To The Moon

$Oracle(ORCL)$ I'm adding to my position in AMD, NVTS, and MU during the extended session.

$Taiwan Semiconductor Manufacturing(TSM)$ TSMC posted strong results, but the whole semiconductor sector dropped. That doesn't really add up to me. I'm still holding these stocks; I think they could bounce back soon.

TSMC just announced an additional $100 billion investment to expand its chip manufacturing and advanced-packaging operations in Arizona, bringing its total planned U.S. investment to $265 billion. This really solidifies their position in the global semiconductor supply chain and underscores the rising demand for advanced chips from AI, cloud, and next-gen tech. Looking ahead, $Taiwan Semiconductor Manufacturing(TSM)$  might see renewed investor focus over the next week as the market starts to factor in this long-term capacity build-out. There could be some short-term swings, but the core narrative is still tied to AI infrastructure growth and broader semiconductor demand. I'm keeping an eye on how the market digests this major investment cycle

$Taiwan Semiconductor Manufacturing(TSM)$ Q2 2026 revenue came in at a record $40.2 billion, up 34% year-over-year. The HPC/AI segment now makes up 66% of that, growing 20% quarter-over-quarter with strong margins. They've raised their 2026 capital expenditure guidance to between $60 billion and $64 billion, and they expect the next three years to be significantly higher. There's also another $100 billion-plus planned for Arizona, bringing total U.S. investment to $265 billion. The long-term revenue CAGR for AI accelerators is still expected to be in the high-50s percent. When you look at this level of expansion from TSMC, with demand continuing to outpace supply, it doesn't feel much like a short-term cycle to me.

$Taiwan Semiconductor Manufacturing(TSM)$ 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.