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Latest Insights on TSM

It’s the changing of the guard. A capitalist election of the highest order. Intel is no longer inside. Behold AMD’s ascent! AMD Ascends; S&P Double-Plus Bad; Leaving Las Vegas
by Joseph Hargett October 27, 2020 Great Stuff
House of the Ryzen Sun Great Ones, we’re watching an era end in the semiconductor market. A changing of the guard. A capitalist election of the highest order. No longer does “Intel Inside” rule the roost. Behold AMD’s ascent. Okay, somebody’s got delusions of grandeur. Too much Death Wish coffee this morning? What gives, Mr. […]
If Battery Day went as planned, two bulls would look like geniuses. But this is Tesla — nothing goes according to plan. Batteries Not Included; Amazon Bikes; Cramer Gripes
by Joseph Hargett September 22, 2020 Great Stuff
Overpromise, Under Deliver Hey, everybody! It’s “Battery Day!” Yes, the much talked about Tesla Inc. (Nasdaq: ) Battery Day is upon us. That big event that prompted analysts far and wide to upgrade TSLA stock and lift their price targets. In the past week, Deutsche Bank hiked its TSLA price target by 33% to $400, […]
There was practically nothing in the way of market-moving news, so we dove through the doldrums to find you a smorgasbord of Greatness. Apple’s Ho-Hum Doldrums; Nvidia Arm’ed, Sony Overshot
by Joseph Hargett September 15, 2020 Great Stuff
Time Is on Our Side I saw her today at the market open, some Apple shares in her hand. I knew she was opening her Robinhood app. At her feet was a Starbucks latte… No, you can’t always get what you want. The market rallied today, but we certainly aren’t dancing in the streets. There […]
Baseball is back, so sports betting is back! Will the exodus of sports bettors tank the market? And can Joe Burrow save the Bengals? All Bets Are On; Taiwan Inside; Hasbro’s Has-Been Hotel
by Joseph Hargett July 27, 2020 Great Stuff
The Boys of Summer Nobody on the road. Nobody on the beach. We can feel it in the air. COVID-19 has put the summer out of reach. Or so we thought… The boys of summer aren’t gone. They’re just a little late to the pandemic party. Yes, dear reader, baseball is back … social distancing […]
This Chipmaker Will Soar as U.S.-China Tech War Heats Up [3-minute read] One company stands to benefit the most from the American manufacturing resurgence.

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