To The Moon

$SPDR S&P 500 ETF Trust(SPY)$ The news flow from pretty much every angle looks positive for $NVIDIA(NVDA)$  and AVGO.

$SUPER MICRO COMPUTER INC(SMCI)$ $NVIDIA(NVDA)$ Supermicro looks like it's breaking out. Short squeeze could be in play above the 200-day moving average around $33.6. There's been notable call buying, particularly the July 24th $35 and $40 strikes. Price target has been raised this week, and $35 to $36 seems within reach from here.

$Taiwan Semiconductor Manufacturing(TSM)$ Alright, guess I'll pick up more. Seems like some haven't caught on — we're still spending as if the dollar's heading to zero, and apparently chips cure everything now.

Green close across the board, with chips leading and the VIX getting crushed down into the mid-teens. On my live book, the $Apple(AAPL)$  $290C is up 423% (peaked at 522%), $KraneShares CSI China Internet ETF(KWEB)$  $25C is up 106% (peaked at 167%), and the $Goldman Sachs(GS)$  $1050C is still working, up 12% (peaked at 109%). $Taiwan Semiconductor Manufacturing(TSM)$  looks like the cleanest fresh read on semis for tomorrow, but with two mega-caps reporting after the bell, leadership seems to be earnings-gated for now.

$Taiwan Semiconductor Manufacturing(TSM)$ AI bubble? The companies are posting strong earnings with continued growth and demand. Margins look exemplary, and there's been a massive extension in the US. The noise is just how it's being managed. Fundamentally, nothing has changed.

$NVIDIA(NVDA)$ Two things you can count on every year: gains from Nvidia and bears complaining about it. I hope it stays that way.

$Taiwan Semiconductor Manufacturing(TSM)$  To the person who mentioned it, I'd say it's generally not a good idea to invest in things you don't fully understand. TSM is not a hyperscaler itself. It's a supplier, and its business is just as tied to hyperscaler capital spending as the rest of the semiconductor and memory ecosystem.

$Lithium Americas Corp.(LAC)$ $Uranium Royalty Corp.(UROY)$ $The Metals Company(TMC)$ Looks like the charts are all moving similarly. I'm thinking it might be time to add to my LAC position again, similar to when I bought in the $2.40 - $2.70 range before the big run-up. $Advanced Micro Devices(AMD)$  $Ondas Holdings Inc.(ONDS)$ 

I'm looking at these eight stocks for the long haul. Great companies don't always go up in a straight line. The real opportunities often come from spotting businesses with long-term growth potential before the market catches on. $Advanced Micro Devices(AMD)$  is a key player in AI chips, competing in the next wave of accelerated computing. $NEBIUS(NBIS)$  offers exposure to AI infrastructure and cloud computing as demand for compute keeps growing. $SoFi Technologies Inc.(SOFI)$  is a digital banking platform aiming to build out a major financial services ecosystem. $IREN Ltd(IREN)$  is positioned aroun

$Advanced Micro Devices(AMD)$ The key question is whether this is a shakeout similar to what happened after the break above $400, when the price dropped back to the upper $300s before ripping back to take out the $500 level. If certain technical levels aren't reclaimed, then it might look more like a sector rotation out of tech and into other areas. We should get a clearer picture in the coming days. If that's the case, I'd likely wait for lower price levels before adding back to my position. I'm a long-term holder and trader of this stock, and I know from experience that when it draws down, it can potentially go quite deep, often driven more by technical mechanics than fundamentals.