To The Moon

$Taiwan Semiconductor Manufacturing(TSM)$  In my view, this is a decent buying point at a PE of 25. If it drops lower, I would average down. I already have a position, and I'd add more, but I'm adding to SMCI instead for now.

$Advanced Micro Devices(AMD)$  What a wild session. It feels like traders can't make up their minds. I can. I'm buying AMD like crazy. The report was strong across the board, and the blue wave has nothing to do with AMD's solid growth either way. On a related note, I'm very happy about the blue wave.

$Advanced Micro Devices(AMD)$ I don't own the stock myself, but I'm hoping for strong earnings because of what that could mean for the stocks I do hold, and for tech in general.

$Taiwan Semiconductor Manufacturing(TSM)$  TSMC's problem is that it has no problems, which is very rare in this market. On top of that, TSMC has been working around the clock, but it doesn't have a strong PR department telling the Street what it's been doing. So the market is waiting for its monthly sales report due next Monday. Thank you for your patience. No point asking Uncle Buffett about TSMC.

$Taiwan Semiconductor Manufacturing(TSM)$ Buyers seem to be stepping in steadily near the lower part of the recent range, which is at least somewhat encouraging.

$Advanced Micro Devices(AMD)$ NOV20 515C, still actionable. Zone: $501.27 to $508.33 Invalidation: close under $492.21 Objectives: $534.74, then $566.42 The math: up 5.9% to the first objective and 12.2% to the second, against 2.5% risk on the invalidation, better than 4 to 1 to the second. I like this swing because Friday flushed it to $492.21 on heavy volume and buyers still closed it back at $504.80. Earnings land Tuesday after the close, so the Nov 20 expiry gives this room past the report. The zone is tight and the invalidation is clear, so you know where you are wrong before the move starts. If $492.21 holds, $534.74 is the first spot to watch for buyers pushing back toward the prior range. Watch: $520.40, the Friday high.

$Taiwan Semiconductor Manufacturing(TSM)$ No good reason for this to be down. Semiconductor spending is still growing rapidly through 2027-2030. I'm staying invested.

$Advanced Micro Devices(AMD)$ Aletheia Capital is maintaining its Buy rating on AMD and raised the price target to $800 from $700. The analyst points to stronger supply support, competitive products, and demand for server CPUs and AI compute as drivers of meaningful earnings growth.

$SoFi Technologies Inc.(SOFI)$ $ImmunityBio, Inc.(IBRX)$ $Lexicon Pharmaceuticals(LXRX)$ $CNS Pharmaceuticals, Inc.(CNSP)$ $Advanced Micro Devices(AMD)$ My target practice plan for today worked out. A bit underwhelming compared to what I had in mind, but at least it was green. Green is green. Staying patient, sticking with my process and plan. One slow day doesn't shake my confidence. Every trade is a lesson, every setup is an opportunity, and consistency beats chasing profits. Staying disciplined and keeping a bullish mindset.

$Taiwan Semiconductor Manufacturing(TSM)$  Nice little bump for the moment, likely tied to the planned 10-20% chip packaging price increase.