TSMC Investment Case Update
TSMC targets 25% CAGR through 2029 as AI demand lifts leading-edge nodes, after gaining 67% revenue share among six major listed foundries…
Tuesday, May 5
Tuesday, May 5, 2026
Everything we published on this day.
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TSMC Investment Case Update
TSMC targets 25% revenue CAGR through 2029 as AI demand sustains 5-nanometer sales and expands leading-edge foundry share.
April Earnings Update
Crocs raised 2026 EPS guidance to $13.20-$13.75 and bought back $73.6 million of stock, while Huntsman, Pitney Bowes and Alpha…
Timyan Bank Alert on X
Fresh $CFFN 13d by @HoldCoAM https://t.co/ecXNkAUTeX
Timyan Bank Alert on X
@JustBankStocks @StocksOddball Even happier 39 month and two week $FSEA anniversary. Congrats to you!
Timyan Bank Alert on X
@thebankzhar @SteveChuck5 There are many candidates for $BANR to pursue next. $CSHX $CWBC $OVLY $PVBK $SFBC the list is endless. https://t.co/ssMeFndZzi
Timyan Bank Alert on X
In Play Today: UMB Financial $UMBF reiterates future M&A requirements; Blue Owl rejects buyout offer | S&P Global Market Intelligence https://t.co/qDTqHhJTSr
Psyop Capital on X
@finphysnerd $cme and $otcm are in this category and are reasonable
AAON · long Aaon INC (aaon)
AAON is presented as a long investment idea, revisiting a company written up as a short nearly a decade ago.
RSI · long Rush Street Interactive INC
Rush Street Interactive (RSI) is presented as a long investment idea.
ABCP · long Ambase CORP
Ambase Corp.'s November 30, 2026 consolidated bench trial is the key catalyst for its litigation stub after the nearly sold-out 111 West…
