To The Moon

P&L (15 July 2026) The brutal sell-off in the Chips and Storage sector is showing no mercy, making my internship project a nice, albeit busy, distraction from staring at a bleeding screen. Heavy hitters like $NVIDIA(NVDA)$  and $Broadcom(AVGO)$ are continuing to feel the squeeze, while $Marvell Technology(MRVL)$ hasn't escaped the pain either, dragging down the rest of the semi-portfolio. Even outside of pure silicon plays, speculative tech holdings like $Ondas Holdings Inc.(ONDS)$ and $Rocket Lab USA, Inc.(RKLB)$ are catching some of the risk-off collateral damage as the market sweeps through high-growth names. It's definitely testing my patience, but I'm trying to view this sea of red as a prime accumulation window rather than a reason to panic.

​Speaking of accumulating, I decided to pull the trigger on TSM today, loading up on some shares right ahead of their Q2 earnings release tomorrow. Given their insane preliminary sales numbers and the relentless global demand for high-performance computing, it feels like the current dip heavily discounts their absolute dominance in the supply chain. It's a bold move considering how jumpy the broader tech market is right now, but if they post the monster print the street is expecting, it could be the exact catalyst needed to finally reverse this sector-wide slide.

VERY OPTIMISTIC ON THE UPCOMING EARNINGS. ALL I CAN SAY IS BE PATIENT AND THE MARKET SHALL TREAT YOU WELL BUT PANIC... will only lock in your losses and hand your highest-conviction shares over to the institutional giants on a silver platter.