3 ideas from this batch

TSMC shatters records but chip stocks are plunging anyway — bargain hunting on Micron and TSMC

TSMC's massive 77% profit jump shows AI spending is accelerating, not slowing down. But fear is dragging down strong companies like Micron, which also reported great results. When solid businesses go on sale just because the market is panic

Oil surges on Middle East conflict while rate-hike fears spike — long energy, short consumer discretionary

The combination of a literal naval blockade in the Strait of Hormuz and active US strikes on Iran is physically constraining global oil supply, pushing prices higher for four straight days. At the same time, sticky inflation and a potential

Stripe's massive $53B PayPal takeover bid — momentum play on PayPal

Stripe and Advent have reportedly offered to buy PayPal for $60.50 per share, a 28% premium to its previous closing price. In buyout situations, the target company's stock usually jumps to just below the offer price and stays there as the m