$Ultra Clean(UCTT)$ This looks like it's printing a historic breakout, and it's not just a chart move—there's real supply chain leverage behind it. They're positioned deep in the semiconductor buildout, making sub-fab systems like vacuum modules, gas delivery, and robotics that go inside the massive tools used by foundries like $Taiwan Semiconductor Manufacturing(TSM)$  and INTC. If fabs expand, demand for UCTT follows. What's driving the move seems to be the capex expansion across the chip ecosystem, AI-driven fab build cycles, a clear monthly technical breakout structure, and a strong sector tailwind as semi equipment catches bids again. I'm watching this as a "picks and shovels" type name tied

People who claimed the memory market was cyclical two years ago were wrong, and they were wrong again when they said the same thing a year ago. Now they're repeating it, but everyone in the industry agrees memory prices are going up and any additional production will be absorbed. Back in 1931, oil was beaten down to $0.10. Memory is far more complex to manufacture than finding new oil. $Intel(INTC)$  has plenty of DUV lithography capacity that could be used for memory, but they aren't making it because processors currently yield much higher revenue per wafer. Eventually, the memory bottleneck will be recognized, but it would take $Taiwan Semiconductor Manufacturing(TSM)$  and

$Taiwan Semiconductor Manufacturing(TSM)$ TSMC hit an all-time intraday high, now waiting for a confirmed closing high.

$Taiwan Semiconductor Manufacturing(TSM)$  The bears are about done. Getting ready for the fourth feast.

$IREN Ltd(IREN)$ IREN has been awarded Nvidia Exemplar Cloud status on Nvidia B300 infrastructure. Also selected to be the operator of $NVIDIA(NVDA)$  DSX. What other neoclouds have achieved exemplar cloud status: NBIS with H200; GB300 CRWV with H100; GB200 Questions: What does Jensen want that others have? How can he achieve it? Control it (THEM) Yet stay independent from each?

Mid-July call buyers are loading up. Two call buyers just came in, each over $1.5M, for the $467.5C 07/17/26 contract. The total premium for this contract is now around $3.77M, with ask volume heavily leading—1,362 ask vs only 180 bid. Looking at the full chain, net premium is sitting around +$19.58M. Net call premium is near +$16.3M while put premium is negative. $Taiwan Semiconductor Manufacturing(TSM)$  is trading near $469, up 3%, and the call flow continues to push the tape higher. Mid-July upside buyers are stepping in aggressively.

$Taiwan Semiconductor Manufacturing(TSM)$ Funds get rid of the bad stocks and keep or buy the good ones during window dressing. People are absolutely crazy about TSMC.

$NVIDIA(NVDA)$  Robotics is quietly becoming the next major capital rotation theme. $Ouster Inc.(OUST)$  has evolved from a hardware company into a full spatial intelligence platform, now tightly integrated with NVIDIA's Jetson ecosystem. Its 3D perception technology is already embedded in logistics, mining, and autonomous fleets through partners like SERV and Komatsu. $Aeva Technologies Inc.(AEVA)$  is positioning itself on the high-performance end of autonomy. Its FMCW LiDAR delivers real-time distance and velocity data, not just depth, effectively reducing latency in AI decision loops. Backed by NVIDIA DRIVE integr

$Amkor Technology(AMKR)$ Added at $80.92; hoping it continues to perform well. I really like the advanced packaging play with TSM. It makes sense not to ship all US-produced semiconductors overseas for packaging. I wouldn't be surprised to see this move towards a $50B valuation as their advanced packaging takes off over the rest of the decade.

$NVIDIA(NVDA)$  Would love to see a nice big green candle today, one that eats the past three red ones and climbs 10%+ from here, tomorrow and next week. Not holding my breath, though.

$Taiwan Semiconductor Manufacturing(TSM)$ The lesson learned is the memory price gouge. TSMC can easily raise prices across the board. Play the greed game, watch me double it. Why not? The sky's the limit.

$Taiwan Semiconductor Manufacturing(TSM)$  Buffett's quick sale of TSM stock opened my eyes to the opportunity he missed.

$Taiwan Semiconductor Manufacturing(TSM)$  I took a hit on TSM today, but that's not because the TSM business story has suddenly changed. The need for their wafers hasn't just disappeared. Block out the short-term noise and think rationally. I'm still long on TSM.

$NVIDIA(NVDA)$  This BioNeMo Agent Toolkit launch feels like one of those under-the-radar but actually significant updates. Over 50 companies are already integrated, including Anthropic, OpenAI, $Eli Lilly(LLY)$ , $Snowflake(SNOW)$ , Databricks, and Schrödinger. What stands out is how NVIDIA is basically positioning AI agents as scientific workers now, not just chat models. Drug discovery, genomics, protein design, medical imaging—all getting compressed from days to minutes in some workflows. Jensen's framing of a "PhD-level assistant with supercomputer speed" isn't just marketing here... you can already see early usag

$Taiwan Semiconductor Manufacturing(TSM)$ Just reclaimed its spot as the 6th largest company in the world, edging past SpaceX again. The chart tells the story too: stacked moving averages, uptrend fully intact. The chipmaker the world runs on keeps climbing the ladder.

$Taiwan Semiconductor Manufacturing(TSM)$  The price keeps stair-stepping higher, moving averages are stacked cleanly, and the uptrend has never broken.

$Taiwan Semiconductor Manufacturing(TSM)$ Susquehanna analyst Mehdi Hosseini raised the firm's price target on TSMC to $575 from $500, maintaining a Positive rating. The firm updated its model, including its capex and capacity strategy, which they believe will exceed both consensus and buy-side expectations. The key uncertainty remains how token growth, and the associated silicon requirements, could drive potential supply-demand imbalances.

$Taiwan Semiconductor Manufacturing(TSM)$ I'm not a fortune teller, and I'm not making any predictions, but it is 100% true that TSMC only needs to go up 4.31% more to break the $2.5T market cap. Hope it happens ASAP.

$NVIDIA(NVDA)$ That usually shuts them up. Hard to argue with the facts. NVDA is among the best stocks in market history, consistently growing and delivering market-beating returns year after year.

$NVIDIA(NVDA)$ With the SpaceX IPO now in the rear view mirror, Nvidia should start moving up.