$Taiwan Semiconductor Manufacturing(TSM)$ Honestly, it feels like another one of those confusing, all-day chop fests again. Nobody can really predict the market these days. The Trump tariff drama just keeps cycling through strike, talk, and strike again. Meanwhile, oil has been swinging up and down as well. It's not a straightforward market to navigate. I'm just trying to stay calm and not get a heart attack over all the noise. "Bull markets are born on pessimism, grown on skepticism, mature on optimism, and die on euphoria." From where I stand, we're still in a bull market. It hasn't even matured into broad optimism, so some skepticism is normal.
$Taiwan Semiconductor Manufacturing(TSM)$ Now that things have settled, here's a bit of history — nothing shady, just a walkthrough. On 1/24/2025, TSMC hit an ATH at $226.40. By 3/3/2025, it had dipped into bear market territory, down 22.99% from that $226.40 top. I doubt anyone still remembers how much $226.40 was being talked about back then. By 4/8/2025, TSMC had lost 39.1% from that same intraday high. People love to say they bought the bottom at just the right time, but this is a chat board — even Buffett missed the bottom. By 5/19/2025, TSMC finally crawled out of that bear market. The point is, buying into a bear market can still hurt you pretty hard. By 6/26/2025 and 6/27/2025, TSMC hit another set of al
$Taiwan Semiconductor Manufacturing(TSM)$ Hard to make sense of this price action. TSM is now down 100 from the highs. They're the ones actually building the AI chips, so unless the market is pricing in the AI race winding down, I don't really get why it's falling this much.
$Taiwan Semiconductor Manufacturing(TSM)$ Back in February this dropped around $80. Looks like a correction, which is healthy after such a steep run-up in a short period. For anyone who's been waiting for a cheaper entry, this is a decent opportunity.
AI infrastructure still looks like one of the strongest themes out there. There are 10 names worth watching over the next 12 months, and a few that stand out to me: $SK hynix(SKHY)$ — exposure to HBM and advanced memory $Vertiv Holdings LLC(VRT)$ — data center power and cooling demand $Arista Networks(ANET)$ — AI networking growth $Broadcom(AVGO)$ — custom AI chips and networking $Taiwan Semiconductor Manufacturing(TSM)$ — the backbone of global semiconductor manufacturing The AI story seems to be expanding well beyond just GPUs at this point. The nex
$Taiwan Semiconductor Manufacturing(TSM)$ I put out a fresh batch of one-page stock breakdowns this week, covering NOW, GOOGL, TSM, and ASML. These are names tied to AI, cloud, and semiconductor growth. I've been going through the fundamentals, the catalysts, and the levels I'm keeping an eye on. The idea is pretty straightforward: spot quality names before the crowd starts piling in. I was on this theme back when fewer people were paying attention.
$Netflix(NFLX)$ With tariffs, the capex cycle, the war, the Paramount deal getting cancelled — Netflix feels like the cleanest story you can find in big tech right now.
$Taiwan Semiconductor Manufacturing(TSM)$ Intel's earnings beat wasn't a surprise. They reaffirmed that AI is strong and alive, which almost guarantees TSMC's future will be bright. Intel is a TSMC customer, and I hope things go well for them. TSMC, as a leader, wants all 534+ of its customers to do well, not just the smart investors.
$Netflix(NFLX)$ Small daily swings below $10 don't really bother me. It feels more like the big players running their usual playbook, trying to shake out retail traders. They know they're on the other side of the trade, and those stop-loss orders probably get triggered every day like clockwork.