To The Moon

$Taiwan Semiconductor Manufacturing(TSM)$ It's interesting to think the world's leading semiconductor manufacturer needs such high capital expenditures just to stay on top. Honestly, that's a big number to digest.

$Taiwan Semiconductor Manufacturing(TSM)$  I think it could reach 440 by the open, at least that's my take.

$Marvell Technology(MRVL)$ Buy time !$!$!.... weekly chart is telling me we're "close enough". $NVIDIA(NVDA)$  $iShares Semiconductor ETF(SOXX)$  $Intel(INTC)$  $Advanced Micro Devices(AMD)$ 

$Taiwan Semiconductor Manufacturing(TSM)$ My take is that TSMC will beat their earnings report and provide good guidance on chip demand.

$Advanced Micro Devices(AMD)$ The whole sector is down, but I'm not too concerned. I'm still buying on dips like today. Honestly, I've lost track of all those 600-plus analyst targets.

$NVIDIA(NVDA)$  Over the years, I've seen that the main difference between people on this board is whether they've been actively involved in a significant market development or just observing from the sidelines. Personally, I've been a participant for the last 13 years and intend to continue for many more. A lot of that is due to the leadership of the CEO.

$Advanced Micro Devices(AMD)$  The Nasdaq is down half a percent. It feels a bit quiet on the bearish side, at least for now.

$Advanced Micro Devices(AMD)$ Still one of the strongest semis on my watchlist. It's less than 5% off its highs and near its second-highest close ever. AMD keeps showing relative strength while other AI names stay volatile. The base is a bit wide and loose, but that's not too surprising given the recent turbulence in the AI space. From here, I'm watching for tighter action near that supply line. Strong stocks often show their strength before the broader market really catches on.

SKHY.XThe memory story is becoming impossible to ignore. DRAM revenue has surged more than 5x in just three years as AI demand shifted from traditional H100 clusters toward memory-intensive $NVIDIA(NVDA)$  Blackwell systems. The hidden bottleneck in AI isn't only compute anymore, it's memory bandwidth. HBM requires 2 to 3x more silicon per gigabyte compared with traditional memory, meaning every wafer redirected toward HBM production reduces the available supply of commodity DRAM. AI infrastructure growth is creating a completely different memory cycle, and the companies positioned in the supply chain could benefit massively. I saw this opportunity before most were paying attention.

$SK hynix(SKHY)$ $Micron Technology(MU)$ $Roundhill Memory ETF(DRAM)$ $Taiwan Semiconductor Manufacturing(TSM)$  $NVIDIA(NVDA)$ There's a report from DigiTimes, cited by StreetInsider, suggesting HBM prices could double by 2027 due to surging AI demand. That's a pretty significant projection if it holds true.