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3.11K
Selection
orsiri
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2025-10-17

TSMC’s Gold Rush: Can Nvidia Stay the Shovel Seller of the AI Age?

TSMC just posted numbers that would make a gold miner blush—profits gushing, margins glittering, and every investor asking the same question: if this is the AI gold rush, is Nvidia still the shovel seller, or has the market already priced in perfection? Where silicon veins pulse, the new gold rush begins Let’s be clear: TSMC’s latest quarter didn’t just beat expectations; it bulldozed them. Revenue up nearly 39 percent, net income up over 60 percent year-on-year, and profit margins pushing 40 percent. When the plumbing of the digital world starts minting returns like a luxury brand, you know the supply chain has entered a new economic age. But this isn’t only about TSMC’s numbers—it’s about what they signal for $NVIDIA(NVDA)$ and the broader AI bu
TSMC’s Gold Rush: Can Nvidia Stay the Shovel Seller of the AI Age?
TOPMerle Ted: TSM literally had the best quarterly earnings of the entire last 9 months compared to other hype stocks! Q3 Revenue $33.1B easily beat $32B and EPS $2.92 crushed $2.63 expectation. Folks, this is an outstanding outcome!
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1.98K
Selection
nerdbull1669
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2025-10-17

3M Q3 Earnings To Focus on Execution and Outlook Amidst Lingering Headwinds

$3M(MMM)$ is set to announce its third-quarter 2025 financial results on Tuesday, October 21, 2025, before the market opens. Investors will be keenly watching for signs of sustained operational momentum and a clear outlook for the remainder of the year, as the company continues to navigate a complex global economic landscape and the financial ramifications of its significant legal settlements. Analysts are projecting a mixed but generally stable quarter for the manufacturing giant. The consensus estimate for earnings per share (EPS) is approximately $2.11, with revenue expected to be around $6.25 billion. This comes after a second quarter that saw 3M beat expectations and raise its full-year guidance, setting a cautiously optimistic tone. The upcom
3M Q3 Earnings To Focus on Execution and Outlook Amidst Lingering Headwinds
TOPMortimer Arthur: Nothing to see here until earnings or a big announcement in the area of nuclear energy. But it’s forming a solid base to launch higher.
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1.49K
General
Barcode
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2025-10-16
$Rocket Lab USA, Inc.(RKLB)$ $AST SpaceMobile, Inc.(ASTS)$ 🚀📈🧠 RKLB: Morgan Stanley Bull Case + “Owl New World” Ignites Breakout Momentum 🛰️🔥🌍 I’m watching $RKLB rip higher as Morgan Stanley drops the highest Street target with a Bull Case of $107 and Base Case of $68, benchmarked against SpaceX’s 2021 valuation. The bull scenario prices in Neutron’s accelerated cadence, rising margins above 60% by 2029, and the scaling of its constellation strategy. Shares surged 5.13% in pre-market on Wednesday after Rocket Lab completed its 15th mission of 2025, dubbed “Owl New World.” The operational execution is now catching up to the valuation rerating narrative. Price has blasted through 69.31 resistance with stren
$Rocket Lab USA, Inc.(RKLB)$ $AST SpaceMobile, Inc.(ASTS)$ 🚀📈🧠 RKLB: Morgan Stanley Bull Case + “Owl New World” Ignites Breakout Momentum 🛰️🔥🌍 I’m w...
TOPQueengirlypops: Rocket man 🚀 let’s go to $100 💥
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3.46K
Hot
JC888
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2025-10-17

RGTI & QBTS - Quantum Rising Stars. Buy?

Quantum Euphoria. For the week beginning 13 Oct 2025, quantum computing stocks continued to surge. In particular, shares of $Rigetti Computing(RGTI)$ and $D-Wave Quantum Inc.(QBTS)$ (the quantum twins) have surged more than +88.74% and +74.72% respectively, since the beginning of October 2025. All this driven by distinct but complementary catalysts related to major institutional backing, analyst upgrades, and geopolitical optimism in advanced computing technology. $Rigetti Computing(RGTI)$ Rigetti’s surge was fueled by: JPMorgan’s $10 billion “Security and Resiliency Initiative” announced on 13 Oct 2025, that identified quantum computing as one of 27 strategic te
RGTI & QBTS - Quantum Rising Stars. Buy?
TOPMortimer Arthur: I'll be holding no doubt. quantum computing is the future and will change the world, short term movement means nothing in the grand scheme of things just a minor dip on a huge long term up tend
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5.15K
General
3.08K
General
Aenon
·
2025-10-16
$STANCHART(02888)$  Standard chartered, saw the news it's partnering with OKX and it's on top of their partnership with Coinbase. DCA up since they buying their own shares actively too. For the long term. PS: not financial advice. Do your own research.  🙏😊🍀
$STANCHART(02888)$ Standard chartered, saw the news it's partnering with OKX and it's on top of their partnership with Coinbase. DCA up since they ...
TOPRon Anne: STANCHART’s OKX+Coinbase ties + buybacks? Long-term DCA makes sense!
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