TSMC: The Next Semi Stock to Fall!
TSMC delivered Q2 net income of NT$706.6 billion (+77%YoY), a record QTR exceeding analysts' consensus by ~13%.TSMC shares have shown weakening...
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IPO WATCH China Semiconductors: CXMT - Gaining in the DRAM Battlefield
CXMT ignited a rush among retail investors as China’s memory giant opened books for an initial public offering to raise $9.8 billion, the second...
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THE AI GOLD RUSH: Hyperscalers and Enablers
In the AI takeover of global markets, enablers are beating hyperscalers by an ever-widening margin. Hyperscalers' unprecedented capex is fueling...
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SEMICONDUCTOR MEMORY CYCLE MONITOR — Issue #1 | Week of 22–26 June 2026
Memory stocks dropped 6% last week as investors worry about AI infrastructure capex sustainability. Profit-taking and macro noise led to reduced...
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Asian Equities: Nascent Emergence of New Earnings Gainers
Asian equities wobble due to AI capex uncertainty, USD spike, and US interest rate concerns, but Asian EPS est continue to rise. India shows...
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