Ok neat, should be good for my TSM calls

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just came out today, the initial “investment” was 100 billion but the tariffs got lowered so everyone saw it as a pass, but Tsm stuck with it

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Why t. TSM call holder

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TSM gonna moon on Monday

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Up 101% last two years. Made a lot on LRCX options. TSM, MU, NVDA, AMD, JPM, WFC, BAC, TSLA have been big winners. I bought a bunch of MO when the divy hit 10% and keep adding to it. I’ve taken some profits and have some ambitious sell orders in place right now hoping to lock in some really solid gains. I’ve started to roll money into divy stocks and will keep rotating in until I’m at least 50% into these plays. Also averaging into PYPL leaps hoping to make a nice return on that in the next 12-18 months.

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Over leveraged on TSM so I can’t make other moves 

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Why TSM why 😭

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TSM and Nebius are both shit AI stocks, sold everything overnight with large losses but could have been more. Enjoy bagholders.

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The market wasn't pricing LRCX, TSM, AMAT to only 2x in 5 years lol

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There is no AI bubble. I work for a major VAR and it’s all anyone is talking about. We (the engineers) are all using it daily for our jobs. Almost all of my colleagues have side projects we are working on trying to figure out what kind of crazy shit we can do with it. Our customers bring it up in every meeting. The manufacturers are all scrambling to integrate these solutions into their products. Some of them are going to be successful and will leap frog their competitors. Data center capacity is growing at insane rates. The amount of power it takes to power one rack is going to exceed what we used to spec for an entire data center. It’s going to be volatile for companies like mine and for the manufacturers and for the software companies. Chip demand will ebb and flow a bit but it isn’t going to come crashing down. LRCX, TSM, AMAT are the safest long term plays. They will pull back at some point here but are going to 2x from today’s highs in 5 years. NVDA and AMD will be much more volatile. Every major pullback is a buying opportunity. tl;dr All the news from the past few weeks is to scare you into selling before the next run to ATH’s.

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