To The Moon

Long-term investors in $Advanced Micro Devices(AMD)$  think in multi-year arcs, not quarter-to-quarter beats. They see the selloff as noise, not signal. - The AI TAM is expanding — $Advanced Micro Devices(AMD)$  is gaining share. - Guidance was conservative, not weak. - They see $Advanced Micro Devices(AMD)$ 's AI business as a multi-billion-dollar runway, not a one-quarter disappointment.

$Advanced Micro Devices(AMD)$  is 100% likely to deliver a double beat with strong forecast and guidance.

$Advanced Micro Devices(AMD)$  OpenAI is looking for alternatives for $NVIDIA(NVDA)$  chips. That's the news.

$Taiwan Semiconductor Manufacturing(TSM)$ This company isn't American, but it might offer a 50 percent yield to investors.

It doesn't matter which chip wins because $Taiwan Semiconductor Manufacturing(TSM)$  will build it.

$Advanced Micro Devices(AMD)$ The stock seems positioned in wave five of a higher-degree cycle. The prior wave four correction concluded near $235.50 in November 2025. The pivotal condition requires the $224.85 level to hold for the bullish outlook to remain valid. Near-term targets for completing this wave five fall between $280.50 and $294.40. The overarching structure favors upside potential, with long-term prospects pointing toward new highs. Pullbacks may find support in high-frequency zones.

Seems like $Taiwan Semiconductor Manufacturing(TSM)$  will nearly double its Arizona investment (originally $165 billion) with a tariff deal moving forward. Barons quote: "Under draft terms, Taiwan will agree to more than $300 billion in foreign direct investment and other spending in the U.S. In exchange, the American tariff on goods from Taiwan will be lowered from the current 20%, the WSJ reported."

$Taiwan Semiconductor Manufacturing(TSM)$ Goldman Sachs increased their price target from 1720 TWD to 2330 TWD, a 35% rise. For TSM ADR, this equates to 274 USD to 371 USD. Should TSM boost its EPS consensus, the upside could be significant. While it might not surge like $NVIDIA(NVDA)$ , $Tesla Motors(TSLA)$ , or $Palantir Technologies Inc.(PLTR)$ , it's poised for valuation above 2T.

Speculation is swirling that $Advanced Micro Devices(AMD)$  might ride the AI and data center wave to reach trillion-dollar valuation territory someday.

The foundry landscape may witness tectonic shifts as $Samsung Electronics Co., Ltd.(SSNLF)$  engages in advanced negotiations with $Advanced Micro Devices(AMD)$  for 2nm chip production, potentially powering next-gen EPYC Venice processors. This strategic move positions the Korean tech giant as a formidable challenger to $Taiwan Semiconductor Manufacturing(TSM)$ 's dominance.