China has risen to be a global powerhouse, the world's second biggest economy and one of two true military superpowers. And yet, as the country's leaders in Beijing are acutely aware, the nation has not been able to overcome dozens of industrial choke points. From a Western standpoint, the good news is that these choke points are ultimately holding back China's quest for independence and leaves it vulnerable to US pressure in an era of trade wars and export controls.As well as cuttingedge computer chips, th ...

Group 1 - Intel Corporation (INTC) is considered a buy at the current level due to its historical significance in the semiconductor industry, particularly in computer chips and microprocessors [1] - The company has faced challenges in recent years, impacting its market position and performance [1] Group 2 - The article reflects the author's personal investment strategy, focusing on building financial assets for retirement through both long and short trading approaches [1] - The author aims to develop winning trades and improve execution of trading plans, indicating a proactive approach to investment [1]

Group 1: Market Overview - The stock market has recently rebounded as investors assess the impact of tariffs on global trade, yet many stocks remain significantly below their all-time highs [1] - Market drawdowns present opportunities for investors to acquire growth stocks at discounted prices, which can lead to long-term wealth accumulation [2] Group 2: Taiwan Semiconductor Manufacturing (TSMC) - TSMC is the world's largest manufacturer of advanced semiconductors, serving major clients like Apple and Nvidia, and is positioned well in the growing cloud computing and AI markets [3] - TSMC reported trailing-12-month revenue of $97 billion, with its high-performance computing segment accounting for 59% of sales and experiencing 7% quarter-over-quarter growth [4] - The company boasts a 48.5% operating margin due to its dominant market position, allowing it to sell products at premium prices [5] - TSMC's stock is currently down 27.5% from all-time highs, trading at a price-to-earnings ratio of 21, indicating potential for significant growth over the next decade [6] Group 3: Coupang - Coupang, a South Korean e-commerce platform, is trading over 50% below its all-time highs despite strong business growth and increasing profitability [7] - The company achieved a 29% year-over-year growth in gross profit last quarter, with a gross margin of 29%, and has been positive in free cash flow since early 2023 [8] - Coupang's overall revenue reached $30 billion in 2024, with a 136% year-over-year growth in the first quarter, excluding inorganic revenue [10] - With a market cap of $42 billion, Coupang trades at a price-to-sales ratio above 1, suggesting it is undervalued given its growth potential [11] Group 4: Rocket Lab - Rocket Lab has seen its stock decline nearly 29% from all-time highs, despite a 78% year-over-year revenue increase to $436 million in 2024 [13] - The company currently operates the Electron rocket and plans to launch the Neutron, which has a larger payload capacity, potentially increasing revenue per launch [14] - Rocket Lab is developing a robust space systems division and aims to build a satellite constellation, which could significantly enhance its revenue in the long term [15] - With a market cap of $10 billion, Rocket Lab's stock may appear overvalued relative to its current revenue, but successful execution of its product roadmap could lead to substantial future growth [16]