$Amazon.com(AMZN)$ Amazon rose strongly last week mainly because its quarterly earnings were much better than investors expected, especially in its cloud and AI businesses. The biggest reasons were: * AWS (Amazon Web Services) accelerated growth. AWS revenue increased 37% year-over-year, its fastest growth in more than four years. This reassured investors that Amazon is benefiting from the AI boom. * AI demand remains very strong. CEO Andy Jassy said demand for AI infrastructure continues to exceed Amazon’s available capacity, and the company increased its planned AI and data center investment for the year. Investors interpreted this as confidence in future growth rather than a warning. * Earnings beat expectations by a wide margin. Amazon reporte

$Taiwan Semiconductor Manufacturing(TSM)$ I have topped up again! Why many long-term investors remain bullish TSMC has several characteristics that are difficult to replicate: * Dominant leadership in advanced semiconductor manufacturing. * Extremely high switching costs for customers. * Essential supplier to virtually every major AI chip designer. * Strong pricing power as demand exceeds supply. * Multi-year visibility into AI-related capital spending.  Latest bullish news 1. Another blockbuster earnings beat TSMC reported very strong Q2 2026 results, with revenue growing about 36% year-over-year and gross margin approaching 68%, reflecting exceptional demand for AI chips. Management also maintained confidence in continued AI-driven grow

$Apple(AAPL)$ still love Apple, at least it share price has been stable!  Apple (NASDAQ: AAPL) currently trades at a premium valuation versus both its own history and the broader market. Key valuation metrics (current): * Market capitalization: approximately US$4.6–4.9 trillion * Trailing P/E: roughly 37–40× earnings * Forward P/E: roughly 30–32× next year’s expected earnings * Price/Sales: about 10× * EV/EBITDA: about 29× Is Apple expensive? Compared with its own history, yes. * Apple’s long-term average P/E has generally been in the 20–30× range. * Today’s valuation near 40× earnings implies investors expect continued earnings growth, resilient iPhone demand, expanding services revenue, and stronger AI-driven product upgrades. Bull case * E

$Invesco QQQ(QQQ)$ Topup more $Invesco QQQ(QQQ)$  during volatile seasons. Whenever it goes down I topup. At least it adds to my portfolio stability. $Invesco QQQ(QQQ)$  one of the best EFTs to hold on long term! 

$Taiwan Semiconductor Manufacturing(TSM)$ this company is still going strong despite the competition! It is not too late to buy now if you haven't invested in $Taiwan Semiconductor Manufacturing(TSM)$   Taiwan Semiconductor Manufacturing Company (TSM) has an excellent Return on Equity (ROE). * Current ROE (TTM): ~32.7% * 5-year average ROE: ~29.0% How to interpret it * Above 20%: Excellent * 15–20%: Very good * 10–15%: Acceptable * Below 10%: Generally weak (depending on industry) At around 33%, TSM is generating roughly 33 cents of profit for every dollar of shareholders’ equity, which is exceptional for a capital-intensive semiconductor manufacturer. This reflects: * Strong pricing power in

$Alphabet(GOOG)$ time to top up again. $Alphabet(GOOG)$  has come down a bit lately and there is no reason not to top up. This is a quality company and earning could be explosive 🧨 in the near future. 

$Taiwan Semiconductor Manufacturing(TSM)$ US trading policies would hurt but not much! $ $Taiwan Semiconductor Manufacturing(TSM)$  is still going strong and hitting 52 week high again! Top up when it was down and sell when it is hitting 52 week high. It is not too late to invest in such a quality company! 

$Torm PLC(TRMD)$ I hold this stock for a long term and sold partial to take some profits, to move capitals around. You need to stay active to grow your portfolio and that's what I am trying to do! 

$Broadcom(AVGO)$ Topped up $Broadcom(AVGO)$  as I believe this stock will shine even more in long term. Still opportunity to buy more after most tech shares pull back. Market should recover (I hope) a bit this week! Hang in there my fellow traders!

$Microsoft(MSFT)$ finally make a move! This just a matter of time for $Microsoft(MSFT)$  to hit $500!

$Taiwan Semiconductor Manufacturing(TSM)$ Took a little profit By selling a portion when it reached highest point. Wait till it drop back to $400, buy some more. 

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ Sold the remaining of $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$  and will buy again when it drops back. This kind of stock is always good for short term trading, not ideal for long term holding. 

$Apple(AAPL)$ I believe in the company business but the stock movement is slow. Hence didn't have much although I am a fan of $Apple(AAPL)$ 

$Taiwan Semiconductor Manufacturing(TSM)$ Wait for this to hit over $420 soon! Now it is the age of chips and AI... [Miser]  [Miser]  [Miser]  

$Taiwan Semiconductor Manufacturing(TSM)$ hitting $420 soon. $Taiwan Semiconductor Manufacturing(TSM)$  has been one of the darling of the stocks I have. I will definitely hold it for long term while doing some trades from time to time! 

$Torm PLC(TRMD)$ I hold this stock for long term as it pays good dividend! Only recently it has gone up. I am planning reduce my holding and move my capital around! moving captial around from time to time helps with portfolio growing! 

$NEBIUS(NBIS)$ overbought signal last week meaning Time to take profit! Sold some and keep the rest. $NEBIUS(NBIS)$  fundamental is still good and worth investing longer term! 

$NEBIUS(NBIS)$ decided to take some profit now. Given the super volatile market, I feel profits are needed, at least we need cash to sustain our overall stock portfolio when the market goes bad! 

$NEBIUS(NBIS)$ hitting $115 soon I hope.   NBIS → “early CoreWeave-like bet” (high risk / high reward) CoreWeave → “premium AI infra play” (when public) AMD → “safer AI backbone investment” I choose $NEBIUS(NBIS)$  for aggressive upside / speculative play.

$Schwab US Dividend Equity ETF(SCHD)$ took the profit and topped up other counters that are down.