Morgan Stanley analyst Charlie Chan, in his latest report, estimates that TSMC is likely planning to add 20,000 wafers per month to its 3nm wafer production capacity compared with current expectations. Morgan Stanley had originally forecast TSMC’s 3nm wafer production capacity

US #soybean FLASH export sales: 2 deals to #China (332K tons) and 3 to unknown (616K). The max possible could be 948K tons if the unknown sales also go to China. Less than 3 mmt was bearish more than the USDA Nov crop report on soybeans - weekly reports may show more Farms.com Ontario Dept. of Agriculture

Week 34 Nov. 14, 2025 #AgCommodityCorner+ Podcast - USDA Pulls the Rug Underneath Farmers! + Chaos in Cattle farms.com/videos/commodi…

It is a consensus South of MT have lower yields. This region normally plants short cycle beans (cotton region). Maranhao, Tocantins and Piaui also not good conditions... lots of replanting reports. The next 15 days don't looks promising. Talking with farmers in different

$5,000 investments that are now worth more than $1 million: Nvidia: 10 yrs ago Tesla: 15 yrs ago Netflix: 17 yrs ago Apple: 21 yrs ago Amazon: 23 yrs ago Microsoft: 34 yrs ago Home Depot: 36 yrs ago Costco: 37 yrs ago Nike: 38 yrs ago Walmart: 41 yrs ago McDonald’s: 44 yrs ago

Dear AI bears: this is not the dot-com bubble 2.0 Why today’s AI build-out looks nothing like 1999 and what that means for investors Every time the Nasdaq makes new highs, bears compare the AI revolution to the dot-com bubble. It’s an easy comparison, but if you actually look

$AMD is up +106% YTD but still reasonably priced. I can see them outperforming $NVDA in the years ahead if they are able to deliver on their 3-5 year estimates.

JUST IN: 🇺🇸🇨🇳 US plans to finalize trade deal with China before Thanksgiving.

It's the week we've all been waiting for: On Wednesday, Nvidia will report earnings with an implied move of +/- 7.5% in the stock. With a $4.6 trillion market cap, this implies a $345 BILLION swing in market cap. That's more than the entire market cap of all but 33 public

Thinking about 2026? Midterm years tend to see the largest intra-year pullback, but that pain is rewarded as up more than 30% (and never lower) a year later.

Weekly stocks of soybean in China CCOBN data: As of Nov 14, China's imported soybean stocks fell by 361,000 mt from last week, but remained at the highest level for this period in five years. Coastal stocks reached 6.473 million mt, down 365,000 mt. #china #soybean #stocks

🇺🇸MASSIVE U.S. corn export inspections last week - according to my quick check, this is roughly the sixth best week on record since 1982. Nothing at all inspected for China, and bean inspections were down 48% from the same week last year.

Cantor on NVDA - Expect Another Solid Beat and Raise, PT $300 "We look for NVDA to post another solid beat/raise next week, based on the insatiable demand for AI compute today, leading to our view for: 3Q revs/EPS of $56.5B/$1.31 (vs. cons of $54.6B/$1.24) a 4Q revs/EPS guide of

#Corn export inspections continue to be ridiculous + 260 MBU or +72% vs. Last Year + 330 MBU or +116% vs. 5 year Average Over 80 million bushels inspected for export the week ended 11/13. This data set isn't my strong suit, but this appears to be the largest weekly export

How have the Monitor de Secas classifications evolved from September to the October release? There has been an expansion of drought conditions in eastern and southeastern Brazil since the September release. #oatt #AgWx #AgWeather #Brazil #Drought

🇺🇸U.S. NOPA crush, Oct. 2025 ▪️227.647 million bushels of soybeans ▪️All-time monthly record; +14% YOY ▪️Topped all analyst guesses (avg was 209.5 mbu) ▪️Soyoil stocks 1.305 bln lbs ▪️Stocks up 21.5% from last year ▪️Above analyst avg (1.257 bln)

#USDA Nov. Crop Report was a dud claims record yields in several states, but Dept. of Agriculture admits data gaps from the gov’t shutdown. #Iowa & #Illinois set records with #southernrust & #tarspot? #Indiana hit record yields amid 6 diseases & #drought? USDA punted until Jan 26 report. Farms.com Ontario

Update: Rumor has it 20 #soybeans boats have traded today (~1.3mmt) Add in known commitments of 232tmt + a good portion of unknown commitments and you have appx 15% of the initial 12MMT purchased ...that's ~10% of what we normally ship China SON - for anyone who's counting

Content produced by AI is now appearing on the internet in greater volume than content created by humans, per Axios:

#Canola futures closed at 655.2/MT, near late-Aug highs breaking above a key $650 resistance for the 3rd day & near the 200-DMA at 661. Strong demand/tight spot supplies outweighed the #USDA’s Nov. crop report dud on rumors #China bought 1.2 mmt US #soybeans today Farms.com Ontario QT Info Systems