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Thursday, January 12, 2023

TSM -- What A Wild Day -- January 12, 2023

Update: this is where we will track TSM.

Updates

January 27, 2023: Buffett reportedly bought $4 billion in TSM in 3Q23. 

January 27, 2023: Before we get started, correct me if I'm wrong, but I believe TSM manufactures --

  • Apple chips
  • Intel chips
  • Nvidia graphic boards

Original Post

Themes.
Themes -- 2023.

  • Global energy: the 21st century is America's century.
  • Medicine: it's all about CRISPR, mRNA
  • Information: it's all about semi-conductors, automation, robotics

Now, back to the charts.

After posting the TSM chart earlier today (see below), this popped up on my social media feed:


So, what did NVDA do today? 

NVDA was up 3% during the day and then after the close popped $58 (35%) before dropping 0.62% or $1.20. Very, very volatile. Look at the graph:

NVDA was up 3% during the day and then after the close popped $58 (35%) before dropping 0.62% or $1.20. Very, very volatile.

Let's do the 5-day:

I'm not sure what Matteo and all his friends are thinking but somehow it appears they're misreading the numbers. LOL.

Matteo was responding to TSM's posted results. I have no idea how Matteo interpreted TSM's results, but the one thing that jumped out at me was TSM's margins: 62%. 

Nvidia's earnings here.

Original Post

This was posted about 2:25 p.m. EST today:

Earlier this morning:

TSM: only one number to watch! Link here. Shares could surge today. [Posted at 7:14 a.m. CST -- well before the market opened. Whoo-hoo!]

Earnings.

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The Headlines

Mixed. LOL.

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