$NVIDIA(NVDA)$  Robotics is quietly becoming the next major capital rotation theme. $Ouster Inc.(OUST)$  has evolved from a hardware company into a full spatial intelligence platform, now tightly integrated with NVIDIA's Jetson ecosystem. Its 3D perception technology is already embedded in logistics, mining, and autonomous fleets through partners like SERV and Komatsu. $Aeva Technologies Inc.(AEVA)$  is positioning itself on the high-performance end of autonomy. Its FMCW LiDAR delivers real-time distance and velocity data, not just depth, effectively reducing latency in AI decision loops. Backed by NVIDIA DRIVE integr

$Amkor Technology(AMKR)$ Added at $80.92; hoping it continues to perform well. I really like the advanced packaging play with TSM. It makes sense not to ship all US-produced semiconductors overseas for packaging. I wouldn't be surprised to see this move towards a $50B valuation as their advanced packaging takes off over the rest of the decade.

$NVIDIA(NVDA)$  Would love to see a nice big green candle today, one that eats the past three red ones and climbs 10%+ from here, tomorrow and next week. Not holding my breath, though.

$Taiwan Semiconductor Manufacturing(TSM)$ The lesson learned is the memory price gouge. TSMC can easily raise prices across the board. Play the greed game, watch me double it. Why not? The sky's the limit.

$Taiwan Semiconductor Manufacturing(TSM)$  Buffett's quick sale of TSM stock opened my eyes to the opportunity he missed.

$Taiwan Semiconductor Manufacturing(TSM)$  I took a hit on TSM today, but that's not because the TSM business story has suddenly changed. The need for their wafers hasn't just disappeared. Block out the short-term noise and think rationally. I'm still long on TSM.

$NVIDIA(NVDA)$  This BioNeMo Agent Toolkit launch feels like one of those under-the-radar but actually significant updates. Over 50 companies are already integrated, including Anthropic, OpenAI, $Eli Lilly(LLY)$ , $Snowflake(SNOW)$ , Databricks, and Schrödinger. What stands out is how NVIDIA is basically positioning AI agents as scientific workers now, not just chat models. Drug discovery, genomics, protein design, medical imaging—all getting compressed from days to minutes in some workflows. Jensen's framing of a "PhD-level assistant with supercomputer speed" isn't just marketing here... you can already see early usag

$Taiwan Semiconductor Manufacturing(TSM)$ Just reclaimed its spot as the 6th largest company in the world, edging past SpaceX again. The chart tells the story too: stacked moving averages, uptrend fully intact. The chipmaker the world runs on keeps climbing the ladder.

$Taiwan Semiconductor Manufacturing(TSM)$  The price keeps stair-stepping higher, moving averages are stacked cleanly, and the uptrend has never broken.

$Taiwan Semiconductor Manufacturing(TSM)$ Susquehanna analyst Mehdi Hosseini raised the firm's price target on TSMC to $575 from $500, maintaining a Positive rating. The firm updated its model, including its capex and capacity strategy, which they believe will exceed both consensus and buy-side expectations. The key uncertainty remains how token growth, and the associated silicon requirements, could drive potential supply-demand imbalances.

$Taiwan Semiconductor Manufacturing(TSM)$ I'm not a fortune teller, and I'm not making any predictions, but it is 100% true that TSMC only needs to go up 4.31% more to break the $2.5T market cap. Hope it happens ASAP.

$NVIDIA(NVDA)$ That usually shuts them up. Hard to argue with the facts. NVDA is among the best stocks in market history, consistently growing and delivering market-beating returns year after year.

$NVIDIA(NVDA)$ With the SpaceX IPO now in the rear view mirror, Nvidia should start moving up.

$NVIDIA(NVDA)$ The big picture is that AI spending and demand are only increasing. As long as this trend remains in place, Nvidia's stock should continue to rise. Four years and counting, the bears are still at it.

135Target price? Hold on a second. Let's do some simple math. If total AI chip build-out grows at a 15% CAGR to 2030, then the TAM for $Taiwan Semiconductor Manufacturing(TSM)$ , $Intel(INTC)$ , Samsung, and Tesla (TerraFab) doubles to $500 billion by 2030. Intel Foundry will also support TerraFab, so we're talking a conservative 20% of that pie, or $100 billion in annual sales. At a 25% operating margin, that's $25 billion a year in operating profit just for IFS. Adding $25 billion a year in operating profit from Intel Products makes Intel a $50 billion annual operating profit business. So how on earth does that translate to a price target of $135 a share? It should be $500 to $800 at a minimum.

$Taiwan Semiconductor Manufacturing(TSM)$ TSM just dropped another monster number: $13.2B in May revenue, up 30% YoY. Feels like they keep getting stronger every month. Been staring at this report wondering how it's even real.

$NVIDIA(NVDA)$ What company doesn't want Nvidia chips? Seriously, name one.

$Taiwan Semiconductor Manufacturing(TSM)$ New all-time closing high for the share price. Still looks undervalued to me though, should be at $700.

$Taiwan Semiconductor Manufacturing(TSM)$ Don't have to laugh at TSMC's target price, sometimes people quote it in the wrong currency. CLSA did give NT$3,030 in January, and Aletheia gave NT$3,000 in April. American analysts gave lower prices in April: GS at NT$2,750, MS at NT$2,588, JPM at NT$2,500. I haven't checked if they've revised their targets up recently. I just think there's no reason for TSMC's stock price to be way lower than the $467.84 1-year target on Yahoo Finance that's been sitting there for a while.

$Taiwan Semiconductor Manufacturing(TSM)$ NVDA did get the MACD golden cross yesterday, while the K-D golden cross occurred several days earlier. AVGO is in a similar situation. The K-D cross happened a few days ago, and the MACD golden cross formed today. That's typically how things unfold during a recovery phase – it's a mathematical/statistical fact. TSMC's RSI, after an orderly advance, is still under 70 (68.62 to be exact). TSMC seems to be in a sweet spot, if I can put it that way.