1. TSMC's Q2 net profit rose 8% YoY to $7.23 billion, exceeding analyst estimates; 2. Revenue grew 32% to $20.67 billion, driven by strong AI-related chip demand; 3. The company raised its 2024 revenue growth forecast to around 30%, citing sustained AI boom and advanced packaging capacity expansion.

1. TSMC reported a 40% year-over-year revenue growth in Q2 2024, reaching $20.1 billion, driven by surging demand for AI-related chips; 2. Advanced 3nm and 5nm process technologies accounted for 65% of revenue, with AI chips contributing 20%; 3. The company raised its 2024 revenue growth forecast to 30%, citing sustained AI and high-performance computing (HPC) demand despite weaker smartphone and automotive sectors.

1. TSMC's Q2 revenue exceeded expectations, driven by strong demand for AI-related chips; 2. The company raised its 2024 AI chip revenue growth forecast to 50% but lowered the overall semiconductor market growth outlook to 10%; 3. Inventory adjustments and weaker demand in sectors like smartphones and traditional servers contributed to the revised industry projections.

1. TSMC is expected to report a 30% year-over-year revenue increase in Q2 2024, driven by advanced chip demand; 2. Analysts will focus on the company's outlook for AI-related semiconductor demand and potential supply constraints; 3. Smartphone seasonality and expansion plans in the US, Japan, and Germany may impact H2 2024 performance.

1. Wall Street indexes ended the week positively due to a better-than-expected jobs report; 2. The S&P 500 reached a three-month high, remaining nearly 2.4% below February's record; 3. Commodities like gold and oil saw gains, supported by US-China talks and jobs data.

1. Market sentiment, technical indicators, and fundamental shifts suggest a significant downturn; 2. Global trade disruptions and US isolationist policies indicate a bearish outlook; 3. Despite bearish fundamentals, high VIX levels and backwardation in VIX futures term structure suggest potential for short-term rallies.

1. The S&P 500 has declined to 19x forward earnings due to recession fears; 2. Recession fears are already priced in; 3. The author upgrades the index to a Buy at 5,1000 points.

1. Gorilla Technology's stock remains stable despite strong growth prospects and significant contracts; 2. The company expects 47% Y/Y growth in 2025 but lacks a clear free cash flow picture and has a net neutral balance sheet; 3. Management is confident in future growth but risks are posed by reliance on working capital adjustments and customer concentration.

1. The stock has fallen over 35% since the sell rating in December 2024; 2. Technical analysis indicates a bearish outlook with no signs of bottoming; 3. Revenue spike in recent earnings, but commercialization still distant.

1. The technical outlook for Costco is bearish with widespread bearish indications; 2. Recent earnings showed revenue growth but EPS growth was disappointing; 3. The stock is overvalued with P/S and P/E ratios not aligned with financials; 4. A sell rating is initiated due to unfavourable risk/reward setup.

1. Credo Technology's stock is undervalued with a 0.52x adjusted PEG ratio, lower than the industry average; 2. The company reported a substantial revenue increase of 87% QoQ and 154% YoY in Q3; 3. Credo's growth is driven by high demand for connectivity and AI infrastructure, with reduced customer concentration risks.

1. Despite recent market volatility, the author remains bullish on the intermediate and long-term outlook due to potential positive catalysts like Fed easing and fiscal stimulus. 2. Current extreme fear in the market suggests a potential buying opportunity rather than a reason to sell. 3. Economic resilience and potential Fed rate cuts could offset recession fears, with valuations appearing reasonable, especially in tech and small-cap stocks.

1. The initial bullish thesis for Bitcoin reaching $117,000 was based on Trump's potential crypto presidency and bullish chart patterns, but it fell short. 2. Despite Bitcoin reaching all-time highs above $109,000, recent trend failures and a drop below $80,000 necessitate reassessing portfolio positions for potential further downside. 3. Indicators like Standard Deviation channels and MACD suggest more room for Bitcoin to fall before reaching oversold territory, prompting a rating reduction.

1. Super Micro Computer's stock fell 30% before a strong rally following weak 2Q earnings; 2. Management confident in timely completion of filings without major issues; 3. Company projects strong FY2026 outlook with $40 billion revenue target, driven by NVIDIA's Blackwell, but credibility issues remain a concern.

1. Arista Networks had a strong 2024 but is currently overvalued at 32x forward non-GAAP operating profits; 2. Despite strong AI networking prospects, much of ANET's growth is already priced in, and operating margins are showing signs of compression; 3. The company's balance sheet flexibility is notable, but the risk-reward balance doesn't justify a bullish stance at this valuation.

1. Gold has experienced a significant bull run, with prices jumping by nearly 30% since January 2024; 2. Global instability, central bank purchases, and AI demand could continue to impact gold prices; 3. Despite potential headwinds, strong global demand and a high gold-silver ratio suggest further upside for gold.

1. Enovix is a pre-revenue company developing high-performance batteries; 2. The company aims to start mass production in Malaysia by late 2025; 3. Success hinges on achieving 95% battery yields and securing major customers; 4. Despite past misjudgments, the author is bullish on Enovix's long-term potential; 5. The stock is considered high-risk, high-reward due to its reliance on yield targets and production ramp-up.

1. I rate Pfizer a sell for the next 18-24 months due to continued headwinds from Medicare Part D redesign and patent expirations. 2. Danuglipron could be a catalyst for a turnaround if late-stage trials succeed in 2025. 3. Short-term, the 6.6% yield and low valuation ratios may attract value investors.

1. Despite recent underperformance, General Mills remains undervalued and has a stable business model; 2. Revenue growth has been inconsistent due to lower volumes and competitive pressures, but price increases have helped; 3. Profitability metrics show mixed results, but cash flow has improved, and strategic moves like divestitures are expected to enhance financial stability.

1. Lam Research's Q2-2025 earnings exceeded expectations with strong revenue and EPS growth; 2. The stock's valuation is elevated, but a more attractive entry point could be in the $70-75 range; 3. A potential long-term buying opportunity could arise if the stock's valuation drops closer to historical levels.