TSMC Stock (TSM)

Taiwan Semiconductor Manufacturing ($TSM) reported August consolidated revenue of NT$514.81 billion, up 53.3%, year over year, from NT$335.77 billion. August revenue increased 10.1% sequentially from NT$467.58 billion in July. Here’s the thing, that 53.3% August revenue growth is a reacceleration from the 44.7% year-over-year figure posted in July. That follows the record August revenue reported …

Housekeeping item. Into the afternoon swoon I have covered the basket of high-octane/beta shorts I recently put on. Some of the stocks in the basket include $MU, $AMAT, $SNDK, $AVGO, $MRVL and $TSM. As I have noted in the Comments Section, this strategy is not recommended for home gamers! Position: None

I doubled the size of my speculative short basket this morning — and not for most homegamers. My half life on these baskets are short and I am disciplined as this package includes such high-octane stocks as $SNDK, $MU, $AMD, $AMAT, $MRVL and $TSM among others! In all likelihood I will cover the package by …

Readers may or may not recall that back in mid-January I gave you a $377 target price for Taiwan Semiconductor ( TSM ) . Yes, the stock is taking a hit today, down more than 3%, trading with a $375 handle. I did not have…

One more little nit coming out of the CoreWeave ( CRWV ) doublespeak call. CoreWeave's CEO claims power is not a problem, they just can’t get power to the buildings, whatever that means? https://www.twitter.com/RJCcapita…