To The Moon

$Taiwan Semiconductor Manufacturing(TSM)$ UNCLE WILL BE BACK Saturday, leaving Saturday as well.2025 will be all about TSM’s 2nm Chips with limited supply even after mass production, it’s all about CoWoS-S, actually should call it CoWoS-$. People should hold TSM well into 2H25, though it ain’t Uncle’s business to tell people what to do.

$Apple(AAPL)$ Bought my position in 2012 so I'm happy with it, Apple’s wearables and services divisions are the real story here. iPhone revenue is a distraction compared to the growth in those segments. BUT......Cook needs to go since he's lived well off of Jobs ideas for years while bringing nothing of significance to add for the future. It's been going the way of INTC...just didn't keep up with newer companies with new ideas, products, and approaches.

$Taiwan Semiconductor Manufacturing(TSM)$ I have a friend who works at a semiconductor factory, a medium-sized FAB. To maintain operations without any production, it costs approximately $1 million per day. Now, let's conservatively estimate it at 5 million RMB per day. For it to be profitable, the factory utilization rate must be at least 80%, and the yield rate must be above 90%. Last year, half of the world's semiconductor equipment was supplied to China. One can imagine what the future utilization rate of Chinese semiconductor manufacturers might be—thinking about it is terrifying. Semiconductor factories can burn through money much more fiercely than photovoltaic manufacturers.

$Apple(AAPL)$ I've been holding since 2012. AAPL taught me patience pays. Every dip has been an opportunity, not a reason to panic.Apple’s services revenue is where the real story is. It’s recurring, high-margin, and just keeps growing. Hardware is the bait; services are the hook. $162B cash on hand and people still act like Apple’s struggling? LOL. They could buy Netflix tomorrow if they wanted to. Those who say sell AAPL forget the $80B they’re spending on buybacks. They literally shrink the float every quarter. Supply and demand 101. This stinker called Apple is looking much more stinky than the Magnificent 6! It looks like it is warming up for tomorrow’s …..dyyyyiiiiive! Dive, dog, dive, all the way to 225!

$Taiwan Semiconductor Manufacturing(TSM)$ China is currently lacking in high-process chips, and the method of using packaging stacking results in low yield and high cost, which cannot compete with TSMC, which has advanced EUV technology. In fact, TSMC's high-end chips have only seen significant development after the rise of AI. Many chip companies rely on exports, such as Allwinner Technology, Jingcheng Semiconductor, and GigaDevice; their downstream customers are enterprises exporting to Europe and America, like Xiaomi, Midea, and Haier. If the U.S. and China decouple or additional tariffs are imposed with component, the risk is hard to assess. Another risk is that if the U.S. and China reach an agreement and are forced t

$Apple(AAPL)$ Most major tech companies are loading up on A.I. hardware with intentions of replacing their employees with A.I. counterparts. That is not Apple's intention, so Apple doesn't have to load up on A.I.. I honestly don't understand why so many people want A.I. to take over everything when plenty of people need jobs to survive. Apple is not going to foolishly throw away money on A.I. as there isn't any guarantee they'll profit from it. I just think that companies that want A.I. to replace humans are going to hurt themselves in the long run.

$Taiwan Semiconductor Manufacturing(TSM)$ Elon Musk can influence Donald Trump. He wants to buy 100,000 more NVDA chips. TSM makes the NVDA chips so Elon needs them to be able to make those chips at the lowest cost possible. This is a buying opportunity. TSMC still remains the greatest opportunity to increase your wealth. Buy the dip. TSMC IS spending 65 billion of their own money on the plants in Phoenix Arizona, 9 billion on a new plant in Japan and 11 billion on the new Dresden, Germany plant, not to mention the billions of upon billions of fab foundries in Taiwan. Easy numbers to crunch, billion upon billions of factories equate to future trillion upon trillion in sales. China can take over Taiwan and the Phoenix, Dres

$Apple(AAPL)$ I was looking at Tesla's P/E of 94 and yet they say Apple's P/E is too high. Tesla is really exciting investors with Robotaxi but many of the people who went to the event came away disappointed, saying it was nothing special. Most people aren't that hyped up over Waymo vehicles yet investors are going crazy over Robotaxis. Go figure. Not even one Robotaxi is on the road making money. I suppose it's great to have a popular CEO that can keep pumping a company's value to new heights each day. I can't even imagine autonomous vehicles being practical in NYC, especially in the winter.

$Taiwan Semiconductor Manufacturing(TSM)$ TSMC still remains the greatest opportunity to increase your wealth. Buy the dip. TSMC IS spending 65 billion of their own money on the plants in Phoenix Arizona, 9 billion on a new plant in Japan and 11 billion on the new Dresden, Germany plant, not to mention the billions of upon billions of fab foundries in Taiwan. Easy numbers to crunch, billion upon billions of factories equate to future trillion upon trillion in sales and the Phoenix, Dresden and Japan plants will pump out the product. And if Taiwan gets invaded, World War III essentially breaks out and any stock investment will plummet. Buy today and enjoy your 10- bagger in 3 years or less.

$Apple(AAPL)$ The play here needs no discussion.It has been so obvious especially these past two weeks. See discussion belowLong term investors can do nothing or pocket $30 a share - tax deferred.when AAPL was $200. These long term options sold at $32. With a giveaway at $232.If stock was taken, shareholders had many opportunities to buy back below $232.Yet, all that time they had use of $30+ a share.This was the same for any strike price sold at market priceThis is the DaVinci strategyNow! That Oct 2022 strategy needs no comment. It is not absolute but very near.There you have it