Dear Reader,
June 30.
Most investors think that's the target window for the historic $1.75 trillion SpaceX IPO.
But they only know half the story.
June 30 is actually the deadline for an announcement that could blow the lid off Elon's highly anticipated "Project Unlimited."
In short, what I'm calling "Project Unlimited" is Elon Musk's master plan to save the AI industry.
But here's the most important part about it …
Right now, there is one under-the-radar tech firm that is absolutely essential to Elon's new master plan. They've already shipped 5 billion critical components to SpaceX, making them the absolute linchpin of this operation.
And because SpaceX has been private for so long, this partnership has flown almost completely under the radar.
But that all ends the moment SpaceX goes public.
Once Wall Street analysts start digging into SpaceX's supply chain, I predict this behind-the-scenes partner will be front-page news on CNBC and Bloomberg.
That's why you have to position yourself before the IPO frenzy begins.
If you wait until the media connects the dots, the chance for life-changing gains could slam shut.
Click here to get the name of this "hidden" stock before the June deadline.
Michael Robinson
What Investors Need to Know About TSMC's Hefty 17% Dividend Increase
Author: Leo Miller. Date Posted: 5/27/2026.
Key Points
- Taiwan Semiconductor Manufacturing has performed very well over the past several years, dominating AI chipmaking.
- The company also pays a dividend yield that well exceeds that of many tech stocks.
- As a foreign company, there is key dividend info investors need to be aware of when it comes to TSMC.
- Special Report: Elon Musk already made me a “wealthy man”
Few companies dominate their industry like Taiwan Semiconductor Manufacturing (NYSE: TSM). The company is the workhorse that makes much of the entire artificial intelligence (AI) buildout possible, manufacturing nearly all of the world’s most advanced AI accelerators.
While the stock does not deliver explosive returns as quickly as some smaller names in the AI trade, it has still performed exceptionally well. Since the start of 2025, TSMC shares have delivered a total return of more than 100%, more than triple the S&P 500’s return over the same period. Much of that performance has come in 2026, with TSMC up more than 30% for the year.
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When the SpaceX IPO launches, most retail investors will be locked out. The banks, funds, and insiders get in early - while everyone else waits on the sidelines.
But one small infrastructure supplier - a critical piece Musk can't scale the Colossus network without - is still trading well under institutional radar. A new briefing reveals the name and ticker at no cost.
Get the SpaceX infrastructure stock name and ticker hereAnd unlike the vast majority of AI stocks, TSMC actually pays a meaningful dividend yield. That is especially true after the company’s most recent dividend increase, which was a strong signal of management’s confidence in the company’s outlook.
However, because it is a foreign company, there are some important considerations U.S. investors need to understand regarding the firm’s dividend.
TSMC’s 17% Dividend Boost—Solid Tech Yield, But With Caveats
In May, TSMC announced a sizable increase to its quarterly dividend. For holders of the company’s American Depositary Receipts (ADRs), the quarterly payout will rise by 17% to approximately $1.11. With that increase, the stock now carries a headline dividend yield of about 1.1%.
However, this is not the yield ADR investors will actually receive—the first important wrinkle when it comes to TSMC's dividend. As TSMC notes on the FAQ page on its website, “Dividends distributed to the holders of TSMC’s ADSs are subject to [Republic of China] withholding tax at 21%.” Note that TSMC refers to ADSs (American Depositary Receipts) here rather than ADRs. The terminology is technical, but the implications are the same.
Taking this tax withholding into account, the actual dividend payout ADR holders receive is approximately 21% lower than the headline figure. Doing the math, that would put the after-tax quarterly dividend for ADR holders just below 88 cents.
On an after-tax basis, the stock’s indicated dividend yield falls to approximately 0.85%. While that is not large by any means, it is a solid yield for a technology-sector stock, as many of these names do not pay dividends at all. Furthermore, this yield is roughly double that of some popular technology ETFs, such as the Technology Select Sector SPDR Fund (NYSEARCA: XLK). The fund tracks the performance of technology stocks in the S&P 500 Index and offers a dividend yield of only around 0.4%.
Another notable factor in TSMC’s dividend is the timing of the payment, which comes much later than the dividend announcements made by most U.S. companies. The company will not pay its newly announced dividend until Oct. 8 to ADR holders of record as of Sept. 16. In addition, TSMC announced this dividend before it has even paid its previously scheduled one. The company will make its last 95-cent-per-ADR payment on July 9 to holders of record as of the June 11 close. This is important to keep in mind, as the smaller payment would put the stock's forward-looking yield slightly lower than discussed previously.
The Confidence Factor: Why Dividend Boosts Matter Beyond the Yield
The company’s large increase is a meaningful signal of TSMC’s confidence in its future. Companies are reluctant to cut their dividend because the market often views that as a sign of weakness. Thus, by raising its dividend, TSMC is implicitly telling investors that it believes it can continue making that payment over the long term.
Notably, TSMC has not explicitly decreased its dividend on an annual basis for more than 20 years. The company transitioned from paying one annual dividend to four quarterly dividends in 2019, but its full-year dividend still increased. Its dividend has fluctuated on a quarterly basis because of currency movements and other factors, but the changes have been very slight.
TSMC’s last 12 months' earnings per ADR were approximately $12.02. Holding that figure steady, with an expected annual dividend payment near $4.44, the company’s payout ratio would be around 37%. That is a very comfortable level, giving TSMC ample room to raise its dividend further. It also does not account for the fact that analysts expect TSMC’s earnings to rise significantly, which would put downward pressure on its future payout ratio.
Analysts Forecast Upside and Strong Growth for TSMC
As TSMC increases its dividend, the company certainly has plenty to be confident about. Analysts currently expect TSMC’s revenues to rise by nearly 36% in 2026. That would mark the company’s highest growth rate since 2022, and its second-highest since 2011.
Recently updated analyst targets continue to point to upside in the stock. The MarketBeat consensus price target sits near $404, just below TSMC's recent share price. However, the average of targets updated since mid-April sits considerably higher, near $467. That figure implies well over 10% upside in shares.
Analog Devices Provides Much-Needed Pullback: How Low Can It Go?
Author: Thomas Hughes. Date Posted: 5/20/2026.
Key Points
- Analog Devices is well-positioned to benefit from a multi-year supercycle that could extend to a decade or longer.
- Price action is poised to pull back following a massive upswing; pullback equals opportunity.
- Cash flow and capital return underpin the outlook, including aggressive share count reduction.
- Special Report: Elon Musk already made me a “wealthy man”
Analog Devices' (NASDAQ: ADI) share price peaked in mid-May and now appears set to pull back by mid-year. A pullback is much needed for this market, as the stock has recently advanced about 35% in a nearly vertical move.
The question is how deep the pullback may be, and the likely answer is not very deep. Analog Devices' fiscal Q2 results weren’t a catalyst for bulls, but they align closely with market trends, suggesting the uptrend in stock prices isn’t over.
The #1 stock to buy BEFORE the June 12th filing (Ad)
When the SpaceX IPO launches, most retail investors will be locked out. The banks, funds, and insiders get in early - while everyone else waits on the sidelines.
But one small infrastructure supplier - a critical piece Musk can't scale the Colossus network without - is still trading well under institutional radar. A new briefing reveals the name and ticker at no cost.
Get the SpaceX infrastructure stock name and ticker hereThose market trends include an accelerating supercycle driven by AI and data centers, with growth visible across all end markets. With AI at the center of this event, investors can look forward to a multiyear, potentially decades-long cycle in which positive feedback loops form. Signs are already present, pointing to loops in which new AI infrastructure drives new use cases, new Internet of Things (IoT) applications, and increased systemic demand. The IoT is critical to this equation, as it enables AI at the edge and is a market segment in which Analog Devices excels.
Analog Devices Accelerates Growth, Raises Guidance
Analog Devices had a robust quarter, with growth topping 37% as demand accelerated. Revenue growth improved sequentially and year over year (YOY), underpinned by strength across all end markets. Industrial and Communications led with gains of 56% and 79%, followed by a 23% increase in Consumer and a 2% gain in Automotive. Looking ahead, all segments are expected to remain positive, and Automotive is expected to improve.
Margins were another factor supporting the outlook for rising stock prices. The company’s revenue leverage and operational improvements resulted in wider margins at all levels, including the GAAP and adjusted comparisons. Adjusted gross margin improved by 360 basis points (bps), and operating margin rose by 780 bps, driving a 67% increase in adjusted earnings that outpaced MarketBeat’s reported consensus by more than 600 bps. Management expects positive momentum to continue and issued guidance accordingly.
Guidance will likely act as a catalyst for higher share prices. The company expects revenue to grow by more than 7.7% sequentially, underpinned by record fiscal Q2 bookings, and adjusted earnings per share (EPS) of $3.30 compared with the $3.01 analyst expectation. The likely outcome is that ADI performs at the high end of its range, potentially topping it, and provides favorable guidance in the upcoming report.
ADI: A Capital Return Machine Built on a Rock-Solid Balance Sheet
Analog Devices is not only a solid play on the industrial semiconductor supercycle, but also a strong capital return machine. The company pays dividends and buys back shares, reducing the count by 1.5% on a year-to-date (YTD) basis in the first half of its fiscal year and remaining on track to sustain that pace through year-end. The dividend yield is below the broad market average with shares near $400, but it is a reliable payment worth approximately 1%. The distribution is also expected to increase annually, and ADI is on track for inclusion in the Dividend Aristocrats index.
Analog Devices' balance sheet is another reason to own this stock. The fiscal Q2 highlights reflect the effects of share buybacks, dividends, and CapEx, but are otherwise healthy, with ample cash, low leverage, and steady equity despite aggressive share count reduction. The takeaway is that ADI is in strong financial condition, capable of executing its strategy, meeting demand, and generating cash flow for investors.
Analysts and Institutions Set the Stage for ADI’s Price Pullback
Analysts and institutions are bullish on ADI stock, but the market is front-running the consensus price target as of late May, setting itself up for a moderate pullback.
The key takeaways are that 31 analysts carry a Moderate Buy rating, the bias is 87% in favor of Buy, no Sells are logged, and the price target is up 50% on a trailing 12-month basis. The trend is pushing the market into the high end of the range above $500, which would represent another 25% upside, and that trend is likely not over. The recent earnings release suggests the consensus figure will continue to rise, if not the high end as well.
Institutions are likely buyers when the ADI price dips, but they may also contribute to those dips. The data reflect a high ownership rate of approximately 87%, which is sufficient to influence market direction, and the group was selling in early Q2. The question is whether institutions continue to sell into the rally or revert to a more bullish stance at lower prices.
Given the outlook for semiconductor industry growth, cash flow, and capital return, the latter is the more likely scenario.
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