$SUPER MICRO COMPUTER INC(SMCI)$, a stock that has seen significant volatility and attention due to its central role in the AI server market, is scheduled to report its fiscal Q1 2026 results on 04 Nov 2025 The key context for SMCI's Q1 2026 earnings is that the company has already provided a preliminary update that significantly adjusted its revenue expectations for the quarter, largely attributing the shortfall to a shift in customer demand. The Pre-Earnings Headwind (Revenue Miss) Preliminary Q1'26 Revenue: The company announced an estimated revenue of $5.0 billion, which is a significant miss. Original Guidance: The original guidance for Q1'26 revenue was a much higher range of $6.0 billion to $7.0 billion. Company Explanation: SMCI attributed

$SOXL 20251024 57.0 CALL$ expired worthless thanks to the rally ❤️

The release of Taiwan Semiconductor Manufacturing Company’s (ticker: $Taiwan Semiconductor Manufacturing(TSM)$ ) third quarter (Q3) results for its Fiscal Year (FY) 2025 on the 16th of October 2025 prompted different market reactions in the U.S. vis-à-vis its Taiwan-listed ticker (“2330.TW”): While the Taiwan-listed ticker soared before moderating in the present week, the U.S.-listed ticker (wherein each ADS comprises of 5 ordinary shares) showed a distinctly bearish flavour. The factors behind this are directly related to the outlook on AI chip buy-ins as well as the ongoing U.S.-China trade tensions. Trend Analysis Taiwanese investors weren’t entirely unjustified, as trends in the year till date indicate relative to the previous FY. As of the fir

Buy buy buy buy buy buy

Yes see growth for the next 4Q at least 

$Taiwan Semiconductor Manufacturing(TSM)$ 's record profit is a positive sign for $NVIDIA Corp(NVDA)$ due to their close business relationship and growing demand for AI chips. This may lead to: - Increased production capacity - Improved supply chain stability - Potential cost benefits - Stronger partnership This could ultimately benefit Nvidia's business and financial performance. $NVDL 20251024 109.0 CALL$  

$NVDL 20251017 67.0 PUT$ expired worthless. waiting for post earnings volatility to strategize again. thank you for the weekend pocket money

Key Points TSMC Extends AI-Led Growth Streak: Taiwan Semiconductor posted a 39% profit surge to record levels, raising its 2025 revenue forecast as demand for advanced AI and 5G chips drives continued semiconductor sector leadership. U.S. Expands Tech Security Crackdown: The FCC moved to expel Hong Kong telecom giant HKT from U.S. networks over national security risks, deepening the tech and communications rift with China. Washington Holds Firm Amid Market Swings: Treasury Secretary Scott Bessent reaffirmed that stock market volatility will not alter U.S. trade policy toward China, emphasizing long-term economic strategy over short-term sentiment. Oil Rebounds on India-Russia Trade Shift: Crude prices rose 1% after President Trump said India would halt Russian oil imports, signaling potent

$Taiwan Semiconductor Manufacturing(TSM)$   Foundry capacity is full. Wafers capacity is close to maximum.  Too many orders, so Tier 1 customers get in first.  This is the semicon boom cycle.  Like during COVID, suddenly everyone is ordering so many wafers and chips (not waffles and potato chips). Then when boom turn into bust, after 2 years later, Too much inventory. We'll probably see the same.  Enjoy this period first. Remember to take profits when valuation too high. Trim of you don't want to exit fully.