FIRSTTIME
07-16

Turning my $25 into a high-momentum AI bucket! Just split my balance across $MU, $NVDA, $CRDO, and $NBIS using fractional shares. Targeting that 100% gain but keeping a tight 10% stop-loss just in case. Who else is riding the semiconductor wave this month? 🚀

TSMC and ASML Report This Week — What Must AI Capex Deliver?
Two marquee semiconductor earnings this week: ASML before the U.S. open on October 14, TSMC on October 15. For ASML, the focus is new EUV order intake and visibility as a proxy for chipmakers' advanced-node confidence over 12–18 months; for TSMC, whether CoWoS capacity stays supply-constrained and the latest full-year AI demand and gross margin guidance. Bulls say neither has signaled cooling; bears say Monday's semiconductor ETF selloff reflects pre-earnings de-risking that limits upside unless results genuinely surprise. ASML or TSMC — whose guidance matters more?
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