To The Moon

$NVIDIA(NVDA)$ NVDA keeps my blood pressure low. I'm not worried.

$Taiwan Semiconductor Manufacturing(TSM)$ It was a rough day, but my average cost is around $83, so I'm not too concerned about TSM in the long run.

$Taiwan Semiconductor Manufacturing(TSM)$ It's a bit ridiculous to see a BofA analyst's comments try to push the stock lower. The 6% drop today feels off, like the AI narrative has gone a bit rogue. Based on valuation and the forward guidance, the stock should actually be up 6%.

$Advanced Micro Devices(AMD)$ It seems obvious that it's going to $1,000, but the real question is when that might happen.

$Taiwan Semiconductor Manufacturing(TSM)$  TSMC ended June with a 14.13% gain, as I had hoped. Since 2014, TSMC has only seen a loss in June three times, matching its record for January and May. The difference is that June 2026 marks the fourth consecutive year TSMC has been up in June, while for January and May, it's been up six years in a row. July could be more challenging for TSMC based on historical trends, though hopefully it's just "history," not mine. I'd like July for TSMC to be more like February or April. It would be better if 2026 resembles 2017, which had only one down month (April) – TSMC has already managed that in March 2026. Just for reference, TSMC's best month was also July. In July 2020 alone,

$NVIDIA(NVDA)$ It's getting attention again after reports about Blackwell optimizations and significant efficiency gains in model performance. Not trying to overhype it, just reacting to what's being discussed. What stands out: Blackwell optimization reportedly boosts DeepSeek V4 performance by about 5x. Token costs cut to roughly 20% of prior levels. Improvements are driven by software and system stack, not just hardware. CUDA and networking layers are improving GPU utilization. More value is being extracted after deployment. Why this matters: The narrative is shifting from just "faster chips" to "system-level efficiency." That changes how people think about long-term demand, because each deployed GPU can potentially do more work over time.

$Churchill Capital Corp XI(CCXI)$ $Amazon.com(AMZN)$ $NVIDIA(NVDA)$ Humanoid robotics is finally moving from concept to commercialization, which is why I'm paying close attention to this space. If Agility Robotics goes public through CCXI, it could become one of the few pure-play humanoid robotics investments available. More importantly, it's already operating with Amazon and has backing from strategic investors like NVIDIA. That's far more meaningful than a story with no real-world deployment. Of course, SPAC deals still carry execution and timing risks, but if production ramps and customer adoption continue, the humanoid robotics supply chain cou

$Advanced Micro Devices(AMD)$  The stock hit a fresh all-time high today. It continues to show incredible strength and absolute technical dominance in this market. A massive breakout move for anyone keeping a close eye on the semiconductor space.

$Advanced Micro Devices(AMD)$ The most significant detail in Citi's AMD note isn't the price target itself. It's the customer disclosure. Based on industry discussions, Citi believes AMD has secured Anthropic as a customer for its MI450 AI accelerator, with a formal announcement expected at AMD's Advancing AI 2026 event on July 22-23 in San Francisco.

$Salesforce.com(CRM)$CRM has 50% upside potential, and a rally could be imminent. I won't consider taking profits until it hits $220. To me, with its growth, moats, AI implementation (just bought FIN), strong international performance, and unprecedented buybacks, this should be a $500+ stock. Countless analyst upgrades will have to be priced in eventually. It has shown that it is a clear AI beneficiary.