To The Moon

$IBM(IBM)$ $Taiwan Semiconductor Manufacturing(TSM)$  $NVIDIA(NVDA)$ IBM has produced the world's first sub-1 nanometer chip technology, featuring a transistor architecture at the 0.7 nanometer node. This is in character for the tech giant—its research division produced the first prototype for a 2 nanometer node chip back in May 2021. With that development, "we highlighted the research, and now all leading foundries are manufacturing these," IBM Research Director Jay Gambetta said in an interview with Barron's. "I think this is going to be as big as that. It's a completely new paradigm." AI chips are built on 5 nanomete

$Advanced Micro Devices(AMD)$ There's no other company that can supply world-class compute as efficiently as AMD. This will be crucial in a severe long-term supply deficit. The $10 trillion estimates might seem far-fetched, but it's looking more and more likely in my view.

It still feels underappreciated by the market within the broader AI compute cycle. Some are starting to view it less as a cyclical chip stock and more as a structural winner. The key idea is that AMD is increasingly seen as a unique, scaled player in key AI compute areas. Competition is narrowing in certain high-end segments. The narrative is slowly shifting from challenger to core infrastructure layer. This matters because markets often misprice platform winners early in the cycle. Re-rating tends to happen quickly once adoption scales. AI compute demand is still in the early stages of a multi-year expansion. Some bulls even argue this setup could support a path to a multi-trillion valuation over time, assuming execution holds. Right now, $Advanced Mi

$Taiwan Semiconductor Manufacturing(TSM)$ SoftBank's Masayoshi Son expects ARM's value to increase tenfold as AI workloads become more CPU-intensive. He also noted that Intel's manufacturing is becoming critical as tech giants look for alternatives to TSMC. He sees potential deals with companies like Nvidia and Apple as factors that could drive Intel's value higher.

$Taiwan Semiconductor Manufacturing(TSM)$ BofA raised its price target on TSMC to $590 from $490 and maintains a Buy rating. The analyst notes that amid growing agentic AI demand, they expect much stronger CPU demand, which will consume more capacity across advanced front-end manufacturing and back-end packaging. Reflecting a stronger outlook for CPU and AI GPU/ASIC demand, they've lifted TSMC sales expectations for 2026 and 2027 to 40% and 39% year-over-year growth, respectively.

$Taiwan Semiconductor Manufacturing(TSM)$ Hedge funds seem to be trying to manufacture a volatile market for themselves to trade. It's really a nothing burger—no news, no crisis—so you have to wonder why. Personally, I see this as another good buying opportunity if you haven't started a position in this solid company.

$Taiwan Semiconductor Manufacturing(TSM)$ Given the recent price hikes, if the average price reaches $580 by January '27, TSMC's market cap could tip over $3T.

$Taiwan Semiconductor Manufacturing(TSM)$ New all-time high, showing strong leadership in the semiconductor space. The weekly trend looks clean. Relative strength compared to peers is evident. Sector momentum remains intact. As long as the trend holds, the bulls stay in control.

The blueprint behind every major stock run is always the same: accelerating growth, expanding bottlenecks, and institutional positioning before consensus fully catches up. Right now, that structure is showing up clearly across the AI stack: $Micron Technology(MU)$  - revenue growth accelerating sharply with HBM acting as the key constraint in AI scaling; pricing power is shifting back to memory. $Astera Labs, Inc.(ALAB)$  - connectivity layer between compute, memory, and networking; still early-stage revenue base with strong structural growth runway and index-driven flows. $Broadcom(AVGO)$  - AI revenue doubling trajectory supported by hyperscaler de

$Advanced Micro Devices(AMD)$ Apple is shifting some production from TSMC to Intel. That frees up significant chip manufacturing capacity at TSMC for AMD. AMD has the ball and is running in open field toward the goal line. Intel and Nvidia currently lack equivalent products to compete on energy efficiency and performance with the free, open-source ROCM platform, like Epyc CPUs and Helios GPU racks. Those with money to burn might go for Intel and Nvidia chips. Pretty much everyone else will go with AMD.