To The Moon

$Taiwan Semiconductor Manufacturing(TSM)$ I wonder when Amazon $Amazon.com(AMZN)$ will decide to drop $Intel(INTC)$ INTC and go with TSM. They will inevitably have delays with volume production and by the time 18A is up and running TSMC will already be in volume production of a superior chip

$SUPER MICRO COMPUTER INC(SMCI)$ People don't seem to understand a 200 dollar price swing for smci isn't anything out of the ordinary...the stock split will be good and hopefully normalize things should be over 1000/100 by the end of the year. By the way smci next earnings will be massive...alot of sales got pushed back a quarter.

$Broadcom(AVGO)$ The base inflation to month 08 actually went up from 0.2 to 0.3 and that's probably why it's faltering yesterday. There are some inflation clauses but that's how some of them are ignored. Maybe the Fed will make to remind everyone.

$Palantir Technologies Inc.(PLTR)$ Palantir is a grift. There's a reason they went from being a company that went from basically having 1 customer (Uncle Sam) to being turned loose on the general public. The government saw what was under the hood, and didn't see the value in keeping the tech to themselves.

$Taiwan Semiconductor Manufacturing(TSM)$ This is extremely undervalued, don’t be fooled by the MM it is a long term investment, there’s no competitor out there even close to what TSMC is producing, especially how they are expanding globally. Don’t be left in the dust you will regret it.

$ARM Holdings Ltd(ARM)$ As far as I know, ARM’s only competition is RISC-V and x86, RISC-V being the bigger threat since reduced instruction set architectures (ARM and RISC-V) are gradually displacing x86. Despite this, ARM is the frontrunner in the CPU architecture market, and I don’t think big tech companies would be investing heavily into ARM if they didn’t think ARM would play a big role in the future of computing.The stock looks very expensive however. IMO there is not enough data to conclude how much profit and growth they can achieve consistently to be able to properly value the business. Qualitatively, I like the business model. Quantitatively, I would need more tangible earnings to determine if they can provide a good ROIC.

$SUPER MICRO COMPUTER INC(SMCI)$ It broke 1000 on pure hype alone. That's not happening again. There is no round 2. It's a good company, but it's not one for growth. Dell $Dell Technologies Inc.(DELL)$ and IBM $IBM(IBM)$ have a better chance at hitting 1000 before this does.

$Broadcom(AVGO)$ When AVGO went up last earnings, I think it went up enough, 300$ I believe from 1400-1700, to allow the IV and price of my out of the money options to fly with it, I sold right at open so IV was probably still calculating. I’ve noticed right at open with volatile openings, the premiums fly with it regardless of it being out of the money, and you can time a good buy/sell with that happening.Happened a while back too when I bought NVDA $NVIDIA Corp(NVDA)$ 1300s I believe back in February and turned 300$ into 1200$ back whenever it spiked after Nancy pelosi announced her buy in/something else happened. I’m a regard and get super lucky at times cause of shit like that.To also add, on these tw

$奈飞(NFLX)$ Not to be too 'bull' but Netflix just raised their prices, and still do not correctly license their content to other providers. I cancelled my Netflix this month.. but with Peacock and all the others, Disney, Amazon Prime, etc.. HBO Max. Im not missing Netflix yet. Im just realizing I barely looked at what the others have to offer.

$Baidu(BIDU)$ Why Baidu's Rally Could Continue Until April Shares of BAIDU INC  FROM NETWORK (NASDAQ:BIDU) jumped 6.84% to close Tuesday at $162.86, following the company's strong fourth-quarter results.  On CNBC's "Options Action," Mike Khouw of Optimize Advisors said the stock traded more than four times its average daily volumes on Tuesday.  More than 50,000 call contracts were traded, and "a lot of that was short-dated upside c