$Taiwan Semiconductor Manufacturing(TSM)$ TSM’s #2 customer Nvidia, just behind TSM's #1 customer Apple, could in all probability be paying upwards of $10+ billion this year for TSM to make their chips. (Nvidia paid TSMC $7.73 billion in 2023 per SEC filing) Taking into account how Nvidia alone accounted for only 11% of TSM’s revenue mix in 2023, one can extrapolate that TSM’s #2 customer moves up the stack as the lag time to build + strong order pipeline into 2H24 and 1H 2025 goes up significantly over the “just getting started” output for 2023.  AMD is also likely moving up the stack nicely at TSM on ramped orders for their chips. The list of orders and customers appears stronger at TSM as never before.&nb

$NVIDIA Corp(NVDA)$ HUANG’s worst nightmare has finally come to fruition; the Chinese bans on NVDA GPU’s, he always said won’t work because Hawei will just eventually copycat his GPUs, which as of today they finally did，I don't know who is still buying it, please sell it all quickly.

$Taiwan Semiconductor Manufacturing(TSM)$ Price predictions for TSM once INTEL takes over the technology lead? We know for sure that all companies will be using Intel at the very least as a hedge to Asian turmoil. How much losses will TSM suffer?

$Alibaba(BABA)$ What would BABA's stock price be today without such huge buybacks. Funny that anyone expects buybacks to raise BABA's stock price when those buybacks can't even keep the price afloat.Still, this should add to edge of Alibaba vs other Chinese companies like Baidu which are without investor-friendly policies. Once economy improves steps like these might make investors favor Baba vs other Chinese names. Let's see. Economy in China is still bad. Reality market still down. Consumer confidence low. This will not last forever, however.Why sell unless another pandemic comes? If I buy its company I believe will do well over next 10 years

$Apple(AAPL)$ Buffett selling half his Apple stake in 2nd Q was averaging about 8% of the daily share volume for the whole quarter. That’s why Apple stock price was under pressure before WWDC. Now Buffet probably done selling.APPL now has an IMMINENT six point gap to fill going UP !!! And Dividends to pay on 8/12/2024 !!! Buy ! ! !

$Reddit(RDDT)$ Reddit is about to go public, and it's already making a huge splash. Tencent is Reddit's second largest shareholder, and OpenAI CEO Altman is the third largest shareholder. The IPO values Reddit at $6 billion, only half of its valuation in previous funding rounds. But what’s really exciting is that Reddit plans to offer subscription rights to tens of thousands of core top users with no lock-in period. There is no lock-up period and I am not worried about retail investors triggering a post-IPO selling wave. Instead, it may be reminiscent of the GameStop mania of a few years ago. This is definitely an interesting development to watch. 🚀📈

$Advanced Micro Devices(AMD)$ so.gonna hold up around the size of correction seen Aug-Oct last yr?-30% then-28% now+ right on top of late '21 ATH & trying to hold 4mo S range.- under 6mo vpoc & ST MAs rolling over and ripping thru longer ones.What else should I say……

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ is climbing again with some solid gains! The semiconductor sector continues to show nuclear-grade momentum, and I’m feeling bullish on a strong Santa rally ahead. Plus, big shoutout to Tiger’s contra688 event – those free stock vouchers really came through at just the right time.

$Li Auto(LI)$ With a revenue of 30 billion, all the cars are high-priced at around 300,000 yuan, and the operating profit is only a few hundred million yuan, which is far behind the international giants. This means that the car with a cost of 300,000 yuan is sold for 310,000 yuan. There are also manufacturers such as NIO that sell cars with a cost of 300,000 yuan for 200,000 yuan, while the international giants are trying to sell cars with a cost of 100,000 yuan for 300,000 yuan. Let's see who will have the last laugh.

$XIAOMI-W(01810)$ In Lei Jun's view, Xiaomi Auto's goal is not to make low-level profits. The goal is to become one of the top five automakers in the world in 15 to 20 years and become a new generation of global hard-core technology leader. "If we pursue this goal, I think we can go further by laying a solid foundation first. As long as our financial report can support it, I hope to invest as much as possible and ensure we gain a leading edge." Lei Jun told investors express.Regarding the external concern about Xiaomi's overseas expansion, Lei Jun responded that in terms of business deployment, it will focus 100% on the domestic market in the next three years, and doing a good job in the Chinese market is the first step