To The Moon

$Taiwan Semiconductor Manufacturing(TSM)$  Nice little bump for the moment, likely tied to the planned 10-20% chip packaging price increase.

$Taiwan Semiconductor Manufacturing(TSM)$ Starting the day with a K-D Golden Cross is nice. The Taiwanese side pushed back against foreign traders' 13-day straight selling with a lot of money, which is very rare to see.

$Taiwan Semiconductor Manufacturing(TSM)$ The chart shows a clean move off the STL and out of the pink zone, with the trend still pointed upward. MACD and Stoch setups look well aligned. Volume balance suggests potential capitulation at the recent low, with above average inflows today. I bought calls today in the Live Options Room.

The AI supply chain still looks underappreciated to me, and $Taiwan Semiconductor Manufacturing(TSM)$  sits right at the center of it. The sharp selloffs seem to come more from broad sentiment than from the foundry's role. I hold a position, for what it's worth.

Makes sense. When the hyperscalers raise billions to spend on compute, a lot of that money ends up at the chipmakers. Holding $NVIDIA(NVDA)$  $Micron Technology(MU)$  $Taiwan Semiconductor Manufacturing(TSM)$  into this week's capex updates.

$Taiwan Semiconductor Manufacturing(TSM)$ Added to my TSM position today. I'm still a buyer even with all the negative news around AI. ROI concerns, high borrowing costs, negative FCF... sure, short more, and I'll be glad to buy. I've been sitting on cash for this moment. TSMC is a commodity to me, AI oil. I'll keep buying the dips.

$Taiwan Semiconductor Manufacturing(TSM)$ $Broadcom(AVGO)$ $Meta Platforms, Inc.(META)$ $SanDisk Corp.(SNDK)$ The best names to load up on right now are trading at ridiculously low forward PEs, with hundreds of billions of AI chip and infra revenue in the coming quarters and years, plus Meta's Muse is killing it.

$NVIDIA(NVDA)$ They make a CPU announcement, and the market just ignores that $Taiwan Semiconductor Manufacturing(TSM)$  is adding wafer capacity specifically to fill $Advanced Micro Devices(AMD)$  demand. Makes sense in the short-sighted world of Wall Street.

$Atomera Inc(ATOM)$ I thought this was pretty much dead? What were all those rumors from the CEO about $Intel(INTC)$  and $Taiwan Semiconductor Manufacturing(TSM)$ ? Is that still in play?

$Lam Research(LRCX)$ LRCX delivered a standout Q1 FY27 report. Revenue came in at $8.22B, up 22% QoQ, with Non-GAAP EPS of $2.20, both ahead of consensus, though it looks like it fell short of the whisper numbers. On the positive side, operating leverage is showing up clearly. Non-GAAP operating margin topped 40.2% on disciplined opex. The supercycle visibility also stands out: industry WFE is projected to surge from around $150B in CY26 to over $200B in CY27, with visibility extending into 2028. Free cash flow was a monster at $3.24B for the quarter, funding $1.01B in buybacks and higher dividends. The AI drivers remain the core story, with a dominant footprint in HBM, advanced packaging including TSV and glass substrates, and backside power