Taiwan Semiconductor Manufacturing Co. Ltd. (TSM)

Let's review the charts and indicators.

While supply-chain constraints are a global problem, consumer-level inflation is not yet as broad a problem, or at least not evenly distributed.

How Important is Taiwan? On it's own, very important. As home to Taiwan Semiconductor? Invaluable.

This firm is key to the data center, which is now expected to drive 40% of revenue generation.

An environment in which valuations matter more and dip-buyers can't always be trusted to save the day is one in which it could help to pick one's spots carefully.

While the big guns meet at the White House about the global chip shortage, the president and these companies are approaching this all wrong.

If you're in AVGO you're not wrong. I just have to keep myself from becoming overexposed to the group.

The firm is buying growth where it sees opportunity, and I'm on board with that as well.

I could be wrong, but as far as I can tell, nobody else is telling the story about the sudden movement in these yields.

Some pandemic beneficiaries are seeing growth slow down. But secular and/or cyclical trends remain strong for many other tech names.

Here's why as the market gets more and more hideous, you should get more and more interested in doing this.

To the melody of the Byrds' famed song, I want you to know: There's a time to buy the industrials, a time to sell the banks; a time to bid for health cares, a time to dump the techs. ...

Also, the NFIB Small Business Optimism Index printed at 99.7 for July, still on the strong side, but well below June's print, and well below expectations.

Semiconductors are used in cars, computers and even high-tech grills. The problem is China's appetite is also insatiable -- and Taiwan is stuck in the middle.

Maybe I'm old fashioned, too old fashioned. But I think I would rather tackle the debt than add to it in order to reduce the float.

Peak says sell now or forever hold your peace because you can only go down from here.

Those rattles you hear on the COVID, Fed and political fronts are reasons to tread carefully in the markets.

It's the type of transition the Biden team probably would put its antitrust lawyers on to squelch, again leaving Intel with no quick fix.

Here's how the U.S. can play a critical part in defending the island from COVID -- and mainland China.

The Russell 2000 is now down not just back-to-back sessions, but six sessions in the last eight with all six of those "down" days having given up 0.9% or more.

If you are not in the market for a vehicle right now, inflation is right where the pros thought it would be.

The Biden administration must come up with a strategy to deter President Xi from pursuing his reunification plans with the island nation.

The shares have largely traded sideways since early April, but a change could be on the way.

I've been hot for the semis for a good while now because of the widely covered shortages that are creating significant pricing power.

Seasonally adjusted data, always suspect, has never meant less than now, when there really is no historical comparison -- to anything

Shares in Taiwan are suffering as the island tightens COVID restrictions; meanwhile, stocks stay strong in heavily infected India.

Let's talk about cycles and what will occur if the Fed Chair decides inflation isn't transitory and gives up the good fight to keep rates low.

AMD still looks poised to gain more CPU share in 2021 and 2022. And its gaming GPU business might be competitively stronger in 2022 than markets currently expect.