Andy Lin's Long-term Stock Investment Blog

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.

S&P 500 bull return in a row, what will happen next, based on past century data

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.

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.

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

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.

Author: Andy Lin