TSMC Stock (TSM)

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…

* 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…