$Taiwan Semiconductor Manufacturing(TSM)$  is a textbook spot to try the curl. That lower trendline is the one line this whole range respects. First attempts in a widening range tend to fade fast though. The second push after a higher low is where it gets real.

$Taiwan Semiconductor Manufacturing(TSM)$  and $Broadcom(AVGO)$  are the best names to load up on right now. Both will be over $500 in the coming weeks, trading at ridiculously low forward PEs right now with hundreds of billions of AI chip revenue projected for 2027 & beyond. $Invesco QQQ(QQQ)$ 

$SpaceX(SPCX)$ SpaceX reported Q3 2026 results with a strong beat on both the top and bottom line. Revenue came in at $14.57B versus the $12.87B estimate, up 161% year over year. GAAP EPS was $0.35 against a $0.13 estimate, and net income reached $4.40B compared to the $1.88B consensus. Adjusted EBITDA hit $8.81B, up 306% from the prior year. The revenue mix has shifted notably. Super Intelligence, which covers AI and datacenters, brought in $7.56B and now makes up 52% of total revenue, with Colossus II scaling past 1.7 GW. Starlink contributed $5.25B, up 69% year over year, with consumer subscribers at 13.6M compared to 7.2M a year ago. The 800 MHz spectrum deal is expected to close in H1 2027. Space Launch added $1.77B, up 6%. Other metrics

$NVIDIA(NVDA)$  I used to be pretty analog in how I looked at this, and I still am. From analog to digital and beyond, I'm staying bullish.

$Taiwan Semiconductor Manufacturing(TSM)$  TSM is the safest AI play. Volume production of profitable two nano chip production is a sure thing.

$Taiwan Semiconductor Manufacturing(TSM)$ NOV20 430C is still actionable. Zone: $417.28 to $423.16 Invalidation: close under $404.08 Objectives: $445, then $470 The math: up 5.9% to the first objective and 11.8% to the second, against 3.8% risk on the invalidation, about 3 to 1 to the second. This swing setup looks like a strong runner who stumbled last week and is now finding his stride again. Taiwan Semiconductor reported a record quarter on October 15, revenue up 41 percent from a year ago, and said demand for AI chips still far outruns what they can supply, which means the business behind this price is still growing fast. Buyers held the $415.50 low and closed at $420.22, up 1.8 percent, well above the $404.08 range low underneath. If that

$Taiwan Semiconductor Manufacturing(TSM)$  Read: Nvidia CEO explains total reliance on TSMC over Samsung for flagship AI chips. To put it simply, TSMC sells you trust, and that is incredibly valuable.

$Taiwan Semiconductor Manufacturing(TSM)$ Kind of surprised the market reaction to TSMC's price has been so lukewarm, especially with Samsung deciding to use TSMC base die.

$Taiwan Semiconductor Manufacturing(TSM)$ NOV20 425C, still looks actionable to me. Zone: $410.26 to $416.04 Invalidation: close under $407.13 Objectives: $440, then $465 The math: up 6.5% to the first objective and 12.5% to the second, against 1.5% risk on the invalidation. That's better than 8 to 1 to the second. This swing setup feels like a big ship that took on water all week and still stayed afloat above the line everyone can see. Taiwan Semiconductor reported on October 15 and earned $4.60 a share against $4.45 expected, with revenue up 41.1 percent from a year ago. Yet price still slid from $487.47 on October 5 to a $413.15 close on Friday, and buyers held the $407.13 low from Thursday. The report was strong, but the selling was louder

$Taiwan Semiconductor Manufacturing(TSM)$ Q3 profit up 69%, beats forecasts, and there's a hint about expanding to Texas. Selling picks and shovels to Nvidia and Apple in the AI gold rush is working out pretty well.

$Taiwan Semiconductor Manufacturing(TSM)$  I think $432 is the price at a forward P/E of 20. For me, 415 is a bit below the okay-to-buy level, so I picked up some shares again. Around 400 could be better, and honestly, the cheaper the better. Time is the only advantage I have. I wish I could share my take on the Q3 earnings call, but I can't really put it together well enough. One thing is clear though — like always, "let TSMC do its work."

$Taiwan Semiconductor Manufacturing(TSM)$ Just updated from Uncle for TSMC. Cash $126,203m ($126.2bn) P/E 27.18 at $422.25 PEG 0.47 Debt/Equity 0.14 ROIC 33.02% TTM Net income $80.58bn EV/EBITDA 18.39 FCF $49,877m Note: TSMC is not a memory stock and it does not make memory, so it shouldn't be compared with memory stocks. It's a sustainable high-growth mega cap stock.

$Taiwan Semiconductor Manufacturing(TSM)$ TSMC is moving full speed ahead to increase capacity to meet assessed demand, and stepping up CapEx investment to support customers' future growth. The company is expanding at an unprecedented pace with nearly 20 fabs worldwide in progress. They are building 13 leading-edge and advanced packaging fabs in Taiwan over the next several years, plus another five to six overseas. The N2 node has already entered high-volume manufacturing in Q4 2025 with good yield. N2 is ramping successfully in multiple phases at both Hsinchu and Kaohsiung. They expect N2 family annual capacity to more than double in 2027, supported by strong demand from smartphone and HPC AI applications. They are also leveraging manufacturi

$Taiwan Semiconductor Manufacturing(TSM)$ What happens when earnings are terrible? AI unwinding, price discovery, and so on. It's basically panic selling. I guess some people haven't figured out that they can't keep up with soaring AI demand even though they're the main highway for it. Feels like a joke of a market right now, dominated by weak hands. Plain and simple.

I don't understand people. Capex is good. If you had a machine that turned lead into gold and paid back its cost in 4 years, wouldn't you buy another one? $Taiwan Semiconductor Manufacturing(TSM)$  turns shiny silver wafers into chips. A fab turns $35 of wafer into $4,728 worth of 3nm node chips.

$Micron Technology(MU)$ Once we get some confirmation from $Taiwan Semiconductor Manufacturing(TSM)$ , the free fall could settle down. China is just a story at the moment, and if Taiwan doesn't seem worried, then the move could keep going.

$Taiwan Semiconductor Manufacturing(TSM)$ Later in the afternoon this should recover the losses, and after earnings it will be back above 460. Large investors will lock in some profits and make it look like there's an issue when there really isn't one.

$GLOBALFOUNDRIES Inc.(GFS)$ GFS is the most advanced trailing-node fab in the world, while $Taiwan Semiconductor Manufacturing(TSM)$ , Samsung, and $Intel(INTC)$  focus on leading edge. At its current valuation, this looks like it could be worth far more than it is today.

$Taiwan Semiconductor Manufacturing(TSM)$ Volume patterns look consistent with accumulation, with steady buying showing up near current price levels.

GlobalFoundries announced a five-year, $2 billion manufacturing agreement with Taiwan Semiconductor Manufacturing Co. Under the deal, it will produce silicon interposers at its Malta, New York facility to support TSMC's advanced CoWoS packaging ecosystem. Silicon interposers are critical components in high-performance AI chip packages, enabling high-speed communication between processors and memory. The agreement also sets up a framework to expand production capacity as demand grows, with GlobalFoundries incorporating embedded deep-trench capacitor technology into the manufacturing process. The deal gives the company a direct, revenue-generating opportunity tied to the expanding AI infrastructure supply chain. BNP Paribas also upgraded GlobalFoundries to Hold, reversing a previous downgrad