Yes, AI demand can realistically keep TSMC’s momentum intact into 2026, and the market can still be underpricing its AI leverage, but the upside depends on whether this cycle stays “tight” rather than “normalising”. Why momentum can stay strong into 2026 TSMC is the bottleneck for leading-edge AI: Most meaningful AI compute still concentrates around advanced nodes (N3/N2, advanced packaging). Even if end-demand fluctuates, the strategic need to secure capacity stays high. AI is not just GPUs: Beyond NVIDIA/AMD accelerators, AI demand spreads into CPUs, networking silicon, HBM controllers, custom ASICs (hyperscalers), and edge AI. That broadens TSMC’s growth base. Margins accelerating is a powerful signal: When profits and margins rise alongside revenue, it implies pricing power + high util
1) Does JPMorgan’s miss signal a broader capital markets slowdown? It can, but it is more “uneven recovery” than a full downturn. Investment banking is highly cyclical: If JPM’s IB revenue came in below guidance, it often reflects slower deal-making (M&A) and more cautious underwriting (IPOs, bonds) across the street, not just a firm-specific issue. High rates delay decisions: Higher discount rates make valuations harder to agree on, so CEOs and PE funds tend to wait longer, pushing deal timelines out. Trading can mask weakness: Even when IB is soft, markets revenue (FICC/equities trading) can hold up. So the signal is: deal activity is not rebounding as fast as hoped, not that the entire capital markets engine has stalled. Bottom line: JPM’s miss likely supports the view that capital
TSM’s $Taiwan Semiconductor Manufacturing(TSM)$ blowout quarter pretty much reset the bar for the entire semiconductor space. With margins expanding, AI-driven demand proving real, and capex leaning heavily toward advanced nodes, the market is clearly rewarding execution and visibility — not just a good story. That’s why Intel $Intel(INTC)$ feels like a tougher test. The stock is already up around 30% YTD, expectations on manufacturing progress have been pulled forward, and yet consensus still points to year-over-year declines in both revenue and profits. When expectations run ahead of fundamentals, the margin for disappointment gets very thin. So my pick is 🔴 C. Down more than 5%. After such a strong
Silver’s -5% Freefall: A "Rug Pull" or the Ultimate Buy Signal? 📉🐂 Silver(SImain) iShares Silver Trust(SLV) Gold(GCmain) The "Trump Trade" just claimed its latest victim: the Silver bulls. Spot Silver tanked 5% pre-market today, wiping out weeks of gains in a single session. The catalyst? The Trump administration officially paused broad tariffs on key minerals (including silver) to pursue bilateral talks instead. For weeks, speculators were piling into silver, betting that U.S. tariffs would lock out foreign supply and create a massive "domestic squeeze." That narrative just evaporated. But before you panic-sell your position, you need to understand why this drop is happening—and why Wall Street banks like Citi are quietly telling clients to stay constructive. Here is the deep dive on the
Earnings Calendar (19Jan2026) Procter & Gamble (PG): Stock and Financial Performance Overview Stock Price Performance and Analyst Sentiment Over the past year, Procter & Gamble’s stock price has declined by 7.9%, reflecting a steady downward trend in its one-year chart. Technical analysis currently offers a “Neutral” outlook, while analyst sentiment remains positive, issuing a “Buy” recommendation. The consensus price target is $165.68, indicating a potential upside of 14.63%. With a price-to-earnings (P/E) ratio of approximately 21, PG is considered fairly valued in comparison to the consumer staples industry average P/E of 21.8. 10-Year Financial Performance PG has demonstrated steady financial growth over the past decade. Revenue increased from $65.2 billion in 2016 to $84.
A Quiet Interest in Numbers: Following Flagstar’s Journey
I’ve been thinking a lot about Flagstar Financial (FLG) recently, mostly because their stock is releasing earnings on January 30, 2026. I’m not planning to buy—at least, not yet—but there’s a part of me that can’t help checking. There’s something quietly compelling about watching a company’s story unfold through numbers, seeing whether strategy, effort, and past decisions finally come together. Flagstar Financial, Inc. (FLG) Flagstar’s recent years have been…well, full of changes. Back in April 2021, New York Community Bancorp announced it was acquiring Flagstar in an all-stock merger. It wasn’t a fast process—the deal completed only in December 2022. But then, just a few months later, in March 2023, Flagstar absorbed nearly all of Signature Bank’s deposits after Signature collapsed. I sti
📉🎬🇪🇺 Netflix vs Europe, $83B at Stake as Warner Deal Odds Slide and Valuation Resets 🍿🎥📉
$Netflix(NFLX)$$Warner Bros. Discovery(WBD)$ $Paramount Skydance Corp(PSKY)$ Europe has become the decisive battleground for the $83B $NFLX–$WBD endgame, and markets are already repricing the outcome. 🇺🇸➡️🇪🇺 US pressure is not landing, so the resistance has shifted offshore. The anti-$NFLX campaign has now firmly moved into Europe as scrutiny intensifies around the proposed $83B transaction involving $WBD. This is no longer Washington noise, it is a regulatory and cultural battleground. 🎬 David Ellison of $PSKY has been on the ground in Paris, meeting directly with President Macron and senior film executives. Paramount teams have made
🌟🌟🌟The biggest benefit of investing through SRS is simple: I get rewarded today for planning for tomorrow. Every dollar I contribute to SRS lowers my taxable income. It is like the government is giving me a polite pat on the back and saying "Good job thinking ahead". Cash doesn't do that. Cash just sits there, quietly depreciating and pretending it is helping. But SRS? It gives me instant tax savings and then lets me grow that money through investments instead of letting inflation nibble at it. And the best part? I can invest my SRS funds directly through Tiger Brokers. No queues. No drama. Just tap, buy, done. My Top SRS ETFs Once money is inside SRS, the real magic happens when I put it to work in the right places: SPDR STI ETF:
AST SpaceMobile and EchoStar Stay Bullish as Options Turn Bearish on ServiceNow Large, newly opened options trades emerged today, offering highly informative capital signals: $AST SpaceMobile, Inc.(ASTS)$ is being treated as a continuation of a strong trend; $EchoStar(SATS)$ remains favored for medium- to long-term upside, though its one-year upside is being explicitly capped; meanwhile, $ServiceNow(NOW)$ is facing clear bearish continuation bets ahead of earnings. ASTS: Bullish but Risk-Controlled, Large Put Selling Signals Trend Continuation ASTS shares surged rough
Netflix Is -34% Since June. Here's Its Chart Ahead of Earnings $Netflix(NFLX)$ has fallen 34% from last June's all-time high, with almost half the declines following word the streaming giant aims to buy $Warner Bros. Discovery(WBD)$ in what's become a bidding war with rival suitor $Paramount Skydance Corp(PSKY)$ . Let's see what NFLX's chart and fundamentals say ahead of next week's Q4 earnings report. Netflix's Fundamental Analysis Netflix and Paramount Skydance have been angling for months to buy Warner Brothers Discovery, with WBD agreeing last month to Netflix's $72 bil