CommonQuant
Breaking research

2 ideas from this batch

Published 2026-07-16T03:01:25.537252Z

Ideas in this batch

AI chip demand is exploding — ride the momentum on ASML and TSMC
ASML is the bottleneck for global chip production, so when they raise guidance, it signals massive upcoming demand for chips. TSMC is their largest buyer and is simultaneously projected to announce record profits. With both companies confir
Inflation cools while big banks print record profits — ride the momentum on JPMorgan, Citi, and Goldman
JPMorgan, Citi, and Goldman Sachs just crushed their earnings expectations, with Goldman's profit surging 78% and JPMorgan seeing record profits driven largely by a massive 86% jump in stock trading. This proves Wall Street is making money
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