$Taiwan Semiconductor Manufacturing(TSM)$ AI is barely 4 years into its mainstream boom, and it is still growing exponentially. Companies are investing billions, buying more chips, and expanding AI infrastructure. The main beneficiaries are $NVIDIA(NVDA)$ and TSM. NVIDIA's $235 billion buyback authorization adds another reason to pay attention. Yet investors are selling? Exponential growth, massive investment, soaring demand. Short-term market fear is not the same as the long-term AI opportunity. We are still early.
$Quantum-Si Inc.(QSI)$ $NVIDIA(NVDA)$ The fruits of collaboration are finally starting to show, with investors looking downstream from the AI chips. 20 Amino Acids very soon by year end, and that looks like the next known catalyst.
$NVIDIA(NVDA)$ Just checking in to make sure things are on track. If it closes here by the end of the week, that would be good, but realistically I don't think it's going to close the week at this level. In my opinion, it will be higher. We're moving closer and closer, step by step, inch by inch, toward the next blowout earnings report. All aboard. Back to work for me now.