To The Moon

Lisa Su recently pointed out that the AI opportunity is shaping up to be even bigger than a lot of investors expect. She threw out some key numbers: the AI accelerator market could hit $1.4T by 2030, and total compute market around $2T by 2030. Another stat that stood out was monthly AI token consumption jumping 158x over the past two years. That kind of demand growth is why hyperscalers keep raising AI CapEx and expanding infrastructure. It isn't just the chipmakers that stand to win. The whole AI ecosystem could benefit: $Advanced Micro Devices(AMD)$  $NVIDIA(NVDA)$  $Micron Technology(MU)$  $Broadcom(AVGO)$&nb

$NVIDIA(NVDA)$ Bulls are now collecting a solid cash dividend every quarter on top of yearly returns that beat the market. I'd expect that dividend to keep growing over the years. NVDA has ended up being my best retirement stock.

$iShares Russell 2000 ETF(IWM)$ Looks like it's pushing toward $297 by the end of the day, holding above $296 pretty well, which was the previous day's high.

$NVIDIA(NVDA)$  There's a report out quoting Jensen Huang from his recent Seoul comments. He said we're at the beginning of the AI boom, and regarding the recent stock market sell-off, you should be happy because you can buy at a discount. He also mentioned everybody should be excited.

$NVIDIA(NVDA)$  It's interesting to see Nvidia consistently viewed as a core AI holding. The reason, to me, goes well beyond just chips. The company is positioned at the center of the entire AI infrastructure stack—covering compute, networking, software, and the platforms that underpin the next wave of tech. We're seeing AI factories being built around its ecosystem. Robotics firms are leaning on its platforms. Nations competing in sovereign AI are making significant investments in this kind of infrastructure. A good example is Japan launching what's called the world's first national AI factory. The specs are notable: 13,750 Vera CPUs paired with 27,500 Rubin GPUs, a 140 MW capacity, and it's designed to support

$Tesla Motors(TSLA)$ Keep looking away while I focus on the profits.

$Palantir Technologies Inc.(PLTR)$  In my view, this is the last chance for PLTR to resume its upward trend and complete the inverted head-and-shoulders pattern before the earnings reports. I think it will succeed, potentially reaching $163, assuming it can break through the $135 and $140 levels. If it fails at either of those levels, the situation could deteriorate before it finds a new base, possibly around the next earnings. A failure seems more likely at $140 than at $135. If a breakdown appears imminent, my plan would be to exit and potentially take a short position, provided we're not too close to the earnings date. However, if it manages to break above $140, I believe a test of the $163 level is very like

It's hard to believe the effort to keep the price down has been so successful, especially when you look at other AI companies trading at 2x the valuation. Look at $Datadog(DDOG)$  and $Snowflake(SNOW)$ , for example. Neither of them comes close to $Palantir Technologies Inc.(PLTR)$ 's growth or operational margins.

$Taiwan Semiconductor Manufacturing(TSM)$ Looking ahead to TSMC's Q2 2026 earnings, set for July 16 before the open. The company recently updated its Q2 revenue figures: NT$1.27 trillion (around $39.6B), which is a 36% year-over-year increase and a record high. That beat the high end of their prior guidance range of $39B to $40.2B. June revenue alone was NT$442.68B, up 67.9% YoY and 6.2% month-over-month, also a record month. First-half 2026 revenue growth is tracking at 35%-36% YoY. This growth is being fueled by AI/HPC demand, advanced nodes like 3nm/2nm, and strong CoWoS advanced packaging demand from key customers. Analyst expectations for the full report are around $39.6B-$39.8B in revenue (up 32%-36% YoY) and EPS of roughly $3.77-$3.89 (

$Palantir Technologies Inc.(PLTR)$ Earnings estimates are between $0.35 to $0.40. I'm personally thinking somewhere between $0.57 to $0.66 would be a nice result.