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…
Read in context ›TSMC Stock (TSM)
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354 articlesDaily Diary Mentions
14 mentionsHeads Up on TSM More Tales From Nvidia: More CoreWeave Doublespeak (Issue #146!) 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…
Read in context ›More Tales From Nvidia: Dreamweaver (Issue #144!) * And SoftBank sells its entire Nvidia stake... The snippet below is a classic from the CoreWeave ( CRWV ) earnings call: They are also already lowering revenue guidance! Apparently, they consider themselves an innovator…
Read in context ›More Erratum Interesting, even during a risk-on day, the CDSs are still going the other way: https://www.twitter.com/GordonJohnson19/status/1987890966158610613 Also I would point out that TSM monthly commentary was pretty interesting…
Read in context ›My Simple-Minded Thoughts on the Nvidia Investment in Intel What Intel INTC taketh today, Taiwan Semiconductor TSM and Advanced Micro Devices AMD may giveth (away).
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