$Taiwan Semiconductor Manufacturing(TSM)$ A major newspaper in Arizona ran a feature on TSMC recently, covering the entire front page and four full inside pages. The piece focused on the significant development and change happening in the Phoenix area due to the company. For anyone with an interest in TSMC as an investment, it's probably worth a read. Looking at the scale of the construction there, it's hard not to see the long-term potential. The project is reportedly the largest of its kind in the US right now. TSMC is also hiring thousands of new employees in the area, offering salaries above the typical starting range for those fields. From a long-term investment standpoint, the strategic importance seems clear. The U.S. has a vested inter

I'm holding NVDA calls into this week. The bullish analyst notes and strong AI investment outlook look positive. TSMC's results also point to continued demand. Now it's up to the market. $NVIDIA(NVDA)$ 

$Taiwan Semiconductor Manufacturing(TSM)$ Taiwan Semiconductor just posted quarterly revenue of $39.9B, a significant jump from $31.9B in the same quarter last year. This continues to highlight the underlying strength in the global AI semiconductor cycle. The growth underscores the ongoing demand for advanced chips, AI infrastructure, and leading-edge manufacturing capacity. As the world's top chip foundry, TSMC remains a key beneficiary as AI adoption accelerates. The bigger question now is whether this strong demand trend can be sustained and how much of the future growth is already priced into valuations. Strong numbers are one thing, but execution and managing expectations will likely determine the next phase.

$Taiwan Semiconductor Manufacturing(TSM)$ I don't own any TSM, but I hold significant positions in NVDA, AVGO, SMH, and SOXL. I'm hoping my fellow TSM investors do well.

$Taiwan Semiconductor Manufacturing(TSM)$ $Broadcom(AVGO)$ $NVIDIA(NVDA)$ $Dell Technologies Inc.(DELL)$ Looking back, selling out of emotion has often led to losses. The market tends to recover over time. I'm still holding TSM. I think it could help lift the broader market going forward.

$NVIDIA(NVDA)$ The setup here looks favorable, and the odds seem to be leaning that way. It's something that could be on a trader's radar.

I'm adding to $Broadcom(AVGO)$  and $Taiwan Semiconductor Manufacturing(TSM)$  on dips. They look like major beneficiaries of the multi-billion dollar, multi-year deals with Meta and Apple announced this week. I think these names could head back to $500+ in the coming months, maybe even in the coming weeks.

$Taiwan Semiconductor Manufacturing(TSM)$ Looking forward to another strong quarter of profits. TSM seems like one of the most valuable stocks to own in the market.

$Micron Technology(MU)$ This move is a positive change. It appears short sellers aren't making headway in the overseas markets. The upcoming session could be interesting. $Taiwan Semiconductor Manufacturing(TSM)$  is set to report chip sales figures around 2 a.m.

$Taiwan Semiconductor Manufacturing(TSM)$ TSM's monthly sales data is coming out soon. Looking forward to seeing the numbers, and I think there's a chance it could reach 475.

There's an unusual divergence between price action and the strong fundamentals, which seems to be driven by two factors: Korean NPS rebalancing to keep domestic holdings under a cap limit, and the renewed tensions around Iran and rising oil prices. The recent selloff has pushed the forward P/E for some of the market's hottest stocks down to the 6-7 range, which doesn't make much sense. I still think a major rebound is likely at some point, and I'm continuing to add to my positions in $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ , $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ , and MU. That's why I've been stressing the approach of buying in small increments rather than going all

$Taiwan Semiconductor Manufacturing(TSM)$ It's like they'll beat and raise guidance, and the share price still ends up dropping.

$Taiwan Semiconductor Manufacturing(TSM)$ Citi raised its price target for TSMC recently. The new target for the Taiwan-listed shares is NT$3,800, up from NT$2,875, with a maintained Buy rating. The move is in anticipation of an upgraded 2026 revenue outlook ahead of the company's earnings. The analyst highlighted TSMC's manufacturing scale, leadership in advanced packaging, and strong wafer pricing power. This upgrade comes ahead of a key earnings call where the market expects to see higher 2026 growth guidance, driven by broadening AI demand.

$Taiwan Semiconductor Manufacturing(TSM)$  I'm adding to my position at $431. It seems like a good entry point with the June revenue report coming on the 10th and earnings this month as well.

$Micron Technology(MU)$ It's finally trading at a forward PE of 8, which seems like a fair value. The semi sector would be better off if the market cleaned out weaker players. The AI trade isn't dead, and stronger semis like $Taiwan Semiconductor Manufacturing(TSM)$ , $NVIDIA(NVDA)$ , and AVGO should continue to see stock price growth. Meanwhile, others are unlikely to ever reach their previous highs.

Not exactly a retail favorite, but the chart is doing all the work. Since early 2024, $Taiwan Semiconductor Manufacturing(TSM)$  has been one of the cleanest and most consistent uptrends around. A quiet compounder with solid structure—still looks like a core holding to me.

$NVIDIA(NVDA)$ $SPDR S&P 500 ETF Trust(SPY)$ I heard on CNBC's Closing Bell that there was a bet of hundreds of millions of dollars on Nvidia reaching $200 in the short term. Also watching $Advanced Micro Devices(AMD)$ , $Micron Technology(MU)$ , MSFT.

$Taiwan Semiconductor Manufacturing(TSM)$  Ahead of TSMC's upcoming Q2 2026 report, Goldman Sachs raised its price target for TSMC's ordinary shares (ORD) to NT$3,000 and for the ADR to $600. The stock closed at NT$2,445 and the ADR at $434.16 at the time of the report. From where I stand, the math behind the NT$3,000 and $600 targets coexisting doesn't quite add up. It seems more logical to adjust the ordinary share target to around NT$3,400 to align with the $600 ADR target. Regardless, TSMC is down about 9.09% in July so far from its June closing high, which was an all-time high. The stock could easily return to another record high if market conditions allow. I continue to believe TSMC is capable of handling i

$IONQ Inc.(IONQ)$ IONQ is positioning itself as a significant U.S. player in the quantum infrastructure shift. The company, based in Maryland, builds trapped-ion quantum systems from university research and spans computing, networking, sensing, and security. The acquisition of SkyWater Technology adds a key layer. SkyWater is a U.S.-based semiconductor foundry with domestic manufacturing, giving IONQ access to onshore production capabilities. This creates a more vertically integrated U.S. quantum stack: American design, fabrication, and manufacturing. In areas like defense and critical infrastructure, supply chain trust is becoming as crucial as compute performance. This move reflects the early formation of a U.S. quantum industrial base. Loo

$Taiwan Semiconductor Manufacturing(TSM)$  They just raised the bar again on 3nm/2nm and CoWoS capacity through 2027, with higher capex directly tied to AI demand expansion. The N2 ramp is particularly notable—faster early output than N3, which signals how aggressive AI-driven wafer demand has become. Margins are still holding strong in the high-60% range, which shows pricing power isn't fading even as supply expands. The big picture is, this remains the core bottleneck name in the entire AI supply chain. The question now seems simple: does demand keep outrunning capacity, or do we eventually see some digestion after this multi-year ramp? What's your read here—early cycle, or late-stage expansion?