Short term, volatility may persist as investors reassess earnings multiples and supply-chain risks linked to U.S.–China trade tensions. Key catalysts ahead include TSMC’s earnings and Nvidia’s next data centre update, which could restore sentiment if guidance remains strong.
In the medium term, selective accumulation during dips may prove rewarding, especially in companies with exposure to AI accelerators, foundry services, and power semiconductors. Still, discipline is vital — stay cautious on overhyped small caps and monitor bond yields, as further rate volatility could weigh on tech valuations again.
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- Enid Bertha·2025-10-15TOPTSM has a high probability of beating both EPS and Revenue (already reported good!) with stronger guidance on Oct 16, 2025 and will touch $350 on Oct 16, followed by $380-400 shortly after that.LikeReport
- Valerie Archibald·2025-10-15Buy. We could see $330 Friday after massive earnings releaseLikeReport
- AlanBright·2025-10-15Great insights! Love this analysis! [Applaud]LikeReport