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日期發布者立場提及日收市價最新收市價模擬報酬來源

Host endorsed buying the dip across each layer of the AI stack: "maybe I just buy a little Lumentum, Micron, uh, TSMC and you kind of get a little bit of each layer of the stack..…

增持 · Overweight412.35436.87+5.95%Video

Overweight · 維持 · Maintained

看好 · Buy412.61436.87+5.88%Yahoo Finance · provider

"$1,500 into TSM at 420.31" after "those massive earnings," the fourth semi name bought on the dip.

增持 · Overweight422.25436.87+3.46%Video

臺積電本周四盤前公布財報,觀點與之前一致、維持原判,一直比較看好這隻股票;若財報後股價打折到435以下,可以考慮少量開倉,下方405支撐位附近進一步加倉擴大倉位。

看好 · Buy444.35436.87-1.68%Video

TSM was at 480 this week, now at 453... if you believe in the AI story, you just have to buy those dips and hope that OpenAI and Anthropic will keep growing.

增持 · Overweight453.31436.87-3.63%Video

Overweight · 維持 · Maintained

看好 · Buy482.30436.87-9.42%Yahoo Finance · provider

"TSM continues to hit alltime highs... TSM is quietly getting ready to be a $3 trillion company. It's at 2.45 trillion." Notes the SpaceX/Terafab relationship rumor is a positive,…

持有 · Hold485.80436.87-10.07%Video

Overweight · 維持 · Maintained

看好 · Buy397.30436.87+9.96%Yahoo Finance · provider

Buy · 維持 · Maintained

看好 · Buy439.65436.87-0.63%Yahoo Finance · provider

Overweight · 維持 · Maintained

看好 · Buy385.50436.87+13.33%Yahoo Finance · provider

Overweight · 維持 · Maintained

看好 · Buy339.73436.87+28.59%Yahoo Finance · provider