To The Moon

$CoreWeave, Inc.(CRWV)$ Looks like $NVIDIA(NVDA)$  is going to take a bigger stake - this should create the floor to head back up. $120 by year end.

Money has been rotating back and forth. At one point Nasdaq was used to push Dow, and now it looks like Dow is being used to push Nasdaq. $Advanced Micro Devices(AMD)$  $NVIDIA(NVDA)$  $Taiwan Semiconductor Manufacturing(TSM)$  $Dell Technologies Inc.(DELL)$ 

$Taiwan Semiconductor Manufacturing(TSM)$ When Wall Street realizes how low these prices are for this sleeping giant, these are long-term buy and holds. Smart money being smart.

Top 5 Bullish Stocks to Watch - options flow was defensive overall, but selective call buying continues to stand out. Here are five names on my watchlist: 1. $Taiwan Semiconductor Manufacturing(TSM)$  — $1.29M in calls bought near the money. Bullish positioning despite semiconductor weakness. Watching for stabilization. 2. $Texas Instruments(TXN)$  — $1.2M in calls bought following earnings. Relatively resilient price action compared with the broader semiconductor sector. 3. $Amazon.com(AMZN)$  — Positive flow building across multiple sessions. Fresh call buying ahead of October 29 earnings. 4. $McCormick(MKC)$&n

$Taiwan Semiconductor Manufacturing(TSM)$ 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

$Taiwan Semiconductor Manufacturing(TSM)$ $Broadcom(AVGO)$ In its latest earnings update, Meta raised its 2026 capital expenditure estimate to a range of $135 billion, up from an earlier estimate of $130 billion. AI demand keeps accelerating, which is excellent news for these two names. $Invesco QQQ(QQQ)$ 

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.