$Taiwan Semiconductor Manufacturing(TSM)$ 33% yoy growth in sales(7.8b) and about the same as the previous month(7.9b). They’re just working at full capacity. Most likely they’ll come in next quarter at 23.7b revenue next quarter beating the upper range expectations of 23.2b. Meaning 12.6b gross profit and 9b net profit. With 37% yoy growth in revenue, assuming my numbers are right, this should easily be a 1t dollar company with a stock price in the 190s but who knows how investors will react. Also September sales might be higher as I used conservative numbers for September sales, iPhone a18 chips and the possibility of Blackwell beginning could have them beat these numbers. Lastly they announced earlier that they were goi

$SUPER MICRO COMPUTER INC(SMCI)$ What’s really weird is that we’re still holding on to stocks we bought for $900 even though the price is now dropping below $500. It makes total sense logically actuallyit was untethered from reality and fundamentals. People say ai and it goes up $100 for no reason. If it goes down it’s probably just going back to realitypeople think ai is this amazing thing that is so advanced. No it’s absolutely trash in its current state and it does some cool parlor tricks but most ai applications are trash and don’t make money or have huge flaws. Ai is just a marketing gimmick that doesn’t actually make money.

$Broadcom(AVGO)$ CPI’s bound to be cool, market will rise today and so will be, bring on 170 by end of day today!! Roaring buy at current prices, my target is $500 in the next 3-4 years, solid business amazing growth! Good luck 🍀 to all. Great day

$Taiwan Semiconductor Manufacturing(TSM)$ I also own TSM, but not only individually but also with SMH the SemiConductor ETF which has a lot of the good stuff.TSM at the end of the day is the bleeding edge of of chip manufacturing.

$Advanced Micro Devices(AMD)$ Shorts are traders who ignore the fact that on average, there is a 10% yearly gain exhibited by the stock market, year after year... So when shorts trade they do so from a point of disadvantage. One can only conclude that logic does not play a part in their decisions. They evidently believe they are smarter than logic. However, the shorts real disadvantage is that they are not.

$Palantir Technologies Inc.(PLTR)$ I might sell some at $500B market cap, but probably won’t. 1-2T market cap in 10+ years is where I envision closing my position. It aligns with my retirement dates. If I were younger Id hold longer

$Broadcom(AVGO)$ Broadcom is more than chips though. VMware has been streamlined to squeeze clients for $$$ for the short term. Long term though.. i see clients dropping them.I believe this earnings will be positive, not to the extent that wall street wants but positive. A few weeks after earnings it will spike upwards.

$Tesla Motors(TSLA)$ Who hasn't watched the BBC and continues to risk his money? War in the Middle East with the intervention of the superpowers. Fear of devolving into an all-out war with the participation of the superpowers and IranCar sales of vehicles fell 18% in August and sales of electric vehicles showed a large drop of 44% compared to last year. it's a slippery slope.(In the same way, there is a chance that the funds will start the day with a minus 7% pre-trade. After all, areas of all-time highs are prone to falls in the gate, especially by those who navigate the stock market and can open short. Because the algorithms serve almost no one except those who manage them.)

$United Continental(UAL)$ There is this old saying that you can trade airline stocks but shouldn't invest in them. Meaning: They can swing widely in a very short period for unforeseeable reasons. If you somehow can anticipate the swings, investing in airline stocks can be very profitable. If you look at the performance over many years compared to the overall market, however, they tend to perform badly. If you take into account the high risks deriving from geopolitics, economic cycles, plane crashes etc, it really doesn't seem to be wise to invest in them.Personally, I am planning to ride the wave for couple more weeks and then divest, wait until it drops again and buy again (Market Timing - I know, it never works out as planned).I can tell you one

$Amazon.com(AMZN)$ They’re probably one of the very few companies who’s willing to spend for their own infrastructure and supply chain and not being dependent on outsourcing.Wall Street simply has the “better risk it than miss it” mindset and that’s what I’ve experienced decades ago and it’s still unchanged. It’s generative AI and definitely beneficial to the public but part of it that we don’t see is how it will improve businesses. The most noticeable benefits are labor productivity, customer experience and generative design of RD.Realistically speaking, technology development is better to be done by top companies with rich cash rather than SMEs. Singularity is meant to be full of doubts. I have faith in Amazon after all