Market

“The AI trade thanks to a terrific earnings report and 28% YoY growth for $TSM ( ▲ 4.44% ) is back on. The company will continue to raise forecast for the year it said” 😊 😋

Taiwan committed to $250B investment in US after a trade deal to build semiconductor fabs and factories. All semiconductor chipmakers and equipment companies rose on the deal including $AMAT ( ▲ 5.69% )  $KLAC ( ▲ 7.7% ) and $LRCX ( ▲ 4.16% )  

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Insights from the portfolio

Video of the day

Today’s video is on Gitlab $GTLB ( ▼ 3.9% ) the DevSecOps Platform for SaaS.

Deep dive of the day

Good setups for swing