$Taiwan Semiconductor Manufacturing(TSM)$ When Wall Street realizes how low these prices are for this sleeping giant, these are long-term buy and holds. Smart money being smart.
$Taiwan Semiconductor Manufacturing(TSM)$ People have short memories. Uncle called for TSMC to hit $2T in 2025, ideally by the end of 2025, but the DeepSick hit took 66 days for TSMC to recover, and it later managed to pass $2T on 2/25/2026. This year, TSMC was hit hard entering July and took another 68 days to recover to ATH. Given that pattern, it seems fair to expect TSMC to hit $3T by February 18, 2027.
$Taiwan Semiconductor Manufacturing(TSM)$ This looks like a solid opportunity to pick up shares. TSM should keep dominating for at least the next four years, and there's a real chance it could double over the next three years.
$Intel(INTC)$ Intel is the only Western chip fab. Bookmark this post for when $NVIDIA(NVDA)$ and $Advanced Micro Devices(AMD)$ betray the USA and end up playing mediator between China and the US over $Taiwan Semiconductor Manufacturing(TSM)$ holding Western civilization hostage through a single vector. Intel closes the gap. Intel is actually American, not a global corporation wearing a Western veneer while shipping the designs to Taiwan. Intel is the only one who stays loyal when it all falls apart in the coming years. Intel is going to be a massive winner. A decade from now you will tell people abou
Moody's upgraded TSMC's issuer rating to Aa2 from Aa3, pointing to its dominant foundry position, technology leadership in advanced nodes, and sustained AI-driven demand. The outlook was revised to stable from positive, and senior unsecured debt ratings for TSMC financing subsidiaries were also upgraded. The upgrade reflects strong financials. Q3 2026 revenue was up 51% year over year, with advanced nodes making up 79% of total wafer revenue. Moody's expects annual revenue growth of 30%-45% over the next 12-18 months and EBITDA margins approaching 75%, as process-node optimization offsets initial costs from ramping 2-nanometer production and overseas facilities. TSMC's credit profile also gets support from roughly NT$4.0 trillion in cash and marketable securities at the end of September 20
$Arbe Robotics Ltd.(ARBE)$ $NVIDIA(NVDA)$ The industry standard used by many manufacturers includes 13 different cameras, 9 radars, and 3 lidars. Arbe Robotics is the only true 4D imaging radar supplier within the NVIDIA Hyperion ecosystem of fully qualified sensors.
$Taiwan Semiconductor Manufacturing(TSM)$ is a textbook spot to try the curl. That lower trendline is the one line this whole range respects. First attempts in a widening range tend to fade fast though. The second push after a higher low is where it gets real.
Watching $Taiwan Semiconductor Manufacturing(TSM)$ near the bottom of this long widening price range. There's very clear and strong support at this trendline. It should start to curl from here.
$Taiwan Semiconductor Manufacturing(TSM)$ Most people, including Taiwanese media, gave SMCI credit for popping AI stocks. That makes some sense since they happened to put out a timely update raising their revenue estimate and guiding to 12%-12.5% gross margin. They had 17.4% gross margin last quarter. That was why Uncle said nope. So what about SPCX? Did anyone actually read into their earnings? It's fine if you didn't, at least as far as SPCX itself goes. But what about Musk saying SpaceX is adding 200,000 NVDA GPUs (GB300) a month online? Don't tell anybody that Musk said SpaceX plans 440,000 Vera Rubin by the end of the second quarter. Vera Rubin costs more than GB300, and it's not fake news, I'm telling you. Good night. Just wake up and sm