To The Moon

$Arbe Robotics Ltd.(ARBE)$ $NVIDIA(NVDA)$  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.

$Taiwan Semiconductor Manufacturing(TSM)$  is a textbook spot to try the curl. That lower trendline is the one line this whole range respects. First attempts in a widening range tend to fade fast though. The second push after a higher low is where it gets real.

Watching $Taiwan Semiconductor Manufacturing(TSM)$  near the bottom of this long widening price range. There's very clear and strong support at this trendline. It should start to curl from here.

$Taiwan Semiconductor Manufacturing(TSM)$ Most people, including Taiwanese media, gave SMCI credit for popping AI stocks. That makes some sense since they happened to put out a timely update raising their revenue estimate and guiding to 12%-12.5% gross margin. They had 17.4% gross margin last quarter. That was why Uncle said nope. So what about SPCX? Did anyone actually read into their earnings? It's fine if you didn't, at least as far as SPCX itself goes. But what about Musk saying SpaceX is adding 200,000 NVDA GPUs (GB300) a month online? Don't tell anybody that Musk said SpaceX plans 440,000 Vera Rubin by the end of the second quarter. Vera Rubin costs more than GB300, and it's not fake news, I'm telling you. Good night. Just wake up and sm

$Taiwan Semiconductor Manufacturing(TSM)$  and $Broadcom(AVGO)$  are the best names to load up on right now. Both will be over $500 in the coming weeks, trading at ridiculously low forward PEs right now with hundreds of billions of AI chip revenue projected for 2027 & beyond. $Invesco QQQ(QQQ)$ 

$SpaceX(SPCX)$ SpaceX reported Q3 2026 results with a strong beat on both the top and bottom line. Revenue came in at $14.57B versus the $12.87B estimate, up 161% year over year. GAAP EPS was $0.35 against a $0.13 estimate, and net income reached $4.40B compared to the $1.88B consensus. Adjusted EBITDA hit $8.81B, up 306% from the prior year. The revenue mix has shifted notably. Super Intelligence, which covers AI and datacenters, brought in $7.56B and now makes up 52% of total revenue, with Colossus II scaling past 1.7 GW. Starlink contributed $5.25B, up 69% year over year, with consumer subscribers at 13.6M compared to 7.2M a year ago. The 800 MHz spectrum deal is expected to close in H1 2027. Space Launch added $1.77B, up 6%. Other metrics

$NVIDIA(NVDA)$  I used to be pretty analog in how I looked at this, and I still am. From analog to digital and beyond, I'm staying bullish.

$Taiwan Semiconductor Manufacturing(TSM)$  TSM is the safest AI play. Volume production of profitable two nano chip production is a sure thing.

$Taiwan Semiconductor Manufacturing(TSM)$ NOV20 430C is still actionable. Zone: $417.28 to $423.16 Invalidation: close under $404.08 Objectives: $445, then $470 The math: up 5.9% to the first objective and 11.8% to the second, against 3.8% risk on the invalidation, about 3 to 1 to the second. This swing setup looks like a strong runner who stumbled last week and is now finding his stride again. Taiwan Semiconductor reported a record quarter on October 15, revenue up 41 percent from a year ago, and said demand for AI chips still far outruns what they can supply, which means the business behind this price is still growing fast. Buyers held the $415.50 low and closed at $420.22, up 1.8 percent, well above the $404.08 range low underneath. If that

$Taiwan Semiconductor Manufacturing(TSM)$  Read: Nvidia CEO explains total reliance on TSMC over Samsung for flagship AI chips. To put it simply, TSMC sells you trust, and that is incredibly valuable.