Regarding CSCO CSCO, we observe a call option sweep with bearish sentiment.There were 841 open contracts at this strike prior to today, and today 12631 contract(s) were bought and sold. The total cost received by the writing party (or parties) was $55.0K, with a price of $22.0 per contract. This event was a transfer of 2500 contract(s) at a $27.00 strike. For DBX DBX, we notice a call option trade that happens to be neutral, expiring in 1 day(s) on May 7, 2021.Unusual trading activity could push option prices to hyperbolic or underperforming levels.īelow are some instances of unusual options activity happening in the Information Technology sector: Symbol Traders often look for circumstances when the market estimation of an option diverges away from its normal worth. As such, we added to our position during the quarter.This unusual options alert can help traders track potentially big trading opportunities. Taiwan Semiconductor traded to levels that are much too pessimistic given its competitive positioning and opportunity for growth driven by a more robust semiconductor cycle, driven by high-performance computing. Third, while it is hard to know when the current semiconductor “cycle” will slow or end, we see very few signs of it, as Taiwan Semiconductor continues to generate bookings well in excess of its current capacity – unlike any previous cycle. For example, Tesla is a heavy manufacturer of only about 1 million automobiles with significant production capacity located in the heart of China, yet it trades at double the market cap of Taiwan Semiconductor. Second, much less important manufacturers have more direct geopolitical risk than Taiwan Semiconductor, yet they trade at substantial premiums – both multiple and market cap. Taiwan Semiconductor has a near-monopoly on semiconductor processing at advanced nodes, which makes it irreplaceable to customers such as Apple, AMD, NVIDIA, Mediatek, Amazon, and even Intel. First, we think the Company might be one of the most – if not the most – important Companies in the world. " Taiwan Semiconductor pulled back on geopolitical concerns and periodic market fears about the end of the “cycle” in semiconductors. Here is what Wedgewood Partners has to say about Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) in its Q1 2022 investor letter: The stock closed at $98.36 per share on April 15, 2022.
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) delivered a -18.24% return since the beginning of the year, while its 12-month returns are down by -16.89%. Founded in 1987, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is a Hsinchu, Taiwan-based multinational semiconductor contract manufacturing and design company with a $510.0 billion market capitalization. In its Q1 2022 investor letter, Wedgewood Partners mentioned Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM ) and explained its insights for the company.
Try to spend some time taking a look at the fund’s top 5 holdings to be informed about their best picks for 2022. The Russell 1000 Growth Index declined -by 9.0%, while the Russell 1000 Value Index declined -by 0.7%. For the first quarter of 2022, the fund's Composite (net) declined by -10.6%. Wedgewood Partners, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
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