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Shares of Taiwan Semiconductor Manufacturing Co. (TSM) edged lower in mid-day trade on Friday after a surge in pre-market session, while other semiconductor stocks headed higher.However,&nbsp;according to a report by TheFly, analysts at Barclays are the most bullish on TSMC than other semiconductor stocks.They noted that TSMC’s growth is higher than expected, and its capital expenditure is also ahead of expectations.For context, <a href="https://stocktwits.com/news-articles/markets/equity/tsmc-stock-surge-q4-2024-profit-2025-outlook/chGtmTcRnE">TSMC reported robust earnings</a> during the fourth quarter with net income of $11.38 billion, edging past the $11.29 billion forecast, according to Koyfin.TSMC’s earnings per share (EPS) came in at $2.24, ahead of Wall Street estimates of $2.20.Analysts at Barclays raised their price target for TSMC to $255 from $240, with ‘Overweight’ rating, citing artificial intelligence (AI) as a strong driver of growth.On the other hand, the brokerage reduced its price targets for other semiconductor players like Qualcomm Inc. (QCOM), Intel Corp. (INTC), Applied Materials Inc. (AMAT), KLA Corp. (KLAC), and others as part of its outlook for the semiconductor sector for 2025.Here are the price target actions of Barclays for other semiconductor players.<ul><li>Qualcomm Inc. ($164.47): New price target of $185, from old price target of $200.</li><li>Intel Corp. ($21.22): New price target of $23, from old price target of $25.</li><li>Applied Materials Inc. ($190.59): New price target of $200, from old price target of $225.</li><li>KLA Corp. ($759): New price target of $700, from old price target of $750.</li></ul>Note: Current market price as of 1:15 p.m., Jan. 17, 2025However, retail sentiment on Stocktwits around TSMC&nbsp;dipped to ‘neutral’ (47/100) territory&nbsp;from ‘extremely bullish’ after the company announced its earnings yesterday.<figure class="image"><img style="aspect-ratio:647/144;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2025_01_18_005827_1fedbe71cf.jpg" alt="TSM retail sentiment" width="647" height="144"><figcaption>TSM sentiment and message volume January 17, 2025, as of 2:30 pm ET | Source: Stocktwits</figcaption></figure>With the TSMC stock dropping slightly, one user&nbsp;on the platform recommended buying the dip.<stembedurl>https://stocktwits.com/BiggSqueezz/message/600528701</stembedurl><stembedurl>https://stocktwits.com/Tim2Call1Put/message/600524807</stembedurl>In the meantime, a media report suggested that<a href="https://stocktwits.com/news-articles/markets/equity/intel-retail-community-gets-fired-up-on-merger-rumors-as-stock-hits-6-week-high/chGw5IIRFT">&nbsp;Intel is the subject of a buyout interest</a> – this sent the chipmaker’s stock soaring by over 8% at the time of writing, with retail sentiment on Stocktwits surging rapidly to the ‘extremely bullish’ (94/100) territory at the time of writing.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See:<a href="https://stocktwits.com/news-articles/markets/equity/globalfoundries-stock-edges-up-in-premarket-as-it-announces-advanced-packing-center-in-new-york/chGwR9ZRnC">&nbsp;GlobalFoundries Stock Edges Up Pre-Market As It Expands Packaging Capacity With New Facility: Retail Remains Divided</a>

TSMC Stock Edges Lower Despite Barclays’ Bullish Stance, Price Target Cuts For Qualcomm, Intel, AMAT: Retail Sentiment Cools

Barclays analysts are bullish on the prospects of Taiwan Semiconductor on the back of higher-than-expected revenue growth and capital expenditure forecast, trimming their expectations for other semiconductor stocks.

Equity

MoonLake Immunotherapeutics, a clinical-stage biotech firm valued at $2.6 billion, is generating excitement with its experimental treatment for hidradenitis suppurativa (HS), a chronic and painful skin condition.&nbsp;On Friday, Goldman Sachs upgraded the stock to a&nbsp;'Buy' from&nbsp;'Neutral,' with analyst Richard Law raising the price target from $62 to $82 — an 85% upside from current levels, CNBC&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/01/17/this-little-known-biotech-stock-is-a-buy-thats-primed-to-double-in-price-goldman-says.html">reported</a>.While MoonLake is gaining traction among institutional investors, it remains underfollowed on Stocktwits, with fewer than 600 watchers.&nbsp;Over the past year, retail interest has been budding, with a 12% increase in followers, even as the stock has fallen 26%.Law reportedly believes MoonLake's experimental nanobody treatment, sonelokimab (SLK), holds transformative potential.&nbsp;SLK demonstrated impressive efficacy in phase 2 trials, leading to optimism about its success in phase 3.&nbsp;Additionally, SLK's inclusion of AbbVie's Skyrizi — currently the standard of care for psoriatic arthritis (PsA) — as a reference treatment offers a key differentiator, according to the analyst.Law suggests that while this adds some risk, the potential to position SLK as superior in a competitive market far outweighs the drawbacks.Goldman Sachs isn't alone in its optimism. Oppenheimer included MoonLake among its top biotech picks for 2025, alongside Capricor, Gilead, Kymera, Praxis, and Prothena.&nbsp;The brokerage sees biotech equities as undervalued relative to other sectors, with strong catalysts like lower interest rates, robust M&amp;A prospects, and transformative data releases creating a favorable backdrop this year.MoonLake ended the third quarter (Q3) of 2024 with $493.9 million in cash, cash equivalents, and marketable securities, which the company said provides a runway through 2026.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Over the past year, retail interest has been budding, with a 12% increase in followers, even as the stock has fallen 26%.

Goldman Sachs Thinks Mid-Cap Biotech MoonLake Could Soar Over 80%: Is Retail Watching Closely?

Oppenheimer has included MoonLake among its top biotech picks for 2025, alongside Capricor, Gilead, Kymera, Praxis, and Prothena.

Nvidia Corp. (NVDA) stock climbed over 3% in mid-day trading Friday after CEO Jensen Huang announced he would not attend President-elect Donald Trump’s inauguration next week.Instead, he plans to be “on the road” to celebrate the Lunar New Year with his employees and their families.&nbsp;"But I'll look forward to congratulating the Trump administration when they take office," Huang stated during a press event in Taipei.Retail sentiment around Huang’s decision has been largely supportive on Stocktwits, where users praised the CEO for maintaining a neutral stance on political matters.&nbsp;<stembedurl>https://stocktwits.com/Shutking/message/600454331</stembedurl>The rally was further fueled by an updated price target from Barclays analyst Tom O’Malley, who raised the target to $175 from $160, maintaining an ‘Overweight’ rating.&nbsp;Barclays cited Nvidia’s leadership in proprietary serializer and deserializer technology as a key advantage in the artificial intelligence space, which it described as a market of "haves and have-nots."A serializer and deserializer are components used in data transmission systems to convert data between parallel and serial formats. They are critical in enabling high-speed data communication, particularly in the semiconductor industry.&nbsp;&nbsp;<figure class="image"><img style="aspect-ratio:645/150;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2025_01_17_125741_16a46f13d7.png" alt="Screenshot 2025-01-17 125741.png" width="645" height="150"><figcaption>Nvidia Corp. Sentiment and Message Volume on Jan.17 as of 1:00 p.m. ET | Source: Stocktwits</figcaption></figure>On Stocktwits, retail sentiment around Nvidia remained in the ‘bullish’ territory as chatter simmered down to ‘normal’ from ‘high’ levels.One user celebrated the rally citing Taiwan Semiconductor Manufacturing’s (TSM) recent earnings beat and Nvidia’s quashing rumours around issues with its Blackwell chips.<stembedurl>https://stocktwits.com/JoeDab12/message/600514345</stembedurl>Another noted that it was “illogical” for the stock to rally ahead of Trump’s inauguration even&nbsp;though there is a lack of clarity around which new executive orders Trump will enact once in office.&nbsp;<stembedurl>https://stocktwits.com/Ricottabekiddingme/message/600520523</stembedurl>However, Nvidia faces challenges ahead. Earlier this week, President Joe Biden's administration&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-falls-pre-market-after-biden-administration-announces-ai-diffusion-rule/chGNeX9RNf">announced</a> export restrictions on AI chips to several countries, excluding close allies like Taiwan.&nbsp;The restrictions could significantly affect Nvidia, as China alone accounted for $5.4 billion of the company’s $35 billion quarterly revenue.However, a recent Stocktwits poll&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvda-ai-export-curbs-not-a-long-term-threat/chGtN7FRnI">revealed</a> that retail investors aren’t very worried about the long-term impact of these restrictions.&nbsp;Only 15% of respondents believe the restrictions pose a significant long-term threat to Nvidia’s market share, while 43% are more concerned about short-term performance disruptions.&nbsp;Nvidia has criticized the new regulations, arguing they could undermine U.S. leadership in artificial intelligence.&nbsp;The company expressed cautious optimism about a policy shift under Trump, with expectations that his administration may favor policies aimed at bolstering U.S. innovation and competitiveness.The stock has more than doubled in value over the last year.&nbsp; Nvidia’s stock has more than doubled in the past year, with the current average analyst price target of $173.08 indicating a potential 25% upside from current levels.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/oklo-stock-rally-on-rpower-partnership-nuclear-energy-ai-infrastructure/chGw4PoRFd">Oklo Stock Rallies On Nuclear-Energy Deal With RPower: Retail Turns Bullish</a>

Nvidia Became The World's Most Valuable Company

Nvidia Gains As CEO Skips Trump Inauguration Amid AI Chip Uncertainty: Retail Applauds Apolitical Stance

Retail sentiment around Nvidia remains bullish, with analysts forecasting further gains in AI leadership despite geopolitical and regulatory challenges.

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