To The Moon

$Taiwan Semiconductor Manufacturing(TSM)$ $Broadcom(AVGO)$ $Meta Platforms, Inc.(META)$ $SanDisk Corp.(SNDK)$ The best names to load up on right now are trading at ridiculously low forward PEs, with hundreds of billions of AI chip and infra revenue in the coming quarters and years, plus Meta's Muse is killing it.

$NVIDIA(NVDA)$ They make a CPU announcement, and the market just ignores that $Taiwan Semiconductor Manufacturing(TSM)$  is adding wafer capacity specifically to fill $Advanced Micro Devices(AMD)$  demand. Makes sense in the short-sighted world of Wall Street.

$Atomera Inc(ATOM)$ I thought this was pretty much dead? What were all those rumors from the CEO about $Intel(INTC)$  and $Taiwan Semiconductor Manufacturing(TSM)$ ? Is that still in play?

$Lam Research(LRCX)$ LRCX delivered a standout Q1 FY27 report. Revenue came in at $8.22B, up 22% QoQ, with Non-GAAP EPS of $2.20, both ahead of consensus, though it looks like it fell short of the whisper numbers. On the positive side, operating leverage is showing up clearly. Non-GAAP operating margin topped 40.2% on disciplined opex. The supercycle visibility also stands out: industry WFE is projected to surge from around $150B in CY26 to over $200B in CY27, with visibility extending into 2028. Free cash flow was a monster at $3.24B for the quarter, funding $1.01B in buybacks and higher dividends. The AI drivers remain the core story, with a dominant footprint in HBM, advanced packaging including TSV and glass substrates, and backside power

$Taiwan Semiconductor Manufacturing(TSM)$ NOV20 445C, still actionable. Zone: $428.07 to $434.11 Invalidation: close under $415.50 Objectives: $457, then $487.47 The math: up 6.0% to the first objective and 13.1% to the second, against 3.6% risk on the invalidation, about 3.6 to 1 to the second. Think of a big ship turning around in a harbor—slow at first, then obvious once the bow points the other way. That's the setup here. Taiwan Semiconductor fell from $487.47 on October 5 to $407.13 on October 15, and since then the lows have climbed step by step, from $410.58 to $415.50 to $423.74, while price holds near $431. Sellers are running out of room underneath, and buyers are paying a bit more each day to step in sooner. The October 15 report is

$Advanced Micro Devices(AMD)$ +3.6% to 554.21, back over the 50-day (541.13) and reclaiming the 554.41 Oct 19 high. Long: entry 548.00–551.00 (pullback into the reclaim) Stop: 536.50 (under today's 537.30 low) T1: 568.62 (Oct 15 high) T2: 586.54 (Oct 12 low) Key level: 554.41. A close over it confirms. Bullish

$Taiwan Semiconductor Manufacturing(TSM)$ NOV20 425C position update. The contract was trading around $413.15 and is now at $422.27, up 2.2%. The setup is still working, with objectives at $440 and then $465, and invalidation at $407.13. One thing worth watching is whether price can hold above $421.50, since that was the Friday high and holding it would keep the path toward $440 open.

Good news here. Curious to see if $Quantum eMotion Corp.(QNC)$  can pick up some attention with the upcoming NIST stuff, the chips work with JMEMTEK and $Taiwan Semiconductor Manufacturing(TSM)$ , and the collaboration with $Exascale Labs Holdings Inc.(XLAB)$  bringing some value.

$Taiwan Semiconductor Manufacturing(TSM)$ That guidance is the tell on TSM. You don't guide Q4 to $52.3B to $54.3B after revenue jumped 41.2% YoY if demand is cracking. Friday looked like semis getting marked down together.

$Taiwan Semiconductor Manufacturing(TSM)$ ASML, TSMC, Micron — all delivered monster earnings reports, yet Wall Street is selling. These names are cheaper than they've ever been, especially Micron and SK Hynix. The reaction feels pretty irrational, and this looks like a great buying opportunity.