To The Moon

$SUPER MICRO COMPUTER INC(SMCI)$ Honestly can't wait for earnings next Tuesday. The craziest part is $Advanced Micro Devices(AMD)$  is also reporting after hours, and we're likely to have more revenue with very similar net incomes. One has a market cap of $925 Billion and the other $23 Billion. I'm buying all I can while I can.

$Advanced Micro Devices(AMD)$ The AI narratives keep repeating themselves. Capex worries are back once again after chips ran up. Retail will likely panic sell, and big money will soak it all up like they usually do. A pullback would actually suit me for getting back in.

$Taiwan Semiconductor Manufacturing(TSM)$ HK delivered strong numbers. Hyperscalers are up next for earnings. This stock still sitting under 500 honestly surprises me. Listening to Jensen, he genuinely sees TSMC as the one partner for his company. In Germany, he basically said TSMC is the only one he trusts to get the chips they need. Not sure what further endorsement this company needs to get into the 500s.

$Intel(INTC)$ I think the only real move here is to compete with TSM. That means raising more capital through an equity raise and bringing in chip talent from Taiwan before the window closes.

$Advanced Micro Devices(AMD)$  NOV20 545C, still actionable. Zone: $527.56 to $535.00 Invalidation: close under $514.01 Objectives: $556.79, then $568.62 The math works out to a 4.8% move to the first objective and 7.0% to the second, against 3.3% risk on the invalidation, which is better than 2 to 1 to the second target. The stock spent two weeks sliding from above $650 and then climbed back today, gaining nearly 3% to close near $531. The bounce matters because buyers held the line near $514 today after it had already found its feet near $502 last week. The November 3 report after the close gives them a fresh reason to keep pushing toward $556.79 first and then $568.62, while a close under $514.01 says the boun

$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ The bulls are hungry after 3 weeks of straight declines in the sector. $NVIDIA(NVDA)$  $SanDisk Corp.(SNDK)$  $Advanced Micro Devices(AMD)$  $Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ 

$Advanced Micro Devices(AMD)$ ORCL has been painful to hold, same feeling I had with AMD last year back when we were calling it Advanced Money Destroyer. Just being patient here. I think $300 is coming next year.

$Taiwan Semiconductor Manufacturing(TSM)$ Speculators tend to end up making a lot less than long-term investors. Holding this for the next four years could at least double your money, if not triple it.

Chinese giants ByteDance, Alibaba, and Tencent just placed orders for more than $35 billion worth of Nvidia's new RTX PRO 5500 cards. Demand from China is still strong enough that Nvidia is telling partners it can't guarantee it can fill all the orders. Even with the AI trade getting questioned, the actual chip orders keep coming in size. $NVIDIA(NVDA)$  $Taiwan Semiconductor Manufacturing(TSM)$ 

$NVIDIA(NVDA)$ Musk and Jensen are going to make bulls a lot more money. With these two geniuses working so closely together, holding for the future feels pretty easy.