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While the market has been concerned about the returns on investment as Meta has been investing heavily in AI infrastructure, I think we are starting to see more monetization opportunities and greater clarity on its product roadmap.
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Amkor’s recent weakness post 2Q26 was largely due to weakness in its smartphone market as memory prices affect demand, alongside delays in its SiP qualifications.
There was so much information to digest from Google’s recent 2Q26 earnings release.
All market and portfolio news for the week
ASML is one of the first semi cap names to report second quarter earnings and it is often seen as a barometer for the momentum the semi cap equipment players.
Today, I will be doing a review for TSMC .
All market and portfolio news for the week
After the trade alert and repositioning of the portfolio done yesterday, I wanted to do a review of the portfolio and positions in The Barbell Portfolio.
Full trade details and rationale explained below.
