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Key Takeaways TSMC is the current leader in chip manufacturing, boasting the most advanced technology and a strong customer base High-Performance Compute (HPC), AI, and EVs will drive growth, while the smartphone market slowly becomes saturated Their specialization strategy optimizes chips for specific use cases, allowing them to maintain their edge Peers are catching up, and a capital intensive industry will lower the bottom-line for investors TSMC has a high intrinsic value, but their exposure to China expands the risk to reward range Catalysts TSMC Will Remain Market Leader Key semiconductor competitors differ in their innovation and business approach. Roughly speaking, the quality of a semiconductor tends to be judged by its size, the smaller it is, the more transistors you can fit on a chip.Read more

Main “Take aways”: - You get a good managed company, with a healthy balance sheet, at a fair price. - There is more “future” than you can see in the Snowflake.Read more

Zion Bank will be releasing their Quarterly Earnings Report on 10-21-24. 4 out of 4 of their last reports were all beats.Read more

Catalysts Millennial and Gen Z Preferences : The growing preferences of Millennial and Gen Z travelers favor Airbnb over traditional hotels. Airbnb’s unique listings appeal to these demographics’ desires for authentic, local stays and memorable experiences.Read more

To estimate First Majestic Silver's stock price if silver hits $100 per ounce, we can use a free cash flow (FCF) valuation method based on the company's projected performance at higher silver prices. Here's how to break it down: ### Key Assumptions from the Data: - Projected Free Cash Flow (FCF) at $100 silver: $2 billion.Read more

Digital Transformation Specialist and IPO Consultant, HeartCore Enterprises Catalysts -Products or Services that Could Move Sales or Earnings Meaningfully 1. Growth: The global Customer Experience Management (CXM) market is expected to grow at a compound annual growth rate of 15.2% from 2024 to 2032, positioning HeartCore positively in this sector.Read more

This is a micro-cap stock that has barely any sell-side broker coverage, and its core business in providing friction reduction for oil and gas companies in the US will be a big winner given Trump is very pro-oil and gas. However, where we see material value that is under-appreciated by the market is their technology which can treat hazardous man-made chemicals known as Perfluoroalkyl and Polyfluoroalkyl Substances (PFAS).Read more

Electrosteel castings is the leading Ductile pipes manufacturer with 40% market share and multiple competitive advantages including international accredations, with rising incomes and infra projects, electro should be able maintain healthy order books and above market margins, the company has focused on reducing debt in the last year or so and i believe it should be able to either a) payout to their shareholders i.e dividends ( Unlikely), or b) develop a capacity/portfolio expansion strategy which should further fortify Electro as a leader in the industry. Their focus on increasing exports should allow electro to tap into new markets and expand over the next few years.Read more

Catalysts Products or Services Impacting Sales or Earnings Coca-Cola Consolidated (COKE) primarily distributes and markets nonalcoholic beverages, including products from The Coca-Cola Company, Keurig Dr Pepper, and Monster Energy. Key products that could significantly impact sales or earnings include: Sparkling Beverages : Coca-Cola, Diet Coke, Sprite, and Fanta.Read more