Brendan Jones @bajabus: "𝙒𝙀𝙀𝙆-𝘼𝙃𝙀𝘼𝘿 𝙈𝘼𝙍𝙆𝙀𝙏 𝙐𝙋𝘿𝘼𝙏𝙀 | 𝟭𝟯..."

Australia

Edited

𝙒𝙀𝙀𝙆-𝘼𝙃𝙀𝘼𝘿 𝙈𝘼𝙍𝙆𝙀𝙏 𝙐𝙋𝘿𝘼𝙏𝙀 | 𝟭𝟯 𝙩𝙤 𝟭𝟳 𝙊𝙘𝙩𝙤𝙗𝙚𝙧 𝟮𝟬𝟮𝟱 🟢Taiwan Semiconductor Manufacturing Company $TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR) is due to report results on Thursday Oct 16 and analysts expect a record quarter driven by AI infrastructure demand, with consensus forecasts pointing to roughly 28% net profit growth for the quarter. If TSMC posts strong revenue and upbeat guidance, it will support suppliers and equipment names across Taiwan and South Korea and lift the appetite for AI related capital spending. For portfolio positioning, pay attention to guidance for capital expenditure and lead times for advanced nodes as those items signal durable AI spending or a near term cyclical spike. 🟢OpenAI has chosen Broadcom ($AVGO) to help build custom AI processors, a deal that boosts Broadcom’s role in data centre networking and accelerators and helps diversify AI compute beyond existing suppliers. Even Pelosi is getting in on the action for this one sending the price skyrocketing recently. 🟢For Nvidia $NVDA (NVIDIA Corporation) and other incumbents, the deal does not remove their lead, but it increases the chances of multi-vendor infrastructure, which could moderate pricing power over time and reshape where hyperscalers source parts. AI investors should watch revenue cadence for Broadcom and any commentary on integration timelines, because supply visibility and software ecosystem support will decide who can grow their long term market share. 🟢The US Bureau of Labor Statistics has rescheduled the September consumer price index to 24 Oct because of government staffing disruptions, leaving the week ahead light on definitive official inflation reads. That means markets will lean more heavily on corporate earnings, private sector surveys and central bank commentary to infer the economic path in the near term. This raises two imperatives. First, treat company management commentary as a richer source of macro signals. Second, expect higher sensitivity to forward guidance and margin outlooks during earnings calls. 🟢Lastly, there are no scheduled Federal Reserve or European Central Bank policy decisions in the week of 13 to 17 October, with the next FOMC meeting set for 28 to 29 October and the next ECB meeting later in October. That calendar pause makes regional political and fiscal developments more important for banks and rate-sensitive sectors, eg recent political moves in Japan that have pressured the Yen and altered expectations for local banks. As a result, investors should watch regional credit spreads, swap curves and bank results for signs of shifting loan demand or funding costs across the USA Europe and Asia. 𝗧𝗿𝗮𝗱𝗲 𝗦𝗮𝗳𝗲 | 𝗟𝗶𝘃𝗲 𝗪𝗲𝗹𝗹 𝘽𝙧𝙚𝙣𝙙𝙖𝙣 @bajabus www.etoro.com/people/bajabus Ref: Reuters, WSJ, FT, ECB Related: $INTC (Intel) $AMD (Advanced Micro Devices Inc) $SPX500