To The Moon

$Rocket Lab USA, Inc.(RKLB)$ Earnings will beat estimates. And year over year should be 118% growth. Huge backlog being scaled and of course Neutron updates. End of February. Same day as NVDA earnings so the next day will be propper gains +25/40%. There will be no opportunity to buy this under $35. Load up!

$Taiwan Semiconductor Manufacturing(TSM)$ It will go go over 212 in ah after Amazon announces 2025 capex. I’m hoping though that their January revenue will put us back in the 220s. As for the potential 15% price increase, I don’t think it will dissuade costumers from keeping their existing orders as they need these gpus regardless and they can’t get them anywhere else.

$Rocket Lab USA, Inc.(RKLB)$ I haven't tweeted much lately. Not a lot of news. Been trading sideways and that's a good thing for now. For me RKLB is a long term hold. I don't lose sleep over a -10% day. And don't get overly excited about a big gain day. Long term, this company is a wealth builder. Just enjoying the ride.

$Taiwan Semiconductor Manufacturing(TSM)$ TSMC will be fine and will reach 1.5t before AVGO, not that it’s a race or anything. Currently just waiting until January revenue coming out Sunday night.As for not excited about 210, it got to 215 Friday before markets freaked out over tariffs. I’ll save the getting excited again days for when this reaches new all time highs or record revenue numbers.

$Taiwan Semiconductor Manufacturing(TSM)$ TSMC holds a monopoly in high-end chip manufacturing, and the impact of tariffs may not be as severe as some anticipate. There are currently no viable alternatives for sourcing 2nm chips. Additionally, TSMC’s Arizona expansion is already addressing the high-end and high-margin segment, further mitigating potential disruptions.

$Rocket Lab USA, Inc.(RKLB)$ Almost 15% of the float is short. You can see them trying to position this for a take down daily. They short into every move up and try and flatten it out by the close. If there wasn't a space race going on, they would win this easily. This time they have a whale by the tail. Too many funds pushing in, and retail wants a piece of this as well. We have already seen one squeeze. No idea why the shorts keep coming back to a well that has no water in it.

$Rocket Lab USA, Inc.(RKLB)$ If you haven't seen Wild Wild Space documentary you should. I will never want to sell this one after understanding the minds of these geniuses ceos. I'm a believer. Launches are half the cost of space x and they can build a launch platform quickly. CEO is a rockstar or rocketstar. I can see space x buying them, but we know that's not happening. Buy all dips and hold for the ride to space x ipo. Rocketlab will have the same momentum as SpaceX. Cheers to all longs.

$Rocket Lab USA, Inc.(RKLB)$ Shouldn’t be surprised with a change at the top that volatility will be here for a while. Best advice is to try and take advantage of the opportunities the volatility creates. I believe RKLB is in a very good position with a pro-space administration, space economy expanding, and so many upcoming catalysts. Table is set, just need to wait for dinner. Then we can all eat.

$Tempus AI(TEM)$ one of the best looking setups right now. Watching as it forms out and holds rising moving averages. Dips will be bought. The volume on this move from last week cannot be ignored. I would like to see another shakeout to or below the 50 day and then load up shares.

$Tempus AI(TEM)$ Holding up well. Reasonable expectation: Consolidating within Jan 23, 2025 range of $47.22 - $56.54. Breaking a small white DTL and hovering towards the upper part of this range would be bullish bias. Break 56.50 might see 62.50/ 68.50.