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TSM 246 BY 2025 High Demand for Advanced Chips: TSMC is at the forefront of producing chips for AI, 5G, and IoT applications. The increasing demand for these technologies, especially AI chips which power both consumer and enterprise solutions, could drive revenue growth. Posts on X and web results show TSMC's Q3 2024 earnings were significantly up year-over-year due to AI demand, suggesting a strong trajectory for chip sales. Technological Leadership: TSMC's ability to manufacture chips at smaller process nodes (like 3nm and the upcoming 2nm) gives it a competitive edge over rivals. The company's advancements in semiconductor technology are critical for producing high-performance, energy-efficient chips. Web results discuss the introduction of 2nm chips in 2025, which could further solidify TSMC's market position and justify a higher stock valuation. Customer Base and Market Share: TSMC services major tech companies like Apple, Nvidia, and AMD, giving it a stable and growing customer base. Its dominance in the foundry market (over 50% market share) means it's integral to the success of many tech products. The company's partnerships, particularly with Nvidia for AI chips, as noted in posts on X, could significantly boost its revenue. Geopolitical Strategy: While there are risks associated with Taiwan's geopolitical situation, TSMC's strategy of diversifying its manufacturing base (e.g., expanding in the U.S., Japan, and Europe) mitigates some of these risks. This expansion could tap into new markets and reduce dependency on its facilities in Taiwan, potentially stabilizing or even increasing investor confidence. Financial Performance: TSMC has demonstrated strong financial health with consistent revenue growth, impressive profit margins, and substantial free cash flow. According to web results, TSMC's revenue growth rate could reach 20%-25% in 2025, with a gross margin potentially peaking at 50%, which could positively impact its stock price. Investment in R&D and Capacity Expansion: TSMC's commitment to R&D ensures it remains at the cutting edge of semiconductor technology. The company's plans for capacity expansion, particularly in advanced processes, are designed to meet the growing demand. The increased capacity for CoWoS packaging, as mentioned in posts on X, is expected to address the robust demand driven by AI. Analyst Forecasts and Market Sentiment: Analysts have been bullish on TSMC, with some predicting that the stock could hit high targets due to its pivotal role in tech supply chains. Web results from financial analysts and stock forecast sites suggest positive sentiment, with some projecting the stock to reach or exceed $246 by 2025 based on current trends and forecasts. Long-term Growth Prospects: The semiconductor industry is expected to grow due to the proliferation of connected devices, data centers, and the automotive sector moving towards more electrification and automation. TSMC's position in this landscape suggests long-term growth, which could drive its stock price higher.
NYSE:TSMLong
by NYRUNSGLOBAL
NVIDIA 200 BEFORE 2026 !!! CAFE CITY STUDIO NVIDIA (NVDA) has been at the forefront of technological innovation, particularly in the realms of AI and graphics processing, positioning it well for significant stock price growth. Here are several reasons why NVIDIA's stock might hit $200 by 2025: Dominance in AI and Data Center Markets: NVIDIA's GPUs are the backbone for many AI and machine learning applications. Their leadership in this space, especially with the advent of AI-driven technologies across industries, is expected to keep revenue growth robust. The company's data center segment has seen exponential growth, with analysts predicting a continued upward trend due to the increasing demand for computing power in AI applications.📷📷📷 Strategic Product Roadmap: NVIDIA's product pipeline, including the Blackwell architecture, is anticipated to propel the company forward. The Blackwell chips, expected to launch in 2025, are designed to push performance boundaries for AI applications, potentially capturing more market share and driving revenue. The expectation around these new architectures creates a bullish outlook for NVIDIA's stock.📷📷 Strong Financial Performance: NVIDIA's financial results have consistently outperformed expectations. For instance, Q2 FY 2025 saw a revenue increase of 122% year over year, demonstrating the company's ability to maintain high growth rates. Despite a natural slowdown expected due to tougher year-over-year comparisons, the company's growth is still projected to be impressive at around 43% for FY 2026, supporting a narrative of sustained stock price appreciation.📷📷 High Barriers to Entry and Market Moats: The complexity and performance of NVIDIA's offerings create high barriers for competitors, ensuring NVIDIA's market leadership. Analysts highlight NVIDIA's 24-month technological lead in AI GPUs, with high switching costs for customers locked into NVIDIA's ecosystem. This moat is expected to support premium pricing and market share retention, which could translate into stock value growth.📷📷 Analyst Optimism: Numerous Wall Street analysts have set price targets for NVIDIA well above its current levels, with some predicting it could hit $200 or more by 2025. These forecasts are based on NVIDIA's strong fundamentals, technological edge, and market position in AI and computing solutions.📷📷 Market Sentiment and Valuation: Even though NVIDIA's stock trades at a premium valuation (62 times trailing earnings as of recent data), analysts believe that its growth trajectory justifies this price. If NVIDIA continues to meet or exceed growth expectations, its valuation could expand further, driving the stock price towards $200. However, achieving this target would require either a significant earnings surge or a market sentiment favoring even higher multiples for tech growth stocks.📷 Global AI Adoption: Posts on X highlight the ongoing global shift towards AI, with NVIDIA at the forefront. The demand for NVIDIA's computing solutions is expected to grow as AI becomes more integral to various sectors, from automotive to cloud computing, thereby supporting stock price growth.
NASDAQ:NVDALong
by NYRUNSGLOBAL
ASML Holding | ASML | Long at $680.00NASDAQ:ASML Holding, a developer and servicer of advanced semiconductor equipment systems for chipmakers, dipped backed into my overall, long-term selected simple moving average (SMA). From here, stocks typically bounce or drop, but given the AI boom is far from "over", I anticipate another bounce to eventually close the gap near $1,060. It may show some minor weakness to close the gap in the low $600s and get the bears excited. But, unless the economy further shows major weakness in the semiconductor space, NASDAQ:ASML is in my personal "buy zone" at $680. Target #1 = $730.00 Target #2 = $915.00 Target #3 = $1,060.00
NASDAQ:ASMLLong
by WorthlessViews
1
Monolithic Power | MPWR | Long at $580.00Monolithic Power $NASDAQ:MPWR. If the semiconductor market continues to get attention in connection with AI, there may be a bounce here near $580.00 as NASDAQ:MPWR enters my historical simple moving average area. However, a further dip into the high $400s wouldn't surprise me (tax harvesting season is in session) and doesn't change the thesis as long as the overall trend continues to stay positive. While NASDAQ:MPWR is a strong company with growth predictions on the horizon, it has a 65x P/E, 46x price-to-cash flow, lots of insider selling, and some near-term concern if the economy shows weakness. From a technical analysis perspective, though, it's in an area of opportunity as long as semis stay a "hot" investment. Thus, at $580.00, NASDAQ:MPWR is in a personal buy zone. Target #1 = $690.00 Target #2 = $745.00 Target #3 = $825.00 Target #4 = $908.00
NASDAQ:MPWRLong
by WorthlessViews
Upward trending channel - ASX:SEMI (Long)SEMI currently sitting on upward trend line within established bullish channel. Previous support line at $16.30 where demand triggered another uptrend to above $17.00. RSI currently within average buying levels around ~56-60% showing higher highs, indicating another potential run back towards previous ATH SP level of $17.54. Aiming to take a long position between $17.00 - $17.10 if buying pressure increases in the coming days. Disclaimer: NOT financial advice, I am not a qualified finance profession. These ideas are my own based on my research. Please consult a licensed financial advisor before making any investment decisions.
ASX:SEMILong
by entryspecialist
1
SMH - TECH Welfare @ $282 Billion / $25B Tax Credit PerNancy and the Gang anxiously await the Senates Taxpayer handout to the Industry. Po Nancy, $107 Million simply is not enough for her and Pablo the Shark Tank Drunk. Nancy had to gobble $341K in losses on NVDA after exiting her 25K Shares in a loss due to slime lights a shinning. Bravo, add 3 zeros and it's all good. Everyone should lose a hand. Preferably, a head. __________________________________________________________________________ They'll need to expedite this Grift Gift as China's warned off the Carrier Group as well as Fancy - show up and it's going to be "A Dangerous Moment"... Nancy risks our young men and women in the Navy with harm's way... Don't give it a second thought. Saddle up and please take the rest of the House and Senate with you. Create a Threat to National Security... Risk Lives, Profit from it as a matter of course. Shut up Hoi Polloi, we didn't ask you, we decide - you obey. ___________________________________________________________________________ The insiders in and outside the Beltway can't wait to get this Theft to the House and wrap it up for August recess. Qui Bono, you ask? Intel, TSMC, and Texas Instruments - direct Jing. Fabless chipmakers like Nvidia and AMD will not be left out in the cold. They will receive "Scientific Grants out of the $230 Billion in free money for "Innovation." It is quite likely the following Companies will join the Grift eventually: Micron Technology Inc. (MU) Amkor Technology Inc. (AMKR) Camtek Ltd. (CAMT) Analog Devices Inc. (ADI) Although these ladies doth protest too much, it's an irresistible deal... free money. We'll see $175B in Tax Credits gifted when everyone joins the Semi-Orgy. You and me - we get the Bill @ $457 Billion. Enjoy or do something. ps. - IMF: Russian economy doing better than expected
NASDAQ:SMH
by HK_L61
8
SOXL close to a strong supportSOXL tracks the performance of the thirty largest U.S. listed semiconductor companies. The semiconductor space is still hot, but the companies in the leveraged Direxion Daily Semiconductor Bull 3X Shares (SOXL) didn`t performed well against the inflation and raising interest rates recently. I think SOXL is now close to the strong support of $21, pre-pandemic level, from which it can bounce to the $36 resistance. Looking forward to read your opinion about it.
AMEX:SOXLLong
by TopgOptions
1
$UCTT go long, potential outperformer in semi equipment spaceUCTT has begun to outperform the overall semiconductor industry represented by the etf SMH. The trend has clearly been broken on the weekly chart. There has been a good amount of volume in this week so far, creating that very bullish weekly candle. Hoping we finish strong this week. Looking to create a position if it shows continuation. EV/EBITDA ratios for the leaders in the semiconductor manufacturing equipment; as you can see UCTT has the best one since any EV/EBITDA below 10 is considered healthy. 8.2577 UCTT 16.5404 AMAT 19.0102 LRCX 18.1225 KLAC
NASDAQ:UCTTLong
by EBITDAtiger
FB - INTC V.2 FB options degenerates are back, surprise. Put Volumes dominating the Volume although O/I is split. 297.50 @ 1,357 300.00 @ 5,886 305.00 @ 1,854 310.00 @ 2,873 312.50 @ 556 315.00 @ 1,273 317.50 @ 819 320.00 @ 3,540 322.50 @ 1,210 325.00 @ 1,672 Semiconductors, Comm, Telco, Software - are being used to push to the NA to Price Objectives @ 15513 - 15517 as the VXN broke its Lows and is making New Lows for the Day. Range break leads to higher Price Objectives. We are SOH until FB reports.
NASDAQ:META
by HK_L61
23
INTC - Provides Intel on the State of Affairs in MANUAfter a run ahead of EPS, the 46.07 ended up another Ghost in the ALGO Machine. EPS for Intel, another Disasater after FAB MANU ASML's ugliness, Lucky for ASML the Dippers were all too anxious to Bid it back up erasing 1/2 its losses from 805. Earnings Season has added more complexity to the Mix. NQ made a run for the top of the Range @ 15513/17 - only to unload to its Prior close by ZERO. It gave back all the gains on INTC... all of them. These are the challenges to EPS, volatile and setting up for the unseemly news from Chips. Today's Intel Dip buyers were dunked to the 52.50 Level on the DOM, the scene of prior High Crimes and Felonies. As Semi's continue to report, they will continue to reveal Q3 was indeed a disaster, lots of Fudge, no Walnuts. Today's EPS was TECH heavy, tomorrow is Freaky Friday - the most overused Day of the Week to Crush the VX Complex. With the 400 Ticks of CF ahead, it will, no doubt be challenging. Trade Safe, it is very dangerous at present. Timeframes are in Conflict, complete conflict. Weeks end will begin to resolve this when we see where the Weekly Candle closes. Last Week's close = 15134.50.
NASDAQ:INTC
by HK_L61
2