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$Taiwan Semiconductor Manufacturing(TSM)$ I made an additional investment in TSM stock following strong signals of rising demand in advanced semiconductor production. NVIDIA CEO Jensen Huang’s recent visit to TSMC highlighted exceptional strength in NVIDIA’s business and a push to secure more 3nm chip supply. Reports indicate TSMC is considering expanding 3nm wafer production by 20,000 units per month, potentially raising output to 160,000–170,000 wafers by 2026. While this may increase TSMC’s capex to $48–50 billion, it reflects robust AI-driven demand and strengthens the semiconductor supply chain, making TSM a strategic growth opportunity in the AI era.
$Amazon.com(AMZN)$ I increased my investment in AMZN after Amazon unveiled a new wave of AI-powered tools aimed at businesses. The Amazon Business Assistant strengthens procurement efficiency and account support, while collaboration with Deloitte adds AI-driven supply chain optimization and grid asset management via AWS. New features like Savings Insights and Spend Anomaly Monitoring should drive measurable cost savings for clients and deepen enterprise stickiness. These moves reinforce Amazon’s strategy to embed AI into core workflows, expand high-margin AWS services, and accelerate long-term revenue growth through enterprise adoption and operational efficiency.
$Taiwan Semiconductor Manufacturing(TSM)$ I made an additional investment in TSM stock following strong signals of rising demand in advanced semiconductor production. NVIDIA CEO Jensen Huang’s recent visit to TSMC highlighted exceptional strength in NVIDIA’s business and a push to secure more 3nm chip supply. Reports indicate TSMC is considering expanding 3nm wafer production by 20,000 units per month, potentially raising output to 160,000–170,000 wafers by 2026. While this may increase TSMC’s capex to $48–50 billion, it reflects robust AI-driven demand and strengthens the semiconductor supply chain, making TSM a strategic growth opportunity in the AI era.
$Oracle(ORCL)$ I added to my Oracle (ORCL) position as the company accelerates its push into AI-driven cloud infrastructure. Oracle is gaining momentum through high-profile collaborations with OpenAI and NVIDIA, while also securing supercomputing projects with the U.S. Department of Energy. These moves signal a clear long-term strategy to scale its cloud platform and embed AI deeply into enterprise workloads. With growing demand for AI compute and data services, Oracle is positioning itself as a serious contender in a market dominated by larger rivals, making current levels an attractive opportunity for future growth.
$Apple(AAPL)$ I added to my Apple position on news of its shift to a biannual iPhone launch cycle starting 2026, a strategic move that should smooth revenue and reduce operational strain. Separating premium fall launches from spring budget models sharpens marketing focus and keeps Apple competitive with staggered rivals like Samsung. The lineup—including a foldable, Pro models, and the new iPhone Air—signals innovation while testing next-gen 2nm efficiency. With expanded spring updates for Macs, iPads, and smart-home devices, Apple’s product cadence looks set to deliver steadier growth and stronger ecosystem lock-in.
$Alphabet(GOOG)$ I added to my GOOG position as anticipation builds for the Gemini 3.0 launch, which analysts expect to meaningfully strengthen Google’s AI competitiveness. Wall Street’s perception has clearly shifted this year, with Alphabet moving from an “AI laggard” to an “AI winner.” At the same time, valuation remains reasonable: the stock’s forward P/E near 25x, and below 20x for much of Q3, underscores its appeal as a value-tilted growth play—an angle seemingly echoed by Berkshire’s disclosed purchase. This combination of AI momentum and valuation support makes the risk-reward attractive.
$Advanced Micro Devices(AMD)$ I added to my AMD position as accelerating AI adoption is translating into real returns for customers. CEO Lisa Su confirmed that all major hyperscalers are increasing CapEx after seeing tangible ROI, signaling durable demand rather than speculative spend. With the AI market still in its early innings, AMD’s total addressable market is expanding rapidly. The company also raised long-term growth targets, validating execution and visibility, which sparked an 8.5% share jump. This reinforces my thesis that AMD is well-positioned to compound alongside sustained enterprise AI investment.
$Tesla Motors(TSLA)$ I added to my Tesla position based on growing confidence in its Full Self-Driving (FSD) technology and data moat. Tesla claims its fleet is trained on an unprecedented scale—billions of real-world miles across diverse roads, weather, and traffic—compressing a century of learning into the system. This network effect is hard to replicate and could unlock high-margin software revenue as FSD improves. If performance and safety continue to advance, Tesla can differentiate beyond EVs into autonomy and AI, strengthening its long-term growth story.
$Taiwan Semiconductor Manufacturing(TSM)$ I added to my TSM position after NVIDIA CEO Jensen Huang’s Taiwan visit signaled urgent demand for advanced chips and potential upside to TSMC’s 3nm capacity. Reports suggest TSMC may lift output by 20k wafers per month, pushing long-term capacity toward 160k–170k wafers, well above prior estimates. While this implies higher capex of $5–7 billion, it reinforces TSMC’s leadership in AI supply chains. The shift in bottlenecks to front-end wafer production and ABF substrates further highlights sustained, structural demand.