Iran and China -- Black Swans No One Mentions [Forbes]
Taiwan Semiconductor Manufacturing Company Ltd. (TSM)
Last taiwan semiconductor manufacturing company ltd. earnings: 4/17 04:00 pm
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Source: Forbes
First off, apologies for my illogical title. These two black swans get little attention precisely because they are real black swans – low probability risks with gigantic consequences. Black Swan #1 Hackers Seriously Disrupt the U.S. Power Grid Iran’s response to Soleiman’s killing is coming The Atlantic I reluctantly concur. Any retaliation will happen through proxy militias, Iran’s favored strategy for decades. But what form will retaliation take? Dagher quotes Soleimani from an October 2019 television interview: “Soleimani hinted that if he [and his top lieutenants] were to die, an entire generation had been groomed by them to continue the fight—in asymmetric warfare, he warned, there are no traditional fronts. “The enemy,” Soleimani said, “must contend with an expansive and smart field of land mines.” A smart field of landmines. Now that's an intriguing phrase. What does the word “smart” mean, in this context? Well, it could mean just that – literal landmines triggered remotely by
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TSM
News
- Nvidia's supply snags limit deliveries even as demand booms [USA TODAY]USA TODAY
- Nvidia Is on Top but Does It Have Anywhere to Go but Down? [Yahoo! Finance]Yahoo! Finance
- Juristat Releases Data-Driven Ranking of Top Patent Firms at the USPTOPR Web
- ASML Remains A Valid Medium-Term Investment Despite Weak Outlook [Forbes]Forbes
- This Surprising Number Inside Intel's Balance Sheet Suggests Something Big Is Coming In Its War With TSMC [Yahoo! Finance]Yahoo! Finance
TSM
Earnings
- 10/18/24 - Beat
TSM
Sec Filings
- 11/14/24 - Form 6-K
- 11/12/24 - Form 6-K
- 11/8/24 - Form 6-K
- TSM's page on the SEC website