$Apple(AAPL)$ still love Apple, at least it share price has been stable! Apple (NASDAQ: AAPL) currently trades at a premium valuation versus both its own history and the broader market. Key valuation metrics (current): * Market capitalization: approximately US$4.6–4.9 trillion * Trailing P/E: roughly 37–40× earnings * Forward P/E: roughly 30–32× next year’s expected earnings * Price/Sales: about 10× * EV/EBITDA: about 29× Is Apple expensive? Compared with its own history, yes. * Apple’s long-term average P/E has generally been in the 20–30× range. * Today’s valuation near 40× earnings implies investors expect continued earnings growth, resilient iPhone demand, expanding services revenue, and stronger AI-driven product upgrades. Bull case * E
$Taiwan Semiconductor Manufacturing(TSM)$ this company is still going strong despite the competition! It is not too late to buy now if you haven't invested in $Taiwan Semiconductor Manufacturing(TSM)$ Taiwan Semiconductor Manufacturing Company (TSM) has an excellent Return on Equity (ROE). * Current ROE (TTM): ~32.7% * 5-year average ROE: ~29.0% How to interpret it * Above 20%: Excellent * 15–20%: Very good * 10–15%: Acceptable * Below 10%: Generally weak (depending on industry) At around 33%, TSM is generating roughly 33 cents of profit for every dollar of shareholders’ equity, which is exceptional for a capital-intensive semiconductor manufacturer. This reflects: * Strong pricing power in
$Alphabet(GOOG)$ time to top up again. $Alphabet(GOOG)$ has come down a bit lately and there is no reason not to top up. This is a quality company and earning could be explosive 🧨 in the near future.
$Torm PLC(TRMD)$ I hold this stock for a long term and sold partial to take some profits, to move capitals around. You need to stay active to grow your portfolio and that's what I am trying to do!
$Broadcom(AVGO)$ Topped up $Broadcom(AVGO)$ as I believe this stock will shine even more in long term. Still opportunity to buy more after most tech shares pull back. Market should recover (I hope) a bit this week! Hang in there my fellow traders!