I don't think enough investors appreciate how aggressively $Netflix(NFLX)$  is buying back its own stock. Netflix repurchased roughly $4.8 billion in shares during Q3 alone. Over the last 12 months, that number is close to $13 billion. With free cash flow continuing to grow, there seems to be plenty of room to keep returning capital to shareholders. One more reason I'm bullish long term.

Top 5 bullish stocks based on options flow. $Taiwan Semiconductor Manufacturing(TSM)$  — $2.11M in call buying, with strong confirmation over the past week. $NEBIUS(NBIS)$  — $2.64M in calls purchased, supported by $16.2M in net bullish premium over seven days. $Palo Alto Networks(PANW)$  — $1.08M in December calls, with $9.32M in positive weekly flow. $Alibaba(BABA)$  — Bullish call buying and put selling suggest positioning for a potential recovery. $ARM Holdings(ARM)$  — $410K in near-the-money calls ahead of November 4 earnings, although weekly confirm

$Atlassian Corporation PLC(TEAM)$  has been in a steady uptrend and is breaking out after a channel breakout. Watching calls above $230 for a move toward $240 and $250. The stock has picked up multiple price target upgrades. $Taiwan Semiconductor Manufacturing(TSM)$  is sitting in a support zone from $400 to $410, and it's currently trading inside that range. Watching calls above $420 for a move toward $435 and $450. Puts below $400. $Zeta Global Holdings Corp.(ZETA)$  keeps moving higher with multiple analyst price target upgrades. It's been rangebound for a while now. Watching $34.50 for a move toward $36, with a bigger breakout if it clears that

$Taiwan Semiconductor Manufacturing(TSM)$ I'll buy. Usually when it gets slammed down early, it tends to rebound. SMCI results were good, but I'm paying more attention to LRCX and TXN. And I'd rather own TSM.

$Taiwan Semiconductor Manufacturing(TSM)$ $SpaceX(SPCX)$ Musk may not say it, but the quickest route to the future already runs on the TSMC highway. Nobody wants to admit it because it's a competitive world, but facts are facts.

People fretting over $ASML Holding NV(ASML)$  at $1,718 as if EUV machines grow on trees. $Taiwan Semiconductor Manufacturing(TSM)$ , Samsung, $Intel(INTC)$  all need them. Revenue up 50% YoY, margins expanding to 57%. It's a monopoly, so the noise around it doesn't change much. If it dips, I'd rather add before the print.

$Micron Technology(MU)$ Down over the past week. I have a feeling it might bounce off the $900-$930 level, with ASML and TSM earnings coming up.

$Tesla Motors(TSLA)$ A car company is trying to look smart with xAI and ride the semi boom along with TSM. But shorting it still seems like a bad idea.

TSMC ($Taiwan Semiconductor Manufacturing(TSM)$ ) closed the third quarter at NT$1,494.2bn based on the sum of its monthly sales, up 51% from a year ago. September came in at NT$511.9bn, 0.6% below August's record NT$514.8bn but still up 54.6% on last September. Single months are lumpy, so the quarter is the cleaner read. July and August alone nearly matched all of 3Q25. The AI build is showing up at the foundry: chips for data centers and high-end computing (TSMC's HPC platform) were already 66% of its sales last quarter, up from 60% a year earlier. Year to date, sales are NT$3,898.7bn, up 41.1%.

$Advanced Micro Devices(AMD)$ $Taiwan Semiconductor Manufacturing(TSM)$ AMD plans to increase its chip supply in 2027 to meet growing AI demand, according to Reuters. CEO Lisa Su said the company has already been able to boost supply through 2026 and intends to increase it substantially in 2027. Su recently visited Taiwan to make sure AMD's supply chain could ramp production, and has met with Foxconn, with a meeting with TSMC also planned as part of talks with local partners.

$Taiwan Semiconductor Manufacturing(TSM)$ Honestly, it feels like another one of those confusing, all-day chop fests again. Nobody can really predict the market these days. The Trump tariff drama just keeps cycling through strike, talk, and strike again. Meanwhile, oil has been swinging up and down as well. It's not a straightforward market to navigate. I'm just trying to stay calm and not get a heart attack over all the noise. "Bull markets are born on pessimism, grown on skepticism, mature on optimism, and die on euphoria." From where I stand, we're still in a bull market. It hasn't even matured into broad optimism, so some skepticism is normal.

$Taiwan Semiconductor Manufacturing(TSM)$  Now that things have settled, here's a bit of history — nothing shady, just a walkthrough. On 1/24/2025, TSMC hit an ATH at $226.40. By 3/3/2025, it had dipped into bear market territory, down 22.99% from that $226.40 top. I doubt anyone still remembers how much $226.40 was being talked about back then. By 4/8/2025, TSMC had lost 39.1% from that same intraday high. People love to say they bought the bottom at just the right time, but this is a chat board — even Buffett missed the bottom. By 5/19/2025, TSMC finally crawled out of that bear market. The point is, buying into a bear market can still hurt you pretty hard. By 6/26/2025 and 6/27/2025, TSMC hit another set of al

$Taiwan Semiconductor Manufacturing(TSM)$  Hard to make sense of this price action. TSM is now down 100 from the highs. They're the ones actually building the AI chips, so unless the market is pricing in the AI race winding down, I don't really get why it's falling this much.

$Taiwan Semiconductor Manufacturing(TSM)$  Hoping we start to see some recovery from here.

$Taiwan Semiconductor Manufacturing(TSM)$  Back in February this dropped around $80. Looks like a correction, which is healthy after such a steep run-up in a short period. For anyone who's been waiting for a cheaper entry, this is a decent opportunity.

AI infrastructure still looks like one of the strongest themes out there. There are 10 names worth watching over the next 12 months, and a few that stand out to me: $SK hynix(SKHY)$  — exposure to HBM and advanced memory $Vertiv Holdings LLC(VRT)$  — data center power and cooling demand $Arista Networks(ANET)$  — AI networking growth $Broadcom(AVGO)$  — custom AI chips and networking $Taiwan Semiconductor Manufacturing(TSM)$  — the backbone of global semiconductor manufacturing The AI story seems to be expanding well beyond just GPUs at this point. The nex

$Taiwan Semiconductor Manufacturing(TSM)$  I put out a fresh batch of one-page stock breakdowns this week, covering NOW, GOOGL, TSM, and ASML. These are names tied to AI, cloud, and semiconductor growth. I've been going through the fundamentals, the catalysts, and the levels I'm keeping an eye on. The idea is pretty straightforward: spot quality names before the crowd starts piling in. I was on this theme back when fewer people were paying attention.

$Netflix(NFLX)$ With tariffs, the capex cycle, the war, the Paramount deal getting cancelled — Netflix feels like the cleanest story you can find in big tech right now.

$Taiwan Semiconductor Manufacturing(TSM)$  Intel's earnings beat wasn't a surprise. They reaffirmed that AI is strong and alive, which almost guarantees TSMC's future will be bright. Intel is a TSMC customer, and I hope things go well for them. TSMC, as a leader, wants all 534+ of its customers to do well, not just the smart investors.

$Netflix(NFLX)$  Small daily swings below $10 don't really bother me. It feels more like the big players running their usual playbook, trying to shake out retail traders. They know they're on the other side of the trade, and those stop-loss orders probably get triggered every day like clockwork.