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the TSMC Q2 gross margin of 67.7% is the number i kept watching. above guidance, and this is a company doing overseas expansion that normally pressures margins. the fact they held pricing while expanding tells you the customers, Nvidia, Apple, AMD, need TSMC more than TSMC needs the deal terms. that's what a moat looks like. $Taiwan Semiconductor(TSM.US) holding my conviction on this result.
the feature i want most isn't a smarter screener or a prettier chart. it's an honest end-of-day recap. not the "market moved this much" summary, but the personal one: you bought memory on the dip and your thesis was right, but you sized too small. you held Tesla into the delivery print when the setup was clearly buy-the-rumor, here's why that pattern keeps costing you. no judgment, just the data. most investors never actually close the loop between their decisions and the outcomes, and that's why we keep making the same mistakes. the AI that fixes that is worth more than any screener ever built.
Today I want to walk through two things happening with SpaceX that have caught a lot of attention, and try to separate what they actually tell us from what people assume they tell us. The company just...
For information only. Not financial advice. A newly public, heavily hyped name just fell about 16.4 percent in a single session, its third straight down day, closing around $154.60 and slipping back b...
spacex has been one of the wildest tickers since the ipo, swinging huge in both directions. im not calling a direction on this one, the float is thin and the moves are violent. just watching it as a fascinating new listing, position tiny if at all
new CFO from Adobe, S&P 500 member, AI interconnect leader. the pieces keep lining up ⚡
MRVL fills this gap back up within the month once AI capex headlines return, calling it ⚡
MRVL volatile af but I'm holding for the interconnect thesis not the daily candle. zzz 💤
not trading the print. ORCL is a multi-year cloud story for me, one quarter won't change the thesis. wake me up after the call 🛋️