$Taiwan Semiconductor Manufacturing(TSM)$ I'm sitting in cash across the board until the election wraps up. The odds right now are pointing to a Democratic sweep, at least according to the odds makers. That's probably why Teck dropped again, and I plan to load up once the Democrats take Congress. If the market tanks, I'm going all in.
I don't think enough investors appreciate how aggressively $Netflix(NFLX)$ is buying back its own stock. Netflix repurchased roughly $4.8 billion in shares during Q3 alone. Over the last 12 months, that number is close to $13 billion. With free cash flow continuing to grow, there seems to be plenty of room to keep returning capital to shareholders. One more reason I'm bullish long term.
Top 5 bullish stocks based on options flow. $Taiwan Semiconductor Manufacturing(TSM)$ — $2.11M in call buying, with strong confirmation over the past week. $NEBIUS(NBIS)$ — $2.64M in calls purchased, supported by $16.2M in net bullish premium over seven days. $Palo Alto Networks(PANW)$ — $1.08M in December calls, with $9.32M in positive weekly flow. $Alibaba(BABA)$ — Bullish call buying and put selling suggest positioning for a potential recovery. $ARM Holdings(ARM)$ — $410K in near-the-money calls ahead of November 4 earnings, although weekly confirm
$Atlassian Corporation PLC(TEAM)$ has been in a steady uptrend and is breaking out after a channel breakout. Watching calls above $230 for a move toward $240 and $250. The stock has picked up multiple price target upgrades. $Taiwan Semiconductor Manufacturing(TSM)$ is sitting in a support zone from $400 to $410, and it's currently trading inside that range. Watching calls above $420 for a move toward $435 and $450. Puts below $400. $Zeta Global Holdings Corp.(ZETA)$ keeps moving higher with multiple analyst price target upgrades. It's been rangebound for a while now. Watching $34.50 for a move toward $36, with a bigger breakout if it clears that
$Taiwan Semiconductor Manufacturing(TSM)$ I'll buy. Usually when it gets slammed down early, it tends to rebound. SMCI results were good, but I'm paying more attention to LRCX and TXN. And I'd rather own TSM.
$Taiwan Semiconductor Manufacturing(TSM)$ $SpaceX(SPCX)$ Musk may not say it, but the quickest route to the future already runs on the TSMC highway. Nobody wants to admit it because it's a competitive world, but facts are facts.
People fretting over $ASML Holding NV(ASML)$ at $1,718 as if EUV machines grow on trees. $Taiwan Semiconductor Manufacturing(TSM)$ , Samsung, $Intel(INTC)$ all need them. Revenue up 50% YoY, margins expanding to 57%. It's a monopoly, so the noise around it doesn't change much. If it dips, I'd rather add before the print.
$Tesla Motors(TSLA)$ A car company is trying to look smart with xAI and ride the semi boom along with TSM. But shorting it still seems like a bad idea.
TSMC ($Taiwan Semiconductor Manufacturing(TSM)$ ) closed the third quarter at NT$1,494.2bn based on the sum of its monthly sales, up 51% from a year ago. September came in at NT$511.9bn, 0.6% below August's record NT$514.8bn but still up 54.6% on last September. Single months are lumpy, so the quarter is the cleaner read. July and August alone nearly matched all of 3Q25. The AI build is showing up at the foundry: chips for data centers and high-end computing (TSMC's HPC platform) were already 66% of its sales last quarter, up from 60% a year earlier. Year to date, sales are NT$3,898.7bn, up 41.1%.