$Micron Technology(MU)$ This move is a positive change. It appears short sellers aren't making headway in the overseas markets. The upcoming session could be interesting. $Taiwan Semiconductor Manufacturing(TSM)$  is set to report chip sales figures around 2 a.m.

$Taiwan Semiconductor Manufacturing(TSM)$ TSM's monthly sales data is coming out soon. Looking forward to seeing the numbers, and I think there's a chance it could reach 475.

There's an unusual divergence between price action and the strong fundamentals, which seems to be driven by two factors: Korean NPS rebalancing to keep domestic holdings under a cap limit, and the renewed tensions around Iran and rising oil prices. The recent selloff has pushed the forward P/E for some of the market's hottest stocks down to the 6-7 range, which doesn't make much sense. I still think a major rebound is likely at some point, and I'm continuing to add to my positions in $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ , $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ , and MU. That's why I've been stressing the approach of buying in small increments rather than going all

$Taiwan Semiconductor Manufacturing(TSM)$ It's like they'll beat and raise guidance, and the share price still ends up dropping.

$Taiwan Semiconductor Manufacturing(TSM)$ Citi raised its price target for TSMC recently. The new target for the Taiwan-listed shares is NT$3,800, up from NT$2,875, with a maintained Buy rating. The move is in anticipation of an upgraded 2026 revenue outlook ahead of the company's earnings. The analyst highlighted TSMC's manufacturing scale, leadership in advanced packaging, and strong wafer pricing power. This upgrade comes ahead of a key earnings call where the market expects to see higher 2026 growth guidance, driven by broadening AI demand.

$Taiwan Semiconductor Manufacturing(TSM)$  I'm adding to my position at $431. It seems like a good entry point with the June revenue report coming on the 10th and earnings this month as well.

$Micron Technology(MU)$ It's finally trading at a forward PE of 8, which seems like a fair value. The semi sector would be better off if the market cleaned out weaker players. The AI trade isn't dead, and stronger semis like $Taiwan Semiconductor Manufacturing(TSM)$ , $NVIDIA(NVDA)$ , and AVGO should continue to see stock price growth. Meanwhile, others are unlikely to ever reach their previous highs.

Not exactly a retail favorite, but the chart is doing all the work. Since early 2024, $Taiwan Semiconductor Manufacturing(TSM)$  has been one of the cleanest and most consistent uptrends around. A quiet compounder with solid structure—still looks like a core holding to me.

$NVIDIA(NVDA)$ $SPDR S&P 500 ETF Trust(SPY)$ I heard on CNBC's Closing Bell that there was a bet of hundreds of millions of dollars on Nvidia reaching $200 in the short term. Also watching $Advanced Micro Devices(AMD)$ , $Micron Technology(MU)$ , MSFT.

$Taiwan Semiconductor Manufacturing(TSM)$  Ahead of TSMC's upcoming Q2 2026 report, Goldman Sachs raised its price target for TSMC's ordinary shares (ORD) to NT$3,000 and for the ADR to $600. The stock closed at NT$2,445 and the ADR at $434.16 at the time of the report. From where I stand, the math behind the NT$3,000 and $600 targets coexisting doesn't quite add up. It seems more logical to adjust the ordinary share target to around NT$3,400 to align with the $600 ADR target. Regardless, TSMC is down about 9.09% in July so far from its June closing high, which was an all-time high. The stock could easily return to another record high if market conditions allow. I continue to believe TSMC is capable of handling i

$IONQ Inc.(IONQ)$ IONQ is positioning itself as a significant U.S. player in the quantum infrastructure shift. The company, based in Maryland, builds trapped-ion quantum systems from university research and spans computing, networking, sensing, and security. The acquisition of SkyWater Technology adds a key layer. SkyWater is a U.S.-based semiconductor foundry with domestic manufacturing, giving IONQ access to onshore production capabilities. This creates a more vertically integrated U.S. quantum stack: American design, fabrication, and manufacturing. In areas like defense and critical infrastructure, supply chain trust is becoming as crucial as compute performance. This move reflects the early formation of a U.S. quantum industrial base. Loo

$Taiwan Semiconductor Manufacturing(TSM)$  They just raised the bar again on 3nm/2nm and CoWoS capacity through 2027, with higher capex directly tied to AI demand expansion. The N2 ramp is particularly notable—faster early output than N3, which signals how aggressive AI-driven wafer demand has become. Margins are still holding strong in the high-60% range, which shows pricing power isn't fading even as supply expands. The big picture is, this remains the core bottleneck name in the entire AI supply chain. The question now seems simple: does demand keep outrunning capacity, or do we eventually see some digestion after this multi-year ramp? What's your read here—early cycle, or late-stage expansion?

$Taiwan Semiconductor Manufacturing(TSM)$  I'm picking up a few shares at this level. Adding a bit more because I think it could reach $500.

$Broadcom(AVGO)$ $Taiwan Semiconductor Manufacturing(TSM)$ $Celestica(CLS)$ The 2027 period could be a very strong one for ASICs. Recent price levels look attractive from my perspective.

That's a good read of the tea leaves, but to me it seems more like an optimization play rather than a demand cliff. Hyperscalers build out infrastructure in massive, non-linear blocks. When clusters sit idle between major model development phases, renting them out even at a discount is just free margin. I agree that jumping ship now is way too early. The silicon demand at $Taiwan Semiconductor Manufacturing(TSM)$  is structural.

$Taiwan Semiconductor Manufacturing(TSM)$ People getting worked up about Meta's cloud news might be focusing on the wrong thing. Meta isn't a chip manufacturer. Whether they use their massive AI clusters internally or decide to rent out spare capacity, the physical hardware is still there. Meta's custom MTIA chips are fabricated by TSMC. Changing who owns the data center doesn't change who's making the silicon. TSMC comes out ahead regardless of whose name is on the server rack.

$Ultra Clean(UCTT)$ This looks like it's printing a historic breakout, and it's not just a chart move—there's real supply chain leverage behind it. They're positioned deep in the semiconductor buildout, making sub-fab systems like vacuum modules, gas delivery, and robotics that go inside the massive tools used by foundries like $Taiwan Semiconductor Manufacturing(TSM)$  and INTC. If fabs expand, demand for UCTT follows. What's driving the move seems to be the capex expansion across the chip ecosystem, AI-driven fab build cycles, a clear monthly technical breakout structure, and a strong sector tailwind as semi equipment catches bids again. I'm watching this as a "picks and shovels" type name tied

People who claimed the memory market was cyclical two years ago were wrong, and they were wrong again when they said the same thing a year ago. Now they're repeating it, but everyone in the industry agrees memory prices are going up and any additional production will be absorbed. Back in 1931, oil was beaten down to $0.10. Memory is far more complex to manufacture than finding new oil. $Intel(INTC)$  has plenty of DUV lithography capacity that could be used for memory, but they aren't making it because processors currently yield much higher revenue per wafer. Eventually, the memory bottleneck will be recognized, but it would take $Taiwan Semiconductor Manufacturing(TSM)$  and

$Taiwan Semiconductor Manufacturing(TSM)$ TSMC hit an all-time intraday high, now waiting for a confirmed closing high.

$Taiwan Semiconductor Manufacturing(TSM)$  The bears are about done. Getting ready for the fourth feast.