2 ideas from this batch

TSMC and ASML kick off chip earnings season — ride the pre-report momentum

The biggest companies driving the AI revolution rely on specialized chips, and the firms making those chips are reporting their financial scores this week. If these chipmakers announce strong sales, it signals that the massive spending on A

Russia's diesel export ban tightens global fuel supply — ride the energy squeeze

When a major exporter suddenly bans diesel shipments, it removes a huge chunk of supply from the global market right when demand is already straining capacity. This dynamic naturally pushes fuel prices up as buyers scramble for alternative