To The Moon

$Taiwan Semiconductor Manufacturing(TSM)$ ASML, TSMC, Micron — all delivered monster earnings reports, yet Wall Street is selling. These names are cheaper than they've ever been, especially Micron and SK Hynix. The reaction feels pretty irrational, and this looks like a great buying opportunity.

$Taiwan Semiconductor Manufacturing(TSM)$  Remember the DeepSeek scare. The Chinese didn't have to do much, and lots of tech stocks dropped into a bear market. Looking back, it seems overblown how easily people got spooked by Wall Street. You didn't see Warren Buffett or Elon Musk say much about it, maybe they didn't really know what to say either. This time they're hyping CXMT, and even Musk compares it to Chinese batteries or solar panels that may flood America. Musk also said he doesn't really know about making chips, which is a bit odd. The whole thing feels overrated. Even if something happens a couple of years from now, TSMC will continue to make advanced chips and make a lot of money. TSMC fell from its 1/

$Taiwan Semiconductor Manufacturing(TSM)$ TSMC will report 3Q26 earnings on 10/14/2026. They consistently beat revenue and EPS, though that doesn't guarantee the stock will move up big even if Uncle wants it to. Revenue and EPS estimates haven't been updated yet, but the quarterly revenue shown is already above the current NT$1.46T. EPS should come in well above the current $1.48 estimate and even above the highest estimate of $4.72, regardless of whatever whisper numbers are floating around like $4.99.

$Advanced Micro Devices(AMD)$  AMD is selling every chip they make. The demand problem looks mostly resolved at this point, and Lisa Su being in Asia seems aimed at addressing the larger remaining issue. I think there's a real chance this could reach $1,000 a share within the next 6 months.

$Taiwan Semiconductor Manufacturing(TSM)$  Shakeout happens. Zoom out and look at the bigger picture. If you can't handle the swings, this game isn't for you. Three months from now your position could look a lot better, so I'm holding tight.

$GLOBALFOUNDRIES Inc.(GFS)$ I said it before — this stock should be worth 10x what it is today. The TSM deal is just the beginning. It is America's most mature foundry service, while INTC is still a decade away from mass industry adoption and maturity.

$GLOBALFOUNDRIES Inc.(GFS)$ GlobalFoundries just landed a $2B, 5-year deal with $Taiwan Semiconductor Manufacturing(TSM)$  to supply silicon interposers for CoWoS AI packaging from its Malta, NY fab. That puts it directly into the AI accelerator and HBM supply chain. Not just an "old-node foundry" anymore.

$KLA Corporation(KLAC)$ The drop doesn't make much sense given TSM's latest September monthly results and the expected Q3 numbers.

$Advanced Micro Devices(AMD)$  Lisa Su at AMD is running her own race and she's not concerned about NVDA. However, NVDA is becoming more concerned about AMD. Get it?

$Advanced Micro Devices(AMD)$ Look at AMD. That V-shape recovery looks like a tick mark.