$Taiwan Semiconductor Manufacturing(TSM)$  NOV20 435C, still actionable. Zone: $421.40 to $427.34 Invalidation: close under $410.22 Objectives: $445, then $475 The math: up 4.9% to the first objective and 11.9% to the second, against 3.3% risk on the invalidation, better than 3 to 1 to the second. Picture the chipmaker that builds the brains inside nearly every device you own, knocked from 445 dollars down to 410 dollars in ten days and then quietly climbing back. Taiwan Semiconductor closed Monday at 424 dollars and 37 cents, up for a second straight session after holding that 410 dollar floor, and the climb back toward 445 dollars first and 475 dollars next is simply the stock retracing the fall it just made, w

$CoreWeave, Inc.(CRWV)$ Looks like $NVIDIA(NVDA)$  is going to take a bigger stake - this should create the floor to head back up. $120 by year end.

Money has been rotating back and forth. At one point Nasdaq was used to push Dow, and now it looks like Dow is being used to push Nasdaq. $Advanced Micro Devices(AMD)$  $NVIDIA(NVDA)$  $Taiwan Semiconductor Manufacturing(TSM)$  $Dell Technologies Inc.(DELL)$ 

$Taiwan Semiconductor Manufacturing(TSM)$ When Wall Street realizes how low these prices are for this sleeping giant, these are long-term buy and holds. Smart money being smart.

Top 5 Bullish Stocks to Watch - options flow was defensive overall, but selective call buying continues to stand out. Here are five names on my watchlist: 1. $Taiwan Semiconductor Manufacturing(TSM)$  — $1.29M in calls bought near the money. Bullish positioning despite semiconductor weakness. Watching for stabilization. 2. $Texas Instruments(TXN)$  — $1.2M in calls bought following earnings. Relatively resilient price action compared with the broader semiconductor sector. 3. $Amazon.com(AMZN)$  — Positive flow building across multiple sessions. Fresh call buying ahead of October 29 earnings. 4. $McCormick(MKC)$&n

$Taiwan Semiconductor Manufacturing(TSM)$ People have short memories. Uncle called for TSMC to hit $2T in 2025, ideally by the end of 2025, but the DeepSick hit took 66 days for TSMC to recover, and it later managed to pass $2T on 2/25/2026. This year, TSMC was hit hard entering July and took another 68 days to recover to ATH. Given that pattern, it seems fair to expect TSMC to hit $3T by February 18, 2027.

$Taiwan Semiconductor Manufacturing(TSM)$ This looks like a solid opportunity to pick up shares. TSM should keep dominating for at least the next four years, and there's a real chance it could double over the next three years.

$Intel(INTC)$ Intel is the only Western chip fab. Bookmark this post for when $NVIDIA(NVDA)$  and $Advanced Micro Devices(AMD)$  betray the USA and end up playing mediator between China and the US over $Taiwan Semiconductor Manufacturing(TSM)$  holding Western civilization hostage through a single vector. Intel closes the gap. Intel is actually American, not a global corporation wearing a Western veneer while shipping the designs to Taiwan. Intel is the only one who stays loyal when it all falls apart in the coming years. Intel is going to be a massive winner. A decade from now you will tell people abou

$Taiwan Semiconductor Manufacturing(TSM)$ $Broadcom(AVGO)$ In its latest earnings update, Meta raised its 2026 capital expenditure estimate to a range of $135 billion, up from an earlier estimate of $130 billion. AI demand keeps accelerating, which is excellent news for these two names. $Invesco QQQ(QQQ)$ 

Moody's upgraded TSMC's issuer rating to Aa2 from Aa3, pointing to its dominant foundry position, technology leadership in advanced nodes, and sustained AI-driven demand. The outlook was revised to stable from positive, and senior unsecured debt ratings for TSMC financing subsidiaries were also upgraded. The upgrade reflects strong financials. Q3 2026 revenue was up 51% year over year, with advanced nodes making up 79% of total wafer revenue. Moody's expects annual revenue growth of 30%-45% over the next 12-18 months and EBITDA margins approaching 75%, as process-node optimization offsets initial costs from ramping 2-nanometer production and overseas facilities. TSMC's credit profile also gets support from roughly NT$4.0 trillion in cash and marketable securities at the end of September 20

$Arbe Robotics Ltd.(ARBE)$ $NVIDIA(NVDA)$  The industry standard used by many manufacturers includes 13 different cameras, 9 radars, and 3 lidars. Arbe Robotics is the only true 4D imaging radar supplier within the NVIDIA Hyperion ecosystem of fully qualified sensors.

$Taiwan Semiconductor Manufacturing(TSM)$  is a textbook spot to try the curl. That lower trendline is the one line this whole range respects. First attempts in a widening range tend to fade fast though. The second push after a higher low is where it gets real.

Watching $Taiwan Semiconductor Manufacturing(TSM)$  near the bottom of this long widening price range. There's very clear and strong support at this trendline. It should start to curl from here.

$Taiwan Semiconductor Manufacturing(TSM)$ Most people, including Taiwanese media, gave SMCI credit for popping AI stocks. That makes some sense since they happened to put out a timely update raising their revenue estimate and guiding to 12%-12.5% gross margin. They had 17.4% gross margin last quarter. That was why Uncle said nope. So what about SPCX? Did anyone actually read into their earnings? It's fine if you didn't, at least as far as SPCX itself goes. But what about Musk saying SpaceX is adding 200,000 NVDA GPUs (GB300) a month online? Don't tell anybody that Musk said SpaceX plans 440,000 Vera Rubin by the end of the second quarter. Vera Rubin costs more than GB300, and it's not fake news, I'm telling you. Good night. Just wake up and sm

$Taiwan Semiconductor Manufacturing(TSM)$  and $Broadcom(AVGO)$  are the best names to load up on right now. Both will be over $500 in the coming weeks, trading at ridiculously low forward PEs right now with hundreds of billions of AI chip revenue projected for 2027 & beyond. $Invesco QQQ(QQQ)$ 

$SpaceX(SPCX)$ SpaceX reported Q3 2026 results with a strong beat on both the top and bottom line. Revenue came in at $14.57B versus the $12.87B estimate, up 161% year over year. GAAP EPS was $0.35 against a $0.13 estimate, and net income reached $4.40B compared to the $1.88B consensus. Adjusted EBITDA hit $8.81B, up 306% from the prior year. The revenue mix has shifted notably. Super Intelligence, which covers AI and datacenters, brought in $7.56B and now makes up 52% of total revenue, with Colossus II scaling past 1.7 GW. Starlink contributed $5.25B, up 69% year over year, with consumer subscribers at 13.6M compared to 7.2M a year ago. The 800 MHz spectrum deal is expected to close in H1 2027. Space Launch added $1.77B, up 6%. Other metrics

$NVIDIA(NVDA)$  I used to be pretty analog in how I looked at this, and I still am. From analog to digital and beyond, I'm staying bullish.

$Taiwan Semiconductor Manufacturing(TSM)$  TSM is the safest AI play. Volume production of profitable two nano chip production is a sure thing.

$Taiwan Semiconductor Manufacturing(TSM)$ NOV20 430C is still actionable. Zone: $417.28 to $423.16 Invalidation: close under $404.08 Objectives: $445, then $470 The math: up 5.9% to the first objective and 11.8% to the second, against 3.8% risk on the invalidation, about 3 to 1 to the second. This swing setup looks like a strong runner who stumbled last week and is now finding his stride again. Taiwan Semiconductor reported a record quarter on October 15, revenue up 41 percent from a year ago, and said demand for AI chips still far outruns what they can supply, which means the business behind this price is still growing fast. Buyers held the $415.50 low and closed at $420.22, up 1.8 percent, well above the $404.08 range low underneath. If that

$Taiwan Semiconductor Manufacturing(TSM)$  Read: Nvidia CEO explains total reliance on TSMC over Samsung for flagship AI chips. To put it simply, TSMC sells you trust, and that is incredibly valuable.