To The Moon

$Micron Technology(MU)$ This move is a positive change. It appears short sellers aren't making headway in the overseas markets. The upcoming session could be interesting. $Taiwan Semiconductor Manufacturing(TSM)$  is set to report chip sales figures around 2 a.m.

$Taiwan Semiconductor Manufacturing(TSM)$ TSM's monthly sales data is coming out soon. Looking forward to seeing the numbers, and I think there's a chance it could reach 475.

There's an unusual divergence between price action and the strong fundamentals, which seems to be driven by two factors: Korean NPS rebalancing to keep domestic holdings under a cap limit, and the renewed tensions around Iran and rising oil prices. The recent selloff has pushed the forward P/E for some of the market's hottest stocks down to the 6-7 range, which doesn't make much sense. I still think a major rebound is likely at some point, and I'm continuing to add to my positions in $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ , $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ , and MU. That's why I've been stressing the approach of buying in small increments rather than going all

$Taiwan Semiconductor Manufacturing(TSM)$ It's like they'll beat and raise guidance, and the share price still ends up dropping.

$Taiwan Semiconductor Manufacturing(TSM)$ Citi raised its price target for TSMC recently. The new target for the Taiwan-listed shares is NT$3,800, up from NT$2,875, with a maintained Buy rating. The move is in anticipation of an upgraded 2026 revenue outlook ahead of the company's earnings. The analyst highlighted TSMC's manufacturing scale, leadership in advanced packaging, and strong wafer pricing power. This upgrade comes ahead of a key earnings call where the market expects to see higher 2026 growth guidance, driven by broadening AI demand.

$Taiwan Semiconductor Manufacturing(TSM)$  I'm adding to my position at $431. It seems like a good entry point with the June revenue report coming on the 10th and earnings this month as well.

$Micron Technology(MU)$ It's finally trading at a forward PE of 8, which seems like a fair value. The semi sector would be better off if the market cleaned out weaker players. The AI trade isn't dead, and stronger semis like $Taiwan Semiconductor Manufacturing(TSM)$ , $NVIDIA(NVDA)$ , and AVGO should continue to see stock price growth. Meanwhile, others are unlikely to ever reach their previous highs.

Not exactly a retail favorite, but the chart is doing all the work. Since early 2024, $Taiwan Semiconductor Manufacturing(TSM)$  has been one of the cleanest and most consistent uptrends around. A quiet compounder with solid structure—still looks like a core holding to me.

$NVIDIA(NVDA)$ $SPDR S&P 500 ETF Trust(SPY)$ I heard on CNBC's Closing Bell that there was a bet of hundreds of millions of dollars on Nvidia reaching $200 in the short term. Also watching $Advanced Micro Devices(AMD)$ , $Micron Technology(MU)$ , MSFT.

$Taiwan Semiconductor Manufacturing(TSM)$  Ahead of TSMC's upcoming Q2 2026 report, Goldman Sachs raised its price target for TSMC's ordinary shares (ORD) to NT$3,000 and for the ADR to $600. The stock closed at NT$2,445 and the ADR at $434.16 at the time of the report. From where I stand, the math behind the NT$3,000 and $600 targets coexisting doesn't quite add up. It seems more logical to adjust the ordinary share target to around NT$3,400 to align with the $600 ADR target. Regardless, TSMC is down about 9.09% in July so far from its June closing high, which was an all-time high. The stock could easily return to another record high if market conditions allow. I continue to believe TSMC is capable of handling i