In the past 100 years, there have been two times S&P 500 bull return in a row, more than 20% annual return rate. The results were both tragic, causing the U.S. stock market to perform poorly for many years.
Why is TSMC valuation much lower than US peers?
When large-scale investment institutions in the United States consider the TSMC valuation, they use the perspective and starting point of the United States to compare TSMC with its local semiconductor peers in the United States
2024 Top 10 best-performance stocks of worldwide market, S&P 500, Nasdaq, and country ETF
I did some statistics on the best-performance of the S&P 500 Index, Nasdaq Index, and ETFs of various countries in 2024.
TSMC Morris Chang’s controversial words and deeds
Taiwan government invested only NT$5.5 billion in TSMC, accounting for about 48% of the shares. This is why TSMC founder Morris Chang later said that the government only invested a small amount of money. Morris Chang’s remarks are typical of taking advantage of others.
Apple repurchase, Buffett sold most of Apple stake,Nvidia capital operation, Tesla, AI bubble, Willow quantum chip, this blog turns off comments
Peter read my post of Apple repurchase two days ago, inspired to write me a letter, raised several great questions and his concerns, I wrap up the feedback to him as this post.
The reasons behind Broadcom share price consistantly outperformance
“99% of all internet traffic crosses through some type of Broadcom technology”, Broadcom said. The reason behind the long-term continued outperformance of Broadcom share price is that I vote for Broadcom CEO Hock E. Tan.
Taiwan’s abandoned nuclear hit TSMC hard, profit margins decrease 1% by electricity price increase
Taiwan government has repeatedly brainwashed the people with internal propaganda: anti-nuclear is the trend of the world and the times. Taiwan’s electricity prices are among the cheapest in the world. Now it has been proven that it was all lies. Taiwan’s abandoned nuclear has caused electricity prices to rise repeatedly, and the whole people have suffered the consequences.
Rapidus will be TSMC’s strongest rival in the near future
Rapidus is a chip foundry supported by the Japanese government. It has been given only one mission–to revitalize Japan’s semiconductor industry, which was once the world’s number one but was strangled by the United States.
Nvidia’s new business set to grow its share price
The importance of this article is: the Nvidia’s new business discussed in this article will determine the boundaries of Nvidia’s future market value growth! What kind of new records its stock price can continue to set depends entirely on these new businesses, not the existing old business areas.
How low-key Marvell makes money?
Marvell was the sixth largest professional semiconductor designer in the world by revenue at the end of 2023.
Mong-Song Liang, the hero of SMIC’s breakthrough in US blockade
Almost all Taiwan’s media circles label Mong-Song Liang a traitor, which I really disagree with. History will give Mong-Song Liang a fair justice. He is the biggest contributor of Samsung’s 14nm, SMIC’s 20nm, 14nm, 7nm, 5nm and beyond
Andy’s free tools developed for US stock investment
In this article, here is a list of investor’s must-have, Andy’s free tools developed for US stock investment.
“The Rules of Super Growth Stocks Investing”, my first US stock book, ship worldwide, free shipping to Taiwan
“The Rules of Super Growth Stocks Investing《超級成長股投資法則》” has been published in April 2021. The English title is “The Rules of Super Growth Stocks Investing”. Click here to immediately view the flip-book video of the new book “The Rules of Investing in Super Growth Stocks”. Where to place my order? Please click the link “The Rules … Continue reading ““The Rules of Super Growth Stocks Investing”, my first US stock book, ship worldwide, free shipping to Taiwan”
Follow Andy Lin’s long-term investment at US stocks Facebook, Twitter and LinkedIn
We need facebook Facebook has always been the social network with the widest audience because Facebook is so ubiquitous and convenient. For a long time, some friends have hoped that this blog can have a Facebook communication channel. Facebook Group After many years of trying, I established a Facebook group called “Andy Lin’s Facebook group … Continue reading “Follow Andy Lin’s long-term investment at US stocks Facebook, Twitter and LinkedIn”
Articles set for US stock dummies: resources, tools, books investors must have, ETF tracking broader market, how to trade US stocks?
US stock resources, tools, and books investors must have
New book releases “The Rules of 10 Baggers”, ship worldwide, free shipping to Taiwan
The Rules of 10 Baggers
Why do most people fail in stocks investment? 4 simple reasons
There are hundreds of reasons for why people fail in stocks investment, and there is never any lack of discussion.
How does Broadcom make money? Significant changes in business approach
Significant changes in Broadcom’s business approach
ERP oligopoly SAP succeeds in AI and cloud transformation, How SAP makes money?
SAP’ is extremely important to the back-end operations of an enterprise. Without it, the daily operations of the enterprise will come to a halt.
High growth country generally have poor stock returns
In developing countries, high growth country, many profitable, large-scale, and monopolistic companies are state-owned or even unlisted companies. If companies that benefit from economic growth are not listed on the market and shared with the majority of shareholders, it will be difficult for the stock market to reflect the fruits of the country’s economic growth.
IBM decision-making mistakes in the past 4 decads led to today’s outcome
IBM has made major and irreparable mistakes in decision-making on many major issues; it can be said that IBM decision-making mistakes caused today’s predicament.
Humanoid Robots current status and vendors
Humanoid robots will usher in explosive maturity in the next five to ten years. It is estimated that by 2035, it will create an output value of nearly US$26 billion.
The crowd tend to lose their judgment and get lost
People get lost in market: Seeing is believing NOT exist in market, Markets are not rational, Academic hypothesis not refect the fact.
Irrational Exuberance Indicator
The Irrational Exuberance Indicator Greenspan is referring to is to measure the irrational valuation of the stock market by comparing the “difference” between stock yields (the inverse of the price-to-earnings ratio) and bond yields.
The larger the portfolio, the lower the return on investment will possibly be over decads
If you have a good memory, investors, have you ever thought about this: Why are most of the so-called investment celebrities who were once so glorious, had amazing return on investment, and were all over major print and electronic media, disappearing later? The reasons are here.
TSMC is becoming the lord of semiconductor packaging, in addition to foundry
TSMC’s semiconductor packaging-related financial revenue indicators at the third quarter of 2024 are as follows: In the second quarter of 2024, packaging business-related revenue reached US$2.4 billion. In the third quarter of 2024, revenue related to the packaging business reached US$3.2 billion, a quarterly increase of 36%. CoWoS packaging production capacity will double in 2024.