$Taiwan Semiconductor Manufacturing(TSM)$TSM is a beast and everyone needs to recognize it. $Intel(INTC)$ INTC is failing more & more each day. Samsung just lost out on their Google Pixel deal to TSMC. $Apple(AAPL)$ AAPL releasing iPhone 16 with built-in AI. TSM has phenomenal YoY revenue growth. TSMC is expanding worldwide and they’re already showing promising results from the Arizona plant. Don’t forget about those Germany and Japan factories. The demand is there— Jensen Huang says so. He loves his TSMC team. The quality of chips being produced in Taiwan cannot be beat by its competitors. The list goes on. Companies want the best q
$SUPER MICRO COMPUTER INC(SMCI)$ I bought $50k of SMCI because Nasdaq.com had a (incorrect) really low P/E Ratio for SMCI.When it was corrected to the correct P/E Ratio I sold immediately at >100% gain.I bought because I understood SMCI had the best liquid cooling technology for AI server farms. That could be true or false, but that’s what I believed before Jenson began talking up Dell.
$Broadcom(AVGO)$ 135 to 159 in 3 days - up 18% - crazy - today up because nvda $NVIDIA Corp(NVDA)$ was pumped due to goldman sachs presentation. whole sector drops back today and friday. so you should sell 158s and re buy 150 and lower over next days.
$Apple(AAPL)$tim cook cant read a stock chart. he initiated buybacks at the top instead of waiting for institutions to bring it to a more reasonable price. iphone 16 is not gonna be worth the upgrade.
$Broadcom(AVGO)$ So I’m down $210 on my AVGO puts . But some other stocks went up for me . Am I worried ? No . I’m counting on another bad inflation report . And September is a bad month not to mention stocks are overvalued .
$ARM Holdings Ltd(ARM)$ People here saying ARM is overvalued are probs the same people that said NVDA $NVIDIA Corp(NVDA)$ was overvalued at $200. Now it’s been at $900 for over a monthARM isn’t a public company. The stock that you can buy is part of the company that owns the shares of ARM (because it’s not available to the public). You decide if you want in on it or not. For me, hell yes I’ll be buying as much as I can. AI isn’t going away anytime soon, and soon Quantum Computing will be the next rage. Do you want part of a top of the line CPU production company during all that?
$SUPER MICRO COMPUTER INC(SMCI)$ I'm a bagholder but I think it goes back up. Next earnings needs to show the revenues are on track and justify the 800+ share price then we'll rocket back upward. Short term the accounting issues are going to keep the stock depressed for sure. Worst case scenario I harvest the tax losses on it. I think the accounting issues are just a minor stumble and will be resolved soon. The company has a strong growth story and liquid cooling will be needed due to the rise of AI, which will drive the stock price back up.
$Taiwan Semiconductor Manufacturing(TSM)$Given that the lead of TSM in chip technology and the increasing demand for AI, this company would logically be a good investment. Yes, it is expensive, and there are geopolitical risks, but its strong position and essential role in the tech supply chain make it a good investment in spite of the challenges.
$Broadcom(AVGO)$ Results were killer yesterday, was down last week because q4 guidance is 14B vs 14.1B estimated, they have a history of low balling on guidance, they will actually deliver 15B plus watch the space! Still not too late to get in on the cheap, this will be a $200 stock by end of the year, and will close roaring green today! Super buy at these prices!