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After a long journey, finally this article has been published! ‘The economics of natural gas’, on Journal of Economic Surveys! Thanks to @NatGasWeather for the sponsorship! #natgas #henryhub #ttf
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Andrea Paltry, Ph.D.
42.9K posts
Andrea Paltry, Ph.D.
@andrepaltry
Associate Professor Banking and Finance,Università Cattolica del Sacro Cuore, SWF,ETF,Islamic Finance, CNBC, @Natgasweather, Energy Working, Foresight Economics
Verona,Italy Beigetreten Aralık 2014
1.8K Folgt7.5K Follower
Andrea Paltry, Ph.D. retweetet
Andrea Paltry, Ph.D. retweetet
$TSM | 𝐓𝐚𝐢𝐰𝐚𝐧 𝐒𝐞𝐦𝐢: DA Davidson reiterates 𝐁𝐮𝐲, maintains 𝐏𝐓 𝐚𝐭 $𝟒𝟓𝟎
Analyst sees strong earnings beat and sustained demand for advanced nodes, supporting continued capex ramp and growth visibility.
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Andrea Paltry, Ph.D. retweetet
BREAKING: President Trump thanks Iran for reopening the Strait of Hormuz.
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Andrea Paltry, Ph.D. retweetet
European natural gas prices plummet on Iran saying Hormuz is open ⚠️
Down nearly 10%
Seyed Abbas Araghchi@araghchi
In line with the ceasefire in Lebanon, the passage for all commercial vessels through Strait of Hormuz is declared completely open for the remaining period of ceasefire, on the coordinated route as already announced by Ports and Maritime Organisation of the Islamic Rep. of Iran.
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Andrea Paltry, Ph.D. retweetet
BREAKING: The US is considering a "$20 billion cash-for-uranium deal" with Iran as part of a new "3 page peace plan," per Axios.
Details include:
1. The US and Iran are negotiating over a 3-page plan to end the war
2. One element under discussion is that the US would release $20 billion in frozen Iranian funds in return for Iran giving up its stockpile of enriched uranium
3. Some of Iran's highly enriched uranium would be shipped to a third country and some would be down-blended in Iran under international monitoring
4. Iran would be allowed to have nuclear research reactors for the production of medical isotopes, but would pledge that all of its nuclear facilities would be above ground
A second round of US-Iran talks is expected in Pakistan on Sunday.
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Andrea Paltry, Ph.D. retweetet
In line with the ceasefire in Lebanon, the passage for all commercial vessels through Strait of Hormuz is declared completely open for the remaining period of ceasefire, on the coordinated route as already announced by Ports and Maritime Organisation of the Islamic Rep. of Iran.
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Andrea Paltry, Ph.D. retweetet
Aletheia: 'we estimate TSMC can sustain well above 30% CAGR'
Analyst comments: "Citing robust and sustained artificial intelligence demand, $TSM has revised its 2026 revenue growth outlook to over 30% from nearly 30% and lifted capital expenditure guidance to the top end at $56 billion, a 36% year-over-year increase. Both adjustments align with our expectations. With supply expected to remain tight, TSMC aims to add three new N3 fabs through 2028, consistent with our forecast that the company could invest as much as $220 billion to $230 billion from 2026 to 2028, including capacity build-out at N2, A16, A14 nodes, and advanced packaging. If current demand persists and execution remains on track, we estimate TSMC can sustain well above 30% compound annual growth, with earnings per share set to double between 2026 and 2028.
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@CeloniGiovanni Polizze assicurative + costo di noleggio di vlcc
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@andrepaltry Andrea quale credi sia veramente il vincolo? Io più mi informo e più leggo solo un rimpallo di responsabilità senza venire a capo di cosa veramente blocca la situazione.
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Andrea Paltry, Ph.D. retweetet
$ASML Nothing to much to do here. They are capacity constraint, sold out, business is booming, stopped reporting orders but in our opinion backlog ATH. 2H27-1H28 would be peak Litho shipments w/ $TSM $INTC making comeback, Samsung DRAM, Samsung logic, $MU SKH and potentially few other players. Selling more immersion tools than previous reported = price mix moves up.
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Andrea Paltry, Ph.D. retweetet
TSMC 1st Quarter 2026 Earnings
Revenue US$35.9B up 35.1% YoY
Gross Margin 66.2% vs guide 63% - 65% -BEAT
Opng Margin 58.1% vs guide 54% - 56% -BEAT
Net Profit US$18.1B vs expected $17B -BEAT
Thread 1/ $TSM $NVDA $AVGO $AMD $AAPL #semiconductors
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Andrea Paltry, Ph.D. retweetet
TSMC 1Q26: Revenue, GM and OPM all above high-end guidance.
1Q26 vs 1Q25:
Revenue: $35.898B (+6% q/q & +41% y/y)
Gross Margin: 66.2% (58.8%)
Operating Margin: 58.1% (48.5%)
Capex for CY25: $11.1B (+10%)
Wafer Shipments: 4.174M (+28%)
Wafer ASP: $7396 (+10%)
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Andrea Paltry, Ph.D. retweetet
Andrea Paltry, Ph.D. retweetet
$TSM | TSMC Q1’26 Earnings Highlights
🔹 Revenue: $35.90B (Est. $35.5B) 🟢; +40.6% YoY, +6.4% QoQ
🔹 Net Profit: $18.1B (Est. $17.0B) 🟢; +58.3% YoY
🔹 Gross Margin: 66.2% (Est. 64.5%) 🟢
🔹 Operating Margin: 58.1%; +9.6 pts YoY
🔹 Net Profit Margin: 50.5%
🔹 CapEx: $11.10B; +10% YoY
🔹 Wafer ASP: $7396; +10% YoY
🔹 EPS: $3.49 per ADR
Segment Performance:
🔹 HPC: 61% of net revenue; +20% QoQ
🔹 Smartphone: 26% of net revenue; -11% QoQ
🔹 IoT: 6% of net revenue; +12% QoQ
🔹 Automotive: 4% of net revenue; -7% QoQ
Other Metrics:
🔹 3nm: 25% of wafer revenue
🔹 5nm: 36% of wafer revenue
🔹 7nm: 13% of wafer revenue
🔹 Advanced technologies (7nm and below): 74% of wafer revenue
🔹 Wafer Shipments: 4,174K 12”-eq.; +28.1% YoY; +5.4% QoQ
🔹 North America: 76% of total net revenue
Capital Return:
🔹 Dividend: NT$6.00 cash dividend for Q4’25
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Trimestrale monstre per il miglior titolo sul mercato
First Squawk@FirstSquawk
TSMC Posts Profit Beat Despite Middle East Conflict-WSJ
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Andrea Paltry, Ph.D. retweetet
China GDP SA (Q/Q) Q1: 1.3% (est 1.4%; prev 1.2%)
- GDP (Y/Y): 5.0% (est 4.8%; prev 4.5%)
- GDP YTD (Y/Y): 5.0% (est 4.8%; prev 4.5%)
Andrea Paltry, Ph.D. retweetet
$NVDA CEO Jensen Huang:
If we didn't support CoreWeave to exist, these neo clouds, these AI clouds wouldn't exist.
If we didn't help CoreWeave exist, they would not exist.
If we didn't support Nscale, they wouldn't be where they are today.
If we didn't support Nebius, they wouldn't be where they are today.
Now they're doing fantastically.
Is that a business model? No.
We should do as much as needed, as little as possible.
And so we invest in our ecosystem because I want our ecosystem to thrive.
We don't pick winners. We need to support everyone. It's part of our joy of doing so. It's imperative to our business. But we also go out of our way not to pick winners. So when I invest in one of them, I invest in all of them.
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