$Micron Technology(MU)$ If you're looking to catch the next wave, here are some names to consider. Micron can't produce its advanced memory chips entirely on its own. There are companies further down the supply chain that tend to move when memory demand picks up. $Taiwan Semiconductor Manufacturing(TSM)$ makes the foundational layer for the chip stacks. $Amkor Technology(AMKR)$ and $ASE Technology(ASX)$ handle the advanced packaging that turns raw stacks into finished parts. Adeia $Adeia(ADEA)$ licenses the bonding technology that allows stacks to get ta
$Taiwan Semiconductor Manufacturing(TSM)$ Maybe the portfolio rebalancing selling pressure will ease soon. TSMC is more critical than all the HBM producers; without its chips, HBMs are junk.
$Micron Technology(MU)$ CEO Sanjay Mehrotra recently noted that humanoid robots carry 10 times the memory of an average L2+ vehicle. He expects a sustained, substantial multi-decade memory demand cycle to begin in the latter part of this decade.
$Taiwan Semiconductor Manufacturing(TSM)$ The wafers used by Micron and other memory chip companies come from TSMC, and they need a lot of them. I think it could reach $700 within the next year.
$Taiwan Semiconductor Manufacturing(TSM)$ I think you're mistaken. There's actually a lot to be excited about. After the MU report, anyone still arguing that the AI trade is a bubble just seems like a hater. And TSM is in the middle of the biggest wealth creation opportunity, probably ever.
$Taiwan Semiconductor Manufacturing(TSM)$ Not many people know this, but TSMC is working very hard on quantum computing in Taiwan. I know some researchers there. In my judgment, TSMC might be a much bigger play after five years.
$Taiwan Semiconductor Manufacturing(TSM)$ Reportedly raising foundry prices by 5–10% on advanced nodes (7nm and below). These nodes drive about 75% of its wafer revenue. Strong pricing power from the world's most crucial foundry indicates AI demand remains robust.
$Taiwan Semiconductor Manufacturing(TSM)$ TSMC Ordinary set all-time intraday and closing highs of NT$2,510 on 6/22/2026, with huge volume coming in at the close to secure the NT$2,510 closing price.
$Taiwan Semiconductor Manufacturing(TSM)$ Bull trap or bear trap? The fact is, TSMC hit an all-time intraday high of $450.16. It's kind of sad that the whole market's future direction is being told to depend on AVGO's after-market report. They could simply look to the crown jewel, TSMC.
$Taiwan Semiconductor Manufacturing(TSM)$ I wish I had a time machine to go back to 2010 and load up on this one. This was one of the better investment decisions I've made.
$Oklo Inc.(OKLO)$ Everyone's asking why I think the price can hit $200 by early June. If Oklo gets the safety design approval, or the green light to proceed, then the sky's the limit.
$Tiger Brokers(TIGR)$ From September, it entered a downtrend until the November bottom. December’s impressive earnings and the calm stock price show that the market has basically returned to rationality. Now, we can reasonably hope for a new high.
$Oklo Inc.(OKLO)$ Just pocketed some decent gains from OKLO, feels great! Also managed to join the recent 688 event—gotta love those "free" vouchers! The company just announced a new deal with Siemens Energy to procure power conversion systems, clearly speeding up their commercialization. Holding tight, bigger things are ahead!
$Oklo Inc.(OKLO)$ The Trump administration's equity stake in quantum computing is like rocket fuel for OKLO. With those government contracts in pocket, this stock's about to do the kangaroo hop!
$Oklo Inc.(OKLO)$ Bain Capital's report reveals AI's computational demands are outpacing Moore's law by over 200%, potentially requiring 100GW of new US power capacity by 2030. Annual data center investments could hit $500B, yet even redirecting all IT/AI savings leaves massive funding gaps. The analysis hints at shadow forces potentially manipulating supply chains to throttle AI progress - their Bloomberg TV appearance last night emphasized that solving energy bottlenecks will make or break the AI revolution.