{
Taiwan Semiconductor Manufacturing

Companies

}
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valiant capital partners reports strong gains and bullish outlook on power sector

Valiant Capital Partners, led by Chris Hansen, has seen a strong performance, gaining 25.5% year-to-date through mid-November, following a rebound after a challenging July. The fund has significantly increased its exposure to the power sector, driven by the anticipated impact of artificial intelligence on U.S. power consumption, while maintaining a conservative market position amid high equity valuations. Key holdings include Taiwan Semiconductor Manufacturing and Core Scientific, which is transitioning into a data center REIT.
Institutional Investor
United States Dollar Euro Microsoft Corporation Taiwan Semiconductor Manufacturing Eli Lilly and Company adidas AG USA TWN Chris Hansen Show more
Finance & Economy, Market Report
15:46 26.11.2024

us chip export controls may heighten tech sector volatility according to analysts

Volatility in the technology sector is expected to rise following new US export controls on advanced chips, particularly affecting Taiwan Semiconductor Manufacturing (TSMC) and its Chinese clients. UBS strategists anticipate that while semiconductor stocks may initially drop due to these restrictions, strong fundamentals and increased AI investments will support a rebound. Major tech firms are projected to boost AI spending significantly, benefiting companies involved in AI semiconductors.
au.investing.com
Armenian Dram United States Dollar NVIDIA Corporation Taiwan Semiconductor Manufacturing Advanced Micro Devices, Inc. USA TWN CHN Mark Haefele Donald Trump Show more
TradFi, Market Report
11:02 12.11.2024

tech sector faces increased volatility amid new us chip export controls

Volatility in the technology sector is expected to rise following new US export controls on advanced AI chips, particularly affecting Taiwan Semiconductor Manufacturing (TSMC) and its Chinese clients. UBS strategists anticipate that while semiconductor stocks may initially drop, strong fundamentals and increased AI investments from major tech firms will support a rebound. Investors are advised to prepare for volatility and consider strategies based on their exposure to AI-related stocks.
Investing.com
United States Dollar NVIDIA Corporation Taiwan Semiconductor Manufacturing Advanced Micro Devices, Inc. USA TWN CHN Mark Haefele Donald Trump Show more
TradFi, Market Report
10:58 12.11.2024

third point hedge fund gains 18 percent nearing best results since 2021

Dan Loeb's Third Point hedge fund gained 2.7% in October, bringing its year-to-date performance to 18.4%, nearing its best results since 2021. Key contributors included Taiwan Semiconductor Manufacturing and LPL Financial, while Bath & Body Works was a significant detractor. The fund's net long exposure in equities remains around 75%, with major positions in PG&E, Amazon, and UBS, the latter acquired after Credit Suisse's troubles.
Institutional Investor
United States Dollar Credit Suisse Anlagestiftung Siemens Energy AG LPL Financial Holdings Inc. Meta Platforms, Inc. Pacific Gas and Electric Company Amazon.com, Inc. UBS AG Taiwan Semiconductor Manufacturing Vistra Corp. Microsoft Corporation Danaher Corporation USA DEU TWN Vistra Corp LPL Financial Holdings Siemens Energy Dan Loeb Taiwan Semiconductor Manufacturing Show more
Finance & Economy, Market Report
21:43 06.11.2024

light street capital excels with strong gains in turbulent market conditions

The Tiger Grandcub, led by Glen Kacher, has maintained its status as a top performer, with its long-short fund gaining 5.78% in October, bringing its year-to-date return to 53.26%. Light Street Capital's long-only fund rose 3.84% in October, up 39.85% for the year. The firm remains bullish on AI and semiconductor stocks, with Nvidia and TSMC as major holdings, while also initiating a position in Celestica, which surged 34% in October.
Institutional Investor
Taiwan Semiconductor Manufacturing Celestica Inc. NVIDIA Corporation Advanced Micro Devices, Inc. USA TWN Glen Kacher Blackstone Intel Show more
Finance & Economy, Market Report
22:21 05.11.2024

tiger funds rebound from losses to outperform the market in 2024

Several Tiger Cubs and related funds are rebounding strongly after significant losses during the bear market, with many nearing their high-water marks. Glenn Kacher’s Light Street Capital leads with a 45% gain this year, driven by investments in AI and semiconductor stocks. Other notable performers include Dan Sundheim’s D1 Capital Partners, up over 34%, and Neeraj Chandra’s Untitled Investments, which has risen 21%.
Institutional Investor
Instacart (Maplebear Inc.) Taiwan Semiconductor Manufacturing Meta Platforms, Inc. Philip Morris International Inc. NVIDIA Corporation Microsoft Corporation TWN USA KAZ Neeraj Chandra Dan Sundheim Glenn Kacher Stephen Mandel Jr. Show more
Finance & Economy, Market Report
19:14 24.10.2024

Lone Pine Capital rebounds but remains below previous performance highs

Lone Pine Capital rebounded in the third quarter, with its long-short fund, Lone Cypress, gaining 5% and its long-only fund, Lone Cascade, rising 8%, bringing year-to-date increases to 23% and 25%, respectively. Despite these gains, the firm, founded by Stephen Mandel Jr., remains below its high-water mark due to a modified fee structure that allows partial performance fees while waiting for full recovery of losses. Currently managing about $17 billion, Lone Pine's portfolio focuses on major tech stocks and beneficiaries of artificial intelligence.
Institutional Investor
United States Dollar Amazon.com, Inc. KKR & Co. Inc. Vistra Corp. Philip Morris International Inc. Meta Platforms, Inc. Microsoft Corporation Taiwan Semiconductor Manufacturing TWN USA Stephen Mandel Jr. Show more
Finance & Economy, Market Report
17:22 22.10.2024

third point lags behind benchmark despite strong september performance

Dan Loeb's Third Point hedge fund achieved a 2.9% gain in September, outperforming the S&P 500's 2.1%, but remains behind the benchmark for the year with a 15.6% increase compared to 22.1%. Key contributors included Vistra Corp., Amazon, and Meta Platforms, while losses came from Advance Automotive Parts and Airbus. The fund's stock portfolio is currently 75% net long, maintaining its top positions in Pacific Gas & Electric, Amazon, and Taiwan Semiconductor Manufacturing.
Institutional Investor
United States Dollar Vistra Corp. Amazon.com, Inc. American International Group, Inc. Taiwan Semiconductor Manufacturing Advance Auto Parts, Inc. Covestro AG Ferguson Enterprises Inc. Live Nation Entertainment, Inc. Danaher Corporation Meta Platforms, Inc. DSV A/S Pacific Gas and Electric Company Airbus SE DNK USA Dan Loeb Facebook Meta Platforms Vistra Corp. Live Nation Entertainment Amazon Show more
Finance & Economy, Market Report
20:48 07.10.2024
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