$Taiwan Semiconductor Manufacturing(TSM)$ TSMC reported third-quarter net profit of NT$763.1 billion, up 68.7% from a year earlier. $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  $VanEck Semiconductor ETF(SMH)$  $NVIDIA(NVDA)$  $Invesco QQQ(QQQ)$ 

$NVIDIA(NVDA)$ I'm sure Nvidia's buyback window is open, and Jensen is happy to buy what some are selling. That's fine, he will sell it back higher later. $GraniteShares 2x Long NVDA Daily ETF(NVDL)$  $Advanced Micro Devices(AMD)$  $iShares Semiconductor ETF(SOXX)$  $VanEck Semiconductor ETF(SMH)$ 

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Semis earnings are starting this week with $ASML Holding NV(ASML)$  and $Taiwan Semiconductor Manufacturing(TSM)$ , and the broader earning season is just getting underway. There's a 140 to 150+ leg up forming.

$T-Mobile US(TMUS)$ TMUS earnings are coming up on October 28th after market close. The stock was around 171 before Elon's announcement. He bought old 800MHz spectrum from GRAIN that nobody else wanted, the same spectrum TMUS dumped and sold for 2Bil along with far more valuable 600MHz licenses, to lower their capex on equipment for processing that 800MHz spectrum inherited from the Sprint takeover. SPCX will likely remain a niche play for rural areas, but it can't really compete in high density areas where signals need to penetrate dense concrete and other surfaces. TMUS earnings on October 28th. TMUS was around 171 before Elon's announcement. Cathie Wood sold into his announcement of the overpriced 8bil purchase of that spectrum.

$SanDisk Corp.(SNDK)$ Could rally back above 1,700 by Friday if we get strong results from $ASML Holding NV(ASML)$  and TSM. Algos are loading up while it's still cheap.

$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $Intel(INTC)$ $NVIDIA(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$ I'm really looking forward to next week. This week felt like a continuation of September, which tends to be the worst month for stock markets, and it was full of bad news and false flags.

$Micron Technology(MU)$ 1160 by Friday. $Advanced Micro Devices(AMD)$  680. Don't listen to the noise, it's moving and everyone wants what they're selling.

$Micron Technology(MU)$ $Advanced Micro Devices(AMD)$ Sticking with winners like Micron and AMD makes the market feel pretty easy these days.

If you invested $10,000 in Nvidia a decade ago, you would now have $1,430,000. $NVIDIA(NVDA)$ 

$Advanced Micro Devices(AMD)$ Super Intelligence will eventually expand into personal assistants, personal robots, personal consultants, and professional assistants. It will become a ubiquitous device, much like an automobile, cell phone, or personal computer. AMD leads the market with Strix Halo 395max, an emerging platform for personal super intelligence. The market for super intelligence is comparable in size to the global automobile market.

$Advanced Micro Devices(AMD)$ This just hit the news wire a few minutes ago. Just a reminder that if you're long, you're on the right side of things.

$Advanced Micro Devices(AMD)$ This one looks headed to $700 sooner than later. The CPU super cycle has been building for a while, but the market keeps getting hung up on P/E.

$Vanguard Emerging Markets Ex-China ETF(VEXC)$ I hold the Vanguard Emerging Markets Ex-China ETF and it's back near record highs, helped by TSMC hitting a new all-time high recently. TSMC is the largest position in the fund at 23.15% of holdings. Five Taiwanese companies make up the top 10, with the top 4 all based in Taiwan. $Taiwan Semiconductor Manufacturing(TSM)$  $iShares MSCI Taiwan ETF(EWT)$ 

$Taiwan Semiconductor Manufacturing(TSM)$ We're now spitting distance to our target from here. Still long in the trend trade.

$Advanced Micro Devices(AMD)$ Lisa Su has been spotted arriving in Taiwan. She's reportedly set to meet with TSM to secure advanced packaging capacity, along with other bottlenecked suppliers. Earlier this year, AMD secured FOPLP capacity from Powertech through 2030.

$Advanced Micro Devices(AMD)$  This company is firing on all cylinders. Credit to Lisa for seeing the AI opportunity early. I'm holding this one long-term.

$NVIDIA(NVDA)$ There are plenty of things I worry about, but Nvidia has never been one of them. A big part of that comes down to Jensen Huang.

$Advanced Micro Devices(AMD)$ HPE just landed a $1.2B Vultr order for AMD Helios systems, with Vultr saying AI demand "continues to outpace available capacity." That gives AMD its first real Helios proof point at scale, while HPE gets a clean win as AI spending moves deeper into full rack systems.

$Advanced Micro Devices(AMD)$ No technical evidence of it breaking below its channel. Should see a recovery near $630 in premarket.

$NVIDIA(NVDA)$  I don't think Wall Street or anyone really understands how big China opening up is for Nvidia. The stock should be at 300, and it's still grossly undervalued. At some point it's just going to pop, take off, and everyone will chase it.