To The Moon

1. $Taiwan Semiconductor Manufacturing(TSM)$ plans to acquire a second major site in Arizona for up to six fabs as Phase 2 moves to 2-nanometer production.That would make the U.S. home to TSMC’s most advanced node for the first time.Serious scale coming.Industrial facility exterior with large beige and gray building featuring TSMC logo on side multiple tall green cacti in foreground red sign reading TSMC Arizona Corporation Fab 21 on black base surrounded by desert shrubs yellow flowers and chain-link fencing under clear sky2.DELIVERED 😏• Sales $33.1B vs Est. $31.5B• EPS $2.92 vs Est. $2.59• Gross margin 60% vs Est. 59%• Net income $15.1B vs Est. $13.9B• Advanced nodes (≤7nm) were 74% of wafer revenueQ4 Guidance • Sales $32.8B vs Est. $32.0B• Gross

$Advanced Micro Devices(AMD)$ The story is not just that OpenAI agreed to buy AMD chips. It is how the deal was set up. Instead of paying billions upfront for GPUs it will not need for years, OpenAI secured the right to buy about ~10% of AMD stock at almost no cost if it follows through on the orders. That structure ties the two companies together and finally gives AMD the kind of long-term visibility it has never had in its data center business. It also puts OpenAI inside the loop on AMD’s ROCm software, which should push it to mature far faster than it would have on its own.If ROCm can prove it can run OpenAI’s largest models in live production, it signals to the rest of the market that AMD is no longer just a fallback supplier. It becomes a cred

$Advanced Micro Devices(AMD)$ When $AMD was trading around $100 earlier this year, sentiment was dead. Fast forward a few months it’s back above $200, up 130% off the lows, and just printed new 52-week highs. Every dip since April has been bought aggressively, and with a clean breakout through $187, the chart now opens up toward $250 next and potentially $300 into 2026.Recent DevelopmentsOpenAI Partnership: AMD secured a multi-year AI chip supply agreement with OpenAI to power their upcoming training clusters, positioning Instinct GPUs as a direct alternative to NVIDIA’s lineup. This could be AMD’s most significant enterprise AI win yet.AI Server Demand: MI325X chips are selling out as cloud and enterprise orders continue to accelerateTSMC 3nm Capa

$Taiwan Semiconductor Manufacturing(TSM)$ is one of the most undervalued stocks relative to its performance and potential.They effortlessly delivered 33% YoY revenue growth last month.Their yields in 2nm are 40% higher than the closest competitor, Samsung.They are the only foundry having started the development of 1nm process and they expect to start manufacturing on 1nm nodes in 2030. Regardless of who designs the best chips, TSM will be the one manufacturing it.Long $Taiwan Semiconductor Manufacturing(TSM)$ .A document titled "TSMC August 2025 Revenue Report" with a TSMC logo at the top. Text includes revenue figures for August 2025, showing NT$335,772 million, and comparisons to July 2025 and August 2024

1. $Taiwan Semiconductor Manufacturing(TSM)$ is still relatively cheap given its potential and market position.It managed to expand its market share by 3% YoY despite already dominating the market with 67.6% revenue share last year.This won’t change anytime soon.Its yields in 2nm are 40% higher than Samsung and it’s the only foundry having started the development of 1nm process.Regardless of who designs the most advanced chips in the next 5 years, $TSM will be the one manufacturing them.Still relatively cheap at 19 times forward earnings.Long $Taiwan Semiconductor Manufacturing(TSM)$ .Image2.The real AI play is energy.Cutting edge GPU racks consume 80-130 kW as apposed to 25-30 kW for a CPU rack.Result? Eme

$NVIDIA(NVDA)$ has become the gravity point of this entire market. That’s why next week’s earnings aren’t just about one company -- they’re about whether the AI cycle still has the strength to carry $Invesco QQQ(QQQ)$ & $SPDR S&P 500 ETF Trust(SPY)$ higher.The stock has already returned 15x since the 2022 bottom & that kind of run naturally invites the “bubble” label. The real question now is whether the fundamentals can keep matching the price.Here’s what I’ll be watching 👇🧵1. What the Bears Are Getting WrongThe way I’m looking at $NVIDIA(NVDA)$ heading into earnings is less about whether they “beat” and more

Well, $NVIDIA(NVDA)$ just got a BIG news this week.Donald ‘Tariff’ Trump has agreed to let Nvidia export its chips to China. And that could be huge for Nvidia, and other countries that are closely related.And by closely-related, I mean $Taiwan Semiconductor Manufacturing(TSM)$ , which supplies a lot of the chips to Nvidia.This week, we take a look at these developments and how Nvidia and TSMC could be on the cusp of a meteoric rise.Do you know what’s the surprising thing?About 18% of Nvidia’s revenue comes from Singapore, with 13% and 16% coming from China and Taiwan respectively.I am sure you all would have heard about the fact that the Trump has allowed Nvidia to sell its chips to China again.While we ha

$ASML Holding NV(ASML)$ was once a market darling, but now it gets garbage treatment.Yet, its order book has reached all-time highs, the business is still growing fast, and it's heavily buying back stock.Here is my full ASML investment thesis: 🧵1/ASML is a pure blood monopoly.It's the single manufacturer of Extreme Ultraviolet Lithography (EUVL) machines essential to manufacturing cutting-edge chips.Foundries like $Taiwan Semiconductor Manufacturing(TSM)$ use these machines to embed microscopic circuits into silicon.2/ ASML controls %100 of the global EUVL market.ASML started in collaboration with Intel back in the 1990s.It took 20 years to make a working prototype.An EUVL machine takes: - Four months. - 1

$NVIDIA(NVDA)$ NVIDIA was trading near $140 when I first set a price target of $200 just a few weeks ago. Since then, we’ve broken above $150 and surged toward $175. A clean breakout above $175 sets the stage for a swift move to $200 and if earnings come in strong, we could squeeze to $225 before year end That would push NVDA to a $5.5 trillion market cap.NVDA Selling To China - MAJOR Update:Nvidia just confirmed it expects its H-20's will soon be cleared for sale in China, despite prior export restrictions. That’s huge. Not only does this open the door for regained China revenue, it hints that a broader U.S.–China chip deal may be on the horizon. If sanctions ease further, NVDA could reclaim one of its most lucrative markets at scale.Earnings Aro

$NVIDIA(NVDA)$ Should already be trading 170-200. Strong products and upcoming NPIs, strong revenue and marketing, great CEO. Seems like it's being held down for some reason. Nvda has been on one trajectory since April 9th!!I am the long bull of it!!!

$Intel(INTC)$ Raytheon, who is behind lots of the military tech used by Israel and the US in anti-missile systems, is fabless and uses GlobalFoundries for a lot of their chips, as well as has secret deals with 3rd party foundries. It’s not far fetched to believe that in the future they will anlso contract Intel, which can make more advanced, power efficient and high performance chips for military applications. Intel already has contracts with DoD for their new 18a and 14a processes.[Smart][Smart][Smart]

$NVIDIA(NVDA)$ ​​​​The ​​”AI Tax” Enforcer™​**​​​95% market share​​ in the ​​”Make ChatGPT Less Dumb”​​ sector—charging $40K/H100 like it’s a Vegas bottle service.​​DGX SuperPods​​: ”A $1B disco ball for data centers—strobe lights sold separately.”​​Software Moats & Meme Magic​​​​CUDA Cult​​: 5M+ devs trapped coding for NVIDIA—”Stockholm Syndrome with better stock options.”​​Grace Hopper Superchips​​: ”Ate AMD’s MI300 for breakfast. Then took its lunch money.”​​Supply Chains? Nah, ​​Supply Chokes​​ 💀​​Blackwell GPUs sold out through ​​2026​​—”Demand so hot, TSMC fabs spontaneously combust.”CEO ​​Jensen Huang’s jacket​​: Allegedly woven from recycled FOMO.

$NVIDIA(NVDA)$ Since $Apple(AAPL)$ became the largest company in the world in 2012, the stock has gone 10x. 👀I think the next decade will be for NVDA.The 2 biggest current trends?AIAutonomous driving.After that: robots like $TSLA's Optimus? $NVIDIA(NVDA)$ is important in all of these areas.

$Microsoft(MSFT)$ Virtually every successful company (except BRK) splits their stock. For MSFT, it's not a matter of "if"---it's a matter of "when". And yes, I would rather have four $100 shares than one $400 share.[Great][Great][Great]Hope is not a strategy. Just hold MSFT for at least another year or 2 and you will be rewarded! MSFT Long and Strong!

$Robinhood(HOOD)$ $SoFi Technologies Inc.(SOFI)$ For the past decade, fintech’s story was sold in pixels: slick interfaces, vibrant apps, and a promise that legacy banking was obsolete -- not because the economics changed, but because the design did. But now, as capital tightens and interest rates stay stubbornly high, that illusion is cracking. The market is starting to draw harder lines between fintechs that were built on low-rate enthusiasm and those with balance sheets hardened for the long haul. And in that divergence, Robinhood and SoFi have come to represent two fundamentally different paths forward. Robinhood was born in a zero-rate world and became the interface of a movement. It democratized acc

$NVIDIA(NVDA)$ is the ​​"Tesla of GPUs"​​—trading at ​​70x P/E​​ ("bro, it’s not a stock, it’s a future-of-AI loot box"), with ​​80% gross margins​​ (aka ”printing money while rendering it”). Bulls call it ​​”the Godfather of silicon dopamine”​​; bears mutter ”this valuation needs a DLSS upscale”.​​Why bulls love it​​:​​AI crack dealer​​: Chips powering ChatGPT, Tesla bots, and your existential dread—​​$26B data center revenue​​ (digital arms race go brrr).​​CUDA cult​​: Software moat thicker than Jensen’s leather jacket.​​Splitsville​​: Stock split 10:1 in 2024—”now even my pet hamster can afford a share!”[Grin][Grin][Grin]

$Tesla Motors(TSLA)$ is a great company, no question here.What permabulls don’t understand is that valuation and being a great company are two different things.They don’t understand this so they come up with fantasies to justify every valuation.Robo-taxi creating $34 trillion EV by 2030 is a pure fantasy…The global ride-hailing market now supports around $300-$500 billion EV.Robo-taxi needs to grow the total volume 100x to add $34 trillion.It’s not a capability problem, there is no such demand.Image2.AI spending is not an option for hyperscalers, it’s a necessity…None of them could afford to stop spending until all of them achieve AGI.We don’t even know what else will be needed after that. And we still have $A

$NVIDIA(NVDA)$ The most powerful companies don’t just build products -- they build dependencies. And this earnings report isn’t just about what the company sold. It’s about how deeply it’s embedded in the modern enterprise operating system.CUDA isn’t an add-on. It’s not the feature that wins deals. It’s the dependency that makes deals inevitable. For nearly two decades, NVIDIA has been expanding CUDA from a GPU programming language into the foundation layer of the accelerated computing economy. The performance delta is no longer the reason enterprises adopt NVIDIA. It’s the ecosystem lock-in. Once a Fortune 500 builds a model in CUDA, that model is optimized for NVIDIA hardware, dependent on NVIDIA drivers, and scalable only through NVIDIA-compati

The semiconductor company announced a new partnership with artificial intelligence (AI) chip giant Nvidia after the market closed yesterday.A massive partnership $Navitas Semiconductor Corp(NVTS)$ announced Wednesday that $NVIDIA(NVDA)$ has selected the company to help power its next-generation AI data center systems that will include the much anticipated Rubin chips, the upcoming successor to its current, industry-leading Blackwell chips.Navitas says its gallium nitride (GaN) and silicon carbide (SiC) technologies will help Nvidia solve key scaling issues with its power supply for the incredibly powerful AI-enabling chips. The technologies create "high-efficiency, scalable power delivery for next-generat

$Intel(INTC)$ is poised to become a major player in the AI and data centers sector and a strategic silicon supplier for companies like Nvidia, AMD, Apple, and Broadcom. As the only advanced foundry with significant domestic capacity, Intel is a key asset for U.S. national interests and supply chain resilience. Any expansion of its 18A node and foundry services could significantly shift market dynamics, especially amid increasing geopolitical risks surrounding overseas fabs. [Shy][Shy][Shy]

$Advanced Micro Devices(AMD)$ The story is not just that OpenAI agreed to buy AMD chips. It is how the deal was set up. Instead of paying billions upfront for GPUs it will not need for years, OpenAI secured the right to buy about ~10% of AMD stock at almost no cost if it follows through on the orders. That structure ties the two companies together and finally gives AMD the kind of long-term visibility it has never had in its data center business. It also puts OpenAI inside the loop on AMD’s ROCm software, which should push it to mature far faster than it would have on its own.If ROCm can prove it can run OpenAI’s largest models in live production, it signals to the rest of the market that AMD is no longer just a fallback supplier. It becomes a cred

1. $Taiwan Semiconductor Manufacturing(TSM)$ plans to acquire a second major site in Arizona for up to six fabs as Phase 2 moves to 2-nanometer production.That would make the U.S. home to TSMC’s most advanced node for the first time.Serious scale coming.Industrial facility exterior with large beige and gray building featuring TSMC logo on side multiple tall green cacti in foreground red sign reading TSMC Arizona Corporation Fab 21 on black base surrounded by desert shrubs yellow flowers and chain-link fencing under clear sky2.DELIVERED 😏• Sales $33.1B vs Est. $31.5B• EPS $2.92 vs Est. $2.59• Gross margin 60% vs Est. 59%• Net income $15.1B vs Est. $13.9B• Advanced nodes (≤7nm) were 74% of wafer revenueQ4 Guidance • Sales $32.8B vs Est. $32.0B• Gross

$Advanced Micro Devices(AMD)$ When $AMD was trading around $100 earlier this year, sentiment was dead. Fast forward a few months it’s back above $200, up 130% off the lows, and just printed new 52-week highs. Every dip since April has been bought aggressively, and with a clean breakout through $187, the chart now opens up toward $250 next and potentially $300 into 2026.Recent DevelopmentsOpenAI Partnership: AMD secured a multi-year AI chip supply agreement with OpenAI to power their upcoming training clusters, positioning Instinct GPUs as a direct alternative to NVIDIA’s lineup. This could be AMD’s most significant enterprise AI win yet.AI Server Demand: MI325X chips are selling out as cloud and enterprise orders continue to accelerateTSMC 3nm Capa

$NVIDIA(NVDA)$ has become the gravity point of this entire market. That’s why next week’s earnings aren’t just about one company -- they’re about whether the AI cycle still has the strength to carry $Invesco QQQ(QQQ)$ & $SPDR S&P 500 ETF Trust(SPY)$ higher.The stock has already returned 15x since the 2022 bottom & that kind of run naturally invites the “bubble” label. The real question now is whether the fundamentals can keep matching the price.Here’s what I’ll be watching 👇🧵1. What the Bears Are Getting WrongThe way I’m looking at $NVIDIA(NVDA)$ heading into earnings is less about whether they “beat” and more

1. $Taiwan Semiconductor Manufacturing(TSM)$ is still relatively cheap given its potential and market position.It managed to expand its market share by 3% YoY despite already dominating the market with 67.6% revenue share last year.This won’t change anytime soon.Its yields in 2nm are 40% higher than Samsung and it’s the only foundry having started the development of 1nm process.Regardless of who designs the most advanced chips in the next 5 years, $TSM will be the one manufacturing them.Still relatively cheap at 19 times forward earnings.Long $Taiwan Semiconductor Manufacturing(TSM)$ .Image2.The real AI play is energy.Cutting edge GPU racks consume 80-130 kW as apposed to 25-30 kW for a CPU rack.Result? Eme

$ASML Holding NV(ASML)$ was once a market darling, but now it gets garbage treatment.Yet, its order book has reached all-time highs, the business is still growing fast, and it's heavily buying back stock.Here is my full ASML investment thesis: 🧵1/ASML is a pure blood monopoly.It's the single manufacturer of Extreme Ultraviolet Lithography (EUVL) machines essential to manufacturing cutting-edge chips.Foundries like $Taiwan Semiconductor Manufacturing(TSM)$ use these machines to embed microscopic circuits into silicon.2/ ASML controls %100 of the global EUVL market.ASML started in collaboration with Intel back in the 1990s.It took 20 years to make a working prototype.An EUVL machine takes: - Four months. - 1

$Taiwan Semiconductor Manufacturing(TSM)$ is one of the most undervalued stocks relative to its performance and potential.They effortlessly delivered 33% YoY revenue growth last month.Their yields in 2nm are 40% higher than the closest competitor, Samsung.They are the only foundry having started the development of 1nm process and they expect to start manufacturing on 1nm nodes in 2030. Regardless of who designs the best chips, TSM will be the one manufacturing it.Long $Taiwan Semiconductor Manufacturing(TSM)$ .A document titled "TSMC August 2025 Revenue Report" with a TSMC logo at the top. Text includes revenue figures for August 2025, showing NT$335,772 million, and comparisons to July 2025 and August 2024

Well, $NVIDIA(NVDA)$ just got a BIG news this week.Donald ‘Tariff’ Trump has agreed to let Nvidia export its chips to China. And that could be huge for Nvidia, and other countries that are closely related.And by closely-related, I mean $Taiwan Semiconductor Manufacturing(TSM)$ , which supplies a lot of the chips to Nvidia.This week, we take a look at these developments and how Nvidia and TSMC could be on the cusp of a meteoric rise.Do you know what’s the surprising thing?About 18% of Nvidia’s revenue comes from Singapore, with 13% and 16% coming from China and Taiwan respectively.I am sure you all would have heard about the fact that the Trump has allowed Nvidia to sell its chips to China again.While we ha

$NVIDIA(NVDA)$ NVIDIA was trading near $140 when I first set a price target of $200 just a few weeks ago. Since then, we’ve broken above $150 and surged toward $175. A clean breakout above $175 sets the stage for a swift move to $200 and if earnings come in strong, we could squeeze to $225 before year end That would push NVDA to a $5.5 trillion market cap.NVDA Selling To China - MAJOR Update:Nvidia just confirmed it expects its H-20's will soon be cleared for sale in China, despite prior export restrictions. That’s huge. Not only does this open the door for regained China revenue, it hints that a broader U.S.–China chip deal may be on the horizon. If sanctions ease further, NVDA could reclaim one of its most lucrative markets at scale.Earnings Aro

$Robinhood(HOOD)$ $SoFi Technologies Inc.(SOFI)$ For the past decade, fintech’s story was sold in pixels: slick interfaces, vibrant apps, and a promise that legacy banking was obsolete -- not because the economics changed, but because the design did. But now, as capital tightens and interest rates stay stubbornly high, that illusion is cracking. The market is starting to draw harder lines between fintechs that were built on low-rate enthusiasm and those with balance sheets hardened for the long haul. And in that divergence, Robinhood and SoFi have come to represent two fundamentally different paths forward. Robinhood was born in a zero-rate world and became the interface of a movement. It democratized acc

$NVIDIA(NVDA)$ The most powerful companies don’t just build products -- they build dependencies. And this earnings report isn’t just about what the company sold. It’s about how deeply it’s embedded in the modern enterprise operating system.CUDA isn’t an add-on. It’s not the feature that wins deals. It’s the dependency that makes deals inevitable. For nearly two decades, NVIDIA has been expanding CUDA from a GPU programming language into the foundation layer of the accelerated computing economy. The performance delta is no longer the reason enterprises adopt NVIDIA. It’s the ecosystem lock-in. Once a Fortune 500 builds a model in CUDA, that model is optimized for NVIDIA hardware, dependent on NVIDIA drivers, and scalable only through NVIDIA-compati

$Tesla Motors(TSLA)$ is a great company, no question here.What permabulls don’t understand is that valuation and being a great company are two different things.They don’t understand this so they come up with fantasies to justify every valuation.Robo-taxi creating $34 trillion EV by 2030 is a pure fantasy…The global ride-hailing market now supports around $300-$500 billion EV.Robo-taxi needs to grow the total volume 100x to add $34 trillion.It’s not a capability problem, there is no such demand.Image2.AI spending is not an option for hyperscalers, it’s a necessity…None of them could afford to stop spending until all of them achieve AGI.We don’t even know what else will be needed after that. And we still have $A

The semiconductor company announced a new partnership with artificial intelligence (AI) chip giant Nvidia after the market closed yesterday.A massive partnership $Navitas Semiconductor Corp(NVTS)$ announced Wednesday that $NVIDIA(NVDA)$ has selected the company to help power its next-generation AI data center systems that will include the much anticipated Rubin chips, the upcoming successor to its current, industry-leading Blackwell chips.Navitas says its gallium nitride (GaN) and silicon carbide (SiC) technologies will help Nvidia solve key scaling issues with its power supply for the incredibly powerful AI-enabling chips. The technologies create "high-efficiency, scalable power delivery for next-generat

$Taiwan Semiconductor Manufacturing(TSM)$ is the most systemically important manufacturer on the planet, and ASML is its enabler. Together, they sit at the center of the global compute stack -- not just facilitating growth, but defining its pace. The stakes of their earnings go far beyond revenue beats. They point to whether the fragile equilibrium that kept semiconductors globalized, efficient, and collaborative can survive in a world that’s rapidly re-fragmenting.Because under the surface of the AI boom, something deeper is happening. Capital isn’t just chasing performance. It’s navigating policy. Export controls, tech bans, reindustrialization subsidies, chip acts, tariff feints -- these aren’t isolated events. They’re part of a broader campaign

$NVIDIA(NVDA)$ Should already be trading 170-200. Strong products and upcoming NPIs, strong revenue and marketing, great CEO. Seems like it's being held down for some reason. Nvda has been on one trajectory since April 9th!!I am the long bull of it!!!

$Intel(INTC)$ Raytheon, who is behind lots of the military tech used by Israel and the US in anti-missile systems, is fabless and uses GlobalFoundries for a lot of their chips, as well as has secret deals with 3rd party foundries. It’s not far fetched to believe that in the future they will anlso contract Intel, which can make more advanced, power efficient and high performance chips for military applications. Intel already has contracts with DoD for their new 18a and 14a processes.[Smart][Smart][Smart]

$NVIDIA(NVDA)$ ​​​​The ​​”AI Tax” Enforcer™​**​​​95% market share​​ in the ​​”Make ChatGPT Less Dumb”​​ sector—charging $40K/H100 like it’s a Vegas bottle service.​​DGX SuperPods​​: ”A $1B disco ball for data centers—strobe lights sold separately.”​​Software Moats & Meme Magic​​​​CUDA Cult​​: 5M+ devs trapped coding for NVIDIA—”Stockholm Syndrome with better stock options.”​​Grace Hopper Superchips​​: ”Ate AMD’s MI300 for breakfast. Then took its lunch money.”​​Supply Chains? Nah, ​​Supply Chokes​​ 💀​​Blackwell GPUs sold out through ​​2026​​—”Demand so hot, TSMC fabs spontaneously combust.”CEO ​​Jensen Huang’s jacket​​: Allegedly woven from recycled FOMO.

$NVIDIA(NVDA)$ is the ​​"Tesla of GPUs"​​—trading at ​​70x P/E​​ ("bro, it’s not a stock, it’s a future-of-AI loot box"), with ​​80% gross margins​​ (aka ”printing money while rendering it”). Bulls call it ​​”the Godfather of silicon dopamine”​​; bears mutter ”this valuation needs a DLSS upscale”.​​Why bulls love it​​:​​AI crack dealer​​: Chips powering ChatGPT, Tesla bots, and your existential dread—​​$26B data center revenue​​ (digital arms race go brrr).​​CUDA cult​​: Software moat thicker than Jensen’s leather jacket.​​Splitsville​​: Stock split 10:1 in 2024—”now even my pet hamster can afford a share!”[Grin][Grin][Grin]

$NVIDIA(NVDA)$ I honestly don't know if this can go down to $18 as it was a few weeks ago though this seems unlikely right this moment. I don't know if $22.50 is a fair price right now. What I do know is that Intel slipped up in 2022 and went from $5 steady trailing earnings in 3 quarters to negative. Now they have pulled back to breakeven while executing the process node catch up plan to 18A which I believe is now the world's cutting edge process node. They have test chips and are ramping production for H2 2025. All they will need is volume customers for their existing ramped N3 and N4 ( mostly in Ireland ) and a lets hope $Amazon.com(AMZN)$ and

$NVIDIA(NVDA)$ Since $Apple(AAPL)$ became the largest company in the world in 2012, the stock has gone 10x. 👀I think the next decade will be for NVDA.The 2 biggest current trends?AIAutonomous driving.After that: robots like $TSLA's Optimus? $NVIDIA(NVDA)$ is important in all of these areas.