Latest Insights on TSM
The Dashing, The Drafted and the Disney+
November 13, 2020 Great Stuff
Friday Four Play: The “Slim Shady IPO” Edition Guess who’s back … back again? Great Stuff’s back. Tell a friend. (Tell a friend.) I’ve created a monster, ‘cause nobody wants to see Joseph no more. They want Mr. Great Stuff — I’m chopped liver. Well, if you want Great Stuff, this is what I’ll give […] AMD Ascends; S&P Double-Plus Bad; Leaving Las Vegas
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. […] Batteries Not Included; Amazon Bikes; Cramer Gripes
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, […] Apple’s Ho-Hum Doldrums; Nvidia Arm’ed, Sony Overshot
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 […] All Bets Are On; Taiwan Inside; Hasbro’s Has-Been Hotel
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 […]