To The Moon

$Taiwan Semiconductor Manufacturing(TSM)$  Broadcom is set to start working with TSMC on the manufacturing of their photonics-related fiber optics and laser communication chips. This looks like a key part of the future AI networking build-out.

$Taiwan Semiconductor Manufacturing(TSM)$ TSMC's profits jumped 77% in the second quarter. The company, which is the main chip supplier for Nvidia and Apple, is clearly benefiting from the AI demand. Net income came in at NT$706.5bn (US$22bn), which was well above the analyst consensus estimate of NT$630bn. Net sales were up 36% to NT$1.27tn.

$Taiwan Semiconductor Manufacturing(TSM)$ Looking at TSMC's Q2 2026 report card. Revenue gets an A+, up 36% year-over-year. EPS is also an A+, with a 77.4% YoY increase. Net income matches that at +77.4% YoY, another A+. Margins are strong: 67.7% gross and 60.3% operating, which is an A+. The AI and tech side gets an A+ as well, with 77% of revenue coming from advanced nodes. Guidance for Q3 is an A+, with revenue expected to be well above expectations. The full-year outlook is also an A+ after they raised their guidance. Overall, it's an A+ grade, a 10 out of 10.

$Advanced Micro Devices(AMD)$  The 5 and 15 minute charts are showing a turn. It looks like it could move up significantly soon.

$NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Micron Technology(MU)$ $SUPER MICRO COMPUTER INC(SMCI)$ $SpaceX(SPCX)$ Overnight slowly ascending.

$Advanced Micro Devices(AMD)$  680From where I stand, the $600 level is going to look like a speed bump. It feels like market makers know retail might sell around $600, so they're building up momentum to break through that level. If that happens, it could really take off, potentially leaving weaker positions behind.

$Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $Vanguard S&P 500 ETF(VOO)$ AMD Next Generation RX 10000 XT series

$SK hynix(SKHY)$ $Taiwan Semiconductor Manufacturing(TSM)$ $Roundhill Memory ETF(DRAM)$ $Micron Technology(MU)$ $NVIDIA(NVDA)$ Bloomberg is reporting that SK Hynix has made history.

$SK hynix(SKHY)$ $Micron Technology(MU)$ $Roundhill Memory ETF(DRAM)$ $Taiwan Semiconductor Manufacturing(TSM)$ $NVIDIA(NVDA)$ Bloomberg is reporting that SK Hynix is indicated to rise 21% after a $26.5 billion ADR offering. The ADRs are indicated to open at $180, with an offer price of $149.

$Taiwan Semiconductor Manufacturing(TSM)$ 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.