$SanDisk Corp.(SNDK)$ Will it hit over $2000 soon again? The latest move is largely driven by its Aug. 13 Investor Day, where management gave a much more bullish long-term outlook. What triggered the latest SNDK surge? –2030 — a major change in how investors view SanDisk.* Mid-to-high teens annual revenue growth through FY2028–2030 — a major change in how investors view SanDisk. * ~80% gross margin and ~75% operating margin targeted for FY2028–2030. That’s extremely bullish for a NAND company. * $93.9B of New Business Model (NBM) agreements with eight customers, including three large U.S. hyperscalers. These multi-year agreements make NAND demand much more predictable and reduce the traditional boom/bust nature of the memory business. * AI data-ce
$Taiwan Semiconductor Manufacturing(TSM)$ TSM can go substantially higher, but at around US$420, I would no longer call it cheap. The interesting question is whether TSMC’s earnings growth can continue to outrun the valuation. My TSM price targets Current analyst consensus is about US$537, with estimates ranging from $430 to $700. Why $600+ is realistic The fundamentals are unusually strong. TSMC’s Q2 2026 revenue reached about US$40.2B, up 36% YoY, while net income jumped roughly 78%. HPC represented 66% of revenue, showing how strongly AI demand is flowing through TSMC. Analyst estimates currently have 2026 revenue around NT$5.4T (+42%) and EPS around NT$106.65 (+61%). Next year’s EPS is estimated around NT$136.48. That’s the key: TSM is no
$Alphabet(GOOG)$ GOOGL valuation — August 2026 for a company with Google’s earnings power. The current P/E is around 17.8×. At around US$354, Alphabet’s valuation is surprisingly reasonable for a company with Google’s earnings power. The current P/E is around 17.8×. AI capex, rather than deterioration in Google’s core business. Alphabet has increased its 2026 capital-spending expectations to around US$195–205B, which has raised concerns about free cash flow. More importantly, the recent sell-off is largely about massive AI capex, rather than deterioration in Google’s core business. Alphabet has increased its 2026 capital-spending expectations to around US$195–205B, which has raised concerns about free cash flow. Why Google? 1. Search is stil
$Amazon.com(AMZN)$ Amazon rose strongly last week mainly because its quarterly earnings were much better than investors expected, especially in its cloud and AI businesses. The biggest reasons were: * AWS (Amazon Web Services) accelerated growth. AWS revenue increased 37% year-over-year, its fastest growth in more than four years. This reassured investors that Amazon is benefiting from the AI boom. * AI demand remains very strong. CEO Andy Jassy said demand for AI infrastructure continues to exceed Amazon’s available capacity, and the company increased its planned AI and data center investment for the year. Investors interpreted this as confidence in future growth rather than a warning. * Earnings beat expectations by a wide margin. Amazon reporte
$Taiwan Semiconductor Manufacturing(TSM)$ I have topped up again! Why many long-term investors remain bullish TSMC has several characteristics that are difficult to replicate: * Dominant leadership in advanced semiconductor manufacturing. * Extremely high switching costs for customers. * Essential supplier to virtually every major AI chip designer. * Strong pricing power as demand exceeds supply. * Multi-year visibility into AI-related capital spending. Latest bullish news 1. Another blockbuster earnings beat TSMC reported very strong Q2 2026 results, with revenue growing about 36% year-over-year and gross margin approaching 68%, reflecting exceptional demand for AI chips. Management also maintained confidence in continued AI-driven grow
$Apple(AAPL)$ still love Apple, at least it share price has been stable! Apple (NASDAQ: AAPL) currently trades at a premium valuation versus both its own history and the broader market. Key valuation metrics (current): * Market capitalization: approximately US$4.6–4.9 trillion * Trailing P/E: roughly 37–40× earnings * Forward P/E: roughly 30–32× next year’s expected earnings * Price/Sales: about 10× * EV/EBITDA: about 29× Is Apple expensive? Compared with its own history, yes. * Apple’s long-term average P/E has generally been in the 20–30× range. * Today’s valuation near 40× earnings implies investors expect continued earnings growth, resilient iPhone demand, expanding services revenue, and stronger AI-driven product upgrades. Bull case * E
$Taiwan Semiconductor Manufacturing(TSM)$ this company is still going strong despite the competition! It is not too late to buy now if you haven't invested in $Taiwan Semiconductor Manufacturing(TSM)$ Taiwan Semiconductor Manufacturing Company (TSM) has an excellent Return on Equity (ROE). * Current ROE (TTM): ~32.7% * 5-year average ROE: ~29.0% How to interpret it * Above 20%: Excellent * 15–20%: Very good * 10–15%: Acceptable * Below 10%: Generally weak (depending on industry) At around 33%, TSM is generating roughly 33 cents of profit for every dollar of shareholders’ equity, which is exceptional for a capital-intensive semiconductor manufacturer. This reflects: * Strong pricing power in
$Alphabet(GOOG)$ time to top up again. $Alphabet(GOOG)$ has come down a bit lately and there is no reason not to top up. This is a quality company and earning could be explosive 🧨 in the near future.