TSM

$HIMX $NVDA $TSM https://x.com/dnystedt/status/2084068638030791089?s=46&t=U9eP6DIiOkcPAub8MgmBuQ

Google’s TPU expansion highlights a bigger AI infrastructure trend. Rumors suggest Google is increasing orders for TPU AI server chips as demand accelerates. Market researchers estimate TPU demand could reach 15 million units by 2028, potentially exceeding Nvidia’s current annual AI accelerator shipments. The report also suggests Google may turn to Intel for EMIB advanced packaging, as Nvidia has reportedly secured a significant portion of TSMC’s CoWoS capacity. Key players to watch: $GOOGL — Custom AI silicon & cloud AI ecosystem $TSM — Advanced semiconductor manufacturing & packaging $INTC — Advanced packaging technology The AI race is expanding beyond GPUs. The next bottlenecks may come from: • Advanced packaging • Supply chain capacity • Custom AI accelerators • Data center infrastructure Nvidia remains the leader, but hyperscalers are investing heavily to build their own AI stacks. The AI infrastructure opportunity continues to spread across the ecosystem.

$TSM $INTC The semiconductor race is heating up. TSMC still leads in advanced process and packaging, but Intel and Samsung are making progress to close the gap. AI demand is pushing more specialized silicon, and the next few years will show who can turn technology improvements into real customer wins.

$TSM has pulled back hard over the past month, and it's finally getting back onto my radar. After a move like this, I always pay closer attention to what informed market participants are doing but I still let the chart make the final decision. A dip doesn't automatically make a stock cheap, but it does make me ask whether the market is pricing in too much bad news. With TSM sitting at the center of the AI semiconductor supply chain, it's a name that's hard for me to ignore when sentiment cools off. I'm not blindly buying every red candle. I want to see buyers defend key levels and momentum start to return before getting more aggressive. Sometimes the best opportunities show up when everyone else is looking the other way. Hope your session is going well. Any breakout worth watching? Let's compare notes.

$HIMX $NVDA $TSM https://x.com/pequityresearch/status/2083962516669911070?s=46&t=U9eP6DIiOkcPAub8MgmBuQ

How long would it take each company to buy itself back using current free cash flow? $SKHY — 4 years $MU — 5 years $SNDK — 6 years $NVDA — 16 years $TSM — 19 years The market often focuses on revenue growth. But long-term investors should always ask: How much cash does the business actually generate? A company is not truly wealthy because it has a huge valuation. It is wealthy when it can consistently produce strong free cash flow, reinvest, buy back shares, and compound shareholder value. In an AI-driven market, earnings quality and cash generation may become the next major valuation debate. "Make Free Cash Flow Great Again." Which companies have the strongest cash flow advantage? Follow me and visit my profile for valuation breakdowns, AI infrastructure analysis, and high-conviction stock research before the market catches up.

Valuations have compressed significantly. Forward P/E (2027E) Semiconductors $NVDA 16.2x (Best Value) $TSM 18.1x (Good Value) $AVGO 18.3x (Good Value) $AMD 31.3x $INTC 41.0x The biggest takeaway? Memory remains the cheapest segment in AI despite some of the strongest earnings leverage, while quality leaders like $NVDA, $TSM, and $AVGO are trading at much more attractive valuations than many investors realize. Which sector offers the best risk/reward from here? I post institutional research, AI infrastructure analysis, valuation models, and high-conviction stock ideas every day. Follow me and check out my profile if you want deeper research before Wall Street catches on.

$TSM Interesting timing after a rough month. Insider and political buying always gets attention, especially after a double-digit pullback. Could this be a simple dip buy, or are they seeing something the market is missing? Still comes down to fundamentals and execution.