$Taiwan Semiconductor Manufacturing(TSM)$ TSM has too much political risk. it will be disruptive for them and I don't want to own them when that happens and I own a lot right now so I'm reducing anytime it'll get up there I was hoping it would hit 200 by now but the pe just goes lower and lower but the price isn't going up

$SUPER MICRO COMPUTER INC(SMCI)$ The missed submission date leaves a bad taste and we do not know if the Hindenburg allegation have been published because they became aware of that or the other way around. Fact is the company makes real money which is closely related to the growth of Nvidia $NVIDIA Corp(NVDA)$ and they are the leader in water-cooled rack production which will be of high importance with the Blackwell series. the filing of the 10-k is key and then we move on . All the other allegations are minor and (if) happen in every company, or do you really believe Ellon Musk or Mark Zuckerberg are saints......Hindenburg said they have investigated for 3 month. Is this a proper investigation? Many peop

$Broadcom(AVGO)$ CPI report pretty much confirmed 25 points rate cut next week, which is great news for us and wider stock market as the bigger cut flags recession fears, onwards and upwards, still heavily undervalued at current prices, fwd pe is just 25 here 😊🚀

$Palantir Technologies Inc.(PLTR)$ I’m holding for years, possibly decades. Of all the single stocks I’ve owned (fewer than 10) Palantir has been the most lucrative and the only stock I’m proud to own.… but if you cash out on a win, there is nothing wrong with that, eitherPersonally, I have a flimsy exit strategy of selling a thousand or so shares at each $100 milestone, but probably by selling CCs that I expect to get exercised. That is assuming our bull case plays out and Palantir goes to the moon one day If Palantir manages to dominate the next wave of the AI boom, and assuming the AI boom continues, I think this will be a several trillion dollar company in the next few decades … but since we can’t guarantee anything,

$Taiwan Semiconductor Manufacturing(TSM)$ I don't know why the stock drop. You don't compare month to month. You look at the YOY. Their August's sales is up 37% YOY from August 2023. I wish I have money to buy at this price. Once they open the Arizona's plant, they will make much more money.

$United Continental(UAL)$ I had some I purchased in 2020. Did increase. So far so good. But there’s simply no dividend with United.I had LUV $Southwest Airlines(LUV)$ (southwest) (it does provide some dividend). Made a little money, not much.DAL $Delta Air Lines(DAL)$ (delta), also purchased in 2020, finally getting dividends started July 2023. Made money out of this one.AAL $American Airlines(AAL)$ (American Airlines), no dividends, barely made a tiny profit, like LUV.I’m going to part ways from some soon.

$Amazon.com(AMZN)$ I’m bullish on AWS long term because it generates most of their revenue. Their Q1 earnings call did say something about AWS margins starting to stagnate. The retail is okay. They need to increase their margins on retail.

Source: Bloomberg​ Harley-Davidson Inc. announced on Monday that its LiveWire electric motorcycle division will combine with special-purpose acquisition company AEA-Bridges Impact to create a new publicly traded company. Harley-Davidson CEO Jochen Zeitz discusses the factors behind the decision on "Bloomberg Markets."$Harley-Davidson(HOG)$$AEA-Bridges Impact Corp.(IMPX)$$AEA-Bridges Impact Corp.(IMPX.U)$