$Amazon.com(AMZN)$ Amazon rose strongly last week mainly because its quarterly earnings were much better than investors expected, especially in its cloud and AI businesses. The biggest reasons were: * AWS (Amazon Web Services) accelerated growth. AWS revenue increased 37% year-over-year, its fastest growth in more than four years. This reassured investors that Amazon is benefiting from the AI boom. * AI demand remains very strong. CEO Andy Jassy said demand for AI infrastructure continues to exceed Amazon’s available capacity, and the company increased its planned AI and data center investment for the year. Investors interpreted this as confidence in future growth rather than a warning. * Earnings beat expectations by a wide margin. Amazon reporte
$Taiwan Semiconductor Manufacturing(TSM)$ I have topped up again! Why many long-term investors remain bullish TSMC has several characteristics that are difficult to replicate: * Dominant leadership in advanced semiconductor manufacturing. * Extremely high switching costs for customers. * Essential supplier to virtually every major AI chip designer. * Strong pricing power as demand exceeds supply. * Multi-year visibility into AI-related capital spending. Latest bullish news 1. Another blockbuster earnings beat TSMC reported very strong Q2 2026 results, with revenue growing about 36% year-over-year and gross margin approaching 68%, reflecting exceptional demand for AI chips. Management also maintained confidence in continued AI-driven grow
$Apple(AAPL)$ 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!