TSMC $TSM reported Q3 revenue of $46.72 billion, up 41.1% YoY and beating estimates for $45.7 billion. For Q4, TSMC guided for revenue to be $52.3-$54.3 billion, up 58% YoY and above estimates for $50.5 billion. Mentions $NVDA $AMD $AVGO $AAPL.
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TSMC $TSM reported Q3 revenue of $46.72 billion, up 41.1% YoY and beating estimates for $45.7 billon.
For Q4, TSMC guided for revenue to be $52.3-$54.3 billion, up 58% YoY and above estimates for $50.5 billion.
$NVDA $AMD $AVGO $AAPL
Reasoning: Fundamentals · Medium term
Over the past three years, Micron $MU is outperforming Nvidia $NVDA, AMD $AMD and Broadcom $AVGO by ~3-4X, with a return of 1,230%.
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Over the past three years, Micron $MU is outperforming Nvidia $NVDA, AMD $AMD and Broadcom $AVGO by ~3-4X, with a return of 1,230%.
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Reasoning: Fundamentals · Long term
Citi projects the agentic CPU TAM to rise 14X over the next four years, from $11.6 billion in 2026 to $157.4 billion by 2030, accounting for more than half of the total CPU TAM. $NVDA $AMD $ARM $INTC
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Citi projects the agentic CPU TAM to rise 14X over the next four years, scaling from $11.6 billion in 2026 to $157.4 billion by 2030, accounting for more than half of the total CPU TAM.
$NVDA $AMD $ARM $INTC
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Reasoning: Fundamentals · Long term Specific
Just 10 stocks have driven 70% of the S&P 500’s gain since March 30th, adding +16 percentage points to the index’s +23% gain. $NVDA contributed the most (13% of gain, +3 pp), followed by $MU, $AAPL and $MSFT (each 9%, +2 pp), $AMD 8% and $GOOGL 7%. Remaining 490 stocks accounted for just 30% (+7 pp). Diversification is dead.
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Absolutely incredible.
Just 10 stocks have driven 70% of the S&P 500’s gain since March 30th.
These stocks have added +16 percentage points to the index’s +23% gain over this period.
Nvidia, $NVDA, has contributed the most, accounting for 13% of the S&P 500's gain, or +3 percentage points.
This is followed by Micron, $MU, Apple, $AAPL, and Microsoft, $MSFT, each accounting for 9% of the S&P 500’s advance, adding +2 percentage points.
Return contributions of AMD, $AMD, and Alphabet, $GOOGL, have been 8% and 7%, respectively.
Meanwhile, the remaining 490 stocks have accounted for just 30% of the S&P 500's gain since March 30th, adding +7 percentage points.
Diversification is dead.
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Reasoning: Technicals
(Reposted by 
@ripster47) $AMD trade recap: the idea shared with 
@TENETTRADEGROUP was a +13 point win.
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$AMD Trade recap
https://youtube.com/shorts/0PK27yiGn0E?si=7mPtxd9Zr_W5zTOu
@ripster47
#ripsterclouds
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Reasoning: Technicals · Short term Specific
$AMD Helios up close.
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$AMD Helios up close.
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Reasoning: Not tagged by analyst
No-stance mentions (12)
@MrZackMorris: single stock options flow through Wednesday: $MU $528M (60% calls), $NVDA $721M (54% calls), $TSLA $584M with call share slipping to 43%, $META $421M, $AMD $300M.
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5/ Single-stock flow (thru Wed): $MU $528M notable (60% calls). $NVDA $721M (54% calls). $TSLA $584M — call share slipped to 43% Wed. $META $421M | $AMD $300M. Not financial advice. Trade your plan.
Reasoning: Sentiment
@aleabitoreddit: Largan's chairman said MicroLEDs are unlikely to become viable for AI data center buildouts. $AMD, $NVDA and the industry are racing to procure CW laser supply this year; EML was last year's focus with $LITE and $COHR.
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Wow, Largan Chairman dropped a nuke and stated MicroLEDs unlikely to become viable for AI DC buildouts
As for what's up and coming... Feels like $AMD, $NVDA, and everyone in the industry is clearly going out of their way to procure CW laser supply this year.
EML was the market's focus last year with $LITE / $COHR (and still partially is).
But future architectures with microleds was something to keep watch for 2028 onwards...
Since $CRDO was pretty focused on it with their acqusition of Hyperlume, $AMS Osram was a popular name (working with Credo too), hyperscalers like $MSFT were developing in the space too.
Largan is also a $TSM COUPE supply chain player that does FAU like Foci/microlens/passive components, so they're more impartial.
But yeah... was a surprise to see Largan Chairman citing concerns over "power consumption, size, and transmission efficiency" for microled commercialization and said it's unlikely to become viable. (source: Digitimes)
TLDR:
-> MicroLED as a technology unlikely to become viable from Largan Chairman
-> If it turns out correct, indirectly positive for lasers like VCSEL, then CW/SiPH since there's some overlap for CPO scale up applications
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Reasoning: Fundamentals
@ripster47 shares a live trade recap covering earnings setups, dip buys at the open, and MTF Cloud Strategies. Lists $NBIS $AMD $INTC $SKHY $MU $CBRS $CRDO $ORCL $JNJ $GS $C $JPM $UNH $DPZ $QCOM $META as winners and losers with no hindsight.
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💡Learn some Life Changing Trading Concepts : Live Trade Recap
Earnings setups.
Dip buys at the open.
MTF Cloud Strategies
$NBIS $AMD $INTC $SKHY $MU $CBRS $CRDO $ORCL $JNJ $GS $C $JPM $UNH $DPZ $QCOM $META
Winners and losers. No hindsight.
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Reasoning: Technicals
Stock Market Today with A@AlissaCoram and I@IBD_KShreve: Indexes drift lower ahead of inflation report: Advanced Micro, CAKE, URBN in focus $AMD $CAKE $URBN
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Stock Market Today with A@AlissaCoram and I@IBD_KShreve: Indexes drift lower ahead of inflation report: Advanced Micro, CAKE, URBN in focus $AMD $CAKE $URBN
https://www.youtube.com/live/rLEoAx7HSww
Reasoning: Not tagged by analyst
@Beth_Kindig reports Nvidia-backed cloud startup Lambda is aiming to raise $4 billion in a final funding round before an IPO in 2027, with the round said to value the firm at $14.5 billion. Tagged $NVDA $AMD.
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Nvidia-backed cloud startup Lambda is aiming to raise $4 billion in a final funding round before an IPO in 2027, with the new round said to value the firm at $14.5 billion.
$NVDA $AMD
Reasoning: Fundamentals Specific
(Reposted by @ripster47) @TENETTRADEGROUP posts its Market Wake-Up Summary for Oct 13, listing the names it is watching: $SPX $SNDX $NVTS $NVDA $AMAT $GOOGL $PL $CRDO $INTC $TSM $S $OKLO $META $QBTS $NFLX $CIFR $FRMI $AMD $BNTX $DPZ $ACI $UNH $JPM $GS $C $GLXY $GEMI $HUN $SOFI $OLN $LYB $ADBE $ASTS $EFXT $SPIR $FUN and bitcoin. The post itself gives no view on any of them.
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Tenet Market Wake-Up Summary 📷📷 October.13.26
$SPX $SNDX $NVTS $NVDA $AMAT $GOOGL $PL $CRDO $INTC $TSM $S $OKLO $META $QBTS $NFLX $CIFR $FRMI $AMD $BNTX $DPZ $ACI $UNH $JPM $GS $C $GLXY $GEMI $HUN $SOFI $OLN $LYB $ADBE $ASTS $EFXT $SPIR $FUN bitcoin:native
@ripster47 | 
@tenet_research | 
@TenetCharts
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Reasoning: Not tagged by analyst
@Beth_Kindig notes Microsoft $MSFT says its new custom accelerator, Maia 300, will scale to multi-gigawatt deployments starting in 2027. Microsoft claims it delivers 40% more tokens per megawatt than leading GPU-based systems, a point relevant to $NVDA, $AMD, $AVGO and $MRVL.
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Microsoft $MSFT announced that its new custom accelerator, the Maia 300, will scale to multi-gigawatt deployments starting in 2027.
Microsoft says the new chip will 40% more tokens per megawatt compared to leading GPU-based systems.
$NVDA $AMD $AVGO $MRVL
Reasoning: Catalyst Specific
@Beth_Kindig reports TSMC $TSM September revenue of NT$511.9 billion, up 54.6% YoY, bringing Q3 revenue to NT$1.49 trillion ($46.7 billion), up 51% YoY. She also tags $NVDA, $AMD and $AVGO.
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TSMC $TSM reported September revenue of NT$511.9 billion, up 54.6% YoY, bringing Q3 revenue to NT$1.49 trillion ($46.7 billion), up 51% YoY.
$NVDA $AMD $AVGO
Reasoning: Fundamentals
@michaelsikand has arrived at the Open Compute Project 2026 conference with 
@KawzInvests, where companies like $AMD, $MSFT, $NVDA, $CRDO and $LITE show how they are building next-generation data centers. No new market view.
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Just arrived at O@OpenComputePrj 2026 with @KawzInvests.
This is where companies like $AMD, $MSFT, $NVDA, $CRDO, and $LITE show off how they're building the next generation of data centers.
Huge thanks to the OCP team for the credentials in a sold out show.
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Reasoning: Not tagged by analyst
@Beth_Kindig notes Nvidia $NVDA says its share of IT capex across the top 5 hyperscalers rose from 11% at the start of 2023 to 38% in Q2 2026, and it expects that to reach 44% by the end of 2027. She also tags $AVGO and $AMD.
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Nvidia $NVDA says that its share of IT capex across the top 5 hyperscalers rose from 11% at the start of 2023 to 38% in Q2 2026, expecting this to rise to 44% by the end of 2027.
$AVGO $AMD
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Reasoning: Fundamentals
沒有文字，引用 FinanceLancelot：特朗普頒發國家科學獎章與科技創新獎章給 Sergey Brin（$GOOG）、Jensen Huang（$NVDA）、Elon Musk（$SPCX）、Lisa Su（$AMD）、Michael Dell（$DELL）、Satya Nadella（$MSFT）。
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Reasoning: Not tagged by analyst
Nvidia $NVDA says that for a 100MW data center, its Vera CPU offers more than 2X higher throughput and memory bandwidth versus x86 CPU competitors.
$INTC $AMD
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Reasoning: Not tagged by analyst Specific
Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.
@firstadopter
@amitisinvesting
@KobeissiLetter
@lisaabramowicz1
@TrendSpider
@jam_croissant
@StockSavvyShay
@carlquintanilla
@charliebilello
@Jake__Wujastyk
@IBDinvestors