To The Moon

$Advanced Micro Devices(AMD)$  Shorts are missing the point. AMD has strong CPUs and GPUs, ample cash on hand, and deep pockets. Over the last 6 months, there have been buybacks with a stock split ahead. What’s not to like? A trillion-dollar company ahead—that’s $600 a share alone. New all-time highs, I’d take that to the bank.

$NVIDIA(NVDA)$ Futures down .30 isn't a big deal. NVDA is heading higher for the next 3 weeks.

$Taiwan Semiconductor Manufacturing(TSM)$ No ride is without its ups and downs. Enjoy the TSM ride, smile, and experience the journey!

$Advanced Micro Devices(AMD)$  AMD at 300$ – the best month the stock has ever had. And looking at all the bashers... laughable... smh.

$NVIDIA(NVDA)$ Jensen looks like one of the few CEOs not reacting emotionally to headlines. He’s playing the long game while everyone else debates short-term restrictions.

$Taiwan Semiconductor Manufacturing(TSM)$ Good morning. This time I didn't wake up smiling; I couldn't sleep after napping for hours after landing. Let me repeat: Gross Margin 66.25%, Operating Margin 58.10%, Net Profit Margin 50.48%, calculated after filling in the spreadsheet. The guidance for Q2 is: Gross Margin 65.5-67.5%, Operating Margin 56.5-58.5%, Revenue $39-40.2bn. Prices for certain chemicals and gases are likely to increase in Q2, but it's too early to gauge the impact as the war isn't over yet. Efforts will be made to keep energy supply stable in Taiwan. LNG is secured for April, May, and almost June, with July under planning. Not a near-term problem. 2026 revenue growth is now expected to be above 30%, versus the previous view of

$Advanced Micro Devices(AMD)$ Lisa Su will deliver blowout earnings and forecast in a few weeks, just like she always does. AMD is about to enter its hockey stick growth phase, similar to what Nvidia and Broadcom did a few years ago. Look at their stock performances, and that's what AMD stock will likely resemble very soon.

$Taiwan Semiconductor Manufacturing(TSM)$  Uncle wanting TSMC to hit $385.65 in two days isn’t about prediction; it’s about TSMC rejoining the $2T market cap club. Stick around the board long enough, and you might understand what Uncle’s really talking about—though you could go nuts before that.

$NVIDIA(NVDA)$ I believe in NVDA's product and management; it's the core of my portfolio. Since I've invested in companies where NVDA has put money, including INTC, following the leader can be profitable. Recognizing talent in others is a talent in itself.

$Taiwan Semiconductor Manufacturing(TSM)$ With 2 trading days left ahead of TSMC's earnings and guidance, what other conspiracy theories can they come up with? Tell me more about America building foundries everywhere near you to fight against TSMC's dominance in AI chips. To tell you the truth, it's not just the chips; it's more advanced packaging that matters. Any dip on TSMC should be treated as the market trying to borrow money that was supposed to be invested in TSMC, and borrowing money needs to be repaid dearly, that includes shares borrowed to short TSMC.