$Taiwan Semiconductor Manufacturing(TSM)$  Now that things have settled, here's a bit of history — nothing shady, just a walkthrough. On 1/24/2025, TSMC hit an ATH at $226.40. By 3/3/2025, it had dipped into bear market territory, down 22.99% from that $226.40 top. I doubt anyone still remembers how much $226.40 was being talked about back then. By 4/8/2025, TSMC had lost 39.1% from that same intraday high. People love to say they bought the bottom at just the right time, but this is a chat board — even Buffett missed the bottom. By 5/19/2025, TSMC finally crawled out of that bear market. The point is, buying into a bear market can still hurt you pretty hard. By 6/26/2025 and 6/27/2025, TSMC hit another set of al

$Taiwan Semiconductor Manufacturing(TSM)$  Hard to make sense of this price action. TSM is now down 100 from the highs. They're the ones actually building the AI chips, so unless the market is pricing in the AI race winding down, I don't really get why it's falling this much.

$Taiwan Semiconductor Manufacturing(TSM)$  Hoping we start to see some recovery from here.

$Taiwan Semiconductor Manufacturing(TSM)$  Back in February this dropped around $80. Looks like a correction, which is healthy after such a steep run-up in a short period. For anyone who's been waiting for a cheaper entry, this is a decent opportunity.

AI infrastructure still looks like one of the strongest themes out there. There are 10 names worth watching over the next 12 months, and a few that stand out to me: $SK hynix(SKHY)$  — exposure to HBM and advanced memory $Vertiv Holdings LLC(VRT)$  — data center power and cooling demand $Arista Networks(ANET)$  — AI networking growth $Broadcom(AVGO)$  — custom AI chips and networking $Taiwan Semiconductor Manufacturing(TSM)$  — the backbone of global semiconductor manufacturing The AI story seems to be expanding well beyond just GPUs at this point. The nex

$Taiwan Semiconductor Manufacturing(TSM)$  I put out a fresh batch of one-page stock breakdowns this week, covering NOW, GOOGL, TSM, and ASML. These are names tied to AI, cloud, and semiconductor growth. I've been going through the fundamentals, the catalysts, and the levels I'm keeping an eye on. The idea is pretty straightforward: spot quality names before the crowd starts piling in. I was on this theme back when fewer people were paying attention.

$Netflix(NFLX)$ With tariffs, the capex cycle, the war, the Paramount deal getting cancelled — Netflix feels like the cleanest story you can find in big tech right now.

$Taiwan Semiconductor Manufacturing(TSM)$  Intel's earnings beat wasn't a surprise. They reaffirmed that AI is strong and alive, which almost guarantees TSMC's future will be bright. Intel is a TSMC customer, and I hope things go well for them. TSMC, as a leader, wants all 534+ of its customers to do well, not just the smart investors.

$Netflix(NFLX)$  Small daily swings below $10 don't really bother me. It feels more like the big players running their usual playbook, trying to shake out retail traders. They know they're on the other side of the trade, and those stop-loss orders probably get triggered every day like clockwork.

$Qualcomm(QCOM)$ NVDA and TSM look like the three biggest beneficiaries of GOOGL's increased capex. Seeing them move into the green would be a positive signal.

I see positive signs for $Netflix(NFLX)$  with YouTube's ($Alphabet(GOOGL)$ ) ad revenue seeing strong growth. That could translate into solid profits for the company once its ad engine is fully operational.

$Taiwan Semiconductor Manufacturing(TSM)$ Alphabet's capital expenditures roughly doubled year over year to about $45B, which looks like a major ramp-up in investment spending. The company also topped quarterly revenue expectations, with AI investments driving growth. It's interesting to note that Uncle Buffett got a private placement deal on GOOGL and GOOG at $351.81 and $348.20 each.

$Netflix(NFLX)$ It would be good to see it manage a strong close from this level. A couple of consecutive days with some confidence would be encouraging.

$Netflix(NFLX)$ I'm adding $8,000 a month into this one, and I plan to keep doing that.

Three things stood out to me recently. First, the optics side: Zhongji Innolight's planned IPO shows capital markets are still open to funding top AI optical module players. Second, memory: Micron and SK hynix have seen a bounce as some investors start positioning ahead of upcoming Big Tech earnings, looking to see if AI capex plans are holding up. Third, the broader AI theme: the focus seems to be shifting away from just short-term sentiment and back toward the long-term need for AI infrastructure. From where I stand, the real play isn't about any single stock. It's the whole AI infrastructure supply chain. AI needs compute. Compute needs HBM. HBM needs high-speed optical interconnects. They all need each other to scale. $NVIDIA(NVDA)$ 

Just finished my analysis of $Taiwan Semiconductor Manufacturing(TSM)$ 's Q2 results. It covers the key areas: operating metrics, financial performance, and the current valuation setup. From where I stand, $Taiwan Semiconductor Manufacturing(TSM)$  continues to be a critical player in the semiconductor cycle, with the long-term growth story still being shaped by AI infrastructure demand. I plan to look at $Alphabet(GOOGL)$  and $ServiceNow(NOW)$  next, focusing on fundamentals, growth trends, and potential market opportunities.

$Micron Technology(MU)$ $Broadcom(AVGO)$ $Taiwan Semiconductor Manufacturing(TSM)$  An Amazon data center in the Gulf region was taken offline. If this trend of outages continues, we could see more orders for these three companies.

$Taiwan Semiconductor Manufacturing(TSM)$ Tonight's dish requires extra care and attention. It will be ready to serve in 50 minutes.

$Taiwan Semiconductor Manufacturing(TSM)$ I added to my position, bringing it to 100 shares. The world's largest semiconductor foundry is implementing price increases, which seems to be driven by limited supply and higher demand.

$Taiwan Semiconductor Manufacturing(TSM)$  TSMC is the backbone of the AI chip race. Companies like Nvidia and Apple design the chips, but TSMC is the one actually manufacturing many of the world's most advanced semiconductors. Key points: - They are the leading producer of advanced AI chips. - Building new fabs requires billions of dollars. - Their years of engineering expertise create a massive barrier to entry for competitors. - They're expanding capacity both in Taiwan and overseas. The bull thesis seems straightforward: AI demand keeps growing, and TSMC remains the essential supplier, no matter which chip designer ends up on top. The biggest risk isn't really execution; it's geopolitics. From where I stand,