StockForum Journal
Notes and analysis on stocks and macro markets.
Updated 2024-09-02
TSMC maintains an unrivaled position in the market based on its overwhelming technological superiority. Demand in the AI and high performance computing (HPC) markets is rapidly increasing, and TSMC is taking advantage…
Updated 2024-08-30
Despite the brilliant outlook for the AI semiconductor market, the stock price of Micron Technology, Inc. (MU) is struggling. Is this an opportunity to invest at a low price in the future of AI? Or is there a reason f…
Updated 2024-08-29
outline Pinduoduo (PDD Holdings Inc.) showed performance that exceeded expectations in its recent second quarter earnings release, but sales were lower than expected and management warned of a slowdown in future growth.…
Updated 2024-08-21
There are stocks that are coming into the spotlight again, showing signs of delayed interest rate cuts. Chevron (CVX, hereafter Chevron) is an essential dividend stock. It tends to be linked to crude oil, a raw material…
Updated 2024-08-12
There was news that Berkshire Hathaway (BRK.B, hereafter Berkshire), a strong ally of Apple, sold stocks on a large scale. Not only was Berkshire the company that had held Apple unwaveringly despite numerous growth issu…
Updated 2024-07-26
While Big Tech slowed down due to recent security issues from Trump and Microsoft, the US small and medium cap index Russell 2000 soared. As always, the debate over whether the Big Tech rally is sustainable is once agai…
Updated 2024-07-17
I would like to introduce American REITs, which are of high interest in Korea as dividend investments. The results were selected based on basic and quantitative analysis results and mainly referenced data from Seeking A…
Updated 2024-06-24
outline The stock price of Adobe Inc. (ADBE, hereinafter referred to as Adobe) soared after the recent announcement of second quarter earnings. In this earnings announcement, Adobe showed performance that exceeded marke…
Updated 2024-06-24
outline Super Micro Computer (hereinafter SMCI) has shown remarkable growth in recent years and is receiving great attention thanks to the increasing demand for AI server infrastructure. In this article, we will evaluat…
Updated 2024-06-17
summation If you want to invest in true automation robot related stocks rather than thematic investments, consider Rockwell Automation. The continued reshoring atmosphere in the U.S. and the manufacturing industry's mov…
Updated 2024-06-16
outline If you look at the media or YouTube, it seems like the world is only investing in AI or coins, but the popularity of dividend stocks, especially REIT investment , is quiet and steady. It is relatively more famil…
Updated 2024-06-16
outline There was a Palantir earnings announcement. It was a performance that exceeded market expectations. However, the stock price is sluggish and performance is still controversial. It is still not enough to calm the…