Market Signals

TSMC TO RAISE CHIP MANUFACTURING PRICES BY UP TO 10% IN 2027: NIKKEI - SEEKINGALPHA

$DRI — AVOID 📊 | 6 MONTHS THESIS

HONDA HOLDS ON TO HOPE FOR CHINA BUSINESS WITH GAC TIE-UP EXTENSION - NIKKEI

📊 10Y-3M Treasury Spread: 80.2 bp (+5bp)

📊 10Y-2Y Treasury Spread: 38.6 bp (+1bp)

📄 BLOSSOMHILL THERAPEUTICS, INC.

📄 ISPECIMEN INC.

📄 GRAYSCALE WORLDCOIN ETF ($GWLD)

$TTC — BUY 📊 | 6 MONTHS THESIS

RED SEA SHUTDOWN RISK LOOMS AS US-IRAN TENSIONS THREATEN TO SEND OIL PRICES EVEN HIGHER - SCMP

$PVH — WATCHLIST 📊 | 6 MONTHS THESIS

TSMC: THE AI SUPERCYCLE JUST GOT STRONGER - SEEKINGALPHA

$NFLX — AVOID 📊 | 6 MONTHS THESIS

$DDS — WATCHLIST 📊 | 6 MONTHS THESIS

📄 ENCORE MEDICAL, INC.

📄 CHURCHILL CAPITAL CORP XIII

📄 AUTHID INC. ($AUID)

📄 VOGENX, INC. ($VOGX)

📄 JAGUAR HEALTH, INC.

📄 KIDZ AI INC. ($KIDZ)

📄 FREECAST, INC.

$THO — AVOID 📊 | 6 MONTHS THESIS

📄 LATIGO BIOTHERAPEUTICS, INC.

📄 ATTOVIA THERAPEUTICS, INC.

📄 FULLPAC, INC.

📄 BRAVEHEART BIO, INC. ($BRVE)

TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LIMITED (TSM) Q2 2026 EARNINGS CALL TRANSCRIPT - SEEKINGALPHA

TSMC PLANS FURTHER $100BN US INVESTMENT TO FEED AI DEMAND - NIKKEI

SOUTH KOREAN CENTRAL BANK RAISES RATES AS ECONOMY SHOWS STRENGTH - NIKKEI

📄 Starton Holdings, Inc.

📄 ADVASA HOLDINGS, INC. ($ADBT)

📄 NEXENTIS TECHNOLOGIES INC.

📄 USBC, INC. ($USBC)

📄 QUANTUM CORP /DE/

📄 HARTFORD CREATIVE GROUP, INC.

US MINT PRODUCES $1 COIN BEARING TRUMP'S FACE TO CELEBRATE AMERICA’S 250TH BIRTHDAY - ABC

CHINA’S DEEPSEEK PREPARES TO LIST SHARES IN SHANGHAI NEXT YEAR - WSJ

$MDT — ADD 📊 | 6 MONTHS THESIS

ASML PLANS PRICE INCREASES FOR CHIPMAKING EQUIPMENT, DESPITE TSMC RESISTANCE - THEINFORMATION

ANTHROPIC PLANNING IPO INVESTOR MEETINGS AHEAD OF LISTING: REPORT - SEEKINGALPHA

U.S. STOCKS DECLINE AS CHIP STOCKS FALTER, SPACEX -2% - SEEKINGALPHA

$BURL — WATCHLIST 📊 | 6 MONTHS THESIS

NOKIA UNVEILS AI-NATIVE RAN PLATFORM BUILT WITH NVIDIA - SEEKINGALPHA

$BBY — WATCHLIST 📊 | 6 MONTHS THESIS

📄 BRAVALO CORPORATION

📄 HEALTHCARE TRIANGLE, INC.

📄 HOLTEC NUCLEAR CORP

📄 NEURO SPECTRUM INSIGHTS, INC.

📄 TAILORED BRANDS, INC. / DE

📄 SALARIUS PHARMACEUTICALS, INC.