C. 💻 Tech and semiconductors -To The Moon - Tiger Brokers Online Investing Community - To The Moon

C. 💻 Tech and semiconductors stay strong

Brent fell 2.7% to $105.83 after Saudi Arabia began moving more crude through Oman, partially relieving the immediate supply squeeze. Hormuz traffic, however, remains extremely depressed.

The post-Fed market is stabilising: global equities rebounded as Treasury yields retreated and Brent eased to $104.82, although both borrowing costs and energy remain restrictive. The important investment message is that the macro shock has eased slightly,e no hard evidence of AI infrastructure demand rolling over.
$Broadcom(AVGO)$ just reported perhaps the strongest confirmation: Q3 AI semiconductor revenue was +221% YoY and +54% QoQ, with Q4 AI semiconductor revenue guided to +236% YoY. Q3 FCF was $13.7B, or 46% of revenue.
$Taiwan Semiconductor Manufacturing(TSM)$ official August revenue was NT$514.8B, +53.3% YoY, bringing Jan–Aug growth to 39.3%.
$NVIDIA(NVDA)$ latest Q2 FY27 filing shows revenue of $96.2B, +106% YoY, with Data Center at $89B, +117%.

Two Rounds of Treasury Buybacks, and Long-End Yields Still Hit a New High?

The Treasury bought 20- to 30-year debt again Wednesday, capped at $6B — second round in two weeks; the first filled only $5.2B. The bid came, yields didn't fall: the 10-year closed at 5.11%, up 15bp and the highest since 2007, as was the 30-year. October Fed hike odds hit 69.7%. Stocks fell: Nasdaq -1.13% to 26,936.04, erasing Tuesday's record; QQQ -0.84% to $741.21; S&P 500 -0.75% to 7,706.03; Dow -0.68% to 51,511.59. Bulls say firm data, not weak demand, is lifting yields; bears say two buybacks and a new high prove the bid can't absorb supply. At what yield do you redo the math on stocks?

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Comments

jinxie
09-18
jinxie
AVGO putting up 221% AI growth with 46% FCF margin is the part people still underrate. That says AI infra demand is not just strong, it is monetising cleanly

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Q3 FCF was $13.7B, or 46% of revenue. \n<br><a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> official August revenue was NT$514.8B, +53.3% YoY, bringing Jan–Aug growth to 39.3%. \n<br><a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> latest Q2 FY27 filing shows revenue of $96.2B, +106% YoY, with Data Center at $89B, +117%.</body></html>","htmlText":"<html><head></head><body>C. 💻 Tech and semiconductors stay strong \n<br>\n<br>\n<br>\nBrent fell 2.7% to $105.83 after Saudi Arabia began moving more crude through Oman, partially relieving the immediate supply squeeze. Hormuz traffic, however, remains extremely depressed. \n<br>\n<br>\n<br>\nThe post-Fed market is stabilising: global equities rebounded as Treasury yields retreated and Brent eased to $104.82, although both borrowing costs and energy remain restrictive. The important investment message is that the macro shock has eased slightly,e no hard evidence of AI infrastructure demand rolling over. \n<br><a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> just reported perhaps the strongest confirmation: Q3 AI semiconductor revenue was +221% YoY and +54% QoQ, with Q4 AI semiconductor revenue guided to +236% YoY. Q3 FCF was $13.7B, or 46% of revenue. \n<br><a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> official August revenue was NT$514.8B, +53.3% YoY, bringing Jan–Aug growth to 39.3%. \n<br><a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> latest Q2 FY27 filing shows revenue of $96.2B, +106% YoY, with Data Center at $89B, +117%.</body></html>","text":"C. 💻 Tech and semiconductors stay strong Brent fell 2.7% to $105.83 after Saudi Arabia began moving more crude through Oman, partially relieving the immediate supply squeeze. Hormuz traffic, however, remains extremely depressed. 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