Two 59%+ winners, four above 25% in Aug – How this AI model keeps picking winners
Investing.com -- Amid ongoing tariff uncertainties and rising concerns of a recession in the second half of 2025, TF International Securities analyst Ming-Chi Kuo has highlighted two factors that could potentially restore confidence among tech investors. According to Kuo, strong visibility into 2025 orders and growth, along with compelling new trends supported by the broad market, could serve as key indicators. In this regard, the post-earnings stock performance of TSMC and Tesla (NASDAQ:TSLA) are expected to serve as a critical measure of near-term investor sentiment.
TSMC, the Taiwan-based semiconductor company, continues to demonstrate robust growth momentum as it heads into the second quarter of 2025. The company’s full-year guidance for 2025 remains unchanged, signifying a steady outlook. Kuo points out that within the tech sector, few companies can match TSMC’s order visibility and competitive edge. Even major clients such as Apple (NASDAQ:AAPL) and Nvidia (NASDAQ:NVDA) do not possess the same level of clarity.
On the other hand, Tesla, the electric vehicle and clean energy company, has been experiencing some pressure due to tariffs, which has already been factored into its first-quarter results of 2025. Despite this, Tesla is currently capitalizing on two strong trends - autonomous driving and robotics. Elon Musk, the CEO of Tesla, is anticipated to highlight both these trends at the company’s upcoming earnings conference.
The performance of both TSMC and Tesla post-earnings will serve as a key indicator of near-term investor sentiment in the tech industry, especially amidst the current tariff uncertainties and fears of a potential recession in the latter half of 2025.
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