$Advanced Micro Devices(AMD)$  If earnings blow out, which I believe they will, I think we'll test new highs. When we hit $400, I think it could quickly move up to the $450 range. This is a trillion-dollar company. Just be patient.

$Taiwan Semiconductor Manufacturing(TSM)$ With stellar earnings from the Mag 7, I think the US market is heading to 450 to 460 this week. TSM is the big winner of the massive cap-ex spend. The Mag 7 will increase their spending by another 25% to 30% this year as the AI battle is just heating up.

$Advanced Micro Devices(AMD)$  Enjoy the ride. I think it won't go down until after earnings. It'll go up after earnings, and after a few days, the big players might sell to take profits. The good news is it should keep rising. Just my two cents.

$Advanced Micro Devices(AMD)$ This looks like AMD's NVDA 2023 moment, when NVIDIA grew 10x in two years.

$Taiwan Semiconductor Manufacturing(TSM)$ TSMC plans to open a chip packaging plant in Arizona by 2029, so they won't have to keep shipping AI chips back to Taiwan for advanced packaging. TSMC also showed smaller and faster chips without needing ASML's pricey new tool. TSMC debuted A13 technology at the 2026 North America Technology Symposium. One of the more reputable analysts from Barclay maintains an Overweight rating on TSMC and raised the price target to $470. TSMC is still trading at what feels like a Walmart special price of $382. Why would anyone be surprised to see it still discounted so much really beats me.

$Advanced Micro Devices(AMD)$ AMD has gone up $88 in 15 trading days, up over 45%. Momentum seems to be on our side.

$Taiwan Semiconductor Manufacturing(TSM)$  As usual, it will rally after weak hands are done here, just like NET stock did.

$Taiwan Semiconductor Manufacturing(TSM)$  If I had to pick 5 stocks and never sell them, TSM would definitely be in my top 5.

$Taiwan Semiconductor Manufacturing(TSM)$ Usually when it's down before the earnings report, it pops after. Just an observation, but it's not always the case. Fingers crossed for a nice pop.

$Taiwan Semiconductor Manufacturing(TSM)$ TSMC's stock price just hit an all-time high today on the Taiwan Stock Exchange.

$Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$  could remain range bound over the long term. There is a new contender emerging now.

$Taiwan Semiconductor Manufacturing(TSM)$ For a company that essentially controls 90% of the production for all the most advanced AI chips, I tend to think it remains undervalued.

$Advanced Micro Devices(AMD)$ How low can this go. Any news from management. Is $Suncor(SU)$  still running the company. Any news.

$Advanced Micro Devices(AMD)$ I think AMD is deeply undervalued at these prices, making it quite a bargain. It's worth considering during any market weakness or price fluctuations.

$Advanced Micro Devices(AMD)$ Where's $Suncor(SU)$  and the management? Are they cut out for the AI race? Step up or find a CEO who can actually deliver. Su, we shareholders aren't interested in your awards or accolades. We're after stock appreciation like $Micron Technology(MU)$  and LITE.

Long-term investors in $Advanced Micro Devices(AMD)$  think in multi-year arcs, not quarter-to-quarter beats. They see the selloff as noise, not signal. - The AI TAM is expanding — $Advanced Micro Devices(AMD)$  is gaining share. - Guidance was conservative, not weak. - They see $Advanced Micro Devices(AMD)$ 's AI business as a multi-billion-dollar runway, not a one-quarter disappointment.

$Advanced Micro Devices(AMD)$  is 100% likely to deliver a double beat with strong forecast and guidance.

$Advanced Micro Devices(AMD)$  OpenAI is looking for alternatives for $NVIDIA(NVDA)$  chips. That's the news.

$Taiwan Semiconductor Manufacturing(TSM)$ This company isn't American, but it might offer a 50 percent yield to investors.

It doesn't matter which chip wins because $Taiwan Semiconductor Manufacturing(TSM)$  will build it.