Posts
TSMC May Acquire 20% Stake in Intel's Spin-Off, Qualcomm and Broadcom to Invest
TSMC is considering acquiring a 20% stake in an Intel spin-off, with Qualcomm and Broadcom also interested in investing. The deal is in early discussions and could face U.S. government scrutiny due to national security concerns. Intel has struggled in advanced chip manufacturing, making it a potential acquisition target. https://stockwhiz.ai/us/news/technology/tsmc-may-acquire-20-stake-in-intels-spin-off-qualcomm-and-broadcom-to-invest/1716
NVDA upcoming earnings miss?
Not sure if this will impact earnings or just guidance, but if it's bad enough it could mean a dip in NVDA or a good excuse for a sector/market selloff: https://www.tomshardware.com/pc-components/gpus/rtx-5090-supplies-to-be-stupidly-high-next-month-as-gb200-wafers-get-repurposed-asserts-leaker "demand for data center GB200 chips fell short of Nvidia's projections. Subsequently, excess yields from TSMC are allegedly being …
🚬Hide your BTI, Hide your wife 🚬 British American Tobacco(BTI) Bull ThesIs 🚬[YOLO][DD]🚬
https://i.redd.it/iz9tnzsk3lje1.gif # Bull ThesIs Introduction A lady leaving my apartment with me was complaining about her husband smoking. I told her to thank him for keeping the dividend war machine alive. And this, gentlemen is why i am all-in and quite literally bullish on BTI, British American Tobacco. Their CEO …
Blackberry is the top holding (above Palantir) on the Blackrock XEXP Index, BB is time to Fly🚀
This sector you've never touched is a 10-bagger. [DD]
I want to focus a sector that receives no love: Mining. Trading at decade-lows with little investor interest, mining stocks today are like tech stocks in 2001. I'm going to show you how they have all the elements of a 10-bagger play, and how you should take advantage of the …
Uber sues DoorDash, accusing its rival of inflating costs and anti-competitive business practices
Uber Technologies, Inc. on Friday filed suit against its food delivery rival, DoorDash, Inc., accusing DoorDash of anti-competitive business practices that Uber says inflate costs for both restaurants and customers. In the complaint, Uber alleges that DoorDash, the largest provider of restaurant delivery services in the United States, has "devised …
$PCT dip BOUGHT - $4m Yolo Rides On
https://preview.redd.it/niegvx48sjje1.jpg?width=1057&format=pjpg&auto=webp&s=a581bb2db7308326fe0e7916d685e871e6484b74 https://preview.redd.it/e0euex48sjje1.jpg?width=1466&format=pjpg&auto=webp&s=df50b24bae1308e160d5a4edcca35d2ba70efd5c Tragically I remain fallible and the first attempted moon mission was halted around 15. I remained hopeful but unawares that my Chaebol friends across the Pacific in Korea were in significant financial distress, and had chosen to step off the ride to a tune of 9m shares. I …
Steel DD: Trump Tariff Time
**Summary** Before we knew Trump was getting elected we were looking at a reversion to the mean from the once in a lifetime bull market of 2021-2023. We also had China starting to dump insane amounts of steel globally. In 2024, China’s steel exports climbed to 110.72 million metric tons, …
🚬 Hide your BTI, Hide your wife - British American Tobacco(BTI) Bull ThesIs -YOLO & DD 🚬
# Bull ThesIs Introduction - Prepping the bull A lady, whilst leaving my apartment with me was complaining about her husband smoking. I told her to thank him for keeping the dividend war machine alive. And this, gentlemen is why i am all-in and quite literally bullish on BTI, British …
Steel DD: Trump + Tariff Time
**Summary** Before we knew Trump was getting elected we were looking at a reversion to the mean from the once in a lifetime bull market of 2021-2023. We also had China starting to dump insane amounts of steel globally. In 2024, China’s steel exports climbed to 110.72 million metric tons, …