2 ideas from this batch

TSMC smashes records, ASML raises forecasts — buy the AI hardware boom

TSMC's record-breaking 77% profit jump confirms that AI infrastructure spending remains unrelenting. When this is paired with ASML—the company that makes the critical machinery for advanced chips—also raising their guidance, it signals deep

Tech giants stumble as global growth fears rise — short the Nasdaq and AI chip stocks

The global economic backdrop is weakening as China reports its worst economic growth outside of the pandemic, which historically drags down international demand and corporate profits. At the same time, the stock market is facing intense pre