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archives

TSM

This tag is associated with 19 posts

D&D Note (5.22.2020) ~ Probability Now Higher For Breakdown Not Breakout ~ #StockMarket

D&D Note (5.22.2020) ~ Probability Now Higher For Breakdown Not Breakout ~ While we are still technically in a Bullish Trading Range, markets are trending more to breaking down out of range than breaking out above the 200 day moving average (for round number we need to break out above 3000 on S&P 500 and … Continue reading

D&D Note (5.14.2020) ~ Stocks Rally Back And Maintain Bullish Trading Range ~ #StockMarket #Rally

D&D Note (5.14.2020) ~ Stocks Rally Back And Maintain Bullish Trading Range ~ Markets fall on the open and drift below the technical level of 2792 down to 2766 but then rallied back to the green into the close. Mega Cap Tech was mostly flat on the day but rallied modestly in the last hour. … Continue reading

D&D Note (5.13.2020) ~ Disconnected Market With Highest Valuations in 18 Years Yet Falling Profits ~ #StockMarket #Valuations

D&D Note (5.13.2020) ~ Disconnected Market With Highest Valuations in 18 Years Yet Falling Profits ~ The market is clearly overpriced with current valuations the highest in 18 years even though we know corporate profits still face further decline. Billionaire investor David Tepper today called this market the second-most overvalued market in his lifetime since … Continue reading

D&D Note (5.1.2020) ~ Stocks Fall Post Big Tech Earnings ~ #StockMarket #RiskOff

D&D Note (5.1.2020) ~ Stocks Fall Post Big Tech Earnings ~ Now that all the major Mega Cap Tech stocks have reported earnings the market has gone into risk off mode with all major indices falling on the day. All S&P 500 gains for the week have been wiped out today. Sell in May and … Continue reading

D&D Note (4.16.2020) ~ Wild Swings Intraday With Tech Leading ~ #StockMarket #TechRally

D&D Note (4.16.2020) ~ Wild Swings Intraday With Tech Leading ~ Markets whipsawed violently between gains and losses today with Tech being the standout gainers. The Nasdaq 100 has now erased all losses for 2020. Earnings last night from semiconductor manufacturer TSM helped propel the chip stocks and ultimately the overall tech sector. Trump outlined … Continue reading

D&D Note (6.15.2018) ~ Trade War Resumes ~ #StockMarket #TradeWar

D&D Note (6.15.2018) ~ Trade War Resumes ~ It has been a busy week in the markets with the North Korea Summit earlier in the week, the AT&T and Time Warner deal getting approved, Comcast now bidding for FOX assets to rival Disney, the FED rising rates and signaling 4 hikes this year, the ECB … Continue reading

Todays Trade (6.5.2018) #StockMarket

BOUGHT: – RDS.A – TSM – IMLFF

D&D Note (4.20.2018) ~ Apple + Yields + Friday = Selloff ~ #StockMarket #AAPL #10YRyield

D&D Note (4.20.2018) ~ Apple + Yields + Friday = Selloff ~ Once again for 4th time markets have not been able to avoid a Friday selloff with investors unwilling to go long into the weekend. The main themes of the day were Apple falling with iPhone concerns dragging down the DOW, and yields from … Continue reading

Todays Trade (4.20.2018) #StockMarket

BOUGHT: – TSM – MEDFF

D&D Note (4.19.2018) ~ Taiwan Semi Report Sends Chips Crashing ~ #StockMarket #Semiconductors

D&D Note (4.19.2018) ~ Taiwan Semi Report Sends Chips Crashing ~ The Taiwan Semiconductor report sent chip stocks crashing today after TSM guided down sighting weak high end smartphone demand. Investors all saw that as pointing to week iPhone X sales. That sent Apple and the supply chain all down as well today. TSM fell … Continue reading