To The Moon

$Taiwan Semiconductor Manufacturing(TSM)$  I took a hit on TSM today, but that's not because the TSM business story has suddenly changed. The need for their wafers hasn't just disappeared. Block out the short-term noise and think rationally. I'm still long on TSM.

$NVIDIA(NVDA)$  This BioNeMo Agent Toolkit launch feels like one of those under-the-radar but actually significant updates. Over 50 companies are already integrated, including Anthropic, OpenAI, $Eli Lilly(LLY)$ , $Snowflake(SNOW)$ , Databricks, and Schrödinger. What stands out is how NVIDIA is basically positioning AI agents as scientific workers now, not just chat models. Drug discovery, genomics, protein design, medical imaging—all getting compressed from days to minutes in some workflows. Jensen's framing of a "PhD-level assistant with supercomputer speed" isn't just marketing here... you can already see early usag

$Taiwan Semiconductor Manufacturing(TSM)$ Just reclaimed its spot as the 6th largest company in the world, edging past SpaceX again. The chart tells the story too: stacked moving averages, uptrend fully intact. The chipmaker the world runs on keeps climbing the ladder.

$Taiwan Semiconductor Manufacturing(TSM)$  The price keeps stair-stepping higher, moving averages are stacked cleanly, and the uptrend has never broken.

$Taiwan Semiconductor Manufacturing(TSM)$ Susquehanna analyst Mehdi Hosseini raised the firm's price target on TSMC to $575 from $500, maintaining a Positive rating. The firm updated its model, including its capex and capacity strategy, which they believe will exceed both consensus and buy-side expectations. The key uncertainty remains how token growth, and the associated silicon requirements, could drive potential supply-demand imbalances.

$Taiwan Semiconductor Manufacturing(TSM)$ I'm not a fortune teller, and I'm not making any predictions, but it is 100% true that TSMC only needs to go up 4.31% more to break the $2.5T market cap. Hope it happens ASAP.

$NVIDIA(NVDA)$ That usually shuts them up. Hard to argue with the facts. NVDA is among the best stocks in market history, consistently growing and delivering market-beating returns year after year.

$NVIDIA(NVDA)$ With the SpaceX IPO now in the rear view mirror, Nvidia should start moving up.

$NVIDIA(NVDA)$ The big picture is that AI spending and demand are only increasing. As long as this trend remains in place, Nvidia's stock should continue to rise. Four years and counting, the bears are still at it.

135Target price? Hold on a second. Let's do some simple math. If total AI chip build-out grows at a 15% CAGR to 2030, then the TAM for $Taiwan Semiconductor Manufacturing(TSM)$ , $Intel(INTC)$ , Samsung, and Tesla (TerraFab) doubles to $500 billion by 2030. Intel Foundry will also support TerraFab, so we're talking a conservative 20% of that pie, or $100 billion in annual sales. At a 25% operating margin, that's $25 billion a year in operating profit just for IFS. Adding $25 billion a year in operating profit from Intel Products makes Intel a $50 billion annual operating profit business. So how on earth does that translate to a price target of $135 a share? It should be $500 to $800 at a minimum.