To The Moon

$Taiwan Semiconductor Manufacturing(TSM)$ NVIDIA is putting $1.5B into Amkor packaging. AMKR announced that NVDA will provide a $1.5B prepayment under a multi-year advanced packaging and development agreement. The investment is meant to expand Amkor's U.S. advanced packaging capacity at its Arizona campus. The two companies will work together on next-generation AI and accelerated computing packaging technologies, covering high-density interconnects, heterogeneous integration, and advanced chip packaging and testing. Amkor already supports NVIDIA's data center processors, networking chips, and accelerated computing platforms. The AI infrastructure race is moving beyond just GPUs. Advanced packaging is becoming a critical bottleneck as systems g

$Intel(INTC)$ This is a pretty remarkable set of numbers. For a long-term perspective, the $1.1 billion loss reduction at IFS came with just a $1.4 billion increase in revenue year-over-year. That points to a serious level of absorption at what's still an early stage of utilization improvement, somewhere around 35%. Once the external volumes from companies like Apple, Google, Tesla, and others start flowing in and utilization moves toward the 90% range, the math suggests something like $5 billion to $7 billion in quarterly operating profit. That would translate to roughly $30 billion in annual operating profit, which is essentially the kind of money $Taiwan Semiconductor Manufacturing(TSM)$  is c

$Taiwan Semiconductor Manufacturing(TSM)$  Retail selling here looks pretty uninformed. All that GOOGL capex spending, along with similar moves from others, really just feeds into TSMC's revenue stream in the end.

These are the AI chip and data center stocks I'm keeping an eye on: $NVIDIA(NVDA)$  - 210 to 480 $Broadcom(AVGO)$  - 401 to 680 $Advanced Micro Devices(AMD)$  - 557 to 720 $Taiwan Semiconductor Manufacturing(TSM)$  - 439 to 710 $Micron Technology(MU)$  - 995 to 1,500 The AI infrastructure buildout is still a major driver for demand across semiconductors, memory, networking, and advanced manufacturing.

AI infrastructure is still one of the biggest long-term opportunities out there. Building up a portfolio to a significant size takes more than just chasing what's hot. It's about getting into high-quality companies at good prices and having the patience to ride out the market cycles. A few AI names I'm keeping an eye on are $NVIDIA(NVDA)$  around $205, $Broadcom(AVGO)$  at $382, $ARM Holdings(ARM)$  near $275, and $Taiwan Semiconductor Manufacturing(TSM)$  at $416. The underlying demand story for AI seems solid. The need for GPUs, custom chips, advanced manufacturing, memory, networking, and optical con

$Taiwan Semiconductor Manufacturing(TSM)$ From where I stand, TSMC is still underappreciated and undervalued, but it seems most investors are already quite confident in it. The key is just to have a well-balanced portfolio. The recent price hike announcement looks more like a move to maintain margins rather than anything more significant. TSMC will handle its own business, as the saying goes. Honestly, the only one who might feel the pinch here is Apple. If their new iPhone sells well and they need rush orders like before, they'll have to pay the surcharge regardless. Come to think of it, maybe Jensen Huang too. He's clearly a big supporter of TSMC and probably wouldn't mind paying extra if he needs more capacity.

CPO could be one of the biggest shifts in AI infrastructure. As AI clusters scale, traditional pluggable optics might just be a temporary fix. Future systems will need higher bandwidth, lower latency, and better power efficiency. Some key challenges for CPO are thermal management, as AI chips generate massive heat while optical components are highly temperature sensitive, glass substrates requiring advanced manufacturing and precision via drilling, and laser integration where balancing heat, efficiency, and optical performance remains difficult. Once reliable CPO solutions are commercialized, demand could accelerate rapidly, with supply becoming the main constraint. Key players to watch include $Marvell Technology(MRVL)$ ,

$Taiwan Semiconductor Manufacturing(TSM)$ 500Looking at the latest price increases and the CEO's comments on demand and the Arizona production ramp, the 12-month forecasts from those top three analysts don't seem as far-fetched now.

$Taiwan Semiconductor Manufacturing(TSM)$ Pricing power is getting more attention again. Nikkei reported that Taiwan Semiconductor has talked with customers about raising chip prices by up to 10% in 2027. If that goes through, it would highlight TSMC's strong competitive position and could help with future revenue and margin growth, especially with AI demand continuing to push for more advanced capacity. The main thing to watch now is whether customers accept it and if demand stays strong enough to handle the higher prices.

$Taiwan Semiconductor Manufacturing(TSM)$ A major newspaper in Arizona ran a feature on TSMC recently, covering the entire front page and four full inside pages. The piece focused on the significant development and change happening in the Phoenix area due to the company. For anyone with an interest in TSMC as an investment, it's probably worth a read. Looking at the scale of the construction there, it's hard not to see the long-term potential. The project is reportedly the largest of its kind in the US right now. TSMC is also hiring thousands of new employees in the area, offering salaries above the typical starting range for those fields. From a long-term investment standpoint, the strategic importance seems clear. The U.S. has a vested inter