$Taiwan Semiconductor Manufacturing(TSM)$ $Broadcom(AVGO)$ In its latest earnings update, Meta raised its 2026 capital expenditure estimate to a range of $135 billion, up from an earlier estimate of $130 billion. AI demand keeps accelerating, which is excellent news for these two names. $Invesco QQQ(QQQ)$ 

$Arbe Robotics Ltd.(ARBE)$ $NVIDIA(NVDA)$  The industry standard used by many manufacturers includes 13 different cameras, 9 radars, and 3 lidars. Arbe Robotics is the only true 4D imaging radar supplier within the NVIDIA Hyperion ecosystem of fully qualified sensors.

$Taiwan Semiconductor Manufacturing(TSM)$  is a textbook spot to try the curl. That lower trendline is the one line this whole range respects. First attempts in a widening range tend to fade fast though. The second push after a higher low is where it gets real.

Watching $Taiwan Semiconductor Manufacturing(TSM)$  near the bottom of this long widening price range. There's very clear and strong support at this trendline. It should start to curl from here.

$Taiwan Semiconductor Manufacturing(TSM)$ Most people, including Taiwanese media, gave SMCI credit for popping AI stocks. That makes some sense since they happened to put out a timely update raising their revenue estimate and guiding to 12%-12.5% gross margin. They had 17.4% gross margin last quarter. That was why Uncle said nope. So what about SPCX? Did anyone actually read into their earnings? It's fine if you didn't, at least as far as SPCX itself goes. But what about Musk saying SpaceX is adding 200,000 NVDA GPUs (GB300) a month online? Don't tell anybody that Musk said SpaceX plans 440,000 Vera Rubin by the end of the second quarter. Vera Rubin costs more than GB300, and it's not fake news, I'm telling you. Good night. Just wake up and sm

$Taiwan Semiconductor Manufacturing(TSM)$  and $Broadcom(AVGO)$  are the best names to load up on right now. Both will be over $500 in the coming weeks, trading at ridiculously low forward PEs right now with hundreds of billions of AI chip revenue projected for 2027 & beyond. $Invesco QQQ(QQQ)$ 

$SpaceX(SPCX)$ SpaceX reported Q3 2026 results with a strong beat on both the top and bottom line. Revenue came in at $14.57B versus the $12.87B estimate, up 161% year over year. GAAP EPS was $0.35 against a $0.13 estimate, and net income reached $4.40B compared to the $1.88B consensus. Adjusted EBITDA hit $8.81B, up 306% from the prior year. The revenue mix has shifted notably. Super Intelligence, which covers AI and datacenters, brought in $7.56B and now makes up 52% of total revenue, with Colossus II scaling past 1.7 GW. Starlink contributed $5.25B, up 69% year over year, with consumer subscribers at 13.6M compared to 7.2M a year ago. The 800 MHz spectrum deal is expected to close in H1 2027. Space Launch added $1.77B, up 6%. Other metrics

$NVIDIA(NVDA)$  I used to be pretty analog in how I looked at this, and I still am. From analog to digital and beyond, I'm staying bullish.

$Taiwan Semiconductor Manufacturing(TSM)$  TSM is the safest AI play. Volume production of profitable two nano chip production is a sure thing.

$Taiwan Semiconductor Manufacturing(TSM)$ NOV20 430C is still actionable. Zone: $417.28 to $423.16 Invalidation: close under $404.08 Objectives: $445, then $470 The math: up 5.9% to the first objective and 11.8% to the second, against 3.8% risk on the invalidation, about 3 to 1 to the second. This swing setup looks like a strong runner who stumbled last week and is now finding his stride again. Taiwan Semiconductor reported a record quarter on October 15, revenue up 41 percent from a year ago, and said demand for AI chips still far outruns what they can supply, which means the business behind this price is still growing fast. Buyers held the $415.50 low and closed at $420.22, up 1.8 percent, well above the $404.08 range low underneath. If that

$Taiwan Semiconductor Manufacturing(TSM)$  Read: Nvidia CEO explains total reliance on TSMC over Samsung for flagship AI chips. To put it simply, TSMC sells you trust, and that is incredibly valuable.

$Taiwan Semiconductor Manufacturing(TSM)$ Kind of surprised the market reaction to TSMC's price has been so lukewarm, especially with Samsung deciding to use TSMC base die.

$Taiwan Semiconductor Manufacturing(TSM)$ NOV20 425C, still looks actionable to me. Zone: $410.26 to $416.04 Invalidation: close under $407.13 Objectives: $440, then $465 The math: up 6.5% to the first objective and 12.5% to the second, against 1.5% risk on the invalidation. That's better than 8 to 1 to the second. This swing setup feels like a big ship that took on water all week and still stayed afloat above the line everyone can see. Taiwan Semiconductor reported on October 15 and earned $4.60 a share against $4.45 expected, with revenue up 41.1 percent from a year ago. Yet price still slid from $487.47 on October 5 to a $413.15 close on Friday, and buyers held the $407.13 low from Thursday. The report was strong, but the selling was louder

$Taiwan Semiconductor Manufacturing(TSM)$ Q3 profit up 69%, beats forecasts, and there's a hint about expanding to Texas. Selling picks and shovels to Nvidia and Apple in the AI gold rush is working out pretty well.

$Taiwan Semiconductor Manufacturing(TSM)$  I think $432 is the price at a forward P/E of 20. For me, 415 is a bit below the okay-to-buy level, so I picked up some shares again. Around 400 could be better, and honestly, the cheaper the better. Time is the only advantage I have. I wish I could share my take on the Q3 earnings call, but I can't really put it together well enough. One thing is clear though — like always, "let TSMC do its work."

$Taiwan Semiconductor Manufacturing(TSM)$ Just updated from Uncle for TSMC. Cash $126,203m ($126.2bn) P/E 27.18 at $422.25 PEG 0.47 Debt/Equity 0.14 ROIC 33.02% TTM Net income $80.58bn EV/EBITDA 18.39 FCF $49,877m Note: TSMC is not a memory stock and it does not make memory, so it shouldn't be compared with memory stocks. It's a sustainable high-growth mega cap stock.

$Taiwan Semiconductor Manufacturing(TSM)$ TSMC is moving full speed ahead to increase capacity to meet assessed demand, and stepping up CapEx investment to support customers' future growth. The company is expanding at an unprecedented pace with nearly 20 fabs worldwide in progress. They are building 13 leading-edge and advanced packaging fabs in Taiwan over the next several years, plus another five to six overseas. The N2 node has already entered high-volume manufacturing in Q4 2025 with good yield. N2 is ramping successfully in multiple phases at both Hsinchu and Kaohsiung. They expect N2 family annual capacity to more than double in 2027, supported by strong demand from smartphone and HPC AI applications. They are also leveraging manufacturi

$Taiwan Semiconductor Manufacturing(TSM)$ What happens when earnings are terrible? AI unwinding, price discovery, and so on. It's basically panic selling. I guess some people haven't figured out that they can't keep up with soaring AI demand even though they're the main highway for it. Feels like a joke of a market right now, dominated by weak hands. Plain and simple.

I don't understand people. Capex is good. If you had a machine that turned lead into gold and paid back its cost in 4 years, wouldn't you buy another one? $Taiwan Semiconductor Manufacturing(TSM)$  turns shiny silver wafers into chips. A fab turns $35 of wafer into $4,728 worth of 3nm node chips.

$Micron Technology(MU)$ Once we get some confirmation from $Taiwan Semiconductor Manufacturing(TSM)$ , the free fall could settle down. China is just a story at the moment, and if Taiwan doesn't seem worried, then the move could keep going.