Taiwan Semiconductor Manufacturing. Every tracked FinTwit mention of $TSM, newest first. 1000 mentions since the first on Aug 21, 2025. See the price chart.
July 2026 · 112 mentions
Jul 17
Serenity — Thanks, love reading the comments!
Goldman Sachs raised Innolight PT to 2581 RMB. Roughly 163.6% upside from current valuations.
But the largest thing is its 2026–2028 earnings e…↗
Jul 17
Shay Boloor — @FuturumEquities No company is more important for the AI economy than $TSM↗
Jul 17
Shay Boloor — @FuturumEquities Heres where you can watch my full $TSM earnings breakdown:
https://t.co/hCW9kudT5X↗
Jul 17
Shay Boloor — $TSM is becoming one of the purest manufacturing plays on AI with HPC revenue rising 20% sequentially and now accounting for 66% of total revenue.
That demand gives TSMC significa…↗
Jul 17
Shay Boloor — @FuturumEquities $NVDA, $AMD, $AVGO and any future architectures will compete to determine who wins the next phase of AI but almost all of them will still need $TSM to manufacture…↗
Jul 17
Leandro — Just published this article on $ASML $TSM and the state of the AI industry
I go over...
- The earnings of both companies
- The state of capacity in the industry
- Why ASML can be…↗
Jul 16
Jose Najarro Stocks — $TSM CEO Doesn't Fully Trust the AI BOOM!! And I Find That Bullish.
Wei said customers each tell their own truth, but the aggregate isn't the full picture
"I believe every custom…↗
Jul 16
Alphatica — DARK POOL SCANNER | July 16, 2026
-$4.76B net sell. Both tapes agree sell on seven names. $MU -$1.31B. $IWM -$615M. $SPY -$587M. $QQQ -$580M. $GOOGL -$545M. $NVDA -$521M. $TSM -$3…↗
Jul 16
Michael | Hypermarkets — The AI "bubble" already popped.
Average drawdown: -42% from peaks so far:
🔴 NuScale $SMR -85%
🔴 Oklo $OKLO -76%
🔴 Redwire $RDW -69%
🔴 Navitas $NVTS -63%
🔴 Oracle $ORCL -62%
�…↗
Shay Boloor — $TSM is expected to nearly double its earnings over the next three years.
TSMC does not need to predict whether the next major winner is $NVDA, $AMD, $AVGO, a hyperscaler’s custom…↗
Jul 16
Alphatica — @devildog738 @GNG_Pro They are going to come back. Be patient. $TSM $MU↗
Jul 16
Alphatica — UNUSUAL DARK POOL PRINT:
12:52:54 TSM SELL $101,725,000 NYSE
$101.7M $TSM dark pool sell. NYSE TRF. Single print.
$TSM has been a consistent sell across the series. Both tape…↗
Jul 16
amit — its hard to say that semis have topped or that capex beneficiaries have topped
but the sentiment shift has absolutely been violent away from semis/capex names
$TSM $ASML crush e…↗
Jul 16
Shay Boloor — The AI economy is reorganizing the world's most important chip manufacturer in real time as HPC reaches 66% of $TSM revenue.
Even more impressive this record came with 2nm contrib…↗
CK Capital — $ASML raised full year guidance by up to 7 billion euros.
$TSM guided 30% growth with record margins and new fabs in three countries. Both sold off.
That is what priced for perfe…↗
Jul 16
Shay Boloor — $ASML has become one of the clearest ways to invest in the global AI chip buildout because it controls one of the most important bottlenecks in semiconductor manufacturing.
Its li…↗
Jul 16
Jose Najarro Stocks — $TSMC $ASML AI DEMAND IS SO STRONG THE ENTIRE SUPPLY CHAIN IS RAMPING CAPACITY!!
ASML just raised its full-year 2026 guidance to €43-45B in sales (gross margin 54-56%) after Q2 be…↗
TheValueist — $TSM KEY READ-THROUGHS FROM TSMC Q2 2026 EARNINGS CALL
TSMC’s Q2 2026 earnings call provides unusually direct evidence that the AI investment cycle is broadening from a predominan…↗
Jul 16
Jose Najarro Stocks — $TSM $ASML TSMC JUST DROPPED A RECORD Q2 BEAT & AI DEMAND IS NOT SLOWING!!
Revenue came in at $40.2B (high end of guidance), +36% YoY. Gross margin expanded to a strong 67.7% (bea…↗
Jul 16
InvestmentGuru — $TSM Q2: The Foundry Confirms the Thesis
TSMC just delivered the clearest AI capex signal of earnings season.
Q2 beat across the board: • Revenue: $40.2B (+34% YoY), above high e…↗
The Future Investors — Both $ASML and $TSM delivered outstanding quarterly results, showing that demand for AI chips remains incredibly strong 💪🚀
If you could only own one for the next 5 years:
🇳🇱…↗
Jul 16
Shay Boloor — $TSM announces another $100B investment in Arizona for new semiconductor fabs and advanced-packaging facilities.
The commitment lifts TSMC’s planned U.S. investment to $265B and c…↗
Jul 16
KaizenInvestor — Just like $ASML and $AEHR, $TSM reports a strong beat today.
The fact that the market looks red today and $TSM is down 4%, tells you everything you need to know about the current…↗
Jul 16
Shay Boloor — $TSM also raised its FY2026 capex to $62B from $56B.↗
Jul 16
Shay Boloor — $TSM Q2 EARNINGS
• Revenue $40.2B vs Est. $39.3B
• EPS $4.31 vs Est. $3.83
• Gross margin 68% vs Est. 67%
• Net income $22.4B vs Est. $19.7B
• Advanced nodes (≤7nm) were 77% of wa…↗
The Future Investors — $TSM TSMC will invest an additional $100B in Arizona to build four or more advanced chip fabs and packaging facilities for 2nm and more advanced technologies, bringing its total pl…↗
Jul 16
The Future Investors — 𝗧𝗦𝗠𝗖 𝗤𝟮 𝟮𝟬𝟮𝟲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $TSM
EPS: $4.31 vs $3.89 est. ✅
Revenue: $40.20B vs $39.30B est. ✅
𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝗤𝟯 𝟮𝟬𝟮𝟲
Revenue: $44.6B-$45.8B vs $43.12B est. ✅
S…↗
Jul 16
Antonio Costa — $TSM Financial Times : “Taiwan Semiconductor Manufacturing Company’s profits surged 77 per cent in the second quarter as the world’s leading supplier of chips to Nvidia and Apple r…↗
Jul 16
TheValueist — $TSM (Bloomberg) -- TSMC forecast sales for the third quarter; the guidance beat the average analyst estimate.
THIRD QUARTER FORECAST
•Sees sales $44.6 billion to $45.8 billion, es…↗
Jul 16
unusual_whales — BREAKING: $TSM earnings:
- EPS: $4.31, est: $3.77
- Revenue: $40.20 billion, est: $39.7 billion↗
CK Capital — $TSM earnings are now out.
EPS: $4.31 vs $3.77 est
REV: $40.20B vs $39.76B est
Gross Margin: 67.7%
Operating Margin: 60.3%
Net Profit Margin: 55.6%
Overall strong. https://t.co/N…↗
Shay Boloor — $ASML makes the machines that every advanced AI chip depends on and just raised its 2026 outlook for the second time this year.
When $TSM $INTC $SKHY and $MU place orders with ASM…↗
Jul 15
Trade Whisperer — Capacity maxed at every layer
$ASML: €44B midpoint guide, second raise this year, can't build EUV machines FAST enough.
"Taiwan accounted for 30% of revenue during the quarter, u…↗
Jul 15
Shay Boloor — $ASML plans to raise chipmaking equipment prices despite reported resistance from its largest customer $TSM.
Surging AI and memory demand is strengthening its pricing power with s…↗
Jul 15
Shay Boloor — $INTC 18A yields reportedly improved to 85% (from 65% last quarter) bringing the process close to $TSM N2 and well ahead of Samsung SF2.
The progress could allow Intel to insource…↗
Jul 15
KaizenInvestor — $SKHY currently trades at a 51% premium to its Korean counterpart.
This gap will likely close but a significant premium is expected to persist for a long time. It’s not a tempora…↗
Alphatica — DARK POOL SCANNER | July 14, 2026
-$523M net sell. The dark pool flipped after five consecutive buy sessions. $SPY -$848M. The pattern persists. $IWM -$488M. Both tapes agree sell…↗
Jul 14
Jason Luongo — 10. $TSM - TSMC
NVIDIA's most critical partner. Every NVIDIA chip is manufactured by TSMC. Jensen flew to Taiwan to secure Vera Rubin production capacity and called TSMC "the worl…↗
Jul 14
Trade Whisperer — $TSM $MU $SKHY $DRAM
TSMC's SoW-X: 64 HBM stacks on a single wafer. Today's best? 12.
Today (CoWoS): 8 to 12 HBM stacks
2028 (CoWoS): 20 HBM stacks
2029 (CoWoS): 24 HBM stacks…↗
Jul 14
Trade Whisperer — $TSM $ASX $INTC
"TSMC is facing a surge in AI chip orders using its advanced packaging technology, such as CoWoS, but competitors such as Intel are benefiting as the Taiwanese sem…↗
Jul 14
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Trump says the U.S. is reinstating the blockade and will now charge a 20% fee on all cargo passing thr…↗
Jul 13
Serenity — Morgan Stanley note on CPO today. Key participants include:
- $SIVE, $COHR, and $LITE in laser supply
- Broadcom and Nvidia in switch platforms
- Lightmatter, Ayar Labs, Marvell/C…↗
Jul 13
KaizenInvestor — Sentiment will change.
Earning season starts this week with $ASML and $TSM.
We’ll see new record earnings and new record CapEx cycles. There is no signal of lower demand in the…↗
Jul 13
TheValueist — $TSM This is a strange typo from the new source. TSM reported revenue numbers this morning at ~4am EDT.↗
Jul 13
TheValueist — $TSM All Taiwanese publicly listed companies are required to report revenue monthly by the 10th day of each month.
------------------
https://t.co/FTReGd58Px
Information on oper…↗
TheValueist — $TSM Taiwan Semiconductor Manufacturing (TSM) reported Wednesday that its net revenue for the month of June were about 442.68 billion New Taiwan dollars ($13.79 billion), up 6.2% f…↗
Jul 13
Shay Boloor — @rolfbulk $TSM has such a monopoly at both logic fabrication and CoWoS packaging.↗
Jul 13
Shay Boloor — Futurum Equities expects $TSM revenue to grow roughly 35% in 2027 versus 30% consensus with AI data center revenue approaching $100B.
Growth should be driven by AI CPUs, networkin…↗
Jul 13
Shay Boloor — $TSM JUNE REVENUE JUMPED 68% YOY TO $13.8B https://t.co/NmT8KLhjLt↗
Jul 13
The Future Investors — $TSM TSMC reported June revenue of $13.8B, up 67.9% YoY and 6.2% MoM 📈
First-half 2026 revenue reached $75B (+35.6% YoY), driven by strong AI demand 🤖🚀 https://t.co/gTlExJ8TI6↗
Jul 13
InvestmentGuru — Earnings Week Ahead (Jul 13-17)
Big week for reads across the market — banks, semis, healthcare, and industrials all report.
Banks/Financials (Tue-Wed): $JPM $GS $BAC $C $WFC $MS…↗
Jul 13
Serenity — Just a semi recap TLDR:
- $GLW glass bridge per Morgan Stanley has potential, but hard to displace FAU (like FOCI) in short term
- $SPCX Starlink Gen 3 is scaling to 100,000 unit…↗
Jul 12
InvestmentGuru — Week Ahead: Earnings Bonanza Meets Cooling Inflation.
Inflation data + peak bank/Big Tech earnings collide this week. Here’s the setup:
Macro
Tue: CPI cooling hard — MoM seen at…↗
Jul 12
PhotonBull — Excited for $AEHR $ASML and $TSM this week
What are you guys going to be monitoring in terms of earnings?↗
Jul 12
Shay Boloor — Goldman Sachs expects $SPCX Starship AI missions to reach 5,288 by 2031 with each carrying 30–50 satellites powered by one GB300-equivalent rack apiece.
That could mean millions o…↗
Jul 12
Alphatica — WEEKLY DARK POOL RECAP | Week 17 | Q3 Week Two
Our classification algorithm called 13/17 correct. 76.5%. Top 10 by conviction: 10/10. $24.2B net buy. The dark pool bought the wors…↗
Serenity — Apparently there’s a new popular trend to bearpost trillion dollar companies.
Like $NVDA or $TSM.
By finding isolating technical details, then blowing it out of proportions by cl…↗
Jul 12
Trade Whisperer — $AAPL is completely losing its negotiating leverage in the semiconductor industry and that's a good news.
Just like Apple lost its pricing power with the Memory Trio on $MU $SKHY…↗
Jul 12
Trade Whisperer — AI is still in diapers. Still crawling.
Everyone is debating today's AI.
I'm investing in tomorrow's AI.
Imagine the AI adulthood.
Go Long.
$MU $DRAM $SNDK $SKHY $TSM $NVDA $LITE…↗
Jul 11
Michael | Hypermarkets — 1/ $SMH — VanEck Semiconductor
$10K → ~$115K (2016–2026)
27.7% annualized the single best ETF of the decade
The purest AI bet on the board. $NVDA, $AVGO, $TSM sit at top weight.…↗
Jul 11
The Future Investors — Q2 earnings season starts next week 📊🚀
The big U.S. banks will officially kick things off 🏦
Our focus is on $ASML, $TSM, $NFLX, and $ISRG.
Which company are you watching most…↗
Jul 10
Alphatica — DARK POOL SCANNER | July 10, 2026
+$3.29B. New largest dark pool buy of the series. $NVDA +$1.34B zero sells. Both tapes agree. $AMD +$1.30B. $QQQ +$1.32B. $SPY -$768M. Tapes disa…↗
Jul 10
Alphatica — +$14.98B. Third consecutive session above +$13B. $NVDA +$3.99B. $6.5M sells. The $326M alert validated. $AMZN -$854M. $19.6M buys. Near zero. The tape picked winners and losers. Q3…↗
Jul 10
Evergreen Capital — With the emergence of $SPCX and $META, the Western frontier is on the verge of expanding from 3 to 5 players. This is a phenomenal development that should have a meaningfully posit…↗
Jul 10
Serenity — @yuntungshieh Hmm, maybe the influx of US buying pressure might have have a structural impact though?
But I'm sure that's probably the case with a premium as seen with $TSM.↗
Jul 10
Serenity — Yep, it’s interesting to witness retail capitulation.
After we got Bloomberg Meta compute article cleared up by their internal memo.
And the 2 reports on delays were denied by N…↗
Jul 9
amit — WHY ARE THE SEMIS UP THIS MORNING?
Well…a hyperscaler called $META just reminded the market how much they are willing to spend on capex:
- Meta plans to double its AI computing c…↗
Jul 9
Shay Boloor — $META plans to double its compute capacity to 14GW in 2027 and begin manufacturing its in-house Iris AI chip in September.
Iris is part of Meta’s MTIA project that’s designed wit…↗
Jul 9
Trade Whisperer — $NVDA $TSM "Next-Gen Rosa CPU May Adopt TSMC A16 with Back-Side Power Delivery, Eyes 2028 Launch"
"TSMC’s A16 offers up to 1.10× higher chip density than N2P. Its biggest technolo…↗
Jul 8
Alphatica — DARK POOL SCANNER | July 8, 2026
+$2.54B. Largest dark pool buy of the series. $SPY +$868M. Second consecutive massive buy on a sell day. $QQQ +$832M. $TSM +$216M zero sells. Ever…↗
Jul 8
Alphatica — +$13.37B. The institutions bought the worst internals of the series. $MU +$4.39B. Pre-market alert validated. $AVGO +$1.23B zero sells. $NVDA +$1.89B. Seven buyers. One seller. Q3…↗
Jul 8
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #48
Daniel & I will be live today at 1PM ET exclusively on the Futurum Equities YouTube channel covering:
• Is the memory trade over for $MU, $S…↗
Jul 8
Shay Boloor — @FuturumEquities Heres where you can see my full $TSM commentary:
https://t.co/gBVDtrlon0↗
Jul 8
Shay Boloor — $TSM is one of the cleanest ways to own the AI buildout because $NVDA, $AMD, $AAPL, $AVGO, $QCOM and hyperscaler custom silicon programs all depend on the same leading-edge manufac…↗
Jul 8
Shay Boloor — @FuturumEquities $TSM remains one of the cleanest ways to own the AI trade because it benefits from almost every version of the debate investors are having.
Whether market favors…↗
Jul 8
Michael | Hypermarkets — Every company partnered with $NVDA ⬇️
HYPERSCALE & CLOUD
$AMZN (AWS) — $10B+/yr cloud AI infrastructure, training and inference at scale
$MSFT (Azure) — $10B+/yr cloud GPU comput…↗
Jul 8
Jukan @COMPUTEX — Morgan Stanley noted in its report that competition from Intel’s EMIB could push TSMC to accelerate CoPoS adoption to 2028, potentially with Feynman.
Interestingly, Morgan Stanley…↗
Tigris 会讲课教授是好老师 — “It's Always the Husband” 喜欢犯罪学都知道这个流行语，这是高概率犯罪模式，如果受害人女性，杀人犯首先是亲密伴侣。
看懂这个就知道SemiAnalysis最新发布Nvidia的Rubin系统下一代的路线图断裂，搞不过AMD/Google的报告“真实动机”是什么。
一个只懂的拆解评测，所有信息都是供应链小作文小道消息，能一年年收入2…↗
Jul 6
Trade Whisperer — $DRAM $TSM $ASX $AMKR $AMAT $BESI Advanced Packaging: The Z-Axis Trade.
"Samsung and Anthropic discussing collaboration on 2nm and advanced packaging"
“Anthropic is reportedly di…↗
Jul 5
InvestmentGuru — $TSM — The irreplaceable foundry
Roughly 70% share of the global advanced foundry market, with Nvidia and Apple alone comprising about 40% of revenue. Stock is up over 45% year-to…↗
Jul 5
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up:
• $TSLA 4.5x
• $SPCX 3.8x
• $GOOGL 2.9x
•…↗
Jul 5
Shay Boloor — $AMD could approach $100B in annual revenue by 2028 as $META, $ORCL and OpenAI commitments turn MI450 and Helios into a real second source for AI compute.
The GPU deals are what r…↗
Shay Boloor — $META is reportedly in talks with Samsung Foundry on a $6.5B deal to manufacture its third generation MTIA AI chips.
The chips would be built on Samsung’s 2nm process marking a sh…↗
Jul 1
InvestmentGuru — Today’s selloff in AI infrastructure stocks looks more like a rotation in sentiment than the end of the AI story.
Reports that $META plans to lease excess cloud-computing capacit…↗
Jul 1
Alphatica — DARK POOL SCANNER | July 1, 2026
$SPY +$2.61B dark pool. The pattern reversed. $MSFT +$988M. Zero sells. The 17-week distribution broke. $MU -$289M. $TSM -$287M. Both agree sell.…↗
Jul 1
Alphatica — $MU -$5.27B. Four semis combined -$8.03B. $MSFT +$1.67B flipped to buy. $SPY +$3.86B. $META +$2.63B. The hardware/software split hit the block tape. Q3 day one.
$26.36B in buy blo…↗
Jul 1
Trade Whisperer — $ASX $TSM $INTC ASE Reportedly Raises Advanced Packaging Quotes by More Than 20% in Latest AI-Driven Price Hike
"Utilization rates across the OSAT industry remain near full capaci…↗
Jul 1
Shay Boloor — Semiconductors pulling back today after reports that $META is developing “Meta Compute” to sell access to excess AI compute:
• $KLAC -11%
• $SNDK -11%
• $AMAT -10%
• $MU -10%
• $…↗
Jul 1
TheValueist — $CRWV $NBIS $IREN $HUT HPC/neoclouds selling off on the $META news. The market can be so linear and one-dimensional in its thinking. I would actually take the Meta announcement as…↗
Jul 1
Serenity — @SidkMena Dunno, probably just sector selloff. Shunsin recebtly confirmed a direct $TSM COUPE partnership.
Then proceeded to crash 15-20%.
Don’t think there’s any material devel…↗
Jul 1
Trade Whisperer — The Z-Axis Avengers
AI is built vertically. Advanced packaging. 3D stacking. Without the Z Axis, none of it works. Even HBM is 3D stacked. Capisce?
$ASX +7.10%
$INTC +6.01%
$TSM…↗
Jul 1
Trade Whisperer — $TSM should already be a $4 Trillion company 👇↗
Jul 1
TheValueist — $TSM TSMC: The Structural Monopoly of Global GAI Infrastructure. Investment Thesis. New: 6/30/26.
TSMC occupies a position in the global semiconductor supply chain that has no gen…↗
TheValueist — $TSM quietly knocking out an all time high today. Much much much more to go for this stock over the next decade. https://t.co/rUrVehRkyu↗
June 2026 · 152 mentions
Jun 30
Shay Boloor — @danielnewmanUV $TSM may or may not be in the top 3 of the Futurum AI 15 rebalance 😏↗
Jun 30
Shay Boloor — $TSM is targeting 2029 for panel-level CoPoS packaging as AI chip scaling shifts from transistor density to packaging capacity.
CoPoS could fit more compute dies and up to 12 HBM4…↗
Jun 30
Michael | Hypermarkets — $AEHR — Reports Jul 21 ✅
Revenue: $10.3M vs Est. $10.8M ❌ | EPS: -$0.05 vs Est. -$0.07 ✅
Q4 FY2026 Guidance: Revenue $25M–$30M | Return to profitability expected
🔴 Beat estimat…↗
Jun 30
Trade Whisperer — $TSM Nearing 70% Gross Margin
“AI demand is expected to push both revenue and gross margin above guidance, with gross margin potentially nearing 70%.”
“These tailwinds could push…
May 2026 · 170 mentions
May 31
Midas — Here they are:
$TSM
$SMCI
$PLTR
$CRWD
$UBER
if this helped you out, follow me for more.↗
May 31
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up now:
• $TSLA ~5.0x
• $GOOGL ~3.1x
• $ALAB…↗
May 31
Daniel Koss — Why @GavinSBaker thinks there might not be an AI bubble.
$NVDA sees the demand.
$TSM ok buddy, you get +5% hehe
I think: Demand > Supply (for at least a decade)
Image from my…↗
May 31
InvestmentGuru — Computex 2026 kicks off June 2nd.
Theme: “AI Together.”
$NVDA $AMD $INTC all expected on stage. But the real alpha isn’t on the mainstage — it’s in the supply chain sitting behin…
April 2026 · 242 mentions
Apr 30
Trade Whisperer — Bears in 2025: "But they'll pull back on spending"
Hyperscalers Capex in 2026: $710,000,000,000.
Nearly 2x in a single year.
It's a permanent re-rating of infrastructure.
Infinite…↗
Apr 30
Trade Whisperer — One of most loyal $TSM customer, MediaTek has raised its 2026 AI ASIC revenue target to ~$2 billion, DOUBLING an earlier ~$1 billion projection
CEO Rick Tsai cited strong momentum…↗
Apr 30
Trade Whisperer — This is why I own $TSM.
TSMC does not pick sides. It collects from all of them.
$MU and $DRAM SK Hynix need it because HBM must be physically bonded to the logic die during the C…↗
Shay Boloor — It’s been a while since we’ve had a face-melting rally like today:
• $AEHR +22%
• $MRVL +13%
• $ASTS +12%
• $RKLB +12%
• $BE +11%
• $HIMS +11%
• $NBIS +11%
• $ONDS +11%
• $ARM +9%…↗
Mar 31
Shay Boloor — Great to be featured in Barron’s discussing my updated thoughts on how quickly $AAPL, $GOOGL & $META can turn smart glasses into a mainstream consumer device.
$TSM matters her…↗
Mar 31
The Future Investors — $TSM $SMSN TSMC’s 2nm capacity is fully booked through 2028 by clients like Apple, NVIDIA, AMD, and Qualcomm. Samsung the only other 2nm supplier, has invested heavily and achieved…↗
Serenity — $AAOI feels like must-have photonics exposure to me.
Their earnings report is genuinely black magic.
$LITE ($50B MC): FY 2026 est. ~$2.91B
$AAOI ($5.6B MC) H2 2027: $4.35B ARR.…↗
Feb 28
Jason Luongo — Seven layers of AI. The full stack from power to the battlefield.
1 | Power: $GEV $BE $CEG $VG $ENS
2 | Chips: $NVDA $AMKR $TSM $ASML $AVGO
3 | Data centers: $NBIS $IREN $CRWV $CI…↗
Shay Boloor — $ASML just raised EUV machine prices ~50% since last year to $284M per machine.
This is what true monopoly power looks like when demand explodes and customers have zero alternativ…↗
Jan 31
Serenity — @reyrey_trades Yes this is incredibly sad. Initial collapse reports happened on the 29th, but scale of the aftermath was confirmed just now.
In regards to second order effects,…↗
Jan 29
Shay Boloor — Tim Cook says $AAPL is supply-constrained because $TSM leading-edge node capacity is tight limiting how many advanced SoCs it can build despite strong demand.
At the same time, ri…↗
Alphatica — DARK POOL SCANNER | June 29, 2026
$SPY -$3.18B dark pool. The sell resumed. Friday's window dressing was one session. $NVDA +$645M. $TSM +$296M zero sells. Lit: +$6B. Dark: -$2.2B…↗
Jun 29
Trade Whisperer — $TSM is hiking wafer prices 5-10% across ALL advanced nodes (7nm and below).
That's ~74% of its business. Nvidia, AMD, Apple, Qualcomm, Broadcom, MediaTek will pay more in 2026.…↗
Jun 29
Wayne Liang — Btw, neocloud isn't just a 2025-2026 trade. We're still early…
All the names we’ve covered will benefit… $NBIS, $CRWV, $CIFR, $IREN, $WYFI, and more.
(I’ll share additional, new…↗
Jun 28
Shay Boloor — SEMICONDUCTOR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up:
• $ALAB ~3.6x
• $INTC ~2.7x
• $LRCX…↗
Jun 28
AlmaCap — Memory stocks are simultaneously the best value stocks and the best growth stocks.
You can buy Samsung preferreds at a NTM PE of c.5.0x and benefit from:
> Highest wafer capac…↗
Jun 27
InvestmentGuru — The Memory Supply Chain — Every Link Matters
AI memory isn’t just about one company. It’s an entire ecosystem where every player has a role.
$MU – High-bandwidth memory (HBM) and…↗
Jun 25
JC Investing — This morning I opened a starter position into $SMH
I rolled some of my $MU profit into this to essentially de risk slightly
This will be the beginning of a multi multi year lon…↗
Jun 25
TheValueist — $AVGO $CLS $TSM $NVDA Jalapeño: OpenAI and Broadcom’s Shift to Vertical Inference Infrastructure. New: 6/25/26.
Jalapeño is a material development in AI infrastructure strategy, b…↗
Jun 25
Michael | Hypermarkets — BOOKMARK this so you know when the NEXT massive earnings plays are.
$AEHR Jul 21
$ASML Jul 15
blockstack:native Jul 16
$TSM Jul 16
$TE Aug 18
$INTC Jul 23
$AMKR Jul 27
$GEV Jul 29…↗
Jun 25
Serenity — Very interesting statement today: $MU CEO predicts a multi-decade memory demand cycle driven by humanoid robots.
"Humanoid robots, he says, will require roughly ten times more mem…↗
Jun 25
InvestmentGuru — AI and semiconductor stocks are surging globally after a strong night of earnings and guidance.
$QCOM +14% after announcing a major push into AI data centers.
$MU +14% following…↗
Jun 24
Michael | Hypermarkets — $MU is the biggest bottleneck for AI infrastructure.
It's revenue increased 346% in 1 year.
Here's 20 AI bottleneck stocks to buy:
Memory / Storage
1. $MU — HBM monopoly w/ SK…↗
Jun 24
Serenity — @mindmoon_108 @Akaletiko Eh, maybe other way around where $TSM sees what memory players are doing and starts price hiking too.↗
Jun 24
Shay Boloor — SoftBank CEO Masayoshi Son says he expects $ARM value to rise 10x as AI workloads become more CPU-intensive.
He also called $INTC manufacturing business critical as tech giants se…↗
Jun 24
The Future Investors — $TSM TSMC is raising wafer foundry prices by 5%–10% for advanced chips (7nm and below). The increase is larger than expected and highlights TSMC’s strong position as demand for AI…↗
Jun 24
InvestmentGuru — $NVDA AGM Day — 3 Things That Matter for the AI Chain.
$NVDA shareholders meeting is live today. Stock sitting near $200. Here’s what the smart money is watching 👇
1. Blackwel…↗
Jun 24
Shay Boloor — $TSM is reportedly raising foundry prices by 5–10% on advanced nodes of 7nm and below.
Hard to call AI demand weak when the world’s most important foundry can still push price on…↗
Jun 24
mon — The reason why market sell-off yesterday:
1. Chip and AI stocks had been on a massive run all year. South Korea's market was up more than 90% in 2026 and had roughly tripled over…↗
Jun 24
Trade Whisperer — Hindsight on Monday: While other semis kept running substantially, $TSM and $AVGO were already flashing the warning with a 2-hr Pink Candle right at market open.
That divergence w…↗
Jun 24
InvestmentGuru — The chip selloff isn’t broken AI — it’s a stress test.
5 catalysts that will decide if this is a reset or a reversal
- $QCOM Investor Day — edge AI, PCs, autos & data center. Har…↗
Jun 24
Trade Whisperer — $DRAM $MU $SNDK $TSM
Samsung +9.68%
SK Hynix +5.36%
Kospi +4.1%
Korea is already snapping back 🤷♂️ https://t.co/oAh3aNqnV3↗
Alphatica — DARK POOL SCANNER | June 23, 2026
Dark pool still buys $SPY. Lit: -$1.68B. Dark: +$640M. $MU both tapes sell. Zero buys. Eve of earnings. The pattern holds through the great rotat…↗
Jun 23
Wayne Liang — $1 trillion wiped out from the stock market...
$MU / $SNDK down double digits.
$AMD, $MRVL, $TSLA, $TSM, and other mega caps are being oversold heavily.
If your favorite ticker…↗
Jun 23
Serenity — Curious if anyone's portfolio is green after today's fun day.
$KORU: -32.06%
$SOXL: -22.98%
$IQE: -13.58%
$DRAM: -12.6%
$AXTI: -12.57%
$FLNC: -12.5%
$AAOI: -11.2%
$SIVE: -11.7%…↗
Jun 23
Serenity — Dip looks like a clear buying opportunity for me personally from $MU, $INTC, to $TSM.
Since we got a massive drop off BS narratives like 3 rate hikes off no newly material macroe…↗
Jun 23
Serenity — Nothing is more stupid than Bloomberg copying BofA playbook with KOSPI back in March.
And framing Taiwan’s $TSM ~23.6x forward p/e and $NVDA upstream supply chain as a “bubble”.…↗
Jun 23
Jukan @COMPUTEX — Culpium: TSMC is pushing for a 5–10% price increase across all advanced nodes, including 7nm. This was driven by management’s directive after seeing competing memory companies enjo…↗
Jun 23
Serenity — @Semiconsight I think my M&A ideas are generally pretty compelling!
Apollo fully bought out one of the $TSM Japanese suppliers I identified earlier lol.↗
Jun 22
Leandro — @Midnight_Captl There’s a reason why $ASML, $TSM et al don’t price gauge their customers, and it’s not because they can’t↗
Jun 22
Wayne Liang — People made millions when I called the entire AI/HPC run last year...
$CIFR at ~$3 to now ~$30
$IREN at ~$6 to now ~$60
$NBIS at ~$40 to now ~$280
And now I think Neocloud is hea…↗
Jun 22
Trade Whisperer — $ASX +9.4% today and nearly +89% since I initiated the thread.
Advanced packaging is not slowing down. The future of AI and Semiconductors is vertical, the Z-Axis.
I've spoken $T…↗
Jun 22
KaizenInvestor — I finally found a new stock that looks very attractive.
It's a small cap supplier to the Aerospace, Space, Semiconductor and Medical industry.
Some confirmed customers include:…↗
Jun 22
Wayne Liang — I've scored another 10x call...
Welcome to the club $MU!
Nailed multi-baggers on $SNDK, $INTC, $TSM, and $AMD. Who said mega caps can't be fun?
I've always shared FREE gems on h…↗
Jun 22
TheValueist — $INTC $TSM $NVDA $AMD Outstanding interview of LBT. It gives me the conviction to stay long the GAI infrastructure trade even after this massive run up. I love his comment that he…↗
Jun 22
Serenity — @Joey_TheFarmer My thesis hasn't changed with FOCI, they'll be part of the bottleneck with FAU + passive components in $NVDA $TSM ecosystem as that COUPE scales up.↗
Jun 22
Trade Whisperer — Pay attention to the Z-Axis Trade. $TSM $ASX $AMKR
$INTC just hired Seok Hee Lee, Former President and CEO of SK hynix, as EVP of Intel Foundry to lead Advanced Packaging.
CEO Li…↗
Jun 22
Midas — Leopold Aschenbrenner is betting AGAINST the markets with an $8.5B short on chip stocks:
$2B against $SMH
$1.6B against $NVDA
Alongside $AVGO, $AMD, $ASML, $MU, $INTC, $TSM,
$ORC…↗
Jun 22
Trade Whisperer — $TSM hasn't touched the lower Bollinger Band since the tariff selloff.
Every BLUE candle since then? Followed by upside. Now pressing the upper BB. Send it 🚀
300+ charts daily.…↗
Jun 21
Michael | Hypermarkets — Its 2040, regular person who bought these 6 ETF's right now are millionaires doing nothing...
Here's 6 steps to follow:
1. Open a tax-free investing account like a Roth IRA.
2. P…↗
Jun 21
Trade Whisperer — $TSM $UMC $GFS $ASX $AMKR $INTC
TSMC's extremely bullish projections at Taiwan Technology Symposium from last Month. Must Read.
AI Wafer Demand: Projected to rise 11x from 2022 t…↗
Jun 21
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up now:
• $SPCX ~4.7x
• $TSLA ~4.6x
• $GOOGL…↗
Jun 21
Michael | Hypermarkets — In 1 year, $AMKR spiked from $18 to $90 so 500% but it can easily hit $300-$500.
Here's 8 reasons why it hasn't ran like $AVGO $AMD $NVDA $MRVL $GOOG $AMZN:
1. Advanced packaging…↗
Jun 21
Trade Whisperer — $TSM Holy Shit. What an endorsement from $MRVL President.
“We have to compete, and we have to have the best products in the world... If TSMC maintains the absolute best technology…↗
Jun 21
Trade Whisperer — @jonnagap Token values are going up and their pricing will go up with higher productivity from leading companies.. Right now, I think they do not want to raise prices because they…↗
Jun 21
Trade Whisperer — $TSM Two types of idiots today.
Idiot 1: Believes China will invade Taiwan.
Idiot 2: Has no idea the world literally cannot function without TSMC.
SK Hynix, $MU, $AMD, $ARM, $NV…↗
InvestmentGuru — How to play memory super cycle
➡️ $MU / $SNDK — direct memory producers, pricing power = margin expansion
➡️ $WDC — enterprise HDD supply already booked out for 2026
➡️ $ARW / $…↗
Jun 20
Serenity — I think u must be new here.
Many of my ideas get intense backlash at the start, especially the more original they are.
$AXTI - endless hate to the point I got banned from the $R…↗
Jun 20
Trade Whisperer — $TSM +7% New all time highs.
A $2.4 trillion company made a power move.
Record revenue. Five new fabs. 2nm ramping 70% CAGR
It's coming. https://t.co/2fL9MlGCdn↗
Jun 19
Trade Whisperer — @TomOnTech How about the rest of the customers who rely on $TSMC like $NVDA? $700 stock without geo risk?↗
Jun 19
Shay Boloor — The race to become the first $10T company is on and it's really a race to own the layers everything else depends on:
• $NVDA owns AI accelerator layer
• $TSLA owns EV & autonomy…↗
Jun 19
Trade Whisperer — $TSM TMSC will be a $3 trillion company. Very easy. 🤷♂️ https://t.co/eujVJOM1e2↗
Jun 19
InvestmentGuru — New ATHs:
• $INTC
• $MRVL
• $MU
• $SNDK
• $TSM
Tech & Semis Continue to Lead the Market Higher
Today’s rally was another reminder of where the money is flowing. Several semicondu…↗
Jun 18
Shay Boloor — $INTC appointed former SK Hynix CEO Seok-Hee Lee as Executive Vice President of Intel Foundry.
The hire adds more foundry leadership depth as Intel tries to scale its contract chi…↗
Jun 18
Midas — @asymmetrix_xyz $NBIS
$AAOI
$NVDA
$AVGO
$TSM
Follow me if you want to know when I enter these companies.↗
Jun 18
Midas — @asymmetrix_xyz $NVDA
$TSM
$AVGO
If this helped you out, follow me for more.↗
Jun 18
Trade Whisperer — @kay83227648 So missed $TSM $AMD $INTC $ARM $SIMO $ASX $AMKR $GLW $LITE $COHR? cpu interconnect z-axis trades with notifications on?↗
Jun 18
Trade Whisperer — Interesting CPU research from a reputable firm.
This firm revised $AMD server CPU shipments from 14% to 23% growth for 2026. $INTC revised from negative 3% to positive 3%. $ARM ad…↗
Jun 18
Alex A.C. — Le "expert Dr." calling the ones that were saying that glass substrates are the future of AI "Semis tourists".
Meanwhile in the reality, $TSM 💘 Innolux , for a partnership to de…↗
Jun 18
InvestmentGuru — How to play it:
➡️ $MU / $SNDK — direct memory producers, pricing power = margin expansion
➡️ $WDC — enterprise HDD supply already booked out for 2026
➡️ $ARW / $AVT — distributor…↗
Jun 18
Trade Whisperer — $MU From $62 to $1127 (+1714%)
$SNDK From $214 to $2185 (+920%)
This thread was the exact signal and thesis you needed. Same playbook as my $INTC $AMD $PLTR $RKLB $TSM calls. Thou…↗
Jun 18
TheValueist — $INTC $TSM $GFS $AMKR My full US Fab and Packaging tracker is in this thread. Here’s the top of the list pre. https://t.co/6lQPl7Xcgb↗
Jun 18
Trade Whisperer — $TSM $AMKR $ASX $INTC Advanced Packaging
TSMC and Amkor Technology have signed a 10-year agreement to strengthen advanced semiconductor packaging capabilities in Arizona, aiming t…↗
Jun 18
InvestmentGuru — GLOBAL CHIP RALLY GOES PARABOLIC — SEMIS LEAD THE BREAKOUT
Semiconductors and memory stocks are catching a strong overnight bid, with the entire AI supply chain moving in sync.…↗
Jun 17
Trade Whisperer — $MU $DRAM $TSM just flagged a major shift in AI chip design priorities. Energy efficiency is now more critical than raw compute power. Surging electricity demand from AI applicatio…↗
Jun 17
Midas — @asymmetrix_xyz $NVDA
$AVGO
$TSM
If this helped you out, follow me for more.↗
Jun 17
Trade Whisperer — The Z-Axis Trade: $TSM $ASX $AMKR $INTC $AMAT $BESI
$AMAT is central to HBM stacking. +46% in one month. https://t.co/VpmAKIbKg3↗
Jun 17
Shay Boloor — Samsung is reportedly in talks with $AMD to manufacture CPUs through its foundry business.
Mass production is expected in 2028 giving Samsung a potential advanced-node win as it t…↗
Jun 16
Michael | Hypermarkets — 1. $NVDA
Why Critical:
Provides the AI GPUs powering SpaceX's orbital intelligence, Starlink AI, and Terafab ambitions.
If Supply Stops:
SpaceX's AI roadmap slows dramatically.…↗
Jun 16
Midas — @asymmetrix_xyz $NVDA
$TSM
$AVGO
If this helped you out, follow me for more.↗
Jun 16
Alex A.C. — "A nonsense, something for beyond 2031"
Meanwhile $TSM .....:
"TSMC has already secured global AI chip clients for its next-generation CoPoS advanced packaging [and] is moving fa…↗
Jun 16
Alex A.C. — $TSM & Innolux 💘 Glass Substrates
This is getting serious guys. Remember le "expert Dr." saying that this was a story for "beyond 2031" 🤷♀️
Not saying for him specifically, bu…↗
Jun 16
TheValueist — $AMKR $TSM I'm long and strong AMKR 1/15/27 calls at various strikes. Let's do this!
(Bloomberg) -- TSMC & Amkor Technology announced a 10-year agreement to enhance advanced semic…↗
Jun 16
Shay Boloor — $TSM and $AMKR signed a 10-year partnership for advanced packaging and testing services in Arizona.
The deal links TSMC’s Arizona chip manufacturing with Amkor’s packaging and tes…↗
Jun 16
mon — New models are shipping every few weeks, each one needing more computing power than the last, and the models coming in 2, 5, and 10 years will need vastly more than anything runnin…↗
Jun 16
Serenity — @Clearvision100k Still holding Foci/Nextronics. There was a CPO bear post from an analyst that said there would be delays (which $NVDA denied), which caused CPO related stocks to c…↗
Jun 15
Jukan @COMPUTEX — TSMC Teams Up with Ibiden and Innolux to Push CoPoS — Reportedly Flooring the Accelerator in Glass Substrates
To meet robust AI chip demand, TSMC is not only ramping CoWoS advance…↗
Jun 15
Trade Whisperer — @g_ichtertz GREAT!! Slightly different for me. $MU -> $TSM -> $DRAM $SNDK similar.↗
Jun 15
Shay Boloor — $TSM is expanding its materials, components & equipment supply chain to support CoPoS advanced packaging.
CoPoS is built for much larger AI chip systems so TSMC preparing supply c…↗
Jun 14
InvestmentGuru — MEMORY SUPERCYCLE: The 40-Year Price Decline Just Broke
For four decades, more memory always meant cheaper memory. That cycle has reversed — and it’s the next leg of the AI infras…↗
Jun 14
The Future Investors — The Future Investors presents the 30 quality stocks with the highest expected free cash flow growth over the next 3 years (CAGR) 📈💰
1. $MU | Micron - 265.9%
2. $HXSCL | SK hynix…↗
Trade Whisperer — $MU $DRAM $TSM $NVDA Bank of America Projections
$1.96T semi TAM by 2030. $900B is memory.
Nearly half. Why half?
Because LLMs without memory are stupid. Memory is what makes AI…↗
Jun 13
Serenity — Okay my fellow Koreans, it's been awhile.
Foosung (093370, ~$1.2B MC) looks like a massive beneficiary soon.
Basically China export controlled Japan, causing their WF₆ supply c…↗
Jun 13
Trade Whisperer — $TSM $MU $DRAM $ASX $AMKR
CoWoS: 8 to 12 HBM stacks
CoPoS (2028): up to 16 HBM stacks
Next gen (2029): up to 24 HBM stacks
Advanced Packaging innovation IS memory demand growth.…↗
Jun 13
Trade Whisperer — @JapanStockAlpha You can't go wrong with $TSM↗
Jun 12
CK Capital — $MXL is my all in challenge pick as you guys know, and outside of the swing trade challenge, the stock looks amazing.
Here is what the company does and why I like them.
MaxLinear…↗
Jun 12
Trade Whisperer — $ASX +4% $AMKR +8% $INTC +8%
I am coining a new term here on X
"The Z-Axis Trade" $TSM https://t.co/vu4JUMaNxl↗
Jun 12
Trade Whisperer — $SNDK Nearly $2,000 since my BLUE candle callout at $214.
Six names. That's it. Discipline and conviction is all you need to become a multi millionaire.
Expanding to eight soon.…↗
Jun 12
Trade Whisperer — "However much capacity you add, NVIDIA will consume it" -Jensen Huang
$MU $DRAM $SNDK $GLW $LITE $COHR $TSM $NVDA https://t.co/PhakQp5pkf↗
Jun 12
Serenity — Just some reflection, my core high conviction ideas from 2025 aged super well!
From
$ALAB: $97-> $372
$LITE: $330 -> $904
$AAOI: $30 -> $175
And others like $NBIS, $RKLB, and $T…↗
Jun 11
Alex A.C. — Glass substrates 🤓
Very interesting the misconceptions about TSMC CoPoS. The one I've found more interesting that I didn't know:
"The chips DON'T sit directly on glass; they are…↗
Jun 11
Shay Boloor — $GOOGL is reportedly in talks with Samsung to make the memory I/O die for Google’s 10th-generation TPU planned for 2028.
$TSM would still build the main compute engine but Samsung…↗
Jun 11
Shay Boloor — $TSM next-gen CoPoS packaging is reportedly expected to enter mass production in 2H28 for ultra-large AI chips beyond the 9.5x reticle-size class.
$NVDA Feynman could be an early…↗
Jun 11
mon — Anthropic's Fable 5 launch confirmed what I have been arguing for over a year now. There is simply not enough compute in the world to meet demand.
Keep in mind that Fable 5 and GP…↗
Jun 11
Michael | Hypermarkets — When $SPY crashes 10%-20% this summer, I'd BUY ONLY bottleneck AI stocks.
Without them there is no AI:
$MU — Micron Technology
Current: ~$879 | Buy Zone: $680–$700
HBM demand flo…↗
Jun 11
Serenity — Basically this… and it’s how cycles work.
Retail was early and completely frontran institutions on next architectural shifts.
There was close to 0 US institutional ownership on $…↗
Trade Whisperer — $ORCL $638 billion in backlog. WILD. Bullish for Chips 🔥
• Customer Prepayments and Supplied Hardware. Of the backlog $75 billion now comes from customers who prepaid for GPUs or…↗
Shay Boloor — $TSM MAY REVENUE JUMPED 30% YOY TO $13.2B https://t.co/t9YMS6wpdy↗
Jun 10
The Future Investors — $TSM TSMC reported May 2026 revenue of $13.2B, up 30.1% YoY and 1.5% MoM, thanks to strong demand for AI chips 🚀🤖
Revenue for the first five months of 2026 reached $62.0B, also…↗
Trade Whisperer — $TSM $ASX $INTC $AMKR $MU $DRAM
Advanced packaging (especially TSMC’s CoWoS) remains a major bottleneck for AI chips that integrate GPUs and HBM.
TSMC’s CoWoS capacity is projec…↗
Jun 9
Jason Luongo — 3. $TSM - TSMC
Jensen called TSMC "one of the greatest companies in the history of humanity" and said "anybody who wants to buy TSMC stock is a very smart person." TSMC fabricates…↗
Jun 8
Mike Investing — President Trump has literally been telling you to buy AI themed names…
These are the 5 layers of AI that you need to be invested in:
1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2.…↗
Jun 8
Ben Pouladian — Intel EMIB definitely a credible alternative to TSMC CoWoS wrote about it in Feb free to read
$INTC $TSM
https://t.co/Hyco3Svtwp https://t.co/d7BPybwytJ↗
Jun 8
Shay Boloor — $NVDA is reportedly testing $INTC 18A process and EMIB packaging for its next-gen Feynman processor.
The main GPU compute die would still stay with $TSM but Intel could win share…↗
Jun 8
Jason Luongo — 4. $TSM - TSMC
Q1 revenue $35.9B, up over 40% YoY. Over 90% market share at advanced nodes. Fabricates virtually every AI chip that hyperscaler capex buys - NVIDIA Blackwell, AMD…↗
Jun 8
Shay Boloor — $GOOGL and $NVDA are reportedly considering $INTC as a backup manufacturer for advanced AI chips as $TSM capacity remains tight.
Major AI chip designers are exploring Intel foundr…↗
Trade Whisperer — $MU $DRAM $SNDK $TSM Bullish
"There will not be enough chips." -@elonmusk
Elon Musk just said the new fabs will produce only a tiny fraction of the memory that is needed and anti…↗
Jun 7
Shay Boloor — “The market is in such a bubble.”
Yet here are the 2027 earnings multiples for some of the largest companies in the world:
• $ORCL ~26x
• $AMZN ~25x
• $GOOGL ~25x
• $MSFT ~22x
•…↗
Jun 7
Serenity — I think my personal style of investing is a bit different, just some reflection:
It's inherently discretionary, based on stuff markets don't know yet. And a culmination of life ex…↗
Trade Whisperer — I genuinely do not know why I am ranked number one on this Fintwit dashboard.
Seriously. I cannot be that good.
All I did was pick five names, post about them obsessively for two…↗
Jun 7
Serenity — @vipmoaa $TSM is probably one of the better names to do that for.
Probably better RoI than your depreciating car↗
Jun 7
Serenity — Just very helpful timelines reiterated around glass substrate (source: Trendforce):
- SKC Absolics (011790) H2 2026 (first mover x $AMAT) - $AMD customers
- Samsung electromechan…↗
Trade Whisperer — My thoughts on this $GOOGL x $SPCX @SpaceX deal.
AI demand is incomprehensible at this point.
To the point where buying GPUs directly from $NVDA is not enough. Building custom TP…↗
Jun 6
Shay Boloor — SEMICONDUCTOR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up:
• $ALAB ~2.9x
• $ARM ~2.4x
• $INTC…↗
Jun 6
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utilities
• $IREN $51
• $NBIS $177
• $CIFR $17
• $CRWV $100
AI Power
• $EOSE $7
• $BE $237
• $NVTS $22
• $VRT $282
AI Hardware
• $NVDA $…↗
Jun 6
Shay Boloor — AI suppliers are on pace to generate massive profits over the next three years:
• $NVDA ~$1.1T
• Samsung ~$807B
• SK Hynix ~$611B
• $MU ~$356B
• $TSM ~$354B
• $AVGO ~$342B
• $AMD…↗
Jun 6
Trade Whisperer — $TSM "‘It will be a long time before we can meet customer demand" -TSMC CEO Jun 4th, 2026
The company expects sales to grow more than 30 percent this year.
Arizona factory is alr…↗
Jun 5
Trade Whisperer — Patience. Breathe. Think Long Term.
$GOOGL Token Consumption Trajectory.
300x+ growth vs 2024.
Chips are devouring the world.
$MU $SNDK $DRAM $AMD $INTC $TSM https://t.co/4Su…↗
Jun 5
Serenity — Xintec (3374) also looks like an interesting idea (TSMC packaging/test subsidary).
MC is at ~ $2.18B.
$TSM COUPE mass production starts this half, H2 2026. and... they have pla…↗
Jun 5
Serenity — @ClewyCat $SIVE is #1, $AAOI is #2 used wrong wording above.
Generally a fan of:
- $SIVE (CPO lasers)
- $AAOI (End-to-End pluggable/cpo)
- Foci (FAU +passive components $TSM COUP…↗
Jun 5
Ben Pouladian — Foundry visibility runs a few quarters out
A year, in a good one
TSMC's chairman says he sees to 2030
That is not confidence
It is Nvidia & Google wiring cash to nodes that h…↗
Jun 4
Trade Whisperer — @dylanlep2 I am holding all 6. I have $TSM $COHR $LITE $GLW too.
Smaller positions on software for $NOW, $PLTR, $RDDT, $MSFT↗
Jun 4
Michael | Hypermarkets — TIER 1 — THE IRREPLACEABLE (Core Bottlenecks)
#1 $NVDA — The entire AI compute stack runs through NVDA. Every hyperscaler, every neocloud. NVDA remains the clearest monetization p…↗
Jun 4
Shay Boloor — $TSM CEO warned chip supply will remain short of AI demand for year with U.S. customers still exceeding available capacity.
TSMC reiterated 30%+ sales growth this year and said ca…↗
Jun 2
Serenity — @RockyKh49376975 Probably just Xintech (3374) which is kinda the unknown $TSM COUPE supplier.
They happen to be owned by TSMC too.↗
Jun 2
Midas — $COHR
$AVGO
$ANET
$SMCI
$TSM
Follow me if you want to see when I enter these companies.↗
Jun 2
Nezih Gökay — BİR HİSSE HİKAYESİ: Bölüm 1 — NVIDIA $NVDA
Dünyanın en büyük yapay zeka devrimi yaşanıyor ve herkes Hangi yapay zeka botu daha iyi diye tartışıyor. Büyük hata. Altına hücum döne…↗
Trade Whisperer — Taiwan overtook India as the world’s 5th-largest stock market $TSM
South Korea overtook India as the world’s 6th-largest stock market $DRAM
Memory and semiconductors just rewrote…↗
Jun 1
Serenity — I never thought I’d see the day where $GOOGL needs to raise $80b for AI capex…
Then Warren Buffet’s $BRK.A is funding the hyperscaler AI buildout.
- $40B ATM, $30B offerings, Be…↗
Trade Whisperer — So it looks like $GOOGL wants to win this AI race but there is a cost to being first. More memory. More GPUs. Stay competitive or fall behind.
$META does not want to lose. Zuck ha…↗
Jun 1
JC Investing — Friendly reminder :
If $MU traded at the same Fwd PE as $TSM
Micron would be a $2800 stock.. https://t.co/20ldh1O61s↗
Jun 1
TheValueist — Big 2.1-z move on $TSM +7.2% to all-time high. Obviously, a very unusual and large change for this name. Any way you cut it, ALMOST all roads lead to TSMC for at least the next 5 y…↗
Jun 1
Shay Boloor — $NVDA says $TSM is using CUDA-X across lithography, process simulation & fab operations driving 20% to 50% cost & cycle-time gains.
The company facing chip supply constrai…↗
Jun 1
Trade Whisperer — $TSM +5.3%
$2.2 trillion company moving like a growth stock.
The market is finally pricing the irreplaceable.
CoWoS. SoIC. 2nm. 3nm. COUPLE for CPO. HBM base die. Custom ASIC. A…↗
Jun 1
BULL OF BRITAIN — A follow up as promised - a few names from every layer of the stack.
ALREADY RUNNING (still biddable, easy money gone)
> Agentic / server CPU - $INTC, $AMD, $ARM
> General-server…↗
Jun 1
Michael | Hypermarkets — JENSEN HUANG DOING IT AGAIN
IN TAIPEI, HE SAID THESE STOCKS ARE THE FUTURE:
$NOW — AI agents run inside ServiceNow's enterprise software stack
$CRWD — Security layer every AI fa…↗
Jun 1
Michael | Hypermarkets — CEO $NVDA Jensen Huang says the market got it wrong on software stocks.
This is CHEATSHEET for what Jensen wants you to buy right now:
1. $NOW — ServiceNow
"We're working with C…↗
Jun 1
KawzInvests 🦑 — $NVDA "Vera Rubin Ramps Into Full Production to Power Agentic AI Factories Worldwide"
Right now from $NVDA's Press Releases
> NVIDIA Vera Rubin is ramping into full production, w…↗
InvestmentGuru — Everyone’s asking what to buy in 2026.
The answer’s been in the executive orders the whole time.
The reshoring of America is real. And it starts with the ground-level stuff nobo…↗
Shay Boloor — These AI suppliers are on pace to generate over $500B in operating profit this year:
• $NVDA ~$258B (+98% YoY)
• $MU ~$108B (+104% YoY)
• $TSM ~$95B (+53% YoY)
• $AVGO ~$69B (+171…↗
May 30
Trade Whisperer — Everyone is talking about CPO but nobody is actually talking about CPO. Most CPO TAM talk is just components, lasers and photonics. Pretty strange if you ask me.
CPO stands for Co…↗
May 30
Serenity — - $AAOI at $12B
- $SIVE at $2B
- Foci at $2.8B
- Shunsin at $2B
Usually the best risk/reward to me currently. Lot of my answers before like $AXTI already 10x’d, so different line…↗
May 29
Alphatica — DARK POOL SCANNER | May 29, 2026 | Week 12 Ends
Net sell. $MSFT: zero dark pool sells. $TSM: zero dark pool buys. Both tapes agree on every name.
Ten names on the dark pool. Ever…↗
May 29
Trade Whisperer — @BrianWoolf333 My pleasure. Long $PLTR $RKLB $NOW $MU $TSM $CRWD↗
May 29
Trade Whisperer — $MU Every Key Topic from $NVDA earnings maps directly to a memory product.
Data Center (NAND DRAM HBM)
CPU (DRAM)
GPU (HBM & SOCAMM)
LPU ($TSM SRAM & DRAM)
ASIC (HBM)
Chin…↗
May 28
Trade Whisperer — $TSM $UMC Price Hikes, Again.
UMC (Taiwan’s second-largest foundry) plans selective price increases in the second half of 2026, followed by broader and potentially larger negotiat…↗
May 28
Trade Whisperer — Lightmatter Joins $TSM on COUPE Advanced Packaging Platform for 3D Optical Engines
AI training clusters are hitting hard physical limits with copper interconnects. The shift to 1.…↗
Trade Whisperer — $TSM Bullish News
"TSMC is reportedly planning up to a 15% price increase on its 3nm process in the second half of 2026, with another 5–10% hike possible in 2027, driven by explos…↗
May 27
Trade Whisperer — $MU $TSM I am extremely bullish for both companies.
TSMC will manufacture both standard and custom base dies for Micron's HBM4E.
Smart move. Micron is letting the world's best fo…↗
Trade Whisperer — @stockmindsweb MAG8, I like it. MAG9 along with $TSM.↗
May 27
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. UBS raised its price target on Micron $MU to $1,625 from $535 while maintaining a Buy rating, citing s…↗
May 27
Trade Whisperer — @paul_d2 I just own $LITE $GLW $COHR $TSM $ASX↗
May 27
Daave “3 and 30” Tepper — $tsm has been the sphincter of the ai market; holding capacity nice and tight
raising price is a precursor to bringing capacity online
Jensen ain’t playing with cc price hikes w…↗
May 26
Ben Pouladian — Well that was an expensive Dinner!
TSMC’s 3nm prices said to rise 15% in the second half; another 10% hike possible next year. C.C. Wei expected to “make things clear” at the sha…↗
May 26
Jukan @COMPUTEX — Exclusive: TSMC’s 3nm prices said to rise 15% in the second half; another 10% hike possible next year. C.C. Wei expected to “make things clear” at the shareholders’ meeting.
$TSM…↗
May 26
Shay Boloor — $NVDA CEO Jensen Huang and $TSM CEO C.C. Wei had dinner ahead of COMPUTEX.
Would kill to be a fly on the wall at that dinner with one side designing the AI boom and the other side…↗
TheValueist — $TSM $ASML $NVDA $AMCR $ASX
Huawei is transitioning from traditional geometric transistor shrinking to a holistic engineering framework called τ Scaling to circumvent internation…↗
May 26
InvestmentGuru — Overnight market strength is flowing directly into the future-tech sectors.
Storage & Semiconductor names are moving higher across the board:
$MU +5%
$SNDK +3%
$MRVL +3%
$AMD +2%…↗
May 25
Jukan @COMPUTEX — Intel’s Lip-Bu Tan is reportedly set to arrive in Taiwan this week for a visit to TSMC.
$INTC $TSM
https://t.co/cZxABLQP9g↗
May 25
TheValueist — $TSM $ASML $NVDA Even if this @Huawei Tau is more smoke than fire, it demonstrates how hyper-focused the CCP is on being chip independent. $ACMR is a great way to trade it.↗
May 25
Trade Whisperer — Moore's Law is dead. AI is ALL about Z-Axis.
Advanced Packaging. 3D Stacking. HBM. CoWoS.
AI doesn't scale on flat plane anymore. It scales upward. The companies that own the Z-A…↗
May 25
TheValueist — This response below is the general legitimate consensus I’m gathering. I will look to add $TSM $ASML or anything related if there is a gap down on the @Huawei Tau news.↗
May 25
Alphatica — JUST IN: Huawei just announced a new chip architecture called LogicFolding.
The claim: 1.4nm chips by 2031 using a proprietary design principle they call the Tau Scaling Law. 381…↗
May 25
Shay Boloor — Huawei claims its new LogicFolding approach can help narrow the gap with $TSM by improving chip density, latency & power efficiency without relying only on smaller transistors.
TS…↗
May 25
Jason's Chips — > be $TSM
> monopoly on leading edge silicon, $INTC and samsung are losers
> N3 wafers in critical shortage, at 300% utilization
> tokens most valuable commodity on earth. every c…↗
May 25
Trade Whisperer — @gurdag343434 That's your call. A lot people got in during green candles and they made whole ton of money. Same for $MU $TSM $LITE $COHR $SNDK. I don't know why some people think t…↗
May 25
Serenity — Oh look, a new UDN article about $TSM COUPE + AI optical markets.
Institutional investors are optimistic that Taiwanese companies:
FOCI (3363), and MSScorps (6830) are expected…↗
May 25
TheValueist — $TSM $ASML $NVDA $INTC $AMD EXECUTIVE CONCLUSION
Huawei’s announcement should be treated as a strategically important semiconductor road map, not as verified evidence that Huawei…↗
May 24
Trade Whisperer — @500IQInvesting This is a great question. Both $TSM and $MU have their own unique history or stigma if you will. So IMO, it will take a WHILE to overtake TSMC. Micron needs to prov…↗
May 24
Trade Whisperer — @dramlonger $TSM, $MU, $DRAM, $AMD, $INTC, $ARM = Semiconductor Agentic AI Enabled.
I have a few names researched on the software side. I am pretty excited on what's coming.↗
InvestmentGuru — QUANTUM COMPUTING — The Full Sector Map. Every Play. One Post.
PURE-PLAY QUANTUM
$IONQ → Trapped-ion leader. Best-in-class qubit fidelity. Customers include Airbus, AstraZeneca,…↗
May 24
Tech Fund — The data center CPU market is getting crowded, with large players looking to gain share:
$AMD $NVDA $INTC $ARM $QCOM $AMZN $MSFT $GOOGL
The most obvious ways to play the growth…↗
May 24
InvestmentGuru — THE THEMATIC WATCHLIST — 2025 EDITION
Every mega-trend. Every sector. One list.This is how I’m thinking about capital allocation across the next cycle 👇
AI
→ $GOOGL $PLTR $NVDA $…↗
The Future Investors — The Future Investors presents the 30 quality stocks with the highest free cash flow margins — excluding stock-based compensation 📈🤑
1. $APP | AppLovin - 68.3%
2. $MA | Mastercar…↗
May 23
Serenity — @_juicebox99_ I don't see FOCI becoming a $50B+ company.
They focus on one thing like optical components + FAU for $TSM / $NVDA, then do it at scale. So that would likely drives…↗
May 23
Trade Whisperer — If $AMD wins, $TSM wins.
AMD’s next-gen EPYC “Venice” processor has entered production on TSMC’s 2nm technology and Advanced Packging, with future output also planned at TSMC’s Ar…↗
May 23
InvestmentGuru — My Top 5 AI Semiconductor Watchlist
The AI infrastructure buildout is still in full swing — and these 5 names are on my radar right now.
$MU
→ HBM demand from AI training/inferen…↗
May 22
TheValueist — $INTC $TSM $GFS $AMRK Trump said today that the US will have 50% of global chip production by the time he leaves office. Does it actually happen? Who knows? But he will damn well t…↗
May 22
Shay Boloor — $AMD CEO Lisa Su says AMD needs more Taiwan capacity for the next 1, 2 and 3 years and is pushing partners to ramp faster.
She said AMD’s two major bets were $TSM and advanced pac…↗
May 22
InvestmentGuru — 10 Most Exciting Stocks
1. $SNDK (SanDisk)
The top-performing stock on Morningstar’s coverage list in 2026 — up a staggering ~464% YTD as flash memory demand for AI data centers…↗
May 21
Trade Whisperer — @dramlonger GOAT. WTF is EUV? I like $TSM over $NVDA. Not financial advice.↗
May 21
Trade Whisperer — @TimotheeC95 $TSM most of by short-term profits go into $TSM.↗
May 21
TheValueist — $INTC $TSM $GFS $AMKR Top of my US Fab and Packaging tracker. I believe this is a valid thesis as long as Trumper or one of his minions is in charge. https://t.co/RyybIp0w6L↗
May 21
Jerry Capital — @Hottie_Baker_ Haha ya I'm only joking $TSM obviously a moated AF semi monopoly. Just loving that $ASML customer list is broadening right now. The trend you identify is likely one…↗
May 21
Jason's Chips — Mega bullish for logic $TSM $INTC
If "a chip is a chip" all the margins flows to foundries which are both differentiated AND scarce (a very rare combo)↗
May 21
Jerry Capital — There really isn't a better company to own than $ASML. In comparison to the goated $ASML monopoly $TSM looks like it operates in perfect competition.
$ASML "CEO Christophe Fouquet…↗
May 21
Midas — AMD $AMD
Solaris $SEI
Intel $INTC
Core Scientific $CORZ
Bitdeer $BTDR
Micron $MU
Sandisk $SNDK
Babcock and Wilcox $BW
Cleanspark $CLSK
T1 Energy $TE
Bloom Energy $BE
ASML $ASML
Cor…↗
May 21
Shay Boloor — $AMD announced a $10B+ investment across $TSM ecosystem to scale advanced packaging for next-gen AI infrastructure.
Venice EPYC is ramping on TSMC 2nm while Helios with MI450X GPU…↗
May 21
Midas — $20.2M of $AMD
$62.5M of Solaris $SEI
$8.9M of Intel $INTC
$389.1M of Core Scientific $CORZ
$29.8M of Bitdeer $BTDR
$5.9M of Micron $MU
$724.4M of Sandisk $SNDK
$19.9M of Babcock a…↗
May 20
Trade Whisperer — $NVDA $MU $SNDK $DRAM $TSM
The initial post earnings move is driven by event traders. These are participants who build positions specifically around a catalyst. An earnings print.…↗
Shay Boloor — $GOOGL I/O 2026 made it clear that Gemini is becoming the operating layer across Search, Android, Chrome, Workspace and agent workflows.
If Google shows real AI Search monetizatio…↗
May 20
Trade Whisperer — The most expensive model, Claude, is winning the Enterprise AI race.
Golden Cross
$MU $DRAM $SNDK $AMD $INTC $LITE $GLW $TSM https://t.co/InSaunCNkV↗
May 19
Trade Whisperer — $TSM is a key enabler of CPO, co-packaged optics. Do not ever forget that.
CPO + CoWoS = Huge Synergy, Moat.
TSMC is actively integrating CPO into CoWoS packages using its COUPE…↗
May 19
Daave “3 and 30” Tepper — @blondesnmoney so long as $tsm wont expand chip fab capacity there’s no incentive to grow the rest of systems capacity, including hdd
shockingly rational
and with rising exabyte…↗
May 19
Dylan Patel — Breaking: Andrej Karpathy just filed his Q1 2026 13F.
Here's everything you need to know about his recent 13F Top 10 positions:
1. VanEck Semiconductor ETF - $SMH - [Put] — $2.04…↗
May 19
Shay Boloor — $NVDA earnings tomorrow are an ecosystem event and basically a read-through on the entire physical AI supply chain:
• Cooling: $VRT
• Foundry: $TSM
• Optical: $COHR, $FN
• Power:…↗
May 18
Mike Investing — The $NVDA CEO, Jensen Huang just revealed the full 5 layer stack the AI super cycle is built upon…
These 5 layers include:
1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2. Chips & C…↗
May 18
Dillon Valdez — $TSM is one of the cleanest AI capex payback tests because it sits at the layer everyone needs before the model can exist.
The easy version is: AI demand means more fabs, more too…↗
May 18
Michael | Hypermarkets — 🟢 NEW POSITIONS (he's now long the chip complex)
$AMD MI450 GPU cycle incoming, hyperscaler locked
$NVDA still buying Blackwell dips
$MU HBM4 memory supercycle play
$TSM TSMC,…↗
May 18
Jason's Chips — Leopold released his 13F and uhh... WHAT IS THIS?
Puts in $SMH $NVDA $ORCL $AVGO $AMD $MU $TSM $ASML
Bro turned into Michael Burry
However, the fact that he was in these positio…↗
May 18
Shay Boloor — LEOPOLD’S SITUATIONAL AWARENESS 13F IS OUT
New positions included $NVDA, $AMD, $INTC, $TSM, $ASML, $MU, $SMH, $GLW, $HIVE, $TE and $SHAZ.
Added to AI power and compute names incl…↗
May 18
Serenity — Next year… I’m expecting there to be many articles about FAU + component bottlenecks.
Especially as the new CPO architecture led by $NVDA + $TSM starts to scale.
Then a lot of th…↗
May 17
Mike Investing — The $NVDA CEO literally just told you what to invest in for 2026…
In 2025 he called out to buy Neocloud & Semiconductor names which have since rallied hard:
$NBIS at $21 & is now…↗
May 17
Trade Whisperer — Golden nuggets from $AMAT earnings 👀
+50% growth in Advanced Packaging equipment revenues in 2026 $TSMC $AMKR $ASX $INTC
Leading-edge foundry, $DRAM, and advanced packaging are…↗
May 17
Trade Whisperer — $TSM No one comes close. Not half. Not a quarter. Not even one eighth of TSMC's market share.
Now add this. $MU, SK Hynix, Samsung. All three HBM suppliers feed TSMC for CoWoS, lo…↗
May 16
Alex A.C. — "Our largest customers are providing rolling eight-quarter forecasts..." - $AMAT
Guys, Memory names signing 3/5 years-LTA, Jensen like a madman traveling to Korea to close supply…↗
May 16
Trade Whisperer — $TSM Confidence Signal
TSMC announced it plans to sell up to 152 million shares of Vanguard to focus capital on its core business.
You only divest a decades-long strategic positi…↗
May 15
Jason's Chips — @Midnight_Captl $TSM really needs to only do one thing and that is invest way more. Until it does that $INTC will keep running↗
May 15
Alex A.C. — $TSM System-on-Wafer (SoW). The future is BIG 😉 (and it will be able to carry a lot of memory)↗
May 15
Trade Whisperer — $MU $DRAM $TSM Holy Shit
2026: 12 HBM stacks per substrate
2029: 64 HBM stacks with SoW
That is a 5x structural expansion of HBM demand per system. The memory content per platfor…↗
May 15
Trade Whisperer — What the...
The $1 Trillion semiconductor TAM was supposed to arrive in 2030. It just got pulled in to 2026.
The new 2030 TAM? $1.5 Trillion. 50% higher than the original ceiling…↗
May 15
Serenity — HOW DOES $POET ($3.14B) HAVE A HIGHER VALUATION THAN FOCI (3363, $3.1B)???
FOCI IS LITERALLY THE BOTTLENECK FOR CPO VOLUME RAMP AND MAIN SUPPLIER FOR $TSM AND $NVDA.
High convict…↗
May 15
Serenity — FOCI (3363) is one of the most undervalued CPO players in the entire market right now at ~$3B.
Their BOM is massive relative to MC and they're expected to capture a dominant mark…↗
May 15
Alphatica — DARK POOL UPDATE | May 14, 2026
$7.7B in off-exchange flow. 338 prints ≥$5M. Net: -$806M sell.
The lit tape printed +$13.1B net buy. All three signals aligned positive for the fi…↗
May 14
Trade Whisperer — $TSM Holy Shit
TSMC just shared extremely bullish projections at Taiwan Technology Symposium. Must Read.
AI Wafer Demand: Projected to rise 11x from 2022 to 2026 for AI accelerat…↗
May 14
tae kim — The market suddenly discovered these little-known chip related stocks with strong fundamentals today! $NVDA $AVGO $TSM https://t.co/QjMXnVLONI↗
May 14
TheValueist — $INTC $TSM $GFS $AMKR My US Fab and Packaging Tracker. I believe there is still some long juice to squeeze from these names. https://t.co/dABaMnEAQq↗
May 14
TheValueist — $INTC $TSM $GFS $AMKR SCOPE AND SCREEN
The publicly identifiable US universe of companies with semiconductor wafer-fabrication, foundry, specialty microfabrication, or advanced-pa…↗
May 14
Alex A.C. — "( $TSM )CoWoS is rumored to have a value-added rate approaching 50%" 👀
Remember PLP+Glass substrates 😉↗
May 14
Shay Boloor — $TSM now expects the global semiconductor market to exceed $1.5T by 2030.
That is up from its prior $1T forecast showing how demand for intelligence is pulling more chips, memory,…↗
May 14
The Future Investors — $TSM TSMC now expects the global semiconductor market to exceed $1.5T by 2030, up from its earlier $1T forecast, driven mainly by AI and HPC 🤖 🚀 https://t.co/uTuPGHrmOK↗
May 14
Serenity — Honestly I’m expecting FOCI (3363) to blow away projections over next two years.
It’s a pretty high conviction position for me medium term at this level.
Since they’re expected…↗
Serenity — FOCI (3363) is looks extremely compelling around now at ~$3.35B MC for CPO exposure.
1. $TSM COUPE advanced packaging director hinted that FAU supplies by FOCI be a pretty big bot…↗
May 12
Trade Whisperer — MediaTek is adopting a dual advanced packaging strategy using both $TSM's CoWoS/SoIC and $INTC's EMIB.
This is a big one for advanced packaging thesis.
-MediaTek is reportedly ad…↗
InvestmentGuru — The “Inflation Era” of AI Compute is Breaking Out Across the Board
Every layer of the AI infrastructure stack is seeing demand explosion — and the winners aren’t just $NVDA.
Here’s…↗
May 12
Serenity — @mrng2019 Why are we comparing $HIMS testosterone pills with the $TSM FAU supplier for COUPE.↗
May 12
Trade Whisperer — Rise of Agentic AI Could Push CPU Core Counts to 512 and only $TSM 2nm advanced node can enable it.
$ARM: Arm's new AGI CPU already has 136 cores.
$AMD: Upcoming Zen 6 EPYC proc…↗
May 12
InvestmentGuru — ANTHROPIC REVENUE TRAJECTORY IS BREAKING MATH
→ Jan 2025: $1B ARR
→ Dec 2025: $9B ARR
→ Apr 2026: $30B ARR
That’s a 30x in 15 months.
One analyst is now projecting $100B by end of…↗
May 11
Trade Whisperer — Fun Fact: Intel is TSMC's Customer.
About 30% $INTC of wafers are outsourced to $TSM
It is not legacy products either. Lunar Lake and Arrow Lake, both in high demand right now,…↗
May 11
Alex A.C. — Glass substrates + Panel Level Packaging
is the future in advance AI compute 😌 You did hear first here 😉
$TSM Innolux $SHMD https://t.co/MOFdfJXXJg↗
tae kim — NEW WORLD! $INTC $TSM https://t.co/XyQmebujFF↗
May 10
Trade Whisperer — $TSM Bold prediction: TSMC will raise prices. It is not a matter of if. It is a matter of when.
They are the single point of convergence for everything that matters in AI infrastr…↗
May 10
Trade Whisperer — @ditinhoo10 I like $TSM $ASX $AMKR. It's LONG term.↗
May 10
Shay Boloor — SEMICONDUCTOR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up:
• $INTC ~2.8x
• $LRCX ~2.0x
• $KLAC…↗
May 10
Michael | Hypermarkets — 1 year ago, SNDK was under $30, its up 5200% at $1560.
SNDK lost $2 billion every quarter, but GOOG AMZN needs their chips.
Right now, there's 7 companies under $30 exactly like…↗
May 10
unusual_whales — Holy.
Look at this.
These Micron, $MU, 400 calls are up from $18.65 to $328.
These $TSM 370 calls from $14.15 to $52.5.
Unusual. https://t.co/8TkhSEkUpB↗
May 9
Mike Investing — The $NVDA CEO has been literally telling you what to buy…
In 2025 Jensen called out:
$NBIS at $21 & is now up 840%
$APLD at $3 & is now up 1,400%
$TSM at $180 & is now up 135%
$MU…↗
May 9
Serenity — Just a TLDR of recent semi developments:
1. $TSM pushing hard CoPoS - VisEra/others might go brrr earlier than expected.
2. $AAPL goes with $INTC for semi production, which is a…↗
May 9
Trade Whisperer — $AMD $INTC $ARM Server CPU TAM just doubled. $60B to $120B by 2030.
That's cute.
Now look at $TSM market share in CPU manufacturing.
75%. One Company. Monopoly. https://t.co/Qt…↗
May 9
Shay Boloor — 10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS
1. $NVDA infrastructure layer for robotics stack where humanoid robots from Optimus to Atlas can train in Nvidia’s Isaac Sim v…↗
May 9
Michael | Hypermarkets — Cathie Wood says inflation will go under 2% in 2026.
SPY will spike from $730 to $1000+ in a few years.
Cathie says (in her latest video):
Manufacturing going up (flatbed deman…↗
May 9
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utility
• $IREN $50
• $NBIS $133
• $CIFR $17
• $CRWV $103
AI Power
• $EOSE $7
• $BE $194
• $NVTS $13
• $VRT $258
AI Hardware
• $NVDA $17…↗
May 9
InvestmentGuru — THE MEMORY SUPERCYCLE — and you can play it with ETFs right now.
4 tickers. Different risk levels. Same mega-theme.
$DRAM — +80.3% YTD
→ The pure-play memory ETF
→ SK Hynix 26%…↗
May 9
unusual_whales — Simultaneous $MU and $TSM flows back on March 31st, totaling $65M and $55M in premiums respectively.
Over 30,000 contracts traded on the $MU 400c 6/18 and over 38,000 contracts tr…↗
May 8
Alphatica — $19.8 billion in off-exchange flow. 597 prints ≥$5M. Net: -$2.7B sell.
The lit tape printed +$33.7B net buy today. $MU: +$13.4B with zero sells. $AMD: +$7.5B with zero sells. The…↗
May 8
Jose Najarro Stocks — Sooooo did chips win?
$AMD $NVDA $QCOM $MU $TSM
Sorry, this might be the toppy top style tweet, but let me enjoy the moment. https://t.co/xmSGWP6SHG↗
May 8
Shay Boloor — $AAPL and $INTC have reportedly reached a preliminary chipmaking agreement with Intel set to manufacture chips for Apple devices.
Six years after Apple left Intel, it may now ret…↗
May 8
The Future Investors — The Future Investors presents the 40 stocks with the highest projected revenue growth for the next 3 years! 📈🚀
1. $NBIS | Nebius - 211.8%
2. $IREN | IREN Limited - 106.0%
3. $CR…↗
May 8
Shay Boloor — $TSM April revenue jumped ~18% YoY to ~$13.1B.
Jan-April revenue is now up 30% YoY. https://t.co/EdIbWtpRoZ↗
May 8
The Future Investors — $TSM TSMC reported April revenue of $12.6B, up +17.5% YoY 📈🔥
Revenue for the first four months of 2026 is now up around +30%, driven by massive AI chip demand 🚀 https://t.co/gY…↗
May 7
Nick Colas & Jessica Rabe (DataTrek) — 1/2 $CAT has a much higher forward PE ratio than $NVDA, $TSM, or $GOOG (38 vs 25 – 29x), making it perhaps the most surprising AI trade of the last 12 months...↗
May 7
Trade Whisperer — Lisa Su raised the server CPU TAM forecast from roughly $60B to over $120B by 2030, now
CPU-to-GPU ratio: 1:8 → 1:1
New AI Memory Demand? 16x
Agentic AI = Re-Fucking-Rate
$AMD…↗
May 7
Jukan @COMPUTEX — AMD to Entrust 2nm Production to Samsung Foundry
Samsung Electronics has entered into substantive discussions with AMD on semiconductor contract manufacturing (foundry). As global…↗
May 7
Trade Whisperer — $TSM $AMKR $ASX $INTC $AMAT $BESI
There is no AI without Z-Axis.
Everyone credits AI progress to chips getting smaller. That is the wrong story. AI was not enabled by 2D scaling.…↗
May 7
Trade Whisperer — 90k followed. Not because I throw out dozens of names with half baked thesis.
Thousands of conviction posts on $PLTR $MU $TSM $RKLB $SNDK $INTC $AMD. High positioning. Durable nam…↗
May 7
Trade Whisperer — @endyinvesting I am bullish on Advanced Packaging $TSM $AMKR $ASX $INTC and $GLW fiber glass but this is LONG time horizon.↗
May 6
Frenchie — Devinez quel boîte profite du triple narratif Mémoire — Photonique — Quantum ?
Et bien c’est $VECO
Tout le monde regarde $NVDA, $AVGO , $MRVL, $TSM, la mémoire, le CPO et la ph…↗
Trade Whisperer — $TSM $2 trillion. ~6% move.
Called it yesterday. The $INTC and Samsung headline was never bearish. It proved TSMC is maxed out. That is the bull thesis.
The manipulation did not…↗
May 6
BULL OF BRITAIN — THE SUPERCYCLE IS HERE. QUICK RUNDOWN BELOW ON WHAT IS HAPPENING IN THE LAST MONTH
> Hyperscaler capex just got revised UP. $805B this year (+79% from 2024). $1.1T next year.
> A…↗
May 6
Jason Luongo — 2. $TSM - TSMC (Foundry)
Every advanced chip on earth runs through their fabs. Apple, NVIDIA, AMD, Qualcomm - all dependent on one company. Q1 profit up 58% to a record. Revenue g…↗
May 6
Tech Fund — "Shortages are spreading from Memory to wafers, CPUs, optics" - $ANET
Gross margins will be coming down due to silicon price inflation. Expect all companies reliant on silicon an…↗
May 5
AlmaCap — Thought I'd step back from bull posting on memory stocks, and have a look at the AI infrastructure stack at a birds-eye view - obviously loads of these aren't comparable.
What do…↗
May 5
Jose Najarro Stocks — THE CPU SHORTAGE IS HERE AND KICKING $AMD $INTC $NVDA $TSM
At our Financial Analyst Day in November, we outlined a server CPU market growing at approximately 18% annually over the…↗
May 5
Trade Whisperer — $TSM Here is what the market does not understand.
Apple is in exploratory talks with Intel and Samsung for SECONDARY foundry capacity.
This is NOT a preference. TSMC capacity are…↗
May 5
Wayne Liang — Imagine selling $SNDK because of the extremely short-lived volatility after crushing earnings, just to watch it rally another 30%.
Anyways, for those who can see past a 5 minute c…↗
Jason Luongo — 4. $TSM - TSMC
Every advanced chip on earth runs through their fabs. Apple, NVIDIA, AMD, Qualcomm - all dependent on one company. Q1 profit up 58% to a record. Revenue grew 35% to…↗
May 5
Shay Boloor — $AAPL is exploring $INTC as a potential manufacturing partner for its main device processors.
The move would give Apple foundry optionality beyond $TSM and reduce reliance on a si…↗
May 5
Serenity — Pretty sure institutions like GS missed Shunsin (6451) at $1.65B for CPO packaging/test/assembly.
Which is why I'm very bullish on it as a completely backdoored, hidden + major be…↗
May 4
Mike Investing — The White House alongside Congress have quiet literally been telling you what sectors to buy:
Rare Earths ~ $USAR, $MP, $UUUU
Neo-cloud ~ $NBIS, $CRWV, $IREN
Memory ~ $MU, $SNDK…↗
May 4
Trade Whisperer — Wild Overnight 🔥
$SNDK $200 → $1240 (+520%)
$MU $62 → $566 (+812%)
I gave the signal and thesis you needed.
Your only regret? Not following me soon enough.
5-year LTAs killed t…↗
Wayne Liang — Okay so $SNDK earnings played out exactly as expected, with liquidity flowing down the entire chain.
Now where should we put our money?
So we have $AMD earnings in 2 days... 99%…↗
May 4
Serenity — I did say MSSCORP likely has a functional monopoly for CPO over inspection.
Not really a way around it and it's critical for $NVDA / $TSM yields as CPO ramps.
They did say "the c…↗
May 3
Mike Investing — The best way to get rich in 2026 is by simply owning the entire AI ecosystem…
Cloud Infrastructure ~ $GOOGL, $AMZN, $MSFT
NeoCloud ~ $CRWV, $NBIS, $CIFR, $IREN
Security ~ $CRWD…↗
May 3
Trade Whisperer — BOOM
"The global chip wafer shortage is likely to persist until 2030, as demand driven by artificial intelligence continues to outpace supply."
-SK Group Chairman
$MU $DRAM $SND…↗
May 3
BULL OF BRITAIN — WE ARE SO EARLY.
Goldman Sachs just published their CPO supply chain map for $NVDA and $AVGO. It's good but realise how many names are MISSING COMPLETLY.
$SOI - Not listed anywh…↗
May 3
Shay Boloor — POPULAR STOCKS BY PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Here’s how they stack up now:
• $TSLA ~4.9x
• $GOOGL ~3.2x
• $PLTR…↗
Serenity — @Leon8995385220 $SIVE likely locked up allocation agreements with Win Semi to scale. And works with $GFS.
Which is why I'm long on them both, easy to scale as fabless, kinda like…↗
May 3
Trade Whisperer — @vocean813 $TSM & $NVDA about to breakout?↗
May 3
Trade Whisperer — $MU $DRAM $TSM $NVDA $SNDK
JUST IN. SemiAnalysis published that NVIDIA & TSMC are charging too little relative to exploding AI value.
Vera Rubin at baseline: 15.3% IRR.
Vera Ru…↗
May 2
Trade Whisperer — Listen up and rejoice. The market has not priced in the Agentic AI inflection, yet. Not even close.
CPU-to-GPU ratio: 1:8 → 1:1
Memory shortage through 2027+
NAND prices up 70-75%…↗
May 2
InvestmentGuru — The Full Optical AI Industry Chain:
1. IC Design & Manufacturing
(Where the brains are built)
ASIC / xPU / Photonic ICs
→ $NVDA $MRVL $AVGO $LITE $COHR $INTC $AMD $CSCO…↗
rubicon59 — $TSMC is valued at $2T. Surely $INTC when it comes into its own can be worth a measly 20% of that? (I am guessing a little more in actuality.)↗
May 1
Trade Whisperer — $MU From $62 to $545 +780%
$SNDK From $200 to $1150 +475%
This thread was the exact signal & thesis you needed. Same as my $PLTR $RKLB $TSM calls. Thousands of high conviction…↗
May 1
Jason Luongo — 4. $TSM - TSMC (Packaging / CPO)
TSMC's COUPE platform brings optics directly into the chip package - co-packaged optics. Uses SoIC-X chip stacking to put an electrical die on top…↗
May 1
Serenity — As for 3x brrrs these levels:
1. $SIVE
2. MSSCORP (6830)
3. Auros (322310)
Are my best guesses. Here's my thought process:
1. $SIVE: I genuinely do see them being $10B+ next y…↗
May 1
Trade Whisperer — $DRAM $TSM $LITE $COHR $GLW
Samsung just entered silicon photonics. First order. Mass production H2 2026.
TSMC saw this coming years ago.
-CoWoS. SoIC. Hybrid bonding. Now CPO.
-…↗
May 1
Trade Whisperer — $RDDT +69% YoY Revenue Growth. EPS up 7x.
Non-AI name. AI-level growth.
$PLTR $MU $TSM $RKLB $SNDK. Now $RDDT.
Same process. Same conviction. https://t.co/laVfXjaHHv↗
— From the reference... it does look like Lightmatter uses $SIVE lasers?
Which is brand new information discovery and extremely positive for Sivers.
Lightmatter is a massive priva…
Trade Whisperer — $710 Billion.
One year. Four companies.
That capital has to land somewhere.
Memory. CPU. Packaging. Optics. Foundry.
$MU $SNDK $DRAM $TSM $LITE $INTC $AMD
$MSFT $META $AMZN $GOOGL…↗
Apr 30
InvestmentGuru — The full CPU stack: understands each layer, you can find many play
Architecture - $ARM
Design- $AMD $INTC $QCOM
Foundry- $TSM $GFS
Memory- $MU
Storage- $SIMO
Connectivity- $ALAB…↗
Apr 30
Serenity — @latent_value7 Yeah... $NVDA / $TSM and others all using MSSCorps has pretty big upside imo.↗
Apr 30
Serenity — I am now long MSSCorps (6830) ~$1.4B MC
This appears to be a functional monopoly in CPO for inspection.
But markets might have conflated that with Material/Failure Analysis with…↗
Apr 29
Serenity — I've monitored the situation for you.
TLDR on hyperscaler capex spend (signal aside from $TSM).
From $MSFT, $AMZN, $META earnings:
Upstream semi supply chains go brrr.
$META:…↗
Apr 29
Trade Whisperer — $INTC From $50 to $94 since I posted this. Ripping +11% today.
I told you. Google and Amazon are in active discussions with Intel for EMIB advanced packaging deals. $TSM CoWoS is…↗
Shay Boloor — $TSM has sold its remaining stake in $ARM.
TSMC Partners sold ~1.1M Arm shares at an average price of $208 totaling roughly $231M. https://t.co/Wqgmju9y5e↗
Apr 29
Wayne Liang — Tomorrow is probably the most important earnings day of the year so far...
$META, $GOOGL, $MSFT, and $AMZN all report after market closes. $AAPL follows Thursday.
Pay attention t…↗
Trade Whisperer — $TSM $ASX $AMKR $INTC Steady Rise of Advanced Packaging
TSMC’s CoWoS wafer ASP has reached ~$10,000, positioning advanced packaging as a major future profit driver.
High-value p…↗
Apr 28
BULL OF BRITAIN — My opinion on the best companies for every role in Photonics - from someone with 1000+ hours on the sector.
Layer 1 (Equipment): $AIXA
Layer 2 (Substrates / Raw Materials): $SOI…↗
Apr 28
CK Capital — The GPU trade made people rich.
The CPU trade is what comes next and it is already happening.
Agents that open files, run searches, execute code, wait for responses, and loop th…↗
Apr 28
Mike Investing — The White House is quite literally telling you to buy these 5 sectors…
Rare Earths ~ $USAR, $MP, $CEG
Space ~ $RKLB, $PL, $ASTS, $LUNR
Chips ~ $AMZN, $AMD, $GOOGL, $TSM
AI Infr…↗
Apr 28
Alex A.C. — $AMD is getting more capacity from $TSM to manufacture more of those CPUs that are in so high demand right now, take note guys! 😉↗
Apr 27
Michael | Hypermarkets — CHEATSHEAT and price targets for PHOTONICS STOCKS:
Here’s the full stack + WHY each matters + price targets 1 year from now:
1. MATERIALS & WAFERS
$AXTI — Enables indium phosp…↗
Apr 27
InvestmentGuru — The full CPU stack: check for details in post
Architecture - $ARM
Design- $AMD $INTC $QCOM
Foundry- $TSM $GFS
Memory- $MU
Storage- $SIMO
Connectivity- $ALAB $TMBS
Custom silicon…↗
Apr 27
Trade Whisperer — $TSM $ASX Forgot to post this on Friday. There is a regulatory tailwind for Taiwanese stocks.
Old rule: Funds and actively managed Taiwan-focused ETFs were capped at 10% of net as…↗
Apr 27
Serenity — Markets are looking at CPUs right now and kinda forgot about memory.
But... there's increased capex spend with Sk Hynix, $MU, Samsung around now, with Samsung starting HMB4 produ…↗
Apr 27
Trade Whisperer — $TSM $417.4 in overnight trading.
The $2 trillion company is answering the $3 trillion call.
She is waking up. https://t.co/mFFKHcL2rm↗
Apr 27
InvestmentGuru — Overnight movers in tech are flashing risk-on.
Semis are leading the tape with $INTC, $TSM, $QCOM all up 2%+ and $AMD pushing nearly 2% in overnight trading.
Momentum is spreadin…↗
Apr 26
BULL OF BRITAIN — CPU is the next rotation of the AI supercycle.
The market spent 2023-2025 pricing GPU. Now $INTC's $AMD and $ARM printing. The Evercore 1:8 -> 8:1 gpu/cpu ratio swap, and the age…↗
Apr 26
Serenity — TLDR of recent news + bottlenecks that go brr:
1. CPU bottleneck - $INTC CEO said AI inference pushed CPU Ratio From 1:8 to 1:1.
CPUs go brr ( $AMD, Intel, $ARM) -> $AMAT / $TSM…↗
InvestmentGuru — The full CPU stack:
Architecture - $ARM
Design- $AMD $INTC $QCOM
Foundry- $TSM $GFS
Memory- $MU
Storage- $SIMO
Connectivity- $ALAB $TMBS
Custom silicon- $AVGO $MRVL
Future Archi…↗
Apr 26
InvestmentGuru — CPU ecosystem map across every tier:
TIER 1 — Pure CPU Giants
$INTC — Intel. The turnaround is real. Q1 2026: revenue $13.58B, EPS $0.29 crushed $0.01 consensus. Data Center reve…↗
Apr 26
Mike Investing — The $NVDA CEO quite literally has been telling you what to buy…
In 2025 Jenson called:
$NBIS at $21 & is now up 680%
$APLD at $3 & is now up 1,200%
$TSM at $180 & is now up 130%…↗
Apr 25
Serenity — @ISITrading2717 Nope, I stand by my words.
I haven’t been wrong on any high conviction stock yet from $HOOD, $RKLB, $TSM, $AAOI, $AEHR, $SIVE.
And now $IREN community member IQ.↗
Apr 25
Trade Whisperer — $TSM is advancing chip technology without expensive High-NA EUV tools from $ASML through clever engineering: advanced packaging and stacking, optical shrink, multi-patterning, and…↗
Apr 25
Trade Whisperer — From my AMA. A skeptic asked a fair question about my credentials and here is my straight answer. Just don't hate me. Okay? 😀
I am an expert in Memory Eng. and Data Science but I…↗
Apr 25
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Semiconductor multi-year PEG ratios:
• $INTC ~3.…↗
Trade Whisperer — $TSM is now the 6th largest company on Earth. $2.1 trillion market cap. Larger than $AVGO and $META.
The world runs on TSMC silicon. Own the foundry. Own the future.
I called $2…↗
Apr 24
Trade Whisperer — The most mispriced stock in semiconductors.
$TSM $39.6B rev → 25x P/E
$AVGO $22.0B rev → 36x P/E
$MU $33.5B rev → 8x P/E
Micron delivers 50% more revenue than $AVGO at 1/5 the va…↗
Apr 24
Vulture trades 🦅 — I GAVE YOU 3 STRIKES ON $TSM CALLS
$TSM 415c 1.08 —> 8.25 ✅
$TSM 450c 1.40 —> 6.10 ✅
$TSM 470c 1.03 —> 3.30 ✅
ALL YOU HAD TO DO WAS LISTEN!! https://t.co/HjfMhSlQFI↗
Apr 24
Cobra — $TSM is changing my life overnight https://t.co/FoytTOcr3m↗
The Future Investors — $NVDA $TSM hitting major milestones 🚀🎉
Nvidia just crossed a $5T market cap, while TSMC reached $2T.
Congrats to all shareholders! 👏 https://t.co/Gbu52Q5oCL↗
Shay Boloor — $GOOGL TPU shift is now pulling demand across the full AI compute stack from silicon & packaging to optics, power & memory:
• CPU Architecture: $ARM
• Optical Circuit Switch: $COH…↗
Apr 24
Trade Whisperer — $NVDA $TSM $MU $DRAM
Feynman Platform is rumored to add 230MB - 500MB of 3D stacked SRAM alongside Custom HBM.
SRAM runs 200x the cost of HBM per GB and $TSM fabricates it.
Ever…↗
Apr 24
InvestmentGuru — Semiconductors are on fire in premarket — this is what momentum expansion looks like.
$INTC leading with a massive +30% move, signaling aggressive buying and possible short squeez…↗
Apr 24
Serenity — Just putting out there...
Would have been +15.02% in 2W equal-weighted return.
On 30 different stocks... mostly medium-large cap.
1. $INTC +29.62%
2. $MRVL +40.95%
3. $TSM +4.7…↗
Shay Boloor — $TSM laid out its process roadmap through 2029 and still doesn’t plan to use $ASML High-NA EUV over that time.
Roadmap details:
• New client chip node every year
• New AI/HPC node…↗
Apr 23
Serenity — @northyvt I feel like $TSM and OSAT/advanced packaging partners are the main beneficiaries apart from $AMD?
Maybe like $AMAT, $LRCX, $KLAC, $ASML and others too?
$INTC also have…↗
Apr 23
Serenity — CPU "serious supply shortage"
It's still funny to see CPUs become more like memory day-by-day with the price hikes like $SNDK.
"Server CPUs have jumped between 10% and 20% since…↗
Apr 23
Trade Whisperer — $ASX $AMKR $TSM $INTC OSATs on the rise
SJ Semiconductor (SJSemi), a leading Chinese OSAT company specializing in advanced chip packaging, has raised approximately USD 740 million…↗
Apr 23
Serenity — There's a reason I spotlight EU small caps.
This my investment thesis that I haven't publicly stated yet.
And I hope people spend the time to read:
From $ALRIB (quantum/MBE), $L…↗
Apr 22
The Future Investors — $TSM $ASML TSMC unveiled new chip technologies, including the A13 (expected in 2029) and N2U nodes, and said it can produce smaller and faster chips using existing ASML EUV machine…↗
Apr 22
Vulture trades 🦅 — $TSM 150% 2.65 from 1.40
Are you not entertained?
I’ve been saying $TSM all day
Multiple strikes paid https://t.co/SmMHGwd4Gc↗
Serenity — @PeterSikachev It's like giving grants to Korea Zinc to build refineries in the US or $TSM to build foundries in the US.
$HPS.A is largest dry transformers -> switchgear in north…↗
Vulture trades 🦅 — $TSM all strikes printing
450c up 40% 1.90 from 1.40 https://t.co/pVOo05fBzU↗
Apr 22
Vulture trades 🦅 — $TSM 2x we’re having fun
Conviction pays https://t.co/b26K3vDcHx↗
Apr 22
Shay Boloor — $TSM said it can keep shrinking chips without $ASML newest high-NA tools for now as the latest machines are still seen as too expensive.
The company is reportedly pushing adoption…↗
Vulture trades 🦅 — $TSM at 2.00 from 1.08 🔥
What did I say https://t.co/j3lU6P7nPl↗
Apr 22
Vulture trades 🦅 — $TSM 85% at 1.90 from 1.08 🦅 https://t.co/EHoNADXLO0↗
Apr 22
Trade Whisperer — $MU $SNDK $AMD $TSM
Not Ripping. Repricing.
Not Lucky. Early.
This is what conviction looks like when it pays.
Choose your notifications wisely. https://t.co/uhN9oYlbX0↗
Mike Investing — Here’s a truth many aren’t ready to hear…
Owning index funds will not make you rich.
They’ll let you capitalize on comfortable, but limited gains.
Since 2022
$NVDA +1580%
$MET…↗
Trade Whisperer — $MU $AMD $TSM $DRAM
These stocks ran this far on AI alone.
Right now these companies don't need consumer recovery but when it returns, it lands on top of a structural AI deficit…↗
Trade Whisperer — $MU $DRAM - Advanced Packaging.
@OpenAI just filed a patent enabling dense HBM integration directly into AI accelerator architecture.
Everyone is talking about the HBM angle. Nob…↗
Apr 21
Nancy Pelosi Stock Tracker ♟ — He just can't help himself
Rep. Cleo Fields (D) bought Taiwan Semiconductor $TSM 8+ times since July 2025
Today, he disclosed buying more on April 9th
Meanwhile, Fields sits on…↗
Jerry Capital — "What was more encouraging, however, is that I thought there was a marked shift in the way that $TSM executives talked about Al, particularly this bit from CEO C.C. Wei's prepared…↗
Apr 20
TheValueist — Foundry YTD and 1y. GFS the laggard - a valid reason or an opportunity to catch up? My bet is on the latter.
$TSEM $INTC $GFS $TSM https://t.co/fFFwWLUG0d↗
Apr 19
Serenity — @Jornka329996 Nah, full steam ahead. Two nations in US/China are racing to see who can reach the singularity first in recursive self-improvement.
$TSM earnings indicated massive…↗
Apr 19
Serenity — Frontrunning 1.6T/CPO within the broader photonics supercycle is the most compelling investment to me.
I have high conviction in that statement.
Which is why I'm long the entire…↗
Apr 19
Trade Whisperer — @daniel_koss 100% is not realistic since it doesn't bode well with psychology so I would go 50% $MU 40% $TSM 10% $SNDK↗
Apr 19
Trade Whisperer — 70k followed. Not because I throw out dozens of names with half baked thesis.
Thousands of conviction posts on $PLTR $MU $TSM $RKLB $SNDK. High positioning. Durable names. Real th…↗
Apr 19
Mike Investing — Nvidia CEO Jensen Huang just revealed the “five-layer” model of what AI is dependent upon…
These 5 layers include:
1. Energy ~ $NBIS, $IREN, $CIFR, $OKLO
2. Chips ~ $NVDA, $AMD,…↗
Apr 19
The AI Investor — $TSM wins regardless, but too bad they have the highest Taiwan risk, otherwise it's a no brainer.
Most stocks are exposed as well at different levels of impact.↗
Apr 19
mon — $CIFR has made it into the IBD 50 List.
Other notable stocks:
2. $APLD
3. $MU
15. $RKLB
23. $MRVL
27. $DAVE
28. $ALAB
35. $LUMN
38. $TSM
43. $HUT
47. $ASML
The IBD 50 is a weekly…↗
Apr 18
Trade Whisperer — @JohnPlatner @danreese347 That's too short of time frame. $TSM next 5 years.↗
Apr 18
Trade Whisperer — @dolores_capital Hi Dolores, I don't have the tarot cards but as you know well, the truth is that the market can go either ways in the short-term. Having said that, Rubin Ultra doe…↗
Apr 18
Trade Whisperer — @chaosjuicebox I can't answer that question.
But here's how my portfolio looks like
$MU $TSM $DRAM $SNDK $LITE $GLW $ASX $AMKR $AMD $INTC. Order of importance, personally.↗
Apr 18
Trade Whisperer — @Rollneck Photonics are taking off because most are small caps. They are easily modulated by the sudden investments that come in. Now having said that, the need for optics is REAL…↗
Apr 18
Serenity — Just some TLDRs to save you time:
1. $ASML, $TSM earnings = Good Outlook. Semis + capex go brrr.
2. Opus 4.7 + Anthropic go brrr. Software = sad.
3. Samsung go brrr because of…↗
Apr 18
Trade Whisperer — @danreese347 Good question. I shared the the outlook for Advanced Packaging a little here but more on Patreon.
I've been prioritizing $TSM over $AMKR $ASE $INTC but I am slowly s…↗
Apr 18
Trade Whisperer — AMA is open again. Ask Me Anything!
21 years in HBM, DRAM & NAND. Graduate research in Silicon Photonics (Micro Plasma) & Lasers.
Semiconductors, advanced packaging, opti…↗
Trade Whisperer — $TSM just like $MU $DRAM. Structural shift. Not a cycle.
Every AI query. Every agentic workflow. Every autonomous system. Continuous. Persistent. Always on. All of it fabbed at TS…↗
Apr 18
Trade Whisperer — $TSM 🤝 $TSLA @SpaceX
Elon just confirmed SpaceX and Tesla will always be major TSMC customers. Not competitors.
Every Tesla on the road. Every Starship in orbit. Every Optimus…↗
Apr 18
Trade Whisperer — $TSM to scale down old 6" & 8" mature-node output (Fab 2 & Fab 5) to free up space for advanced nodes & higher-value tech. While legacy capacity tightens & prices rise 5-20%, TSMC…↗
Apr 17
The Future Investors — The Future Investors presents the Profit Machines 🤑. 25 High-Quality stocks with the highest net margins 📈
1. $APP | AppLovin - 60.8%
2. $NVDA | Nvidia - 55.6%
3. $V | Visa - 5…↗
Apr 17
AlmaCap — $LPK, >80% of TGV/metallisation players have already qualified and purchased equipment.
Where could valuation go? Some speculation, as glass substrates are an entirely new and eme…↗
Trade Whisperer — $TSM $INTC
During TSMC's Q1 2026 earnings call, TSMC responded to growing interest in rival Intel’s EMIB advanced packaging technology by reaffirming that its CoWoS (Chip on Wafer…↗
CK Capital — The entire AI photonics trade runs through a single substrate wafer made by a company most people are just now started to hear.
Soitec $SOI.PA.
A French semiconductor materials c…↗
Apr 17
Lando — In other words, chip makers like $NVDA, $AMD, $AVGO, $TSM, etc. all have one problem:
Power, data centers, and the physical infrastructure is lagging behind the pace at which GPUs…↗
Apr 16
amit — TOP 20 STOCKS TRADED IN THE OPTIONS MARKET TODAY:
1. Tesla $TSLA – 2.62M contracts
2. Nvidia $NVDA – 2.26M contracts
3. AMD $AMD – 1.33M contracts
4. Netflix $NFLX – 1.32M contra…↗
Apr 16
Shay Boloor — $TSM just reminded everyone that the AI infrastructure cycle is still accelerating and that it remains the core factory behind the new AI economy.
The first phase was about GPU bu…↗
Apr 16
Shay Boloor — $TSM JUST POSTED ITS HIGHEST OPERATING MARGIN EVER https://t.co/R7tzQhsGxE↗
Shay Boloor — $TSM Q1 EARNINGS
• Sales $35.9B vs Est. $35.5B
• EPS $3.49 vs Est. $3.38
• Gross margin 66% vs Est. 65%
• Net income $18.1B vs Est. $17.1B
• Advanced nodes (≤7nm) were 74% of wafe…↗
Apr 16
InvestmentGuru — $TSM | TSMC Q1’26 — AI Demand Driving Another Blowout Quarter
Taiwan Semiconductor Manufacturing Company just delivered a monster quarter, and the message is clear: AI demand is s…↗
Apr 16
The Future Investors — 𝗧𝗦𝗠𝗖 𝗤𝟭 𝟮𝟬𝟮𝟲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $TSM
EPS: $3.49 vs $3.36 est. ✅
Revenue: $35.9B vs $35.5B est. ✅
𝗢𝘂𝘁𝗹𝗼𝗼𝗸 𝗤𝟮 𝟮𝟬𝟮𝟲
Revenue: $39.0B-$40.2B vs $37.9B est. ✅
Shar…↗
Apr 16
TheValueist — $TSM TSMC Q1 2026 — Guidance summary
This event is currently live. Here is a full breakdown of the guidance provided.
Q2 2026 guidance
•Revenue: $39.0–$40.2 billion (USD), repres…↗
TheValueist — $TSM (Bloomberg) -- TSMC reported net income for the first quarter that beat the average analyst estimate.
FIRST QUARTER RESULTS
•Net income NT$572.5 billion, +58% y/y, estimate NT…↗
Trade Whisperer — $LITE $GLW $COHR $TSM $ASX $AXTI $AAOI
“Scale up focused optical technologies, protocols, and switch architectures are foundational to building scalable, multi-rack, high performa…↗
Apr 16
Trade Whisperer — $LITE $GLW $AAOI $COHR $AXTI $TSM $ASX
Tech titans have formed the Optical Compute Interconnect Multi-Source Agreement (OCI MSA) to develop an open, standardized specification for…↗
Apr 16
Trade Whisperer — $TSM TSMC The Mother of All Semiconductors
AI is born here https://t.co/0PMm3PQnlE↗
Apr 16
Trade Whisperer — $TSM $META $AVGO $MU $DRAM
TSMC is on track for a record-breaking Q1 2026 with net profit expected to surge approximately 50% year-on-year to NT$543.3 billion (US$17.23 billion).…↗
Apr 16
Serenity — @KentTian Fittech is in $TSM Coupe ecosystem, Shunsin is Foxconn optical packaging.
Win/Sivers is $JBL, $MRVL, and Ayar (maybe AlChip and others).
They all end up to hyperscalers…↗
Apr 15
TheValueist — $TSM earnings on deck at 2am EDT (NYC) on 4/16/26. https://t.co/gmdevvUJp9↗
Apr 15
TheValueist — $TSM RESEARCH NOTE - TSMC COUPE: The Underappreciated Platform Layer for AI Photonic Interconnect
https://t.co/bg8aUdZFoq
Bottom Line: TSMC's COUPE should be understood as a foun…↗
Apr 15
Trade Whisperer — $TSM $TSLA $DRAM TSMC is Everywhere
Tesla’s AI5 chip has completed tape-out, the final stage of chip design before manufacturing begins.
Reportedly it uses LPDDR5X from SK Hynix…↗
Apr 15
Trade Whisperer — $TSM Earnings Tomorrow. 4/16. 2AM EST.
The mother of all semiconductor reports.
One company. Every AI winner routes through it. $NVDA, $AVGO, $AMD, $MU, SK, $ARM. TSMC doesn't p…↗
Apr 15
Jose Najarro Stocks — $NVDA $AMD $NBIS $CRWV $TSM $CRDO $ALAB $MU
WAIT, WE ARE COMPUTE CONSTRAINT??
How did we miss this? I feel like the signs were there all along .... https://t.co/nDINCzcI4t↗
Apr 15
Shay Boloor — $ASML is the AI kingmaker because $TSM cannot make $NVDA most advanced GPUs without its EUV systems.
It just raised full-year guidance to $43B from $41B showing AI chip demand is…↗
Apr 15
Shay Boloor — $TSLA just taped out AI5 which is a major chip milestone that could materially boost FSD, Robotaxi & Optimus with a big step up in edge-AI compute versus AI4.
$TSM helped brin…↗
Apr 15
Serenity — Enplas (6961) at ~$985M seems kinda interesting.
They hold two chokepoints:
1. Dominant supplier for MLAs (micro lens arrays). Eg. SiPH switches, 1.6T, 3.2T for photonics.
2.…↗
Apr 14
Michael Sikand 🦑 — When you buy Soitec stock...
You're buying the only pan the "kitchens" $TSM $TSEM $GFS can cook with 🍳
And boy is it about to be dinner time.↗
Apr 14
Trade Whisperer — $MU $DRAM $TSM HBM4 Base Logic Die Demand Is Through the Roofs
Samsung has raised prices for HBM4 base dies (logic of HBM4 stacks) by 40–50% since early 2026.
TSMC is contracted…↗
Apr 14
BULL OF BRITAIN — What I'm looking for in the upcoming earnings season of AI/Photonics/Space/Cloud servicing
$ASML - Apr 15: Do orders confirm the AI capex cycle is accelerating or decelerating
$T…↗
Apr 14
AlmaCap — AI chip packaging is confusing, here's another diagram to help
Two types of die live inside the same next-generation package:
- Logic die (GPU/ASIC): the compute engine, performs…↗
Apr 14
Trade Whisperer — I am never deleting this app.
Two fund managers reached out this week for my views on semiconductors. One runs $2.5B AUM in Europe. The other nearly $1B in the US.
One of their E…↗
Apr 14
TheValueist — $AMKR all time high today. I'm long 1/15/27 and 1/21/28 calls. As I have been saying, it is the only pure-play US-based OSAT and hyper-levered to $TSM AZ fab build out. Execution a…↗
Trade Whisperer — $TSM 80% CAGR. That is how fast TSMC CoWoS capacity is growing and that's not a typo.
Advanced 2.5D/3D packaging is Moore's Law going 3D. The most critical bottleneck nobody is ta…↗
Apr 13
Jukan @COMPUTEX — [Exclusive] Samsung Foundry 2nm Yield at 55%… Stuck Below the 'Mass Production 60%' Threshold
Samsung Electronics' foundry business — a key future growth engine — has hit a wall a…↗
Apr 13
InvestmentGuru — Overnight markets flashing risk 👇
U.S. futures slipping while oil surges on fresh Middle East tensions and a potential Strait of Hormuz blockade.
Energy ripping
→ $OXY +8%
→ $XO…↗
Apr 12
InvestmentGuru — PHOTONICS / OPTICAL STACK — THE FULL VALUE CHAIN
“The layer below the chips” — AI’s real bottleneck
Layer 1 — Materials
Foundation of everything (InP, fiber, wafers)
$AXTI $GLW $…↗
Apr 12
Trade Whisperer — The company that manufactures every chip that powers AI, data centers, smartphones, every HBM controller and every advanced logic chip that matters will eventually be worth more th…↗
Apr 12
Jukan @COMPUTEX — Interesting. Even within MediaTek itself, there are concerns about using Intel's EMIB.
1. Intel has no track record, and it can't even reliably handle its own volume.
2. If they c…↗
Apr 11
Trade Whisperer — $TSM $ASX $AMKR $INTC $DRAM
Advanced Packaging is Essentially Moore's Law in 3D and it is the next critical bottleneck in AI infrastructure.
ASE Holdings (the world’s leading OSA…↗
Apr 11
Trade Whisperer — New Reality:
Software is a commodity
Chips are eating the world
$MU $TSM $NVDA $SNDK $DRAM https://t.co/Iz7F0rhgOB↗
Apr 11
Serenity — Didn’t I tell you all it’s possible retail can frontrun institutions anon??
-> Point72 is aggressively buying up $IQE 2 months later at ATHs...
After my latent InP reactor capac…↗
Apr 11
Shay Boloor — The AI Inference boom is now driving demand across the full compute stack from silicon & memory to optics, power, packaging & cloud:
• AI Silicon: $NVDA, $AMD, $AVGO, $INTC
• Foun…↗
Apr 11
TheValueist — Congratulations if you survived this Iran war own goal craziness. Hopefully, the worst is behind us, and both sides realize it is better to reach a peaceful resolution to whatever…↗
The Future Investors — Next week it’s that time again. Earnings season kicks off 🔥
On the calendar: U.S. banks, plus $ASML, $TSM, and $NFLX.
Anything you’re looking forward to? 👀 https://t.co/9Gw0oG…↗
Apr 10
Trade Whisperer — Shrinking transistors is over. Shrinking distance is the new game.
Advanced packaging.
The speed of light has a speed limit. Distance is the enemy.
Advanced packaging is the sol…↗
Apr 10
Trade Whisperer — @BramVGenechten $TSM will become bigger than $NVDA↗
Apr 10
Trade Whisperer — 🔥 $TSM posts 35% jump in revenue to new record high
Key Financial Highlights
Q1 2026 Revenue: NT$1.134 trillion (approximately $35.71 billion USD).
+35% year-over-year growth fr…↗
Apr 10
Trade Whisperer — $TSM $MU $SNDK $DRAM $AVGO $NVDA Global Boom 💥
Global semiconductor industry revenue is projected to exceed $1.3 trillion in 2026.
This represents a massive 64% year-over-year…↗
Apr 10
Shay Boloor — $TSM March revenue jumps 45% YoY to $13.1B.
If the AI factory is already putting up numbers like this then it shows how early we still are in the AI cycle. https://t.co/Obrs1tYikC↗
Apr 10
TheValueist — $TSM (Bloomberg) -- US-listed shares of Taiwan Semiconductor Manufacturing Co. are up 2.1% in premarket trading, after the company reported March sales that reinforced how the comp…↗
Apr 10
InvestmentGuru — Key Takeaways:
- Anthropic Considers Developing Own AI Chips
- $BABA Alibaba Confirms It Built Viral 'Happy Horse' Text-to-Video AI Model
- $TSM Reports March Revenue of NT$41…↗
Apr 10
The Future Investors — $TSM TSMC reported strong growth 🚀
March revenue came in at $13.1B, up 45.2% YoY and 30.7% vs. February 📈
For Q1 2026, total revenue reached $35.7B, a 35.1% YoY increase 📈
AI…↗
Apr 10
Jukan @COMPUTEX — TSMC’s March revenue came in at NT$415.191 billion, up 45.2% year over year, 30.7% month over month, and 35.1% year to date.
$TSM https://t.co/ckGnBTCXNY↗
Apr 10
Trade Whisperer — $MU $TSM $INTC $ASX $AMKR $AMAT $BESI $DRAM
The performance bottleneck in AI isn't the GPU. It's getting data to the GPU fast enough.
Advanced packaging is the solution. HBM plac…↗
Apr 10
Trade Whisperer — $MU $TSM $DRAM $AVGO
OpenAI and Anthropic are both ordering custom ASICs through Broadcom. Every chip flows through TSMC. Every rack runs on HBM. The physical layer doesn't care w…↗
Apr 10
Trade Whisperer — $NVDA $TSM $MU $SNDK $LITE Compute Is Getting More Expensive in China. Just remember Price follows Demand.
- Major Chinese cloud and AI providers are raising prices for AI compute…↗
Apr 10
Serenity — @alexanderlee1 Good times… still can’t believe it’s less than a month? $TSEM was only $13B MC when I went long. Now it’s ~$23B so close to doubling.
There’s always more fish in th…↗
Apr 10
Chris Ray — $INTC is up 51% in the last 8 trading days. 🤯
Just went down a rabbit hole catching up on Elon’s Terafab project between SpaceX, $TSLA, & Intel and it’s all super interesting.
H…↗
Apr 10
Serenity — No, I’m still at a conservative 759% YTD after today’s overall rally.
Lost too much from hedging.
Would probably be up more if indexes and
many individual names like $RDDT were…↗
Apr 9
Serenity — Here's a bunch of random 30 US-available random stocks I like today and why:
1. $INTC - America's hope for foundry, national security
2. $MRVL - scales rev from future maia asic…↗
Apr 9
Trade Whisperer — $TSM Advanced packaging capacity is maxed out.
$INTC Intel's advanced packaging business is gaining interest as an alternative to TSMC especially in the AI chip segment.
Google a…↗
Apr 8
Jukan @COMPUTEX — UBS: TSMC is accelerating next-generation packaging development in response to the competitive threat from Intel's EMIB
Industry feedback indicates that TSMC is accelerating the d…↗
Apr 8
Trade Whisperer — Shorts are about to be fucked.
$MU +7.53% (+$28.45)
$SNDK +7.03% (+$49.96)
$TSM +4.81% (+$16.60)
$LITE +6.16% (+$50.27)
Oh, and over 80% of our smart candles are BLUE. Bullish. h…↗
Apr 8
Jerry Capital — $ASML could signal the need to increase capacity in 28 to >100 tools... progress on high-NA... likely enough for $TSM/SK Hynix to drive high-NA demand in '28E (15 tools) https:/…↗
Apr 8
Trade Whisperer — People laughed at the Hormuz traffic data.
I said: "The recovery is statistically significant. Pay attention." (null hypothesis rejected at α = 0.05)
Market just ripped across th…↗
Apr 7
Trade Whisperer — CEASEFIRE Statements from Iran and US
Could be a bit early but congrats to everyone who held through the geopolitical noise. The smart candles were 80%+ BLUE or bullish just yeste…↗
Apr 6
Trade Whisperer — $MU The following earnings are about to tell us everything we need to know about the AI memory cycle.
The dates:
🗓 $ASML — Apr 15
🗓 $TSM — Apr 16
🗓 SK Hynix — Apr 24
🗓 Samsung…↗
InvestmentGuru — The Next Big Winners: Long-Term Investment Ideas:
1. $ASTS — AST SpaceMobile
Space-based cellular broadband direct to smartphones. Several mobile network providers have given the…↗
Jason Luongo — Everyone screaming "bubble" but these are the 2027 forward P/E multiples for some of the largest companies in the world:
$MU - 4x
$ADBE - 9x
$CRM - 12x
$META - 13x
$NVDA - 15x
$TS…↗
Apr 4
Trade Whisperer — $TSM This is what a moat looks like in real time.
Global Foundry Market: +8%
TSMC: +36% 🤯
$3 Trillion Market Cap Incoming https://t.co/K7xnqqAaeQ↗
Apr 4
Serenity — Who is even writing this?
We don't need more leverage over our allies like Japan, Europe, or South Korea.
We need them over Russia and China.
- In SEA over 40% of gas stations i…↗
Apr 4
Ray Wang — Still haven't gotten a response from Konrad on how to get that $TSM vest :(
This is a great ep - recommend it↗
Apr 4
Trade Whisperer — $TSM is planning a major expansion of its Arizona operations of 12 semiconductor fabrication plants (fabs) and four advanced packaging facilities, plus at least one R&D center, acc…↗
Apr 3
Serenity — I just realized… hit 5,118.02% returns last week.
5000%+ not too bad in <2 years?
Hard to keep up with $5 footlong sandwich inflation even after front running:
-> $MSTR for halv…↗
Apr 3
Trade Whisperer — 135,000 AI-written code commits. Per day. Just from Claude. That was 3,000 thirteen months ago.
Each commit is a compute event. Compute events consume memory. Memory demand flows…↗
Apr 3
Trade Whisperer — Books become movies in a single prompt. Anyone can do it.
We are in the earliest innings of what AI will consume. Storage. Bandwidth. Glass. Light.
Can't be bullish enough on $MU…↗
Trade Whisperer — $TSM TSMC’s 3nm capacity is now extremely tight.
Only “long-term loyal” customers get meaningful supply. Apple and Nvidia dominate allocation, while AMD, Intel and other ASIC mak…↗
Apr 2
Trade Whisperer — $TSM TSMC is completely SOLD OUT until 2028 including its cutting-edge 2nm (N2) node. Even its next-gen Arizona fab (targeting ~2030 production) is fully booked before construction…↗
Apr 1
Trade Whisperer — $MU $SNDK $TSM
Called the memory bottom in March 2025. Nobody cared. So did my Agentic AI callout with low impressions.
Agentic AI runs local and cloud, 24/7, never stops learnin…↗
Apr 1
Trade Whisperer — BREAKING: AI is dead. TurboQuant just proved AGI runs on Windows 95, a 486 processor, and a floppy disk.
Sold all my $MU $TSM $NVDA $PLTR $RKLB shares
I am closing our Patreon co…↗
Apr 1
Black Panther Capital — THE AI SUPPLY CHAIN — COMPLETE MAP
I've spent a few hours mapping the entire AI supply chain. Hyperscalers are spending $750 billion. These are the 42 companies building, powering…↗
Jukan @COMPUTEX — According to Korean media reports, Samsung had originally postponed its 1.4nm node to 2029, but even that timeline may be pushed back further. The reason is that the company is pri…↗
— CPO Value Chain Summary from Mirae Asset:
Laser Source:
Coherent < $COHR >
Lumentum < $LITE >
Furukawa Electric (TYO: 5801)
Yuanjie Semiconductor (SHA: 688498)
Innolight Technolog…
Jose Najarro Stocks — $NVDA $AMD $AVGO $TSM $MU THE MARKET IS A FUNNY PLACE
Semiconductor stocks are fun until they are not, and you can see the bandwagon of influencers just follow price sentiments.…↗
Serenity — I think I nailed the institutional bottleneck rotation.
-> Caught the tail end of memory name rise with $SNDK, Samsung, SK Hynix, $MU
-> Frontran institutions with photonics with…↗
InvestmentGuru — $GOOG - TurboQuant
Google’s latest breakthrough in AI memory compression is making headlines:
- Up to 6x reduction in memory usage
- Faster, more efficient AI models
- Lower inf…↗
Mar 29
InvestmentGuru — The sectors that will define the next decade of wealth. Bookmark this. Your future self will thank you.
AI → $GOOGL $NBIS $ $PLTR
Chips → $TSM $ASML $NVDA $AMD
Space → $RKLB $AST…↗
Mar 29
Trade Whisperer — $MU $NVDA $TSM $SNDK
Low impressions on my Agentic AI post.
Same thing happened when I called the memory bottom. The crowd is always quiet before the move. Every major call I've…↗
Mar 28
Shay Boloor — ThE mArKeT iS iN sUcH a BuBbLe
Yet here are the 2027 multiples for some of the largest companies in the world:
• $AMZN ~21x
• $MSFT ~19x
• $GOOGL ~19x
• $AMD ~19x
• $ORCL ~18x
•…↗
Mar 28
Shay Boloor — THE SEMICONDUCTOR VALUE CHAIN
Fabless Chip Designers
• $QCOM mobile, automotive & edge AI chips
• $NVDA AI accelerators & data center GPUs
• $TSLA in-house FSD & Dojo AI training…↗
Mar 28
Trade Whisperer — $TSM at weekly middle BB. When BLUE? I am getting sick of geopolitics 🤮
Get 280+ charts daily. Try it free:
https://t.co/ZQDP5HCFyq https://t.co/xhMQAPOM81↗
Mar 28
Trade Whisperer — $TSM $MU Taiwan freezes electricity rates: The island nation, home to major global chipmakers like TSMC, will keep its power prices unchanged for now.
Reasoning: Taiwan’s Economic…↗
Serenity — I am long Win Semi (3105.TWO) at $4.1B MC.
I believe markets are sleeping on of the most important foundries in the world (aside from $TSM).
IMO their strategic positioning excee…↗
Mar 26
Michael Sikand 🦑 — This $2B photonics monopoly down 75% from ATHs is key to AI's next paradigm shift.
Soitec at €54.00 $SOI.PA / $SLOIF is the clearest photonics multi-bagger I see right now.
After…↗
Trade Whisperer — Oh, and if $ARM AI Silicon wins, $TSM wins https://t.co/adF9czK3UQ↗
Mar 26
InvestmentGuru — Photonics: The Missing Layer Powering the AI Boom
Photonics — using light instead of electricity — is emerging as the solution.
Photonics Ecosystem
1️⃣ Silicon Photonics & Opti…↗
Mar 26
Jukan @COMPUTEX — Yesterday’s CPU bottleneck trade — among AMD, ARM, and Intel, which was actually the best trade?
Let me share my view.
Obviously, CPU price increases are positive. They should he…↗
Mar 25
TheValueist — Looking to take down $ARM 1/21/28 calls. ARM looks increasingly well positioned in the GAI CPU stack, with real architecture momentum building as x86 loses ground in more conversat…↗
Trade Whisperer — $TSM N2 Node is Almost Sold Out Next Two Years
TSMC's N2 node is the company's 2nm-class process technology, which represents its most advanced semiconductor manufacturing process…↗
Mar 24
Ray Wang — 1) $AVGO Director of Product Marketing Natarajan Ramachandran: "We are seeing that $TSM is hitting (production capacity) limits..."
"They will be increasing the capacity to 2027,…↗
Mar 24
Serenity — $ARM announces new AI chip called "AGI CPU"
According to Arm, the company "Expects it to add billions in annual revenue".
- 136 Neoverse V3 cores, built on $TSM 3nm process
- Cu…↗
Mar 24
Serenity — @zephyr_z9 Not really about the balance sheet per say. They're the likely supplier to $HIMX -> $TSM COUPE, and had a semi-monopoly over hybrid resins needed for WLO↗
Mar 24
Serenity — Honestly if I post something in my subscriber chat regarding potential $TSM upstream suppliers,
Then Apollo < $APO > acquires the company 1 hour later.
I'm probably doing…↗
Trade Whisperer — $TSM $MU $EWY Helium Supply & Pricing
Taiwan is better insulated. South Korea is more exposed. Helium is a minor input cost.
Qatar supplies over a third of global helium. Attacks…↗
Mar 23
Shay Boloor — $TSM Arizona Fab 4 is reportedly already fully booked before construction has even begun as $NVDA, $AAPL, $AMD and $QCOM push for more U.S. capacity.
TSMC also projects the Japan,…↗
Mar 23
Lando — $TSM is already fully booked for sites that haven't even broke ground yet...
Let that skin in
https://t.co/SNOHMpZX7q↗
Mar 22
Trade Whisperer — "We're very grateful to our existing supply chain, to Samsung, $TSM, $MU, and others. And we would like them to expand as quickly as they can. And we will buy all of their chips. I…↗
Mar 22
The Future Investors — AI’s next bottleneck: data movement 🚀
Photonics is the solution 💡
Photonics has multiple layers. These stocks stand to benefit 👇
🔴 𝗟𝗮𝘆𝗲𝗿 𝟭: 𝗦𝘂𝗯𝘀𝘁𝗿𝗮𝘁𝗲𝘀 & 𝗠�…↗
Mar 22
Black Panther Capital — 🚨 Taiwan has ONLY ELEVEN days of natural gas reserves.
Taiwan runs 53% of its power grid on natural gas.
Qatar supplied 33% of that gas through Hormuz.
That route is now totall…↗
Mar 22
Shay Boloor — AI SEMIS KEEPING THE MOST OF EVERY DOLLAR
Operating margin breakdown:
• Best-in-class (50%+) | $NVDA, $TSM
• Elite (40–49%) | $MU, $ANET, $KLAC, $AVGO
• Strong (30–39%) | $ASML, $…↗
Mar 22
Serenity — @RenoHemonc This was a few years ago… from a semianalysis piece on $TSM vs $INTC
“TSMC operates in manufacturing of both optical transceivers, but their technology is considered t…↗
Mar 22
Trade Whisperer — The Structural Shift of the Century
Look at this chart. That tiny bar on the left is available compute supply. That 1 terawatt bar on the right is Tesla and SpaceX demand alone. N…↗
Mar 22
Ben Pouladian — I’m still waiting on my Roadster, @elonmusk.
But I’ll give you this building $ASML + $TSM + $MU under one roof.
Mask making. Fab. Test. Redesign. One recursive loop.
Doesn’t exi…↗
Serenity — @pepemoonboy Thanks for coming to my defense. Last year when I posted 600%+ gains with a few hundred followers, everyone was supportive.
Now that I have 100k+ followers, there's…↗
Mar 20
Serenity — The Serenity Silicon Photonics / CPO ETF.
YTD Returns of Each Index Stock:
$IQE: +282.5%
$AXTI: +246.6%
Landmark: 167.54%
$AAOI: +157.37%
$SIVE: +113.08%
$SOI: +103.54%
$LITE: +…↗
Mar 19
Serenity — I’m sorry everyone…
I thought $TSEM was a steady compounder over time like $TSM
but it’s going up 17% a day? https://t.co/QXWW7cgIXP↗
Mar 19
Trade Whisperer — When $TSLA keeps ordering from $NVDA, $MU and $TSM come along for the ride.↗
Mar 18
KaizenInvestor — I wrote this deep dive into $TSM historic $56B CapEx budget because the scale of the AI supercycle fascinates me.
I really wanted to dive into the financial realities of sub-3nm…↗
Mar 18
The Future Investors — You have $100,000 to invest 💰
Two semiconductor giants are on the table — but you can only choose one for the next 5 years $ASML $TSM
Which do you pick, and why? 🤔 https://t.co…↗
Mar 18
rubicon59 — Buffett’s genius move was to second guess Ted W. by force-selling the $tsm investment that since quadrupled.↗
Mar 18
Serenity — @wayne_rbee Three things:
1/ Generally, the lower the marketcap, the higher the upside (but more risk)
2/ Finding companies that weren’t priced into current pluggable cycles (EMl…↗
BULL OF BRITAIN — $NVDA GTC - Quick Fire Long positions
-> Fabs ($TSM, $INTC)
-> HBM4 / Memory ( $MU, SK Hynix, Samsung) Feynman = die stacking with custom HBM.
-> Co-Packaged Optics ( $TSEM, $L…↗
Mar 16
Trade Whisperer — Bears think AI demand just expires in 2027. AI isn't a 2-year car lease. Sign, use, return and disappear.
Micron & TSMC are building fabs. Hyperscalers are signing decade-long…↗
Mar 16
BULL OF BRITAIN — THE US DEFENCE INDUSTRIAL BASE + THE AI BUILDOUT ARE ABOUT TO COLLIDE IN THE SAME SUPPLY CHAIN, CREATING THE FIRST TUNGSTEN SUPERCYCLE.
Bloomberg just reported on the 557% tungste…↗
Serenity — @MattReno264555 My personal new ones were Soitec ( $SOI ) for silicon photonics substrates and $SIVE as the next $LITE for CPO/Silicon photonics.
As well as $TSEM as the $TSM for…↗
Mar 16
Jason Luongo — Photonics is the hottest theme in the market right now.
Here’s every company you need to add to your watchlist:
Photonics / Lasers
$LITE $COHR $MTSI $AAOI $IPGP $POET
Optical Mo…↗
Mar 15
Alex A.C. — The future for the Fiber-to-Chip Coupling for CPO? 🧐
$TSM bets on this for its COUPE platform $AMD will be the first one to adopt it... and $NVDA next?
Looks like the CPO story…↗
Mar 15
Shay Boloor — @VanquishTrader $ASML belongs on this list because $TSM cannot fab $NVDA Blackwell or Rubin GPUs without ASML's EUV systems which means every AI dollar spent anywhere in the world…↗
Mar 14
Serenity — I realized by the amount of bookmarks.
I lowkey dropped a banger ETF?
AI Displacement Equal Weighted YTD:
$AXTI: +191.53%
$AAOI: +144.47%
$SNDK: +140.38%
$SOI: +114.3%
$LITE: +6…↗
Mar 14
Alex A.C. — Optics/Photonics frens, take note: $TSM is now involved with microLED-based chip-to-chip optical communication technologies 🧐↗
Mar 14
Serenity — The news is pretty heartbreaking:
$META 20% layoffs
$ORCL layoffs
$AMZN 600,000 workers long term layoffs as they get replaced by robotics and AI.
This is a dystopian future.…↗
Mar 14
Alex A.C. — Wafer utilization for Si bridges vs Si Interposers:
$INTC EMIB ⚔️ $TSM CoWoS
[From @benitoz SubS.] https://t.co/wfb3qhL4y4↗
Mar 14
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Popular names right now:
• $TSLA ~3.5x
• $AAPL ~…↗
Mar 14
Trade Whisperer — $NVDA $MU $TSM No Extra Rules on AI Chip Exports↗
Mar 14
Serenity — Weekend Macro playbook prediction:
1. US gonna do something bad to Iran
2. Bunch of videos on X of stuff going up in flames
3. Retail doomposters and Jim Cramer will say "$200…↗
Mar 13
Serenity — I've been the first few to cover many supply chain photonic names.
Most are up 100-400%+ since I've posted.
Here's the TLDR overview of my thesis posts:
“Safest” Longs as of Tod…↗
Mar 13
Shay Boloor — Daniel & I will be live on the Futurum Equities YouTube channel at 1PM EST covering:
• Earnings reactions: $ORCL, $ADBE, $RBRK, $PATH
• $NVDA CEO Jensen Huang’s five-layer cake: $…↗
Mar 13
Serenity — $TSEM does not concern itself with the rest of the market.
Tower semi is one of my favorite photonic names, as a safer $TSM like compounder.
For the new paradigm of AI.
Up 5.8%…↗
Mar 13
Trade Whisperer — $TSM NVIDIA overtook Apple to become TSMC’s largest customer
$GOOGL Makes First Appearance in Samsung’s Top Five Clients in 2025 amid Soaring TPU Demand (HBM) https://t.co/NBZGvqX…↗
Mar 13
Jason Luongo — NVIDIA just invested $4B into photonics. Marvell spent $5.5B on Celestial AI. GlobalFoundries acquired AMF.
Photonics is the hottest theme in the market and most investors still d…↗
Mar 12
Shay Boloor — How to invest across every layer of $NVDA CEO Jensen Huang’s five-layer cake:
• Layer 1 Energy (The Fuel): $CEG, $VST
• Layer 2 Chips (The Engine): $TSM, $MU
• Layer 3 Infrastruc…↗
Mar 12
Serenity — @ps_georg This is BS, not quite sure why people keep spreading disinformation.
SK Hynix already said helium disruptions has no effect.
$TSM said there’s no notable impact but th…↗
Mar 12
Shay Boloor — @FuturumEquities Exactly why $TSM is the AI factory for the new economy↗
Mar 12
Shay Boloor — Co-Packaged Optics could have its $NVDA GTC moment next week as AI data centers run into a bandwidth wall that traditional pluggables are struggling to solve.
CPO helps address th…↗
Mar 12
Serenity — @zephyr_z9 True, but $TSEM is more pure play to photonics ramp than $TSM, and at 1/100th the valuation.
Arguably leads to faster re-rating potential↗
Mar 11
Michael Sikand 🦑 — $LWLG - This $700M micro cap just went from pipe dream to Nvidia supply chain.
Looks like the highest r/r trade ahead of Nvidia GTC.
Lightwave Logic just signed a development agr…↗
Mar 11
Serenity — @PhotonCap Yep I really liked $TSEM.
I try to make things understandable for readers by drawing comparisons to things they know like $TSM.
Tons of jargon out there↗
Mar 11
Serenity — I'm long $TSEM, the $TSM of photonics.
My top two picks for CPO are $SOI and Tower Semi.
Given the $NVDA GTC catalyst on new photonic related architecture next week:
I expect…↗
Mar 11
Jason Luongo — BREAKING: NVIDIA CEO Jensen Huang just called AI "the largest infrastructure buildout in human history."
He says AI is a 5-layer cake. Here are the best stocks in each layer:
Lay…↗
Mar 11
Serenity — @eggheaduae79 Any disruption is never a positive thing. However the effect to which the supply chains in Korea or $TSM in Taiwan are largely overblown.
US policy focuses around l…↗
Mar 11
The Future Investors — 🟢 𝗟𝗮𝘆𝗲𝗿 𝟮: 𝗖𝗵𝗶𝗽𝘀
AI chips convert energy into computation. They are the engines powering the AI revolution.
Key companies:
$NVDA | Nvidia
$TSM | TSMC
$AMD | AMD
$AVGO…↗
Mar 11
Serenity — Changed my mind about Soitec ( $SLOIF ) and took a sizable position ~43 for CPO exposure.
$NVDA GTC next week biggest catalyst pushing photonics and this architecture.
~1.5B eur…↗
Trade Whisperer — $ORCL just revealed $553B in performance obligations. Nearly all of it AI infrastructure.
And now $TSM +5.1% Ripping in its home market. https://t.co/hWUkkmBimg↗
Mar 11
Jukan @COMPUTEX — Morgan Stanley Raises TSMC Target Price, Projects Strong Revenue Growth in 2027–2028 on Four Key Catalysts (Commercial Times)
- Morgan Stanley raised its target price on TSMC to N…↗
Mar 10
JC Investing — $TSM has fallen off my timeline recently
Which is weird because they’re still quietly out performing the rest of the market https://t.co/rDDiOmHEuq↗
Mar 10
JC Investing — @BrandonWealth Do you rather $NVDA over $TSM?↗
Mar 10
JC Investing — If you have $250,000 to invest today
A) $TSLA
B) $NVDA
C) $GOOG
D) $TSM
Which one are you choosing?↗
Mar 10
InvestmentGuru — $TSM
Chip Foundry TSMC Says Its Sales Rose 22% In February
$TSM February revenue jumps 30% YoY to $10B.
chip stocks to watch on this news
$TSM
$NVDA
$AMD↗
Mar 10
Shay Boloor — $TSM February revenue jumps 30% YoY to $10B. https://t.co/7TtYU6DZYX↗
Mar 10
The Future Investors — $TSM TSMC reported February revenue of $10B (+22% YoY), but down 20.8% vs January due to the Lunar New Year holiday 🐉
Jan–Feb revenue totaled $22.6B, up +29.9% YoY 📈 https://t.c…↗
Trade Whisperer — $TSM is on a hiring spree
The most important semiconductor manufacturing company on earth is staffing up.
That's a signal. Buckle Up. https://t.co/Ri46CcfoEp↗
Mar 8
Trade Whisperer — $MU $NVDA $TSM $EWY $TSLA
Elon says $1.9T data center spendings are rookie numbers 😅↗
Mar 8
Serenity — The sentiment around KOSPI | $EWY (SK Hynix / Samsung) on
Crude Oil / LNG / Helium either:
Disrupting Supply or Compressing Margins are overblown.
The supply chain disruption…↗
Mar 8
Black Panther Capital — 🚨PREPARE FOR A -20% MARKET DROP:
Everyone thinks the Iran conflict is an oil story.
It’s not. Let me explain what this is really about.
The Strait of Hormuz has been closed for…↗
Mar 8
Serenity — SK Hynix statement:
“Long secured diverse supply chains and sufficient inventory" of helium.
"Therefore there is almost no chance that the company will be affected [by helium].…↗
Mar 8
Trade Whisperer — $AVGO has "line of sight to achieve AI revenue from chips, just chips, in excess of $100 billion in 2027."
$TSM gets paid to build them.
$MU gets paid to remember them. https://t.…↗
Mar 7
Serenity — “Google’s Data Center Buildout Could Top 1 Trillion”
The implications for $1.5T+ in capex spend for the Google TPU ecosystem:
From $LITE, Mediatek, $AVGO, $TSM, SK Hynix, Samsun…↗
Mar 7
Serenity — @daniel_koss Agreed, if your name is not $GOOGL or $TSM where you can just sit back 4 years and know it will likely do well.
It’s important to monitor if there’s any material chan…↗
Mar 7
Shay Boloor — 10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS
1. $NVDA is the infrastructure layer for the robotics stack where ever humanoid robot from Tesla Optimus to Boston Dynamics At…↗
Mar 7
InvestmentGuru — 2026: The Year of Lightspeed Optics — Here’s Every Stock You Need to Know
The optical networking revolution is accelerating, and the investment landscape just got a whole lot more…↗
Mar 6
Jason Luongo — The White House is telling you exactly what sectors to invest in:
AI Compute - $IREN, $CIFR, $NBIS, $APLD
Chips - $NVDA, $AMD, $TSM, $AMKR
Optical Networking - $AAOI, $COHR, $LITE…↗
Mar 6
Serenity — It’s honestly impressive Bloomberg titles have managed to crash the Semi Market for a second day in a row.
$LITE down 14.4%
$NVDA down 3.5%
$TSM down 4.4%.
On the news that Oracl…↗
Mar 6
Trade Whisperer — Department of Commerce wasted no time pushing back on Bloomberg.
Their reply: This isn't new policy. It's a continuation of agreements already in place, where chip access comes wi…↗
Mar 6
Serenity — @CommerceGov Thank you for putting out a statement.
The initial false reporting from Bloomberg caused hundreds of billions in marketcap loss across semis from $NVDA to $TSM. https…↗
Mar 5
Serenity — Bloomberg just caused a semiconductor market crash.
From memory names in $EWY and $SNDK to $NVDA and $TSM.
Off fake news.
This is Reuters critical minerals misleading reporting…↗
Mar 5
Tigris 会讲课教授是好老师 — This headline is bigger than Hormuz. Oil is a flow problem. Compute is a control problem.
First take, minutes after the news
if Washington turns global AI chip exports into a lic…↗
Mar 5
Serenity — “US Mulls Requiring Permits for Global $NVDA, $AMD AI Chip Sales”
Markets are reacting violently to news of the Trump administration was thinking about giving Nvidia the $AXTI exp…↗
Shay Boloor — $NVDA has halted production of China-bound H200 chips and is shifting $TSM capacity to its next-gen Vera Rubin platform. https://t.co/1kxbpZvmQd↗
Mar 4
Trade Whisperer — If $NVDA wins, $TSM wins
If $AVGO wins, $TSM wins
If $MU HBM wins, $TSM wins
If $SNDK HBF wins, $TSM wins
If $AMD AI chips win, $TSM wins
If $QCOM silicon win, $TSM wins
If $AAPL s…↗
Mar 4
KaizenInvestor — I have written a full article on the AI chip supply chain.
The supply chain is structured into 4 different phases with 13 layers:
1. Raw Materials: $SHECY, $SUOPY, GlobalWafers,…↗
Mar 4
Serenity — Feels like everyone is doom-posting KOSPI saying:
> “Look at the chart, it can’t keep going up like this!”
> Memory is a black hole for demand ( $SNDK taking 3Y preorders )
> $E…↗
Mar 2
Trade Whisperer — 500 targets. 200 jets. One coordinated strike.
Iran had the missiles but Israel had both the missiles and the Intelligence/AI
Survival instinct is the greatest demand creator and…↗
Mar 1
Trade Whisperer — 2026: More parameters. Longer context.
Every trend in AI points to the same two bottlenecks: memory and optical interconnects. HBM can't scale fast enough. Fiber optics is the bac…↗
Mar 1
Serenity — @jahintanvir_ Probably the likes of these:
Memory - $MU, Samsung, SK Hynix, Sandisk
Foundries, Packaging- $INTC, $TSM, $AMKR
Photonics - $LITE, $COHR, $AAOI
ASICs - $AVGO, $MRVL
Co…↗
— Turns out someone will pay for LLMs and they have a $900B budget.
The richest military on earth just became an AI customer.
Chips = 💰 Sleep well bears.
$MU $NVDA $TSM $EWY
Serenity — $AAOI's 10x projected rev surge in optical transceiver demand by 2027 for $4.3B ARR off a $5.5B MC...
Is enormous.
$LITE and $COHR might be crowded, but.
We'll likely see rotat…↗
Feb 27
Serenity — After earnings, $AAOI could easily be a $25B-$30B company next year from $5B if they hit their projections.
And they're one of the only "Made in America" (Sugarland, Texas) comp…↗
Feb 27
Serenity — @KyleWilson77344 Its following $GOOGL hyperscaler capex flows into Korean memory, Japanese bottlenecks/materials, and Taiwan fabs like $TSM or ASIC designers like Mediatek.
It’s m…↗
Serenity — $KOSPI and $EWY, South Korea’s index is something people shouldn’t try to TA or compare to stuff like Silver.
SK index is in price discovery mode as it’s carried by two stocks:…↗
Feb 26
Jason Luongo — Big Tech just committed $650B+ in 2026 capex.
Here's how that money flows through every layer of the AI stack:
Compute: GPUs and Accelerators
$NVDA - Blackwell shipping now, Rubi…↗
Feb 26
Serenity — Year to Date post $NVDA earnings:
477.27%.
Majority of the gains are the result of the research I've done the past few months:
From the $AXTI's InP chokepoint that went up few h…↗
Feb 26
Serenity — @AtlasShrug1 I'm just sitting on positions, still shopping around. Just wanted to make a post so people don't think the world is over because $NVDA dropped 5%.
Healthy correction,…↗
Feb 26
Serenity — $NVDA blows away expectations, with $78B in revenue projected vs. $72B.
The stock dropped 4.82% on the earnings.
Controversial opinion but Nvidia earnings is a partially lagging…↗
Feb 26
Shay Boloor — @VanquishTrader This is great for $TSM↗
Feb 26
Shay Boloor — $AVGO guiding to 1M+ 3D-stacked chips by 2027 shows advanced packaging is becoming real picks-and-shovels layer for hyperscalers building ASICs.
As stacking scales, CoWoS stays b…↗
Feb 26
Trade Whisperer — $LITE $GLW $AXTI The Optical Highway for the East-To-West Traffic. The Interconnect Opportunity.
Fiber Optics is here and accelerating. Silicon Co-Packaged Optics and Photonics by…↗
Shay Boloor — @PolymarketMoney The winners here are $NVDA, $TSM & $ASML↗
Feb 25
Shay Boloor — $TSM Arizona fab buildout spans ~1,100 acres and is expected to cost ~$165B.
This is shaping up to be one of the most important U.S. infrastructure projects of the decade. https:/…↗
Feb 25
Jason Luongo — The White House is telling you exactly what sectors to invest in:
AI Compute - $IREN, $CIFR, $NBIS, $APLD
Chips - $NVDA, $AMD, $TSM, $INTC
Networking - $AVGO, $ANET, $MRVL
Power I…↗
Feb 25
Trade Whisperer — $TSM $1.2T → $2.0T. Called it six months ago.
One company. The world's foundry.
The proxy for the entire semiconductor industry.
We're just getting started. #2 is next. https://t…↗
Trade Whisperer — AI isn't a cycle.
It's a permanent, structural foundation of intelligence that humanity will build, expand, and depend on forever.
$SNDK $MU $TSM $NVDA↗
Feb 24
The Future Investors — $TSM While many stocks are struggling, TSMC is hitting new all-time highs and has reached a $2 trillion market cap for the first time! 📈 🚀
Congrats to all shareholders! 👏 https…↗
Feb 24
Alex A.C. — @Midnight_Captl $TSM is the king of the bottlenecks 👑💪↗
Feb 24
Trade Whisperer — Old:
Chips are commodities
Software is eating the world
New Reality:
Software is a commodity
Chips are eating the world
Structural Shift: $MU $TSM $EWY $NVDA https://t.co/pkl6LGr…↗
Feb 24
Shay Boloor — $AAPL says it’s on pace to purchase over 100M advanced chips from $TSM Arizona facility.
Another data point in the shift toward U.S.-based semiconductor manufacturing. https://t.c…↗
Feb 24
Trade Whisperer — Software and Semis are heading in opposite directions. The market has spoken → Value flows to the Chips.
The world is racing to mimic human intelligence with silicon, not code. Co…↗
Feb 24
Trade Whisperer — $TSM Quarterly Revenue. Last 10 years.
Q1 is historically the weakest quarter (revenue dip), yet they guided to all-time high revenue. Last occurrence sparked a multi-year boom.…↗
Feb 23
KawzInvests 🦑 — China is not trying to out-train the West. They are building intelligence sponges.
24,000 fake Anthropic accounts. $5M in subs extracting $120M+ in inference value. Across $MSFT-b…↗
Feb 23
Trade Whisperer — $TSM $NVDA $MU "TSMC accelerates fab construction with up to 10 facilities targeted for 2026" (Liberty Times Supply Chain sources)
AI Party Just Started https://t.co/B3hNRhUYNU↗
Feb 23
Trade Whisperer — Deloitte’s semiconductor outlook reports that GenAI chips are driving 50% of the forecasted $975B revenue in annual sales in 2026, despite making up only 0.2% of total unit volume.…↗
Feb 23
Jose Najarro Stocks — $NVDA EARNINGS WEEK AND THE SUPPLY CHAIN SAYS DEMAND IS REAL!!
OUTSIDE OF $AMZN $META $GOOGL $MSFT, $TSM PAINTS AN AMAZING AI STORY!!
The most compelling independent validation…↗
amit — $NVDA
Nvidia trades at 24 times forward earnings.
Its 5-year average is 38 times.
Earnings this week will come down to a few simple questions around inference, how large physic…↗
Feb 22
Alex A.C. — " $TSM TSMC's technological moat is reaffirmed [vs other Foundries ==> vs Intel]"
And that happening in the greatest semis production ramp up of recent history..... so expect t…↗
Feb 22
The Future Investors — The AI value chain from chips to applications 🤖🔥
AI isn’t just ChatGPT. It’s an entire stack 👇
⚙️ 𝗛𝗮𝗿𝗱𝘄𝗮𝗿𝗲
The physical backbone. Without compute, no AI.
$NVDA $AMD $…↗
Feb 21
Alphatica — We classified 534,000 institutional trades across 13 semiconductor stocks over the last 30 days.
$1.1 TRILLION in dark pool notional.
Here's where the smart money is actually go…↗
Trade Whisperer — @cycleresearc One day $TSM will surpass $NVDA in MC.↗
Feb 21
Trade Whisperer — $MU $EWY $TSM Global Semiconductor Playground Is Getting Bigger and BIGGER.
2026 TAM: $975 Billion
2027 TAM: Likely over $1 Trillion.
Don’t fight the trend. Ride it. https://t.co…↗
Feb 21
Serenity — @KhaLiloViC_Ss Great question! Answer to that is macro/chips.
2023, 2024 when AI first started taking off, fed was jacking rates up to 5%+. Utilities are often kinda like bond pr…↗
Feb 21
Trade Whisperer — @SVBriskmanager I like Optics and Si Photonics. It won't be as massive as memory or in close proximity to the GPU itself but it has a place in the AI build-out, between servers. It…↗
Feb 21
Trade Whisperer — AI Infra is run by monopolies/oligopolies but valuation follows bottlenecks:
$MU SK Hynix Samsung: Memory oligopoly. HBM3E Market Share: SK hynix: ~59%, Micron ~21%; Samsung ~20%…↗
Feb 20
InvestmentGuru — Here’s how I’m looking at sector leaders 👇
Critical Minerals (Lithium, Nickel, Graphite)
$CRML
$ALB
$LAC
$VALE
$UAMY
Rare Earth Elements (NdPr Magnets, Strategic Materials)
$M…↗
Feb 19
Gaetano — How would an Iranian conflict impact semis/photonics?
$NVDA $AMD $TSMC $LITE
I laid out some of my thoughts here, give it a read!↗
Feb 18
amit — @RangarajSrikan1 $TSM is approaching $2T 🤯↗
Feb 18
amit — TOP TEN STOCKS BOUGHT ACROSS LARGE MONEY MANAGERS IN Q4:
- $MSFT
- $AMZN
- $META
- $V
- $GOOGL
- $NVDA
- $GOOG
- $TSM
- $RKT
- $LYV
so the big guys are buying big tech but the ma…↗
Shay Boloor — PETER LYNCH’S FAVORITE METRIC IS THE PEG RATIO
PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone
Popular names right now:
• $TSLA ~3.8x
• $PLTR ~…↗
Feb 16
Trade Whisperer — China is first to hike LLM prices. Shocked?
"Rising Costs and Demand Drive China’s LLM Price Jump: Zhipu GLM‑5 Hikes 30% in First 2026 Increase"
The bears who argued that cheap C…↗
Feb 16
Serenity — Retail is panicking that US Job Numbers have been now revised down by over 1 Million.
But you are likely missing the bigger picture.
Here's what happened, and how to structure…↗
Feb 15
Shay Boloor — HOW $NVDA BUILT AN AI MONOPOLY
• Hardware: GPUs (Hopper, Blackwell, Rubin roadmap)
• Software: CUDA, TensorRT, Triton, NeMo, Omniverse
• Networking: InfiniBand, NVLink, Spectrum-X…↗
Serenity — The richest companies in the world are going into debt for the AI buildout.
Despite hundreds of billions in net income, companies from $AMZN to $GOOGL have increased capex so much…↗
Feb 15
Trade Whisperer — @ThomasL03031809 Not sure if memory is going to have a higher margin than ~70% if it does, it would be unreal.
I believe Silicon Photonics / Optics is going to be the next fronti…↗
Feb 14
Trade Whisperer — @Growth_Arcane Unfortunately, my resources are entirely focused on memory. I don't tend to diversify in my portfolio. I just don't have enough to time to research that many compani…↗
Feb 14
Shay Boloor — $TSM has a monopoly on making the most advanced AI chips by controlling over 90% of production at 3nm, 5nm & 7nm.
That demand shows up in its HPC segment across:
• AI accelerator…↗
Feb 14
Trade Whisperer — @Dixitagg When memory booms, usually the equipments follow and the market did exactly that already, very impatient. Packaging will boom as well. Personally, I am going after Fiber…↗
Feb 14
Trade Whisperer — @NextGenCrypto37 The scary trend is that people are dumbing 'tech/software' stocks in favor of chip stocks such as $MU and $TSM. That's going to confuse the market a bit. Some will…↗
Feb 14
Serenity — @XDJoeLee That's a given.
$TSM (~$1.9T MC) from projections:
~$62.2 Billion (2025)
-> ~$85.8B – $87.4 Billion (2026)
-> ~$103.3B – $105.3 Billion (2027).
Almost didn't…↗
Feb 13
Serenity — Trade idea that I published to my shower thoughts channel:
Korean Index volatility arbitrage and taking advantage of Black-Scholes models.
$EWY long options seem mispriced.
Th…↗
Trade Whisperer — All the value is going to the chips, not the broader 'technology' Nasdaq.
Listen to the market 👇 $MU $SNDK $TSM https://t.co/1yV5GxU3QN↗
Feb 12
JC Investing — I know that...
$TSM will be a $1250 stock
$HOOD will be a $300 stock
$NVDA will be a $1000 stock
$TSLA will be a $2500 stock
$META will be a $1,200 stock
… just a matter of e…↗
Feb 12
SemiAnalysis — After a slowdown in the first half of 2025, we are once again seeing material shipments of IC chips from Taiwan to Mexico, as $TSM seeks to leverage trade agreements such as USMCA…↗
Feb 12
Trade Whisperer — $TSM reported January revenue of $12.71 billion, an all-time high, up 36.8% YoY.
For the first time in history, TSMC is on track to surpass Intel in total employee count.
These a…↗
Feb 12
Serenity — The "Bottleneck ETF" from supply chain mapping.
Not a single name red.
Equal weighted results 1W: +12.83%.
List:
$LITE: +31.68%
$AMKR: +28.7%
Disco: +24.35%
$GLW: +23.57%
$COHR…↗
Feb 11
Trade Whisperer — @GVDInvestor If you are hesitating, make a much smaller entry than planned. That can help a lot psychologically (just dipping the toes a bit helps to clear the remorse) and risk is…↗
TheValueist — $TSM all time high. https://t.co/C70RQvmSm8↗
Feb 11
Trade Whisperer — $TSM TSMC is reportedly planning to gradually transfer ~80% of its 8-inch wafer production (currently ~5 million wafers annually) to its affiliate VIS.
Goal: Allow TSMC to focus o…↗
Feb 11
Serenity — For the vast majority of retail:
If you want to ride the capex trends happening right now, these are probably must have imo:
1. Memory - $MU, Samsung, Sk Hynix, $SNDK
2. Photon…↗
Feb 10
TheValueist — $TSM KEY READ-THROUGHS FROM TSMC JANUARY SALES UPDATE
The source material provided is a January sales release (not a full earnings call transcript), but the datapoint is still mar…↗
Feb 10
Shay Boloor — @FuturumEquities $TSM running hot means $NVDA ships more Blackwell, means hyperscalers deploy more compute and means the AI flywheel keeps spinning.↗
The Future Investors — $TSM TSMC's January revenue rose 37% YoY to $12.7B, running well ahead of its 30% full-year growth outlook 🚀
TSMC also approved up to $30B in capital injections and $1.9B in new…↗
Feb 10
Jose Najarro Stocks — 3/3 $TSM LTM CONTINUES TO TREND UPWARDS, AND MANAGEMENT HAS STATED STRONG GROWTH THIS YEAR https://t.co/ulxHzSHOKY↗
Feb 10
Jose Najarro Stocks — 2/3 $TSM JUST REPORTED ITS LARGEST JAN JUMP IN OVER 10 YEARS https://t.co/NY9I54CqL9↗
Feb 10
Jose Najarro Stocks — $TSM JUST REPORTED MONTHLY REVENUE NUMBERS, AND IT'S WILD HOW YOU CAN BE BEARISH ON AI SEMICONDUCTORS -- $NVDA $AMD $AMKR
THREE IMAGES THAT PAINT A BETTER PICTURE
1/3 ---> This…↗
Feb 10
Shay Boloor — $TSM January revenue jumped 37% YoY to $12.7B, running ahead of its ~30% full-year growth outlook.
It also authorized up to $30B in capital injections and up to ~$1.9B in new bond…↗
Feb 10
The AI Investor — $TSMC rev grew 19.8% M/M in Jan 2026 https://t.co/zqeTWMDH8y↗
Feb 10
Trade Whisperer — $MU $SNDK $TSM $NVDA
AI Chip Efficiency Trajectory:
Closer together → stack aggressively → shrink everything.
One day, the entire AI server will be built on a single wafer subst…↗
Feb 10
Trade Whisperer — $NVDA's Silicon Photonics Co-Packaged Optics Bring In a Whopping 3.5X Increase in Power Efficiency, Catering to Limitations of Optical Connections
A co-invention with $TSM $LITE $…↗
Feb 10
TheValueist — $TACO $TSM $AMZN $GOOGL $MSFT (Bloomberg) -- US tech giants such as Amazon, Google and Microsoft are set to get a reprieve from forthcoming US tariffs on imported semiconductors un…↗
Feb 9
amit — $MSFT $META $AMZN $GOOGL $NVDA
The story is CapEx. That's it. That's all that matters.
Now that big tech earnings are done, it's quite obvious that the AI buildout will continue…↗
Feb 9
Trade Whisperer — $TSM ✅ $1.5T Market Cap → $2.0T Incoming
Don't sleep on TSMC's Co-Packaged Optics and COUPE Platform. Silicon Photonics Incoming.↗
Trade Whisperer — Silicon Photonics & Optics: $GLW $LITE taking off
Don't sleep on $TSM CPO/COUPE optics platform. https://t.co/70ETxDph79↗
Feb 8
Trade Whisperer — @1031ent @windcloud5 $GLW is pure materials play which is interesting and I need to do more DD. Don't forget about $TSM Silicon Photonics. CPO and COUPE.
They will be the ones ma…↗
Feb 8
Trade Whisperer — People keep underestimating the sheer scale and sophistication of $TSM and $MU fabs.
Nano-level mass production isn’t just volume. It’s backed by deep, protected intellectual prop…↗
Feb 8
Trade Whisperer — @Ud197601 I am superfocused. I don't treat my porfolio like a scattered roulette chips.
2024-2025: $PLTR $RKLB $HIM $MU
2026+: $MU $TSM↗
Feb 8
Shay Boloor — $GOOGL, $MSFT, $META & $AMZN just confirmed $600B+ in 2026 CapEx.
Here’s how that money flows through the AI stack:
GPUs, Accelerators
• $AMD provides second source AI GPUs with…↗
Feb 8
Trade Whisperer — $TSM feels safer than an index fund right now. It's now my 2nd biggest position after $MU
AI is eating everything and TSMC is the kitchen where all the AI chips are cooked, Nvidia…↗
Feb 7
Serenity — Portfolio weightings is my most common question.
Here’s what my portfolio looks like:
35% Memory Supercycle
_
10% Samsung Electronics
10% Sk Hynix
10% $MU
5% $SNDK
25% Digital…↗
Feb 7
Serenity — @B38B37 These are all big known bottleneck suppliers on the supply chain $TSM or $GLW.
$POET is a few hundred million MC speculative pick without hyperscaler qualification, so the…↗
Feb 7
Serenity — Here's my TLDR + mapped into investment framework from Semivision bottleneck summary:
HBM:
HBM4 (16Hi) - Samsung, Sk Hynix, $MU
HBF - $SNDK, Kioxia
Base Die - $TSM, Samsung (inter…↗
Feb 6
Jason Luongo — The hyperscalers are telling you exactly where the money is going.
AI Compute - $IREN $CIFR $NBIS $WULF
GPUs - $NVDA $AMD
Networking - $AVGO $ANET $MRVL
Optical/Fiber - $COHR $GLW…↗
Feb 6
Serenity — Markets have been hit with an AI capex shock.
This is effectively an AI arms race between hyperscalers and foreign nations.
Between 2025 to 2026, capex has increased from:
$GOO…↗
Feb 5
Trade Whisperer — Chip companies will have record high FCF next 5 years as a result of this massive CapEx.
More chips, smarter AI and increased productivity for 8 billion people on Earth.
The wor…↗
Serenity — $GOOGL reported earnings and their CapEX spend was enormous.
$175-$185 Billion vs. $120 Billion.
This is bullish for AI buildout.
Follow the money flow down to:
- $AVGO, Media…↗
amit — Busy weekend with the NYC meetup (thank you to all 350 people who came!) but have been keeping up with weekend events and obviously it has been ugly.
Quick thoughts:
- Most of t…↗
Feb 2
Serenity — Markets are seeing liquidation cascades.
Silver's crash is now extending into other markets like Crypto and US/Foreign stocks.
Here's what's happening:
And here's what to expect…↗
Feb 1
Alex A.C. — $NVDA CEO Jensen 👑:
“Much, much more than double [capacity] – They [referring to $TSM] are going to have to much more than double just for Nvidia.” 👀
Imagine how is the demand…↗
Feb 1
The Future Investors — The Future Investors presents the 20 Elite Growth stocks with the strongest revenue & EPS growth estimates (24%+ CAGR) over the next 3Y 🌟🚀
1. $NVDA | Nvidia - $4,644B
2. $TSM |…↗
Feb 1
Trade Whisperer — $TSM has become the de facto semiconductor index. It's now the proxy for the entire semiconductor industry.
$2 Trillion Market Cap: Inevitable↗
Feb 1
Trade Whisperer — $MU $TSM $NVDA
"Chinese tech giants—including ByteDance, Alibaba, and Tencent—have been authorized to collectively purchase more than 400,000 H200 chips ... but with conditions t…↗
Feb 1
Trade Whisperer — $MU $SNDK $TSM
"TSMC needs to work very hard this year because I need a lot of wafers and CoWos this year...
Don't forget we are in full production of Grace Blackwell, and we are…↗
Feb 1
Shay Boloor — Jensen Huang said $TSM will need to “work very hard” this year to meet $NVDA needs for wafers and CoWoS.
He added that demand remains very strong and that TSMC is doing an “incred…↗
— Over the past three months, there has been a market spike in Logic IC production in Japan. Likely coming from JASM (Japan Advanced Semiconductor Manufacturing) this is an important…
Shay Boloor — Elon says chips are the binding constraint on $TSLA long-term growth.
Even best-case supply from $TSM & $MU isn’t enough pushing Tesla toward a domestic terafab https://t.co/4…↗
Jan 28
Jose Najarro Stocks — $MU $TSM $TSLA
ELON JUST SAID THE BIGGEST BOTTLENECK IS NOT LOGIC, IT'S MEMORY CHIPS
Quick backstory --
Elon Musk in late 2025, "TeraFab" is Tesla's proposed, ultra-large-scale s…↗
Jan 28
Shay Boloor — @VanquishTrader $TSM & $ASML earnings proved this rally will continue↗
Jan 28
Trade Whisperer — SK Hynix doubles profit in 2025 driven by the AI memory demands
Revenue jumped 66% in the December quarter compared with the same period a year earlier.
Operating profit surged 1…↗
Shay Boloor — We just got more proof of how early we are in the AI cycle.
$TSM (the AI factory) crushed guidance by ~10% while $ASML (the AI kingmaker) nearly doubled expected bookings.
A mon…↗
Jan 28
Tigris 会讲课教授是好老师 — Let’s cut through the noise on the NVIDIA/Intel headline. It’s a geopolitical option trade.
If the rumor holds, it is a convexity setup, not a capacity story.
Below is the asymme…↗
Jan 28
KaizenInvestor — $ASML with a strong Q4 earnings report. They missed EPS but did beat the Revenue expectations. Stock is up 7% overnight.
The headline number is a massive explosion in bookings to…↗
Jan 27
Shay Boloor — $NVDA 2028 Feynman platform may introduce limited multi-sourcing with $INTC
$TSM would still build the main GPU die while Intel could handle the I/O die and EMIB packaging with it…↗
Jan 27
KaizenInvestor — All eyes on $ASML as they report first thing tomorrow morning. Expectations are sky-high following a massive 61% rally in the last six months.
Tomorrow’s report is largely a refer…↗
Jan 27
Serenity — $UNH has just crashed -19.48% to $283.31.
Dividend investors and Buffet copytraders are not having a fun time this year.
Others from
$PYPL are down -37.8% 1Y with $FISV down…↗
Jan 26
Shay Boloor — $MSFT unveiled its Maia 200 AI inference chip built on $TSM 3nm process with deployments starting this week in its U.S. Central data center region.
This marks another step toward…↗
Jan 26
Jerry Capital — Great post by BT today
$TSM moving too slow opening up a new avenue for compeititon.↗
Jan 25
Shay Boloor — THE SEMICONDUCTOR VALUE CHAIN
The AI Brain
• $NVDA data center & AI accelerators
• $META custom inference silicon for AI
• $MSFT AI acceleration silicon for Azure
• $QCOM mobile,…↗
Jan 24
Serenity — The potential SiC (Silicon Carbide) Interposer bottleneck stack for $NVDA Rubin and Hyperscaler ASICs (if you didn't like $WOLF):
Downstream SiC:
$TSM - SiC for CoWoS interposers…↗
Jan 24
Serenity — Jan 25th Ratings. Post EU Tariffs and $INTC ER.
Strong Buy:
$SNAP
$META
Samsung Electronics
SK Hynix
$MU
Unimicron
$TSM
$CRCL
$AXTI
$LPTH
$COPX
$LIT
$AEHR
$FORM
$AMKR
$AVGO
$MRV…↗
Jan 23
Jose Najarro Stocks — $INTC $AMD Intel Q4 Earnings shared a lot of information for Advanced Micro Devices shareholders. Here are my top findings.
1) Memory prices are creating a tailwind for the consum…↗
Jan 23
Shay Boloor — Manufacturing has become the most valuable layer of the global economy again.
$TSM sitting at ~$1.7T shows that control of advanced nodes now means control over AI, defense, autos…↗
SemiAnalysis — Following $TSM’s $52–$56 billion CapEx guide for 2026, the ChipBook Taiwan WFE tracker serves as a valuable tool for monitoring equipment arrivals and installations as leading indi…↗
Jan 23
InvestmentGuru — This is where the money is going in this market
Rare Earths / Strategic Metals
$CRML $TMC $USAR $MP
Defense & National Security
$SKYT $KTOS $KRMN $AMTM
AI Infrastructure & Co…↗
Jan 23
Serenity — Nitto Boseki - $NBCLF | 3110:
The story of an extreme bottleneck for AI:
> Spin Yarn/Glass in 1923
> Be good at it
> Create "T-Glass" for tennis rackets
> Wait 100Y, everyone nee…↗
Jan 21
Serenity — @GVDInvestor Completely agree, having the former chairman of $TSM buy $8m of $MU on the open market last week is a bullish tell.↗
Shay Boloor — $INTC is up over 7% today ahead of earnings tomorrow.
The largest industrial buildout in modern history can’t rely on a single overseas fab which is why Intel Foundry matters if t…↗
Jan 21
KaizenInvestor — @StockSavvyShay $ASML is the big winner of the $TSM capex guidance↗
Jan 21
Shay Boloor — $TSM is the AI factory that builds the chips that power every AI model on earth.
Here’s how TSMC’s capex flows through the supply chain:
• $ASML gates leading-edge AI output by co…↗
Jan 21
InvestmentGuru — Stocks in each layer of AI infrastructure.
1️⃣ Application Layer
$MSFT •$GOOGL •$META •$CRM
$SNOW •$NOW •$ADBE
2️⃣ Model Layer
$MSFT •$GOOGL •$AMZN $ORCL •$IBM •$PLTR. •$SA…↗
The Future Investors — Here are the 40 quality business with the most free cash flow 💰💎 (without stock-based compensation)
🍏 1. $AAPL | Apple - $85.9B
🤖 2. $NVDA | Nvidia - $71.3B
💻 3. $MSFT | Mic…↗
Trade Whisperer — Shorts are trying to spread FUD.
Remember, the AI revolution doesn't give damn about some retard's short positions like Burry's
AI is the only invention in history that can buil…↗
Jan 20
The AI Investor — $NVDA and almost all other tech stocks are down in overnight trading except $TSM $MU $SNDK↗
Jan 19
Shay Boloor — HERE’S TODAY’S FOX BUSINESS SEGMENT
• What $TSM earnings revealed about the AI cycle: $NVDA, $ASML, $AMD
• SMID names riding TSMC’s dominance: $AMKR, $AEHR, $ALAB, $PSTG
• The spa…↗
Jan 19
Shay Boloor — Tune in to Fox Business at 2PM EST as I break down:
• President Trump’s EU tariffs
• FOMO vs. fear of buying the top as a growth investor
• What $TSM earnings revealed about the…↗
Jan 19
Shay Boloor — The past five years have made it clear where the real power in the AI economy sits.
Sitting at the top you have $MSFT, $GOOGL, $AMZN & $META getting bigger because they control de…↗
Jan 19
Shay Boloor — 10 BIGGEST MOATS IN THE AI ECONOMY
1. $NVDA controls the full-stack AI compute layer from CUDA to Blackwell with 90%+ data center GPU share while inference growth, sovereign AI bu…↗
Jan 19
Jukan @COMPUTEX — Deutsche Bank: As TSMC's capacity fills up, Samsung and Intel are expected to benefit from the "6 major customers" including Apple and Nvidia
Deutsche Bank stated in a recently re…↗
Jan 19
TheValueist — $TSM $INTC $NVDA $AMD Liberty Times (2026-01-17) reports, citing unnamed supply-chain sources, that TSMC intends to accelerate domestic advanced-packaging investment in 2026 by bui…↗
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #27
Daniel & I dove into four big themes:
1. $TSM earnings reset the AI narrative.
When the company that actually builds the silicon says demand…↗
Jan 17
Serenity — @8l8220656450 Semiconductor space will be fine. Just certain vendors are heavily tethered toward OpenAI while many others like $TSM to $MU are more isolated.
I do like Elon, but…↗
Jan 17
Serenity — @zephyr_z9 I mean $TSM building in US vaguely reminds me of the time $TSLA went to China for EVs but in reverse.
Everyone thought $TSLA would be the market leader by building…↗
Jan 17
Serenity — @B38B37 I have Samsung, $TSM, and $INTC exposure.
They're like Fire, Water, and Grass starter Pokemon, can't go wrong with any.
- Samsung you have high upside with memory + fo…↗
Jan 17
Shay Boloor — Peter Thiel’s argues that we spent 40 years innovating in software while neglecting the physical world & AI is now forcing that gap to close to enable the new digital economy.
Th…↗
Jan 17
Jukan @COMPUTEX — "Will Taiwan's TSMC Become 'American TSMC'? Ministry of Economic Affairs: Even in 2036, Around 80% of TSMC's Advanced Processes Will Remain in Taiwan"
• Taiwan's Ministry of Econo…↗
Jan 17
Serenity — $INTC is basically the $RKLB to SpaceX and is one of my biggest positions.
Everyone knows it will catch up to TSM as the de-facto semi arm of the US government with Nvidia to App…↗
Jan 17
Trade Whisperer — 🟦 Over 500 charts were uploaded today. We want to make the best system in the world and help as many traders as possible 💰
Join our community on FREE trial: https://t.co/jIat6Lm…↗
Jan 17
The AI Investor — SaaS got murdered
It was the FinX dream before: asset-light, high gross margins, near-zero marginal cost.
AI flipped the narrative: hardware is cool again
$NVDA $MU $TSM $ASML h…↗
Jan 16
Shay Boloor — Daniel and I will live on the Futurum Equities YouTube channel right now covering:
• $TSM earnings reactions
• Space Economy : $RKLB, $ASTS
• The Claude cowork effect: $NOW, $MND…↗
Jan 16
InvestmentGuru — Who can win in an energy shortfall
Utilities & Grid Operators (Direct Winners)
$NEE – Largest clean energy utility, grid-scale renewables + transmission
$DUK – Regulated utility w…↗
Jan 16
The Future Investors — $TSM TSMC will increase its 2026 capex to $52–$56B, up +27%–37% from the $40.9B spent in 2025 💰🚀
- 60–80% → advanced process development 🏭
- 10% → specialty processes ⚒️
- 10–2…↗
Jan 16
Jukan @COMPUTEX — Morgan Stanley: Raising ASML’s price target to €1,400:
Demand in advanced logic seeing upside, at least at TSMC.
At its 4Q25 print earlier this week, TSMC gave a 2026 capex guide…↗
Jan 16
Jukan @COMPUTEX — GF Overseas Electronics Communication
TSMC (2330TT Buy): Strong Capex in an Unprecedented AI Cycle
Raising Target Price to NT$2,325
TSMC reported strong 4Q25 results, with ful…↗
InvestmentGuru — Electricity Is Now a Political & Market Catalyst.
Tomorrow, President Trump is expected to announce an unprecedented “Emergency Power Auction” — a policy that would force Big Tec…↗
Jan 16
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #27
Daniel and I will go live exclusively on the Futurum Equities YouTube channel tomorrow at 9:30 AM ET.
We’ll be covering:
• $TSM earnings reac…↗
Jan 15
Tigris 会讲课教授是好老师 — “I checked their financials. They are very rich.”
$TSM CEO Wei didn't drop this line as a joke, it’s a margin call on the bears.
You don’t need a financial model to read this pr…↗
Jan 15
amit — BREAKING: President Trump is lowering tariffs to 15% from Taiwan. In return, Taiwan is pledging $250B in chip related investments.
TSMC had one of their best earnings in history t…↗
Black Panther Capital — 🚨TECH LEADERS KNEW THE AI ERA WAS INEVITABLE FOR OVER 15 YEARS:
“In the early days of Google Deepmind in 2010, they talked about a 20-year timeframe to achieve AGI.”
$TSMC crus…↗
Jan 15
Shay Boloor — Absolutely wild how much cash $TSM is already printing from the AI economy.
They’ve essentially doubled their cash position from ~$45B to ~$90B in just two years.↗
Jan 15
Shay Boloor — @VanquishTrader $INTC needs to work so the U.S. isn’t dependent on $TSM because you can't build the largest industrial + AI infra cycle in modern history while relying on a single…↗
Jan 15
Shay Boloor — 5 BIGGEST WINNERS FROM $TSM DOMINATE EARNINGS
1. $ASML sits at the choke point TSMC just confirmed with rising EUV intensity keeping wafer supply constrained into 2028–29
2. $NVDA…↗
Jan 15
Shay Boloor — @danielnewmanUV That $TSM guidance was NUTS↗
Jan 15
Ben Pouladian — Most customers negotiate for wafers.
Jensen puts money down to secure capacity on land where fabs don’t exist yet P10, P11, P12.
“Field of Dreams” at semiconductor scale: pay f…↗
Jan 15
Jose Najarro Stocks — $TSM $NVDA $AMD $ASML $AMAT $LRCX $KLAC
TSMC JUST MASSIVELY RAISED AI GROWTH FORECAST + $52-56B CAPEX FOR 2026 (from TSMC Q4 2025 earnings call, Jan 15 2026)
🔹 "AI accelerator re…↗
Jan 15
Shay Boloor — There’s been a lot of AI bear chatter lately, mostly using $META & $ORCL CapEx headlines to scare people.
But $TSM is the lie detector since it sits at the physical bottlenec…↗
Jan 15
Lando — Just got to work looks like the market is reacting nicely to the Iran deescalation
$TSM CRUSHED earnings as well which only helps the AI trade
$IREN $CIFR both up ~+1.5% in PM…↗
Jan 15
Shay Boloor — @FuturumEquities $TSM proving why the AI buildout is so freaking early↗
Jan 15
TheValueist — $TSM EXECUTIVE CALL SUMMARY: Taiwan Semiconductor Manufacturing Co Ltd (01/15/26)
4Q25 results reflected a high-quality beat versus prior guidance, with revenue at US$33.73 billio…↗
InvestmentGuru — $TSM reported Q4 2025 earnings that exceeded expectations across the board, with beats on revenue, gross margin, and net profit. As the ultimate “shovel seller” in the AI gold rus…↗