1. Stocks started the week with a modest recovery, bouncing off the opening lows. Tech stocks faced pressure. 2. WTI crude oil surged 3.1% to a five-week high due to geopolitical tensions. 3. Economic data were mixed, with the Chicago PMI rising for the third month in a row, while the Dallas Fed's business activity index fell and outlook uncertainty index rose.
Recent #Market Recovery news in the semiconductor industry
1. TSMC's 2nm technology is on track for mass production with yields reaching 60%; 2. Apple is expected to be the first customer, maintaining a competitive edge over Intel; 3. TSMC's AI business is projected to grow by 100% year-over-year, significantly contributing to revenue growth in FY25.
1. Palantir Technologies Inc. investors have experienced a recent 40% crash, but the stock is still up more than 200% over the past year; 2. Palantir is becoming a more prominent prime defense contractor with ambitions to lead the DoD's AI transformation; 3. Given the massive scale of the defense budget, Palantir's opportunities may not have been fully contemplated, justifying the bullish optimism; 4. The article discusses the potential for a new and potentially more dangerous global geopolitical order to set the stage for PLTR's dominance for some time; 5. With PLTR's downside observed to be supported as buyers rushed in recently, the author argues it's time to finally load up.
➀ The electronic consumer demand has seen a recovery after several quarters of adjustment, leading to a resurgence in the passive component market.
➁ Kemet's operations manager Wang Danru noted that the market for multilayer ceramic capacitors (MLCC) has shown signs of recovery and price pressure has eased.
➂ Murata Manufacturing Co. and TDK Corporation, two major Japanese passive component manufacturers, have also seen an increase in orders.
1. Super Micro Computer has regained NASDAQ compliance, leading to a 20% stock surge; 2. The company remains undervalued with significant growth potential in AI datacenter builds; 3. Supermicro 4.0 initiative aims to reduce data center build times, enhancing operational efficiency and revenue targets; 4. With a strong backlog, aggressive ramp-ups, and strategic investments, SMCI is poised for a 100% upside, making it a Strong Buy.
1. EQT's latest acquisition has led to cost reductions; 2. The cold winter is expected to significantly boost Q1 profits due to rising natural gas prices; 3. The long-term natural gas price recovery and potential global market integration present a promising future for EQT.
➀ Infineon reported a strong first quarter fiscal year with revenue of €3.424 billion and a net profit of €573 million, with a margin of 16.7 percent.
➁ The company expects revenue of around €3.6 billion for the second quarter and a free cash flow of about €1.7 billion.
➂ CEO Jochen Hanebeck anticipates a demand-led market recovery throughout the year.
1. The energy sector has underperformed in 2024 due to supply management issues and macroeconomic weakness; 2. The sector is showing signs of recovery with expected oil prices between $70 and $90 per barrel in 2025; 3. SA Quant has identified two top-rated energy stocks with high dividend yields and favorable factor grades, recommending 'buy' for 2025.
1. A new CEO could bring fresh leadership and potentially revitalize the company's strategy and improve operational efficiency; 2. The company's current challenges include stagnating growth and declining market share; 3. The new CEO needs to be a better marshal of resources and get the FABs done as quickly as possible.
1. The S&P 500 and the Nasdaq Composite both gained 1.7% this week; 2. Bitcoin approached the $100K milestone; 3. Nvidia's quarterly revenue nearly doubled Y/Y, but the stock fell after hours due to lower-than-expected current quarter revenue outlook.
1. The global outage caused by CrowdStrike's software update led to a significant drop in CRWD's share price, presenting a great buying opportunity. 2. The author has a background in corporate finance and focuses on long-duration growth opportunities. 3. The author believes that CrowdStrike's attractive valuation and potential for growth after the outage make it a compelling investment.
➀ Revenue of Hua Run Wei grew by 8.44% year-on-year in the third quarter of 2024;
➁ The company's revenue for the first three quarters reached 7.472 billion yuan;
➂ Hua Run Wei increased its research and development investment to 8.89 billion yuan in the first three quarters, up by 2.28 percentage points year-on-year;
➃ The project 'Power MOSFET & High Voltage Integrated Chip Key Technologies and Applications' led by Hua Run Wei won the 2023 National Science and Technology Progress Award;
➄ The global semiconductor industry is recovering, with sales reaching 1.499 trillion yuan in the second quarter of 2024;
➅ Hua Run Wei is driving diversified development with a focus on high-end applications such as automotive electronics and industrial control;
➆ The company expects to move towards the high-end of the industry chain and value chain with its deep accumulation and continuous innovation in high-end application fields such as new energy, automotive electronics, and industrial control.
1. Western Digital is rebounding from a market downturn, leveraging cost reductions and manufacturing improvements; 2. The upcoming split into HDD and SSD entities could unlock value; 3. Despite optimistic sales and profit forecasts, risks remain due to unpredictable demand and low valuation norms in memory chips.
1. Celsius Holdings has faced challenges in its rapid US expansion; 2. The company's distribution agreement with PepsiCo has been problematic; 3. Celsius' successful Finnish market expansion suggests potential for success in larger markets; 4. CELH stock has significant upside potential due to the company's likely international success.
➀ The performance of Winyun and Avnet in the semiconductor distribution sector has been remarkable, with Avnet's September revenue surpassing NT$100 billion for the first time.
➁ The revenue of Winyun for the third quarter reached a new high, with a total of NT$25.907 billion, marking a 24.6% increase quarter-on-quarter and a 38.3% increase year-on-year.
➂ The overall revenue of Winyun has grown by about 72% year-on-year to NT$69.76 billion.
➀ China's IC exports reached $104 billion in the first eight months of 2024, a 24.8% increase; ➁ The strong growth despite the recent global downturn in the semiconductor industry; ➂ The recovery is attributed to the global semiconductor market.
1. Micron's earnings report alleviated concerns over oversupply; 2. The AI growth trend may sustain Micron's current upcycle; 3. Micron is focusing on higher-value segments to boost profitability; 4. Despite potential oversupply risks, Micron's bullish thesis remains sustainable; 5. Investors should consider buying into Micron's recent recovery.
1. Nike's shares have dropped significantly since 2021 due to online sales shift and increased competition; 2. College endorsements could rejuvenate Nike's brand, similar to Michael Jordan's endorsement in the 1980s; 3. Nike's turnaround will take time, but strong long-term profitability and growth potential in China suggest a buy rating.
1. Estée Lauder is considered a high-quality business with a favorable long-term outlook despite recent challenges. 2. The stock has seen a significant drop in valuation, making it an attractive buy. 3. The company's expansion into high-margin markets, focus on digital channels, and cost-cutting measures are contributing to a positive outlook.
1. The S&P 500 rebounded from its worst week of the year, posting its best week. 2. Apple faced a legal setback in the EU over back taxes. 3. The Federal Reserve is expected to cut interest rates next week.
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