Global Market Daily {{ 2026-01-02 }}
Monitored Markets: Nasdaq, S&P 500, Taiwan (TWSE), Semiconductors, AI Supply Chain, Foundry, Technology
1. Market Events (Global Market Events Today)
The purpose of leaving these reports is simple: to remind myself of what I must not forget.
I cannot teach others how to trade. That is how I think about the stock market. One can learn on their own, but one cannot truly teach another.
No matter how much you try to teach investing, it carries no meaning if the other person does not want that life.
2. Watchlist & Notable Stocks
Taiwan Semiconductor Manufacturing Company (TSMC ADR)
Ticker: TSM (NYSE)
Chart – Price Action
Fundamentals – Earnings Snapshot
Company Overview
Taiwan Semiconductor Manufacturing Company is the world’s largest dedicated semiconductor foundry. It produces chips for global leaders across CPUs, GPUs, AI accelerators, and advanced logic, serving clients such as Apple, AMD, NVIDIA, and major cloud providers.
From a business standpoint, few companies are as structurally dominant as TSMC. The fundamentals are strong, the demand outlook is clear, and the long-term narrative is well understood.
3. Market Summary & Trader Notes
So many stocks attempt to lure me like fishing hooks.
But I do not react. Even if many stocks I chose not to buy continue to rise, I am forced to make the same choice.
Life is finite. And my life is short.
That reality alone dictates discipline. Not every opportunity is meant to be taken.