To The Moon

AI infrastructure still looks like one of the strongest themes out there. There are 10 names worth watching over the next 12 months, and a few that stand out to me: $SK hynix(SKHY)$  — exposure to HBM and advanced memory $Vertiv Holdings LLC(VRT)$  — data center power and cooling demand $Arista Networks(ANET)$  — AI networking growth $Broadcom(AVGO)$  — custom AI chips and networking $Taiwan Semiconductor Manufacturing(TSM)$  — the backbone of global semiconductor manufacturing The AI story seems to be expanding well beyond just GPUs at this point. The nex

$Taiwan Semiconductor Manufacturing(TSM)$  I put out a fresh batch of one-page stock breakdowns this week, covering NOW, GOOGL, TSM, and ASML. These are names tied to AI, cloud, and semiconductor growth. I've been going through the fundamentals, the catalysts, and the levels I'm keeping an eye on. The idea is pretty straightforward: spot quality names before the crowd starts piling in. I was on this theme back when fewer people were paying attention.

$Netflix(NFLX)$ With tariffs, the capex cycle, the war, the Paramount deal getting cancelled — Netflix feels like the cleanest story you can find in big tech right now.

$Taiwan Semiconductor Manufacturing(TSM)$  Intel's earnings beat wasn't a surprise. They reaffirmed that AI is strong and alive, which almost guarantees TSMC's future will be bright. Intel is a TSMC customer, and I hope things go well for them. TSMC, as a leader, wants all 534+ of its customers to do well, not just the smart investors.

$Netflix(NFLX)$  Small daily swings below $10 don't really bother me. It feels more like the big players running their usual playbook, trying to shake out retail traders. They know they're on the other side of the trade, and those stop-loss orders probably get triggered every day like clockwork.

$Qualcomm(QCOM)$ NVDA and TSM look like the three biggest beneficiaries of GOOGL's increased capex. Seeing them move into the green would be a positive signal.

I see positive signs for $Netflix(NFLX)$  with YouTube's ($Alphabet(GOOGL)$ ) ad revenue seeing strong growth. That could translate into solid profits for the company once its ad engine is fully operational.

$Taiwan Semiconductor Manufacturing(TSM)$ Alphabet's capital expenditures roughly doubled year over year to about $45B, which looks like a major ramp-up in investment spending. The company also topped quarterly revenue expectations, with AI investments driving growth. It's interesting to note that Uncle Buffett got a private placement deal on GOOGL and GOOG at $351.81 and $348.20 each.

$Netflix(NFLX)$ It would be good to see it manage a strong close from this level. A couple of consecutive days with some confidence would be encouraging.

$Netflix(NFLX)$ I'm adding $8,000 a month into this one, and I plan to keep doing that.