2 ideas from this batch

TSMC proves AI demand is real while chip rivals get unfairly punished — buy the dip on AMD

TSMC's massive revenue growth proves that the physical demand for AI chips is real and accelerating. However, unfounded fears of a slowdown have recently caused a blind sell-off in chip designers like AMD and server builders like Dell. Beca

Inflation cools and Wall Street piles into crypto — long Bitcoin

Cooling inflation takes the pressure off the Federal Reserve to keep hiking interest rates, which historically encourages investors to move money into riskier assets like Bitcoin. Right as this macroeconomic tailwind hits, a massive Wall St