Heuleo

    • HeuleoHeuleo
      ·01-14
      $Tiger Brokers(TIGR)$ good opportunity to accumulate more
      26Comment
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    • HeuleoHeuleo
      ·2024-12-17
      1321
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    • HeuleoHeuleo
      ·2024-09-12
      $Taiwan Semiconductor Manufacturing(TSM)$  Waiting for the hike in their chip prices and manufacturing plants to be completed. The increase in price plus volume, coupled with constant technological advancements show how positive TSMC outlook is.
      273Comment
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    • HeuleoHeuleo
      ·2024-08-04
      $Taiwan Semiconductor Manufacturing(TSM)$  Ignore the noise. Fundamentals are solid and TSMC the true pick and shovel stock. It will prevail again and show its prowess in its next earnings. Nvidia faulty chip is their design flaw not TSMC Intel poor earnings is good news for TSMC Overseas expansion and increased CAPEX will reinforce their moat Tech improvement regardless of AI will always be required for Apple, Intel, AMD etc. to remain competitive. TSMC is just there to provide the platform for them.
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    • HeuleoHeuleo
      ·2024-08-02
      $Taiwan Semiconductor Manufacturing(TSM)$  Intel's poor earnings should not have a negative impact on TSMC but have a positive impact instead.  1. Intel foundry lost to TSMC. 2. Intel chips are inferior to AMD's due to nm constraint. Thus, lost market share to them due to superior AMD chips manufactured by TSMC. 3. Intel should have procured from TSMC much earlier instead of recently to have a chance against AMD. Intel will have to outsource more of its chip manufacturing to TSMC to keep up while it improves its own foundry tech concurrently. 4. Foresee TSMC to have more orders from Intel therefore further improving its earnings. 5. Intel is still a few years out to catch up with TSMC. 
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    • HeuleoHeuleo
      ·2024-06-04
      This is actually a positive signal 1. TSMC is confident that it doesn't need share buybacks or spilts to increase shareholder's value because the natural demand will speak for itself 2. Requires cash for future growth and to meet growing demand

      TSMC Stock Drops Almost 2% As It Won’t Be Initiating Share Buybacks or a Split Anytime Soon

      TSMC’s C.C. Wei, who on Tuesday became the first person to hold the dual roles of chairman and chief executive officer in years, reaffirmed expectations for AI development to drive a 2024 industry recovery.Wei starts his chairmanship during a week when Taiwan is in the spotlight. Many of the world’s biggest tech executives gathered at Computex in Taipei, including Nvidia’s Jensen Huang, Intel Corp.’s Pat Gelsinger and Advanced Micro Devices Inc.’s Lisa Su.TSMC convened its shareholder meeting th
      TSMC Stock Drops Almost 2% As It Won’t Be Initiating Share Buybacks or a Split Anytime Soon
      272Comment
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    • HeuleoHeuleo
      ·2021-06-24
      220Comment
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