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Ceera Investments LLC Makes New $262,000 Investment in Broadcom Inc. $AVGO

Ceera Investments LLC has made a new investment of $262,000 in Broadcom Inc. (NASDAQ:AVGO), acquiring 950 shares in the second quarter. Other hedge funds have also increased their stakes in Broadcom. The company reported a quarterly EPS of $1.69, exceeding estimates, with revenue of $15.95 billion, up 22% year-over-year. Broadcom recently declared a quarterly dividend of $0.59. Analysts have set target prices ranging from $340 to $460, with a consensus rating of "Buy" and a target price of $372.52.

Market Beat·
US
AVGO
-1.73%
Market Beat·
US
AVGO
-1.73%

Baer Investment Advisory LLC Takes $1.09 Million Position in Texas Instruments Incorporated $TXN

Baer Investment Advisory LLC acquired a $1.09 million stake in Texas Instruments (NASDAQ: TXN) during Q2, purchasing 5,261 shares. This investment represents 1.2% of their portfolio, making TXN their 25th largest holding. Other institutional investors also increased their stakes in the company. Texas Instruments reported Q3 earnings of $1.48 per share, meeting estimates, with revenue of $4.74 billion. The company declared a quarterly dividend of $1.42 per share, up from $1.36, with a yield of 3.5%.

Market Beat·
US
TXN
-0.51%
Market Beat·
US
TXN
-0.51%

NVIDIA's Strong Growth Driven by High Demand for Blackwell Chips

NVIDIA's CEO, Jensen Huang, reported strong business growth driven by high demand for its Blackwell chips. At a TSMC event in Hsinchu, he highlighted NVIDIA's diverse product range, including GPUs, CPUs, networking gear, and switches linked to the Blackwell line. TSMC Chairman Mark Liu mentioned Huang's discussion on wafer needs, though details remain confidential. This stock alert was generated using automated technology and reviewed by the GuruFocus editorial team.

GuruFocus·
US
NVDA
+0.04%
US
NVDL
+0.02%
HK
07788
-7.75%
GuruFocus·
US
NVDA
+0.04%
US
NVDL
+0.02%
HK
07788
-7.75%

TSMC ramps 3 nm production in Taiwan to 160K wafers/month for Nvidia

TSMC is increasing its 3 nm production to 160,000 wafers per month in Taiwan to meet the rising demand from Nvidia's Blackwell chips. Nvidia CEO Jensen Huang highlighted the strong demand for their products, linking their growth to TSMC's support. TSMC has raised its 2025 revenue growth forecast to the mid-30% range and plans to invest $40 billion in capacity expansion. The company is also monitoring U.S. tariff developments while expanding its U.S. facilities. TSMC's shares have risen over 38% this year, reflecting strong investor confidence.

Cryptopolitan·
US
SOXL
-2.95%
Cryptopolitan·
US
SOXL
-2.95%

Atlas Legacy Advisors LLC Makes New Investment in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Atlas Legacy Advisors LLC has acquired a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM), purchasing 991 shares valued at approximately $224,000 in Q2. Other institutional investors have also increased their stakes. Analysts maintain a consensus "Buy" rating for TSM, with a price target of $371.67. The company reported Q3 earnings of $2.92 per share, exceeding estimates, and announced a quarterly dividend of $0.8348, payable on January 8, 2024.

Market Beat·
US
TSM
-0.95%
US
SOXL
-2.95%
Market Beat·
US
TSM
-0.95%
US
SOXL
-2.95%
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The recent volatility has been significant. Adjust the position to stocks with more concentrated certainty.$Alphabet(GOOGL.US)$Taiwan Semiconductor(TSM.US)$NVIDIA(NVDA.US)$PDD(PDD.US)

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$Alphabet(GOOGL.US)$Alphabet - C(GOOG.US)Google has launched Ironwood, its seventh-generation TPU, designed to go head-to-head with NVDA. It is four times faster than the previous version and links ov...

Personally, I don't think the reason for last night's rebound in the U.S. stock market was that the U.S. government was about to reach a definitive expectation of reopening (as of now, there's still n...

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