To The Moon

$Taiwan Semiconductor Manufacturing(TSM)$ A major newspaper in Arizona ran a feature on TSMC recently, covering the entire front page and four full inside pages. The piece focused on the significant development and change happening in the Phoenix area due to the company. For anyone with an interest in TSMC as an investment, it's probably worth a read. Looking at the scale of the construction there, it's hard not to see the long-term potential. The project is reportedly the largest of its kind in the US right now. TSMC is also hiring thousands of new employees in the area, offering salaries above the typical starting range for those fields. From a long-term investment standpoint, the strategic importance seems clear. The U.S. has a vested inter

I'm holding NVDA calls into this week. The bullish analyst notes and strong AI investment outlook look positive. TSMC's results also point to continued demand. Now it's up to the market. $NVIDIA(NVDA)$ 

$Taiwan Semiconductor Manufacturing(TSM)$ Taiwan Semiconductor just posted quarterly revenue of $39.9B, a significant jump from $31.9B in the same quarter last year. This continues to highlight the underlying strength in the global AI semiconductor cycle. The growth underscores the ongoing demand for advanced chips, AI infrastructure, and leading-edge manufacturing capacity. As the world's top chip foundry, TSMC remains a key beneficiary as AI adoption accelerates. The bigger question now is whether this strong demand trend can be sustained and how much of the future growth is already priced into valuations. Strong numbers are one thing, but execution and managing expectations will likely determine the next phase.

$Taiwan Semiconductor Manufacturing(TSM)$ I don't own any TSM, but I hold significant positions in NVDA, AVGO, SMH, and SOXL. I'm hoping my fellow TSM investors do well.

$Taiwan Semiconductor Manufacturing(TSM)$ $Broadcom(AVGO)$ $NVIDIA(NVDA)$ $Dell Technologies Inc.(DELL)$ Looking back, selling out of emotion has often led to losses. The market tends to recover over time. I'm still holding TSM. I think it could help lift the broader market going forward.

$NVIDIA(NVDA)$ The setup here looks favorable, and the odds seem to be leaning that way. It's something that could be on a trader's radar.

I'm adding to $Broadcom(AVGO)$  and $Taiwan Semiconductor Manufacturing(TSM)$  on dips. They look like major beneficiaries of the multi-billion dollar, multi-year deals with Meta and Apple announced this week. I think these names could head back to $500+ in the coming months, maybe even in the coming weeks.

$Taiwan Semiconductor Manufacturing(TSM)$ Looking forward to another strong quarter of profits. TSM seems like one of the most valuable stocks to own in the market.

$Micron Technology(MU)$ This move is a positive change. It appears short sellers aren't making headway in the overseas markets. The upcoming session could be interesting. $Taiwan Semiconductor Manufacturing(TSM)$  is set to report chip sales figures around 2 a.m.

$Taiwan Semiconductor Manufacturing(TSM)$ TSM's monthly sales data is coming out soon. Looking forward to seeing the numbers, and I think there's a chance it could reach 475.