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X @mert | helius.dev
mert | helius.dev· 2025-10-14 12:48
RT Juan (@juanaxyz00)part of the reason so many teams spent so much time building absolutely useless meta internet games was because that was the only thing that was allowed since it didn't actually influence the direction of society in any meaningful way whatsoever.well, that's changing now. ...
Should You Buy, Sell or Hold TSM Stock Before Q3 Earnings Release?
ZACKS· 2025-10-13 13:36
Core Insights - Taiwan Semiconductor Manufacturing Company Ltd. (TSM) is set to report its third-quarter 2025 results on October 16, with earnings expected to rise by 33.5% year-over-year to $2.59 per share [1][2] - The company anticipates revenues between $31.8 billion and $33 billion, reflecting a 34% increase from the previous year [2][8] Financial Performance - The Zacks Consensus Estimate for TSM's third-quarter earnings has been revised upward by a penny over the past week [1] - TSM has a history of earnings surprises, having outperformed the Zacks Consensus Estimate in the last four quarters with an average beat of 6% [3] Market Position and Demand Drivers - TSM is benefiting from a robust semiconductor industry rebound, driven by the increasing demand for artificial intelligence (AI) applications [6] - The company's leadership in advanced chip technologies, particularly in 7nm and 3nm processes, is expected to contribute significantly to its growth [7][9] Revenue Growth Factors - The consensus estimates indicate a year-over-year increase in revenues and earnings per share, driven by advanced chip technologies and AI-led demand [8] - TSM's expansion into high-performance computing (HPC) and smartphone sectors is anticipated to enhance its performance [9][10] Cost Pressures - Rising operational costs from overseas expansions in Arizona, Japan, and Germany may negatively impact TSM's gross margins [11][22] - Increased electricity prices in Taiwan are also expected to affect profitability in the upcoming quarter [11] Stock Performance and Valuation - TSM shares have appreciated 42.1% year-to-date, outperforming the Zacks Computer and Technology sector [12] - The company is currently trading at a forward 12-month P/E of 25.62, which is lower than the sector average of 28.43 [15][18] Strategic Outlook - TSM is positioned as a key player in the AI revolution, with AI-related revenues expected to double in 2025 and a projected 40% compound annual growth rate over the next five years [20] - However, geopolitical tensions, particularly regarding U.S.-China relations, pose strategic risks that could impact TSM's near-term performance [21][22] Conclusion - TSM remains a cornerstone of the semiconductor industry, with strong capabilities in advanced chip manufacturing and exposure to AI demand [23] - Short-term headwinds, including geopolitical issues and margin pressures from global expansion, suggest a cautious approach to investment in TSM stock [24]
From Social Media to Courtrooms: Will Legal Challenges Weigh Down META Stock?
Yahoo Finance· 2025-10-09 18:50
Core Insights - Meta is facing a growing wave of lawsuits that introduce short-term uncertainty and long-term strategic concerns for the company [1] - The legal action, initiated by an Italian law firm, claims that Meta's platforms enable underage users to bypass age restrictions and become addicted to content [3] - Despite legal challenges, Meta's stock has shown strong performance, up 24.5% year-to-date, outperforming the Nasdaq Composite Index [4] Financial Performance - In Q2, the Family of Apps segment generated $47.1 billion in revenue, a 21.8% year-over-year increase, with $46.5 billion from advertising [5] - Meta's earnings grew 38% in Q2, with projections of 17.3% growth in 2025 and 7% in 2026 [7] - The company had $47.07 billion in cash and equivalents, with a free cash flow balance of $8.55 billion at the end of Q2 [8] Legal and Regulatory Environment - A trial regarding the lawsuit is set for February 2026, allowing Meta time to prepare [2] - Critics argue that Meta's current measures for teen safety are insufficient and easy to bypass [2][3] - If the verdict is unfavorable, Meta may face increased compliance costs and operational disruptions in Europe [7] Market Sentiment - The consensus for META stock is a "Strong Buy," with 47 out of 57 analysts recommending this rating [9] - The average price target of $872 indicates a potential upside of 19.6%, with a high target of $1,086 suggesting a possible 49% increase over the next year [9] - Despite ongoing legal issues, Meta's strong AI and advertising capabilities continue to support its stock performance [10]
ICB Announces their Metaverse! | Token2049 Singapore
Cointelegraph· 2025-10-09 02:32
We had a blockchain network. Our coin is listed at the nine exchange and now we are announcing our metaverse project base of uh education next generation of education. In next 5 to 10 years people they're going to live in the metaverse.Now I'm scary for the kids when they are using this is not right. there is no uh monitoring on it and uh that's why we create our KYC token to KYC people then access them to the metaverse people they use metaverse or they use NFD it should be for a reason like a land of legen ...
X @Cointelegraph
Cointelegraph· 2025-10-07 15:51
⚡️ NEW: @icbverse unveils an education-focused Metaverse where users can interact with history’s greatest minds, bringing KYC-verified next-gen learning to life, powered by @icbx_network.[Brought to you by @icbx_network] https://t.co/aDy192Wzne ...
Netcoins Elevates Crypto Intelligence with Daily Newsletter and Integrated News Feed
Globenewswire· 2025-10-07 10:00
Core Insights - BIGG Digital Assets Inc. has launched two new information tools for Netcoins users to enhance their decision-making in the digital asset markets [1][5] - The initiatives aim to position Netcoins as a leading and trusted crypto platform in Canada [5] Group 1: New Tools and Features - Netcoins users will receive a daily newsletter titled "24 Hours in Crypto," produced in partnership with FRNT Financial, providing market recaps and insights [2][3] - An integrated news feed has been introduced in the Netcoins Web App, aggregating real-time crypto headlines and Netcoins' blog content for user convenience [4] Group 2: Strategic Partnerships - The collaboration with FRNT Financial allows Netcoins to offer high-quality research and insights typically available only to institutional investors [4] - This partnership enhances the educational resources available to users, helping them stay informed about market developments [3][4] Group 3: Company Vision and Commitment - Netcoins is committed to transparency and compliance, aiming to provide a secure trading environment for both retail and institutional investors [7] - The new initiatives reflect the company's dedication to becoming Canada's most informative crypto platform [5]
Everyone Knows That Mark Zuckerberg Cofounded Facebook, Is Bullish on the Metaverse, and Is Investing in AI Superintelligence. But Few Realize He Makes Over $700 Million Annually From Something Incredibly Simple.
Yahoo Finance· 2025-10-07 08:45
Key Points Mark Zuckerberg is focused on pushing the boundaries of technology far beyond where they are today. Warren Buffett has a "secret sauce" that he explains using Coca-Cola as an example. 10 stocks we like better than Meta Platforms › Many investors likely don't realize that Mark Zuckerberg shares something in common with investing great Warren Buffett. But there are plenty of other things that most investors do know about him. In 2012, Zuckerberg donned his notorious hoodie to ring the Nas ...
Meta Earns Buy Rating as Strong Earnings Align with Ad-Free Subscription Rollout
Yahoo Finance· 2025-10-01 21:10
Core Insights - Meta Platforms, Inc. has received a consensus Buy rating following a strong Q2 2025 performance, with a revenue increase of 22% year-over-year, reaching $47.52 billion [2][4] - The company plans to introduce ad-free subscription versions of Facebook and Instagram, targeting users who prefer an ad-free experience [3][4] Financial Performance - Q2 2025 revenue increased by 22% year-over-year, totaling $47.52 billion [2] - Family daily active people (DAP) grew by 6% year-over-year, contributing to revenue growth [2] - Ad impressions across the Family of Apps rose by 11% year-over-year [2] Subscription Model - Meta will roll out ad-free versions of Facebook and Instagram in the UK, with a monthly subscription fee of £2.99 for web users and £3.99 for iOS and Android users [3] - This new subscription plan is expected to generate additional revenue from users who dislike advertisements [3] Market Position - Meta has a market capitalization of $1,868.27 billion and is recognized as one of the best stocks to invest in and forget [4] - The company has a consensus Buy rating from 70 analysts, indicating strong market confidence [4]