To The Moon

Hello everyone! Today i want to share some trading ideas with you!

1.

Here’s the updated comp sheet for my 10 favorite cybersecurity companies now that Q3 earnings have begun 🧐

$CyberArk(CYBR)$ $Fortinet(FTNT)$ $Palo Alto Networks(PANW)$ $CrowdStrike Holdings, Inc.(CRWD)$

2.

$Taiwan Semiconductor Manufacturing(TSM)$ announced their September revenue today, reporting $23.6B, which surpasses the forecast range of $22.4 to $23.2B -- what does this mean for the general market? 👇

This strong performance highlights the increasing demand for AI hardware, with TSMC at the center of this growth. As the industry leader with a 62% share of the global semiconductor foundry market -- TSMC is crucial to the AI hardware supply chain. This upward trend is reinforced by $Micron Technology(MU)$ raised capital expenditures on essential high-bandwidth memory products for AI data centers -- reflecting a wider industry trend of heightened capital investments aimed at enhancing AI capabilities.

In response to the high costs associated with traditional suppliers such as $NVIDIA Corp(NVDA)$ , many tech companies are now partnering directly with foundries like TSMC to develop their own AI chips. This strategy not only reduces costs but also allows for custom solutions -- leading to better margins and a broader client base for TSMC. They're also at the forefront of advancing silicon photonics technology, which promises to transform data transmission within data centers by shifting from electrical to optical signals -- thereby improving speed and efficiency.

TSMC is expanding its operations into the United States with new facilities in Arizona poised to begin mass production next year. TSMC's dominant market position is unparalleled, largely because AI development hinges on its ability to efficiently produce and deliver chips. This underscores why TSMC is undervalued -- it is not only the leading entity in a critical market but also maintains high entry barriers due to its extensive expertise.

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