To The Moon

Do you watch the $Taiwan Semiconductor Manufacturing(TSM)$ earnings call on Thursday? If you only read the news headlines, you missed the best parts. While waiting for the conference Let’s talk raw numbers: Net Income & EPS: Up a massive 77.4% YoY, entirely wiping out the Street's conservative modeling. Gross Margin: A massive 67.7%. In an environment plagued by global inflation and high supply chain costs, capturing that level of profitability is pure monopoly. Here is the real drama that happened behind. 1. AI bubble fears? 💥 When analysts asked CEO C.C. Wei to give an exact number for AI growth, he said AI demand is getting "stronger and stronger and stronger!" He is so confidence. He sees the order books all the way to 2030. The AI bubble f

The pressure is now squarely on TSMC. ASML has effectively told the market that customers are still ordering advanced chipmaking equipment aggressively, with Q2 revenue and profit beating expectations and 2026 guidance raised to €43 to €45 billion. Even more importantly, management said AI customers continue to accelerate capacity expansion.  The question is no longer whether AI demand exists. It is whether TSMC can show that wafer demand is translating into sustained, profitable production. There are four numbers I would watch: 2026 revenue guidance. Any increase would reinforce the AI investment thesis. Capital expenditure. If TSMC raises capex again, it suggests customers such as Nvidia, AMD, Apple and Broadcom continue to reserve future capacity. Gross margin. Investors want to se

Confirmed Can. Let's Watch it.

$Taiwan Semiconductor Manufacturing(TSM)$ $ASML Holding NV(ASML)$ TSMC and ASML have delivered another strong signal for the AI semiconductor cycle. TSMC reported second-quarter revenue of $40.2 billion, a gross margin of 67.7%, and net profit growth of 77.4% year over year. ASML, meanwhile, raised its 2026 revenue outlook from €36 billion–€40 billion to €43 billion–€45 billion, while preparing to expand EUV and immersion DUV capacity again in 2027 and 2028. Together, the two earnings reports confirm that demand for AI chips, advanced process nodes, HBM and semiconductor equipment remains strong. The next question is moving downstream: Can Microsoft, Alphabet, Meta and Amazo

$PayPal(PYPL)$ $PayPal(PYPL) Rockets +17.20%: Acquisition Rumors Ignite Breakout, Eyes on $60.50 Bid 🚀💰 Latest Close: PYPL closed at $55.52 on July 16, 2026, surging +17.20%. It's now $23.98 (-30.2%) below its 52-week high of $79.50. Core Market Drivers: 🔥 The massive rally is fueled by a Reuters report that payment giant Stripe, in partnership with private equity firm Advent International, has made a $53B+ acquisition offer for PayPal at $60.50 per share. This news has triggered intense speculative buying and a potential short squeeze. Technical Analysis: 📊 Volume exploded to 90.99M shares (Volume Ratio: 7.70), indicating massive institutional interest. The MACD shows a strong bullish crossover with DIF at 1.58, DEA at 0.58, and M

ASML Q2 system equipment sales reached 6.56 billion euros, with a total of 91 photolithography machines sold (86 new products, 5 second-hand). By application end, logic chips account for 51% and memory account for 49%, indicating that the demand for HBM on AI servers is crazily devouring production capacity

ASML CEO Christophe Fouquet's comments at the performance meeting were highly offensive: "Memory customers are stepping up their bookmaking production, and there is an extreme shortage of DDR and HBM, driving up 75% of memory revenue this year."

For period 9 to 15 July 2026: Top gainer for the week is $Baidu 5xShortSG270930(V2UW.SI)$ which gained 43% as $BIDU-SW(09888)$ slumped 8.6% over the same period. Another notable gainer is $SiMSCI 7xLongSG281218(5U8W.SI)$ as the $MSCI Singapore Index - main 2607(SGPmain)$ continued to notch new record highs, driven by DBS, OCBC, and UOB’s rallies. This advertisement has not been reviewed by the Monetary Authority of Singapore. This advertisement is distributed by Société Générale, Singapore Branch. This advertisement does not form part of any offer or invitation to buy or sell any daily leverage certificates (

Turning my $25 into a high-momentum AI bucket! Just split my balance across $MU, $NVDA, $CRDO, and $NBIS using fractional shares. Targeting that 100% gain but keeping a tight 10% stop-loss just in case. Who else is riding the semiconductor wave this month? 🚀

$ASML Holding NV(ASML)$   It's gonna boomz for a while longer... But I exited ready. 

$ASML Holding NV(ASML)$ delivered another strong quarter. Revenue and earnings both came in ahead of expectations, and management raised full-year guidance for the second time this year. On the surface, this looks like another solid earnings report. But the bigger takeaway isn't about ASML alone. It's about what its results are telling us about the next phase of the AI infrastructure cycle. Equipment Makers Don't Tell You Who Wins. They Tell You How Long the Cycle Can Last. Unlike chip designers, ASML doesn't compete for AI market share. Its business sits much further upstream. That makes its guidance one of the clearest indicators of whether semiconductor manufacturers are still expanding capacity. When an equipment supplier sees accelerating dem

$Taiwan Semiconductor Manufacturing(TSM)$ $ASML Holding NV(ASML)$ TSMC and ASML have delivered another strong signal for the AI semiconductor cycle. TSMC reported second-quarter revenue of $40.2 billion, a gross margin of 67.7%, and net profit growth of 77.4% year over year. ASML, meanwhile, raised its 2026 revenue outlook from €36 billion–€40 billion to €43 billion–€45 billion, while preparing to expand EUV and immersion DUV capacity again in 2027 and 2028. Together, the two earnings reports confirm that demand for AI chips, advanced process nodes, HBM and semiconductor equipment remains strong. The next question is moving downstream: Can Microsoft, Alphabet, Meta and Amazo

Do you watch the $Taiwan Semiconductor Manufacturing(TSM)$ earnings call on Thursday? If you only read the news headlines, you missed the best parts. While waiting for the conference Let’s talk raw numbers: Net Income & EPS: Up a massive 77.4% YoY, entirely wiping out the Street's conservative modeling. Gross Margin: A massive 67.7%. In an environment plagued by global inflation and high supply chain costs, capturing that level of profitability is pure monopoly. Here is the real drama that happened behind. 1. AI bubble fears? 💥 When analysts asked CEO C.C. Wei to give an exact number for AI growth, he said AI demand is getting "stronger and stronger and stronger!" He is so confidence. He sees the order books all the way to 2030. The AI bubble f

The pressure is now squarely on TSMC. ASML has effectively told the market that customers are still ordering advanced chipmaking equipment aggressively, with Q2 revenue and profit beating expectations and 2026 guidance raised to €43 to €45 billion. Even more importantly, management said AI customers continue to accelerate capacity expansion.  The question is no longer whether AI demand exists. It is whether TSMC can show that wafer demand is translating into sustained, profitable production. There are four numbers I would watch: 2026 revenue guidance. Any increase would reinforce the AI investment thesis. Capital expenditure. If TSMC raises capex again, it suggests customers such as Nvidia, AMD, Apple and Broadcom continue to reserve future capacity. Gross margin. Investors want to se

$PayPal(PYPL)$ $PayPal(PYPL) Rockets +17.20%: Acquisition Rumors Ignite Breakout, Eyes on $60.50 Bid 🚀💰 Latest Close: PYPL closed at $55.52 on July 16, 2026, surging +17.20%. It's now $23.98 (-30.2%) below its 52-week high of $79.50. Core Market Drivers: 🔥 The massive rally is fueled by a Reuters report that payment giant Stripe, in partnership with private equity firm Advent International, has made a $53B+ acquisition offer for PayPal at $60.50 per share. This news has triggered intense speculative buying and a potential short squeeze. Technical Analysis: 📊 Volume exploded to 90.99M shares (Volume Ratio: 7.70), indicating massive institutional interest. The MACD shows a strong bullish crossover with DIF at 1.58, DEA at 0.58, and M

For period 9 to 15 July 2026: Top gainer for the week is $Baidu 5xShortSG270930(V2UW.SI)$ which gained 43% as $BIDU-SW(09888)$ slumped 8.6% over the same period. Another notable gainer is $SiMSCI 7xLongSG281218(5U8W.SI)$ as the $MSCI Singapore Index - main 2607(SGPmain)$ continued to notch new record highs, driven by DBS, OCBC, and UOB’s rallies. This advertisement has not been reviewed by the Monetary Authority of Singapore. This advertisement is distributed by Société Générale, Singapore Branch. This advertisement does not form part of any offer or invitation to buy or sell any daily leverage certificates (

Confirmed Can. Let's Watch it.

$ASML Holding NV(ASML)$ delivered another strong quarter. Revenue and earnings both came in ahead of expectations, and management raised full-year guidance for the second time this year. On the surface, this looks like another solid earnings report. But the bigger takeaway isn't about ASML alone. It's about what its results are telling us about the next phase of the AI infrastructure cycle. Equipment Makers Don't Tell You Who Wins. They Tell You How Long the Cycle Can Last. Unlike chip designers, ASML doesn't compete for AI market share. Its business sits much further upstream. That makes its guidance one of the clearest indicators of whether semiconductor manufacturers are still expanding capacity. When an equipment supplier sees accelerating dem

ASML Q2 system equipment sales reached 6.56 billion euros, with a total of 91 photolithography machines sold (86 new products, 5 second-hand). By application end, logic chips account for 51% and memory account for 49%, indicating that the demand for HBM on AI servers is crazily devouring production capacity

ASML CEO Christophe Fouquet's comments at the performance meeting were highly offensive: "Memory customers are stepping up their bookmaking production, and there is an extreme shortage of DDR and HBM, driving up 75% of memory revenue this year."

Turning my $25 into a high-momentum AI bucket! Just split my balance across $MU, $NVDA, $CRDO, and $NBIS using fractional shares. Targeting that 100% gain but keeping a tight 10% stop-loss just in case. Who else is riding the semiconductor wave this month? 🚀

$ASML Holding NV(ASML)$   It's gonna boomz for a while longer... But I exited ready.