To The Moon

$Taiwan Semiconductor Manufacturing(TSM)$ It's up 5% on the day. The tape is strong, momentum is clear, and buyers are stepping in fast. It feels like the market is rewarding the setup here.

$Advanced Micro Devices(AMD)$  The company has set its earnings date for August 4th, after the market closes. This report is a key event for the semiconductor and AI sector, and it's expected to have a significant impact.

$Taiwan Semiconductor Manufacturing(TSM)$ $NVIDIA(NVDA)$ Despite all the political noise and uncertainty lately, these two are still holding up pretty well. Looks like they're just keeping on going.

$Advanced Micro Devices(AMD)$ It doesn't seem to like the bottom of this channel. The last few times it bounced around there, but now we have the 4-hour 200 EMA, which is a strong technical level. Buyers often take positions around that area.

$Advanced Micro Devices(AMD)$ Setup looks intact with gaps needing filled at $527 and $554.20.

$Micron Technology(MU)$ GF Securities analyst Jeff Pu noted that they continue to see sustained leading-edge UTR driven by AI accelerators and CPUs, along with the trend toward larger on-chip memory that can't be shrunk. $Taiwan Semiconductor Manufacturing(TSM)$  is set to report on 7/16 and is reportedly increasing CAPEX.

$Advanced Micro Devices(AMD)$ It held the support/resistance flip pretty well recently. Feels like the market leader right now.

$Taiwan Semiconductor Manufacturing(TSM)$ Citigroup just raised their price target for TSMC's ordinary shares to NT$3,800. That's the highest target I've seen from any analyst so far.

$Advanced Micro Devices(AMD)$ If it opens above $538.50, that could put the $580s in play by mid-week, with a possible test of $600.

$Advanced Micro Devices(AMD)$ Higher highs, higher lows.