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TOP PICK

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as digital video compact disc player, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan. Social media mentions are up 61% in the past 24h.

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🔒 Premium Content Alert – This buzzing stock opinion is accessible only to Premium members

Discover an exclusive list and analysis of the stocks that are trending on social medias—accessible only to our Premium subscribers. With a keen focus on the stocks that are setting social media ablaze, this weekly feature offers an invaluable lens through which to evaluate market movers. Say goodbye to the endless scroll through social media timelines; we curate the buzz so you can invest your time as wisely as your money. Unlock Premium Now.

TOP PICK

Kohl's Corp. engages in the operation of family-oriented department stores. Its business line includes apparel, footwear, and accessories for women, men, and children, home products, beauty products, and accessories. The stores generally carry a consistent merchandise assortment with some differences attributable to regional preferences. The company was founded in 1962 and is headquartered in Menomonee Falls, WI. Social media mentions are up 900% in the past 24h.

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🔒 Premium Content Alert – This buzzing stock opinion is accessible only to Premium members

Discover an exclusive list and analysis of the stocks that are trending on social medias—accessible only to our Premium subscribers. With a keen focus on the stocks that are setting social media ablaze, this weekly feature offers an invaluable lens through which to evaluate market movers. Say goodbye to the endless scroll through social media timelines; we curate the buzz so you can invest your time as wisely as your money. Unlock Premium Now.

TOP PICK

PG&E Corp. operates as a holding company, which engages in generation, transmission, and distribution of electricity and natural gas to customers. It specializes in energy, utility, power, gas, electricity, solar and sustainability. The company was founded in 1995 and is headquartered in Oakland, CA. Social media mentions are up 1400% in the past 24h.

COMMENT
Valuations.

High, but we've never seen companies as profitable as the likes of META and GOOG and MSFT. Economic productivity is being pushed by AI. He believes the growth rate for Q4 productivity in 2024 was 2.7%, so that can compensate for an awful lot.

COMMENT
Economy.

In the industrial economy, we've made a lot of cars forever and now the population's doubled. We lost a lot of technical people and machinists during the pandemic, and now they're back and getting retrained. Airbus can't make enough planes, and Boeing has its own problems. 

So the industrial economy is still emerging. Simpler things have come on faster, with more complex things being more delayed but they're coming along.

We're going to see lower inflation and higher growth. Wages are going to go up. The depression from the pandemic and inflation will gradually dissipate, the economy will do nicely, and it will be a bit of a boom time.

COMMENT
Big tech will continue to lead.

Thinks they'll lead, but hoping by not as much so that the rest of the economy can pick up and go along with them. The big technology play is still in the early stages of unfolding.

COMMENT
Focus is on cyclicals, resource stocks, and copper.

Copper, especially, is going to be needed to fuel the electric world we're moving to and the data centres we keep hearing about. But it's tough to find things to invest in with copper.

PARTIAL SELL

He'd loaded up, but trimmed yesterday to bring the position back in line. Still loves the outlook for the stock, one of his major weightings. US expansion going extremely well, lots of runway. Price target in 2-3 years might be $75-85. If $75, don't buy now. If $85, could buy a bit today and average in.

WEAK BUY

Likes the energy space, so he'd be OK with buying this name. Pipelines to the West Coast have opened up. His play is through CVE.

BUY

Likes the energy space, and this name is his play. Pipelines to the West Coast have opened up. 

PARTIAL BUY

When a new client comes in, he buys a bit. When it gets ahead of itself, he sells a bit. A core holding. Not that expensive at 21-22x. Pressure now, as Europeans are looking at its market share. Waymo starting to get traction. Great outlook. Leg in for a great long-term play of 5 years or more.

BUY
All-time high today.

Makes all kinds of support products for AI chips, if not the chips themselves. For example, all GOOG's data centres use its technology. Totally comfortable owning it now for a 2-3 year ride. Buy high, sell higher.

BUY

A 3% position for him because of the nice dividend, sometimes a special dividend. No debt, cash is accumulating, might be considering acquisitions. Will continue to be a leader in more complicated broadcasting. Sales are lumpy. Yield is 6.4%.

COMMENT
Buy the S&P Index or QQQ?

He's a stock-picker, so he wouldn't buy an ETF. However, companies in either of these are the place to be for the next 10 years.