taiwan Semiconductor Manufacturing(TSM)$ Who says TSMC's silicon photonics uses a 3-nanometer process? COUPE is clearly 65 nanometers. The 3-nanometer process mentioned in the news is probably related to the packaging of a 3-nanometer GPU chiplet. Silicon photonics doesn't require such a small manufacturing process, especially when the electronic chip and the photonic chip are separate. Monolithic integration would be beneficial for the electronic chip. Currently, Global Foundry is the only one that supports a 45-nanometer integrated electro-optic silicon photonics process.

$Apple(AAPL)$ Holiday spending in the U.S. in 2024 was up to $241 BILLION vs $222 BILLION in 2023. Globally holiday spending is up to $1.4 TRILLION which is a moderate increase as well. I don't know what impact this will have on earnings on January 30 but it's at positive indicator going into it.

$Apple(AAPL)$ iPhone 17 series will start a 3 year IPhone upgrade super cycle. Look at an AppleStock Yearly revenue chart, you can see what happens to revenue after a major redesign is released. Appleintelligence will help the super cycle, but the hardware redesign will be the main catalyst.

$Taiwan Semiconductor Manufacturing(TSM)$ As the only U.S. company that designs and manufactures leading-edge semiconductor technology, Intel plays a critical role in strengthening the country’s long-term economic competitiveness and national security. By working together on RAMP-C, Intel Foundry and DoD’s T&AM program accelerate the growth of advanced semiconductor manufacturing in the U.S. Moreover, Intel Foundry’s expansion of 18A fabrication is rebalancing the global supply chain with a trusted, resilient and sustainable source of the most advanced technologies for microelectronics devices.

$Apple(AAPL)$ i cannot believe how tilted to negative the media is vs apple. Never seen anything like it...Are they starving for ratings ? Getting paid from those who need it, dont know why , but what I do know is they are a great company with great products and services, with a Golden User base !! An the stores are always packed

$Taiwan Semiconductor Manufacturing(TSM)$ My conservative prediction for tomorrow is 220s however depending on what they say about the rest of 2025 I wouldn’t be shocked if this reaches 250. I’m glad we got over inflation fears before earnings, at least for now.

$Taiwan Semiconductor Manufacturing(TSM)$ The United States has gone through great efforts, and finally, 4nm production has begun domestically. "TSMC previously estimated that its first wafer factory in Arizona would begin mass production in the first half of 2025, and the second wafer factory would produce the most advanced 2nm chips in 2028." Once domestic EUV technology emerges, China can quickly advance to 2nm, essentially on par with the United States. In terms of manufacturing, the United States should not expect to create a significant gap anytime soon.

$Apple(AAPL)$ The most crucial aspect of a good business is uniqueness, even within a niche industry. Apple was undoubtedly unique many years ago. Now, it might only be unique to its long-time users due to the familiarity with the system and ecosystem. However, when it comes to simply being a good phone, Apple is by no means unique. In fact, in many aspects, it doesn't necessarily offer superior features compared to others, and in some areas, it may even be considered inferior.

$Apple(AAPL)$ Apple hasnt attended CES since the 1990s and Steve Jobs didn't think it was important, so don't blame Tim Cook for that. I'm not sure avoiding the CES is being arrogant but why should Apple bother to show prototype tech. That just seems like a waste of time and money for Apple. It does cost a company money to set up a booth at CES. As an Apple shareholder I'd rather Apple not show any future products. As it is, some future Apple products are leaked online by third parties and that isn't the right thing to do without permission. You people always talk about innovation like it was so easy to do. Innovation isn't easy or always practical. Not all innovation will generate revenue or profit for a company.

$Taiwan Semiconductor Manufacturing(TSM)$ TSMC 4Q Revenue was NT$868,461m, what exchange Rate they use determines what they report in $USD, there's difference between 1 USD$=NT$32 guided and 1 USD$=$NT32.50.USD$ will be $26.722bn, still at higher end of $26.1-$26.9bn guided.

$Taiwan Semiconductor Manufacturing(TSM)$ My view on the antitrust law risks faced by TSMC has changed. Originally, I thought the risk in this regard was not significant, but now I believe the risk is increasing.The reason is that if Intel chooses to give up in the manufacturing field, the market pattern will be completely changed. Moreover, in another four to five years, TSMC's scale may be twice as large as it is now, and the importance of AI in five years will be incomparable to today!

$Apple(AAPL)$ People don’t stop buying iPhones when interest rates go up. They stop buying things they can’t afford: houses, cars, vacations, additions/remodeling jobs, breast augmentation, dental implants. They don’t stop buying iPhones that cost them 30 - 40 cents per day over the life of the phone.

$Taiwan Semiconductor Manufacturing(TSM)$ The technological trend of optoelectronic integration, such as CPO (Co-Packaged Optics) and OIO (Optical Input/Output), is becoming increasingly evident, especially as CPO switches transition from the laboratory phase to commercialization in 2025. With the establishment and release of TSMC's (Taiwan Semiconductor Manufacturing Company, referred to as "American TSMC" in the context of its U.S. production capacity) manufacturing capacity in the United States, there will be a continuous increase in orders for both traditional advanced process CPU/GPU/ASIC chips and new optoelectronic integrated chips. For stock prices, this almost creates a situation where valuation and performance bo

$Apple(AAPL)$ Isn't the supply chain something the U.S. needs China more for? The money we make in the supply chain is just a fraction of what American companies earn, right? The lion's share of the profit and the glory go to the U.S. If American companies collapse, our supply chain would immediately shift to Chinese enterprises, and there wouldn't be any unemployment issues. It would just be a transfer. But what would the U.S. lose? Profits and glory. Yes, that's right—glory. If we sanction Apple and Tesla, the U.S. would lose its only two sources of pride, and we would truly become the leaders in the fields of smartphones and new energy vehicles.What supply chain, what domestic production rate—none of these are as impor

$Taiwan Semiconductor Manufacturing(TSM)$ The reason the U.S. is fully committed to AI is because it is very clear that this is a weak point for you; you lack the supporting computational power chips, which is why there is a disparity of more than tenfold in computing power between China and the U.S. Knowing that China's new energy and photovoltaic industries are formidable, the U.S. does not compete with China in new energy; instead, it focuses on areas where China is lacking.For the nation's prosperity to shine, the key lies with TSMC (Taiwan Semiconductor Manufacturing Company). If TSMC were to come over and manufacture chips, the situation would be completely reversed.

$Apple(AAPL)$ The best interpretation of a "moat". Once you use Apple's entire suite of devices (phone, tablet, computer, watch), you will indeed no longer care about other phones. You're hooked. Of course, all phone manufacturers want to play this game, but only Apple has done it well.

$Taiwan Semiconductor Manufacturing(TSM)$ Technically, TSMC didn't even Break the ex all-time intraday High which, after adjusted for ex-div was $211.98.TSMC, since December, only showed Higher Highs and Higher Lows.Uncle finds nothing to complain so far this year, which is only the 4th trading day. Everybody beats the major market indices (indexes) like a Pro!

$Apple(AAPL)$ Please stop with the Apple no growth. EPS is growing 15% and free cash flow (FCF) the Mount Everest illustration of a company’s business model success is growing at 10-12% per year. This is all even without Apple intelligence yet. Amazing Apple.