The Long Investor
Jeff Bezos’s $4bn share sale does not signal end of tech market rally via @FT on.ft.com/3wpeqTh
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Jeff Bezos’s $4bn share sale does not signal end of tech market rally via @FT on.ft.com/3wpeqTh
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The Long Investor
All Top 20 Charts are uploaded now for this week ahead.
There was a lot to cover, we will continue to prepare our group for individual buying opportunities now and have built a large catalog of companies and charts that will benefit during a market correction.
Very little on X talk about safe guarding your capital during a market correction but it is the number one priority for all the greatest investors. $SPY $QQQ $IWM
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All Top 20 Charts are uploaded now for this week ahead.
There was a lot to cover, we will continue to prepare our group for individual buying opportunities now and have built a large catalog of companies and charts that will benefit during a market correction.
Very little on X talk about safe guarding your capital during a market correction but it is the number one priority for all the greatest investors. $SPY $QQQ $IWM
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BizToc
4) Michigan's High-Stakes EV Transformation —
Michigan faces a transformative yet uncertain future as the state's economy pivots towards electric vehicles, balancing promise with trepidation. #ElectricVehicles
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4) Michigan's High-Stakes EV Transformation —
Michigan faces a transformative yet uncertain future as the state's economy pivots towards electric vehicles, balancing promise with trepidation. #ElectricVehicles
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BizToc
3) Big Oil's $281B Profit Post-Invasion Raises Eyebrows —
Major oil companies register a combined profit of $281 billion since the Ukraine invasion, sparking debate over corporate gains amidst global crises. #OilProfits
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3) Big Oil's $281B Profit Post-Invasion Raises Eyebrows —
Major oil companies register a combined profit of $281 billion since the Ukraine invasion, sparking debate over corporate gains amidst global crises. #OilProfits
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Offshore
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BizToc
📰 BizToc.com Hourly News Flash
1) U.S. Fuels Chip Comeback with $1.5B for GlobalFoundries —
The U.S. goverment invests $1.5 billion in GlobalFoundries to boost domestic semiconductor production, countering chip shortages and foreign reliance. #Semiconductor
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📰 BizToc.com Hourly News Flash
1) U.S. Fuels Chip Comeback with $1.5B for GlobalFoundries —
The U.S. goverment invests $1.5 billion in GlobalFoundries to boost domestic semiconductor production, countering chip shortages and foreign reliance. #Semiconductor
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BizToc
4) Chip Industry Roadblocks —
Expanding U.S. chip manufacturing faces hurdles despite aggressive investment and political support. #Manufacturing
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4) Chip Industry Roadblocks —
Expanding U.S. chip manufacturing faces hurdles despite aggressive investment and political support. #Manufacturing
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BizToc
3) US Chips Away at Dependency —
GlobalFoundries gets a $1.5 billion boost from US government to ramp up domestic semiconductor production. #Semiconductors
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3) US Chips Away at Dependency —
GlobalFoundries gets a $1.5 billion boost from US government to ramp up domestic semiconductor production. #Semiconductors
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BizToc
2) Chevron Chills Inflation —
Chevron's investment in Venezuela helps cool the nation's inflation, leading to the lowest rate in a decade. #Inflation
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2) Chevron Chills Inflation —
Chevron's investment in Venezuela helps cool the nation's inflation, leading to the lowest rate in a decade. #Inflation
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Offshore
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BizToc
📰 BizToc.com Hourly News Flash
1) Capital One's Big Move —
Capital One plans to acquire Discover Financial, positioning for major expansion in consumer finance. #Acquisition
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📰 BizToc.com Hourly News Flash
1) Capital One's Big Move —
Capital One plans to acquire Discover Financial, positioning for major expansion in consumer finance. #Acquisition
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AkhenOsiris
The "i told you so" chorus on this app when cyclicality catches up with NVDA will be an epic tidal wave, getting my 🍿 ready.
The damage to 🐻's up to now has also been epic, respect to those of you still pressing.
Persistent 🐻's since $200s: you'll need a 60% crash to have your point proven (has happened before, so not unprecedented).
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The "i told you so" chorus on this app when cyclicality catches up with NVDA will be an epic tidal wave, getting my 🍿 ready.
The damage to 🐻's up to now has also been epic, respect to those of you still pressing.
Persistent 🐻's since $200s: you'll need a 60% crash to have your point proven (has happened before, so not unprecedented).
tweet
AkhenOsiris
$TSM $NVDA
MS - Trading Nvidia results through TSM
The U.S. investment bank said, in a note dated Feb. 18, that Taiwan Semiconductor Manufacturing (NYSE: TSM) is the sole supplier for Nvidia's (NASDAQ: NVDA) artificial intelligence graphics cards, and thus Nvidia’s guidance for the April quarter could be a key catalyst.
Morgan Stanley assigns a 20% probability that Nvidia’s quarterly guidance comes in above buy-side expectations of $24 billion, and expects TSMC’s shares to rise around 5% as a result.
It says there is a 60% chance that the guidance is in line with the $22-$24 billion expectations, which could be TSMC gains of up to 3%, while there’s a 20% chance that the guidance is below $22 billion, which would cause TSMC’s stock to fall 2%.
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$TSM $NVDA
MS - Trading Nvidia results through TSM
The U.S. investment bank said, in a note dated Feb. 18, that Taiwan Semiconductor Manufacturing (NYSE: TSM) is the sole supplier for Nvidia's (NASDAQ: NVDA) artificial intelligence graphics cards, and thus Nvidia’s guidance for the April quarter could be a key catalyst.
Morgan Stanley assigns a 20% probability that Nvidia’s quarterly guidance comes in above buy-side expectations of $24 billion, and expects TSMC’s shares to rise around 5% as a result.
It says there is a 60% chance that the guidance is in line with the $22-$24 billion expectations, which could be TSMC gains of up to 3%, while there’s a 20% chance that the guidance is below $22 billion, which would cause TSMC’s stock to fall 2%.
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BizToc
3) Cross-Strait Tensions Rise —
Chinese Coast Guard escalates tensions by boarding a Taiwan tourist boat, sparking regional dispute. #Geopolitics
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3) Cross-Strait Tensions Rise —
Chinese Coast Guard escalates tensions by boarding a Taiwan tourist boat, sparking regional dispute. #Geopolitics
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