To The Moon

$Taiwan Semiconductor Manufacturing(TSM)$ is the backbone of the new digital economy -- the silent force powering everything from smartphones to AI breakthroughs. Here are the standout takeaways from today’s earnings report 👇• Advanced nodes (3nm and 5nm) contributed 60% of wafer revenue, with 3nm adoption rising sharply to 26% in Q4, up from 20% in Q3. • AI demand, which tripled in 2024, is expected to double again in 2025. AI-related revenue made up a mid-teens percentage of total revenue last year and is projected to grow significantly, driven by a 40% CAGR for AI accelerator revenue through 2029.• Management expects a 40% CAGR for AI accelerator revenue through 2029.• Surging demand for advanced packaging solutions like CoWoS and SoIC has led t

From the image provided, Taiwan Semiconductor Manufacturing Company (TSM) had a strong performance today, closing at $214.79, up $7.99 (+3.86%). Here’s a brief analysis: Key Observations: 1. Intraday Performance: • TSM hit an intraday high of $222.75 before retracing to $214.79. • The initial rally suggests strong buying pressure, but the pullback indicates profit-taking or resistance at higher levels. 2. Volume: • The day’s trading volume reached 38.5 million shares, indicating heightened investor interest compared to average trading days. 3. Technical Levels: • The stock managed to stay above the $213.94 intraday support level. • Resistance appears near $222, which might act as a barrier in the short term. 4. Post-Market Activity: • TSM showed a slight post-market decline (-0.37%), sugge

Current 1-Mth Relative Strength % of Liquid Mega vs $.SPX(.SPX)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Meta Platforms, Inc.(META)$ $Tesla Motors(TSLA)$ $MicroStrategy(MSTR)$ $Coinbase Global, Inc.(COIN)$ $NVIDIA(NVDA)$ $Amazon.com(AMZN)$ $Microsoft(MSFT)$ $Advanced Micro Devices(AMD)$ $SUP

$Apple(AAPL)$ - Halfway the Volume ShelfThe rally found rejection at the 10DMA just to resume the bearish move to set lower lows. $226 is the next destination for this pullback; at that level price could be oversold relative to the RSI and lower Bollinger Band.ImageI have done this analysis before：Weak setup but a short term bounce is likely considering the 100DMA and the volume shelf.The complete analysis in the weekly timeframe was included in the latest Weekly Compass, with specific targets.Image

$.SPX(.SPX)$ - Weakness ReturnsFailing to break $5,962, the stochastic has re-entered a bearish crossover in overbought territory and the downtrend is dominating price action.The $Cboe Volatility Index(VIX)$ appears poised for a bounce, suggesting a likely resumption of the index decline. Although the daily chart (yesterday's post, this is the 4-hour chart) shows the 20DMA still providing support, I'd give that line ($5,926) one more chance to hold, given today's improved breadth.Everyone is focusing on this down channel so it makes sense to me that it will break out. I suspect to the upside. I kind of agree on that one, for that reason I'm giving a chance to the 20DMA to support price. Anyway tech looks b

$Financial Select Sector SPDR Fund(XLF)$ - Financials Look Happy Gaps don't always fill immediately. Price is currently building volume within a potential launchpad volume shelf. Notably, $Bank of America(BAC)$ and $Citigroup(C)$ closed above their daily Bollinger Bands yesterday, while $JPMorgan Chase(JPM)$ and $Morgan Stanley(MS)$ are testing theirs. $127.80 serves as a good risk management level for long positions. Most oscillators (Stochastic, RSI, excluding Williams %R⚠️) are not yet overbought.Image