To The Moon

$Taiwan Semiconductor Manufacturing(TSM)$  Uncle wanting TSMC to hit $385.65 in two days isn’t about prediction; it’s about TSMC rejoining the $2T market cap club. Stick around the board long enough, and you might understand what Uncle’s really talking about—though you could go nuts before that.

$NVIDIA(NVDA)$ I believe in NVDA's product and management; it's the core of my portfolio. Since I've invested in companies where NVDA has put money, including INTC, following the leader can be profitable. Recognizing talent in others is a talent in itself.

$Taiwan Semiconductor Manufacturing(TSM)$ With 2 trading days left ahead of TSMC's earnings and guidance, what other conspiracy theories can they come up with? Tell me more about America building foundries everywhere near you to fight against TSMC's dominance in AI chips. To tell you the truth, it's not just the chips; it's more advanced packaging that matters. Any dip on TSMC should be treated as the market trying to borrow money that was supposed to be invested in TSMC, and borrowing money needs to be repaid dearly, that includes shares borrowed to short TSMC.

$NVIDIA(NVDA)$ Oil will soon return to $66 a barrel, then the shorts will find something else to complain about. That's a promise from me to you people.

I've seen that $SLB Ltd(SLB)$  and $NVIDIA(NVDA)$  have been collaborating since 2008, focusing on creating AI infrastructure and domain-specific models for the energy sector. They are now expanding this partnership. The firms will concentrate on three main areas: building infrastructure for AI factories, developing generative AI models tailored for energy applications, and ensuring $SLB Ltd(SLB)$ 's digital platforms can manage massive data volumes more efficiently. This work involves integrating $NVIDIA(NVDA)$ 's AI software, such as Omniverse and Nemotron models, with

It has never been easier to hold a stock for the long term. I worry about many things, but $NVIDIA(NVDA)$  is never one of them.

$Advanced Micro Devices(AMD)$  It will be good if it closes above $305. However, it will be great if it closes above VWAP at $306.

$NVIDIA(NVDA)$ 's accelerated computing and simulation technologies, along with $ABB Ltd(ABB)$ 's robotics, have removed the last barriers to making industrial and physical AI a reality at a global scale by closing the sim-to-real gap.

$Advanced Micro Devices(AMD)$  Hedge smart money and retailers are loading in, with money inflow and momentum being large.

I note that $Meta Platforms, Inc.(META)$  will deploy 6 gigawatts of $Advanced Micro Devices(AMD)$ -based data centre capacity, covering the MI450 accelerator and subsequent generations. The deal is valued at tens of billions of dollars, with reports indicating it could reach up to $60 billion in the medium term. As part of the agreement, $Advanced Micro Devices(AMD)$  is issuing $Meta Platforms, Inc.(META)$  performance-based warrants to acquire 160 million shares of common stock (roughly 10% of the company); these warrants vest in tranches, with final tranches tied to milestones including