TSM
January 23, 2025 | AMZN, AVGO, CRM, Daily JAM, GOOG, MRVL, NVDA, Special Reports, TSM |
In 2025 you will want your portfolio fully weighted toward AI, ENERGY, and WEIGHT-LOSS DRUG stocks.
Not just any stock in those sectors, of course. All three sectors will be full of surprises and they won’t play out the way the conventional wisdom now believes. Some stocks in these sectors will do just okay as a rising tide lifts all boats. But some stocks will be GREAT. These winners could be the foundation for another great year for your portfolio. In fact, I expect that 2025 will be a tough year for an investor to make money even if stocks do finish higher. That’s because the year will be filled with more than the usual twists and turns designed make you sell on fear just when you should be holding on or even buying more. And don’t think that the year won’t include more than one of those moments rallies designed to suck you in at the top because–well, because you fear missing out. Yes, FOMO, fear of missing out will be alive and well in 2025. To do well in 2025, you’ll have to not only pick the hot trends, but also understand when that trend is about to zig zag and which stocks you’ll want to ride through all the noise and chaos. Giving you what you need for profits in 2025vis what this Special Report: 10 stock picks for the hottest sectors of 2025 is all about.And there’s no better sector to demonstrate the challenges of 2025 than Artificial Intelligence, the first of my hottest sectors for 2025. (The next two hot trends, energy and weight-loss drugs will follow in the next few days.)
October 27, 2024 | Daily JAM, Top 50 Stocks, TSM |
Last night I added a third potential Harris election victory winner to my Special Report “10 trump and 10 Harris winners. Here’s what I wrote about Taiwan Semiconductor Manufacturing (TSM) in that post.
October 22, 2024 | Daily JAM, NVDA, TSM |
One indicator that I’m carefully monitoring is the guidance in third quarter earnings conference calls about the fourth quarter. I’m checking to see if the cuts to guidance and that Wall Street disappointment might set in a quarter early. If that looks like the case then I’d think about selling now instead of in January 2025.
October 17, 2024 | Daily JAM, Stock Alerts, Top 50 Stocks, TSM |
Shares of global chipmaking powerhouse rose 9.79% today to hit a record high after the chipmaker topped quarterly estimates and raised its target for 2024 revenue growth. The company—-the main chip manufacturer for Nvidia (NVDA) and Apple (AAPL)–expects sales to climb roughly 30% in U.S. dollar terms this year, up from previous projections for an increase in the mid-20% range. Taiwan’s largest company had raised its outlook for 2024 revenue just a few months ago in July.
September 30, 2024 | Daily JAM, Mid Term, Special Reports, Top 50 Stocks, TSLA, TSM |
I don’t know which candidate will win the election. Right now the polls are within the margin of error on the national level–and even tighter in the seven battleground states that will likely decide the electionm. But I do know the results on November 5 will move stocks. Some right off the bat even before the results are certified. Ans more significantly as a new administration clarifies its policy views and takes office.The results will move the stock market in general
And they will move individual stocks and sectors in particular.
July 18, 2024 | AMAT, ASML, Daily JAM, Jubak Picks, Top 50 Stocks, TSM |
Even good earnings news and guidance from Taiwan Semiconductor Manufacturing (TSM) couldn’t reverse the drop in tech stocks that accelerated yesterday, July 17, when the NASDAQ Composite recorded its worst day since 2022 with a 2.7% decline.
January 19, 2024 | Daily JAM, Long Term, Morning Briefing, Top 50 Stocks, TSM |
Shares in Taiwan Semiconductor Manufacturing (TSM) were up almost 10% yesterday after the company announced an unexpectedly strong return to growth. That has in turn pushed chip stocks higher across the sector. For example, shares of Advanced Micro Devices (AMD), which were already moving higher this week ahead of the news, hit a new record high today. The good news from semiconductor companies and the moves on their stock have also rallied the general market.
December 6, 2023 | ALB, Daily JAM, GOLD, Jubak Picks, MSFT, NVDA, Special Reports, Stock Alerts, Top 50 Stocks, TSM |
Here are the first 8 picks for my GREATER Growth Stocks Special Report. More on the way.
November 18, 2023 | Daily JAM, NVDA, Short Term, Stock Alerts, Top 50 Stocks, TSM |
Nvidia’ earnings report after the close on Tuesday, November 21, will be the big event of the short Thanksgiving week.
June 1, 2023 | AMAT, AMD, CVS, Daily JAM, Dividend Income, EMR, GOOG, ILMN, Jubak Picks, Long Term, MSFT, NVDA, Top 50 Stocks, TSM, Volatility |
Artificial intelligence really is a paradigm-breaking, transformative technology. Right now, investors are so enthusiastic about the sector, especially the obvious leader Nvidia (NVDA), that we’re looking at a potential bubble that will collapse with much gnashing of teeth and I-told-you-so “wisdom” casting doubt on the reality of the entire endeavor. I think a bubble is indeed possible. Nvidia did trade at a trailing twelve-month price-to-earnings ratio of 196 on May 31, after all. But I think you do want to own the sector now–because the breaking of the bubble, if it does break is, in my opinion, two quarters or more away. And you want to own the sector for the long run–say, 10 years or more–because it is such a game changer for so much of the economy. But what to own? I’ve put together a list of the 10 stocks that I think are the best way to participate in the AI gold rush.
October 19, 2022 | Millennial, Top 50 Stocks, TSM |
I hate to do this. Taiwan Semiconductor Manufacturing (TSM) is the premier chip manufacturer in the world and I see the company continuing to grow revenue from the increasing demand for smaller and more powerful chips. And I certainly hate to sell a stock that’s down 46% for the year to date as of the close on October 18. Under ordinary circumstances, I would hold on and ride out the current slump in the semiconductor cycle. After all, we’ve been here before, right? Except that the U.S.-China trade war and the possibility that China will look for a confrontation over Taiwan make the current circumstances anything but “ordinary.”
August 17, 2022 | Daily JAM, Morning Briefing, NXPI, TSM |
The chip boom is over–or at least coming to an end. Gartner has cut its outlook for revenue growth in 2022 to just 7.4%. That’s down from a forecast of 14% growth for chip revenue three months ago. Garner sees chip revenue falling 2.5% in 2023. And you don’t have to take the word of market watchers at Gartner.
