To The Moon

$Ultra Clean(UCTT)$ This looks like it's printing a historic breakout, and it's not just a chart move—there's real supply chain leverage behind it. They're positioned deep in the semiconductor buildout, making sub-fab systems like vacuum modules, gas delivery, and robotics that go inside the massive tools used by foundries like $Taiwan Semiconductor Manufacturing(TSM)$  and INTC. If fabs expand, demand for UCTT follows. What's driving the move seems to be the capex expansion across the chip ecosystem, AI-driven fab build cycles, a clear monthly technical breakout structure, and a strong sector tailwind as semi equipment catches bids again. I'm watching this as a "picks and shovels" type name tied

People who claimed the memory market was cyclical two years ago were wrong, and they were wrong again when they said the same thing a year ago. Now they're repeating it, but everyone in the industry agrees memory prices are going up and any additional production will be absorbed. Back in 1931, oil was beaten down to $0.10. Memory is far more complex to manufacture than finding new oil. $Intel(INTC)$  has plenty of DUV lithography capacity that could be used for memory, but they aren't making it because processors currently yield much higher revenue per wafer. Eventually, the memory bottleneck will be recognized, but it would take $Taiwan Semiconductor Manufacturing(TSM)$  and

$Taiwan Semiconductor Manufacturing(TSM)$ TSMC hit an all-time intraday high, now waiting for a confirmed closing high.

$Taiwan Semiconductor Manufacturing(TSM)$  The bears are about done. Getting ready for the fourth feast.

$IREN Ltd(IREN)$ IREN has been awarded Nvidia Exemplar Cloud status on Nvidia B300 infrastructure. Also selected to be the operator of $NVIDIA(NVDA)$  DSX. What other neoclouds have achieved exemplar cloud status: NBIS with H200; GB300 CRWV with H100; GB200 Questions: What does Jensen want that others have? How can he achieve it? Control it (THEM) Yet stay independent from each?

Mid-July call buyers are loading up. Two call buyers just came in, each over $1.5M, for the $467.5C 07/17/26 contract. The total premium for this contract is now around $3.77M, with ask volume heavily leading—1,362 ask vs only 180 bid. Looking at the full chain, net premium is sitting around +$19.58M. Net call premium is near +$16.3M while put premium is negative. $Taiwan Semiconductor Manufacturing(TSM)$  is trading near $469, up 3%, and the call flow continues to push the tape higher. Mid-July upside buyers are stepping in aggressively.

$Taiwan Semiconductor Manufacturing(TSM)$ Funds get rid of the bad stocks and keep or buy the good ones during window dressing. People are absolutely crazy about TSMC.

$NVIDIA(NVDA)$  Robotics is quietly becoming the next major capital rotation theme. $Ouster Inc.(OUST)$  has evolved from a hardware company into a full spatial intelligence platform, now tightly integrated with NVIDIA's Jetson ecosystem. Its 3D perception technology is already embedded in logistics, mining, and autonomous fleets through partners like SERV and Komatsu. $Aeva Technologies Inc.(AEVA)$  is positioning itself on the high-performance end of autonomy. Its FMCW LiDAR delivers real-time distance and velocity data, not just depth, effectively reducing latency in AI decision loops. Backed by NVIDIA DRIVE integr

$Amkor Technology(AMKR)$ Added at $80.92; hoping it continues to perform well. I really like the advanced packaging play with TSM. It makes sense not to ship all US-produced semiconductors overseas for packaging. I wouldn't be surprised to see this move towards a $50B valuation as their advanced packaging takes off over the rest of the decade.

$NVIDIA(NVDA)$  Would love to see a nice big green candle today, one that eats the past three red ones and climbs 10%+ from here, tomorrow and next week. Not holding my breath, though.