To The Moon

$Micron Technology(MU)$ CEO Sanjay Mehrotra recently noted that humanoid robots carry 10 times the memory of an average L2+ vehicle. He expects a sustained, substantial multi-decade memory demand cycle to begin in the latter part of this decade.

$Taiwan Semiconductor Manufacturing(TSM)$ The wafers used by Micron and other memory chip companies come from TSMC, and they need a lot of them. I think it could reach $700 within the next year.

$Taiwan Semiconductor Manufacturing(TSM)$ I think you're mistaken. There's actually a lot to be excited about. After the MU report, anyone still arguing that the AI trade is a bubble just seems like a hater. And TSM is in the middle of the biggest wealth creation opportunity, probably ever.

$Taiwan Semiconductor Manufacturing(TSM)$ Not many people know this, but TSMC is working very hard on quantum computing in Taiwan. I know some researchers there. In my judgment, TSMC might be a much bigger play after five years.

$Taiwan Semiconductor Manufacturing(TSM)$  Reportedly raising foundry prices by 5–10% on advanced nodes (7nm and below). These nodes drive about 75% of its wafer revenue. Strong pricing power from the world's most crucial foundry indicates AI demand remains robust.

$Taiwan Semiconductor Manufacturing(TSM)$ TSMC Ordinary set all-time intraday and closing highs of NT$2,510 on 6/22/2026, with huge volume coming in at the close to secure the NT$2,510 closing price.

$SanDisk Corp.(SNDK)$ $Taiwan Semiconductor Manufacturing(TSM)$ $NVIDIA(NVDA)$ CPI came in as expected, with core CPI 0.1% lighter. No revisions to prior data. Hard to say how the market will react. Bullish 50/50? Futures are still negative, but much more positive than 30 minutes ago.

$Taiwan Semiconductor Manufacturing(TSM)$ Bull trap or bear trap? The fact is, TSMC hit an all-time intraday high of $450.16. It's kind of sad that the whole market's future direction is being told to depend on AVGO's after-market report. They could simply look to the crown jewel, TSMC.

$Taiwan Semiconductor Manufacturing(TSM)$  I wish I had a time machine to go back to 2010 and load up on this one. This was one of the better investment decisions I've made.

$Oklo Inc.(OKLO)$ Everyone's asking why I think the price can hit $200 by early June. If Oklo gets the safety design approval, or the green light to proceed, then the sky's the limit.