wallstreetbets

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TSMC March Revenue Report (lemmit.online)

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The original was posted on /r/wallstreetbets by /u/SullyWSMFP on 2024-04-10 07:36:15.

March report is in!

HSINCHU, Taiwan, R.O.C. – Apr. 10, 2024 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for March 2024: On a consolidated basis, revenue for March 2024 was approximately NT$195.21 billion, an increase of 7.5 percent from February 2024 and an increase of 34.3 percent from March 2023. Revenue for January through March 2024 totaled NT$592.64 billion, an increase of 16.5 percent compared to the same period in 2023.

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TSM March 2024 Revenue Report (lemmit.online)

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The original was posted on /r/wallstreetbets by /u/Clarufy on 2024-04-10 07:37:13.

HSINCHU, Taiwan, R.O.C. – Apr. 10, 2024 - TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for March 2024: On a consolidated basis, revenue for March 2024 was approximately NT$195.21 billion, an increase of 7.5 percent from February 2024 and an increase of 34.3 percent from March 2023. Revenue for January through March 2024 totaled NT$592.64 billion, an increase of 16.5 percent compared to the same period in 2023.

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Do your worst (i.redd.it)

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The original was posted on /r/wallstreetbets by /u/anjielmoe905 on 2024-04-10 05:46:19.

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NVDA CEO gave us a heads-up 20 years ago 🚀 (old.reddit.com)

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The original was posted on /r/wallstreetbets by /u/A_Random_Guy_999 on 2024-04-10 05:45:12.

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$24k SPY $519 C Hail Mary (www.reddit.com)

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The original was posted on /r/wallstreetbets by /u/Lancerevo012 on 2024-04-10 04:47:20.

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Boeing - don't buy this dip, either (lemmit.online)

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The original was posted on /r/wallstreetbets by /u/Agreeable_Ice_4774 on 2024-04-10 03:22:22.

I've been closely watching Boeing's stock price as it has grinded lower, falling from the $200s down to the $170s. I expect this gradual decline to continue, even though I believe it's a long-term buy.

One of the issues is that people tend to get very emotional when discussing Boeing, and that's a problem in itself. But in the short to medium term, Boeing will also be suffering from some significant cash flow challenges:

Defense Business: Boeing is working through some very poor defense contracts. These will roll off in the coming years, but defense margins remain very poor in the meantime.
Commercial Business: Boeing has had to deal with poor contracts from the COVID-19 pandemic, unproductive production lines, and inventory issues. The news flow doesn't help, and it's possible they may not get back to full production until next year.
Services Business: This part of the business is doing fine, but how long can it support the two money-losing segments?

The underlying value is there, but these fundamental cash flow issues go beyond just the negative news. In the next 3-6 months, I believe Boeing is a bad buy.

The stock should benefit from a reset, but that will be difficult given Boeing's semi-governmental status and the politics they have to manage. It's essentially a value trap right now. I think it's a screaming buy once they work through these problems, but not yet. Stay away!

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Hedge funds are selling stocks at the fastest pace in three months and stepping up short bets (www.cnbc.com)

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