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Reported yesterday, and momentum has turned up. Trades at 9x PE, with 9% free cash flow yield, around 15% earnings growth. Are breaking the company in two.

Reports Tuesday. They will talk about tariffs in China, not Mexico.

Is down 25% this week after earnings, which was overdone. They have $700 million in free cash flow which will let them buyback shares and support the stock. She's taking a breath as shares recover. Eventually, she will sell, but not after this sell-off. Pays a 4.2% dividend yield, so maybe it's interesting to enter now.

It could reach $100. She's bullish. Has long held it. They target $10.7 billion free cash flow this and expects so. A smart CEO.

Meta's gross margins are 80% vs. Amazon's 50%. Meta trades at 25x vs. Amazon 37x. So, wouldn't money be rotating out of Amazon into Meta? It hasn't.

Their earnings growth + PE was the most reasonable last year and entering this. Earnings continue to grow and are controlling spending. Is the best of the Mag 7.

Owns it but has been totally wrong in not owning it in excess. Even after this run, it remains the cheapest Mag 7 stock at 25x forward PE and the only with good relative strength.

Will go higher. They beat top and bottom lines. EPS was ahead. He predicts Amazon along with one or two others, to the globe's biggest AI player. AWS is the biggest cloud, and will boast the most tools and users for AI solutions; they will monetize early and better than all others. They have the 3rd-largest ad business in the world, growing this past quarter. They benefit in AI long-term, with an installed user base already (don't need to attract people).

Has longed loved this. He targets $100. The CEO has done a great turnaround job. He and Bill Ackman are long in this name. Cash flows are huge. We're still early in self-driving cars, and Uber has a huge fleet and a fine app that these cars need. He's adding on weakness and won't sell.

RSI of 71, not crazy overbought, and is one of the S&P's best performers so far this year. Has seen a massive comeback since last summer;s massive outage and sell-off. Great job by the CEO.

They are THE data providers on anything AI on Wall Street, from ETFs to hedge funds. Lots of runway. A breakout is happening now.

Up 19% in a week. Is breaking out. AI data is driving 27% revenue growth and 29% profits this quarter. They're in the sweet spot.

It reports next Tuesday. Believes in the CEO. They will say great things about private credit and don't get enough credit for the turnaround.

Up 11% this week, and 35% this year. RSI of 74. Giving it a long leash in his stop. Has long owned it. It's on fire.

All the Mag 7 capex spending announcements are great for TSM.