$NVIDIA(NVDA)$ Jensen really pulled off something remarkable here. He managed to bring some of the world's top money managers together and effectively established a new asset class — compute. The way they all lined up to join Nvidia in this effort says a lot. The partnerships, the investments, and of course the top-tier chips and software continue to stand out.
$CoreWeave, Inc.(CRWV)$ Seems like it just keeps pushing higher regardless. Tempting to go all in to catch that after-hours move. Looks like an easy trade on the surface. There are so many ways they can pump it during the earnings call or with some new deal — even if it's a bit manufactured. $SPDR S&P 500 ETF Trust(SPY)$ $NEBIUS(NBIS)$ $NVIDIA(NVDA)$
$NVIDIA(NVDA)$ Making money on NVIDIA year after year while the bears keep doubting it has been pretty entertaining. The skepticism along the way has been something to watch.
Looking at the latest industry reports, the AI supply crunch shows no signs of easing anytime soon. $Taiwan Semiconductor Manufacturing(TSM)$ $NVIDIA(NVDA)$ $iShares MSCI South Korea ETF(EWY)$ The key bottleneck remains advanced packaging. TSMC's monthly CoWoS capacity is expected to grow from around 70K wafers in 2025 to 130K–140K by the end of 2026, but even with that expansion, supply is still projected to trail demand by roughly 20%. $NVIDIA(NVDA)$ has reportedly locked in 800K–850K CoWoS wafers for 2026, which accounts for more than half of TSMC's annual CoWoS capacity. At the same time, TSMC's
$Taiwan Semiconductor Manufacturing(TSM)$ In short, AMD's after-hours pullback isn't really a verdict on the company's fundamentals, which still look solid to me. It feels more like a reaction to the unusually high expectations already built into a stock that had more than doubled by 2026 before this report came out. With Helios expansion and MI450 GPU deployments still in early stages, it seems like investors want clearer near-term revenue visibility before they're willing to push the next leg higher.
$Taiwan Semiconductor Manufacturing(TSM)$ Getting a bit confused from time to time is fine, especially on Mondays. TSMC already reported earnings. The next event is a full week away, which counts as long-term for people who think long-term means next Tuesday. We'll wait and see how things look closer to Friday. NVDA reports on 8/26. I know that's still a long way off, but it's doing the same thing as TSMC — the stock price before 8/26 will probably be higher than the $223.47 from 5/21. NVDA didn't actually enter bear market territory recently, while TSMC briefly did on 7/29. TSMC takes care of itself. It doesn't need anyone's help or confusion. TSMC at $406.79 is only an 11.48% premium over the ordinary shares, which is already weird enough to
$Taiwan Semiconductor Manufacturing(TSM)$ Looks like hedge funds were behind the quick sell-off from $420. Roughly the same number of puts at the $420 strike were bought right before the drop. They just whack the stack to make money on both sides.
$Taiwan Semiconductor Manufacturing(TSM)$ Media, social platforms, news articles, reporting — it's all a joke. Just three days ago the sky was falling, the universe was ending, the blackest days in semis, and now today they've done a complete 180. Suddenly everything is rosy, the outlook is wonderful. Don't listen to any of it, especially the negative.