TSM Taiwan Semiconductor Manufacturing Company Limited

TSM Taiwan Semiconductor Manufacturing Company Limited

Technology · Semiconductors

Desk view

Watchingmedium conviction · entry $340-$370 — not entered
Basis Entry target
Perspectives AI Power Delivery · Gulf Infrastructure Strike · War Ends Playbook
Updated

Market read

Scan convergence 6 scans as of 2026-08-17 2 bull 4 neutral converging

POC $291.06 · VWAP $345.25 · +24.8% vs 12m avg buyer

pullback vol: normalgaps: overnight-shiftchurn: quiet as of

Insiders no data — outside the Form 4 poll — US-filer feed only (foreign filers report via MAR managers'-transactions notices)

Coverage

11 related perspectives

Watchlists @ai-infra@ai-scan@insider-universe@semis@spacex-s1-supply-chain@tech-insider-buys

TSM Price Structure

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Peers

Every watchlist TSM belongs to, members best 30-day change first — TSM highlighted in place. Each pill: 30d change, 1d/7d, and a close spark over the last 30 calendar days (~21 sessions); hover for price, RSI, and the full chart.

@ai-infra
View watchlist →
P+68.6% -1.0%1d +19.4%7d PLTR+30.3% -0.9%1d -1.5%7d MRVL+24.2% +5.5%1d +12.4%7d NVDA+10.9% -0.1%1d +3.4%7d AIQ+9.0% -0.3%1d +0.8%7d TSM+8.2% +1.1%1d +3.0%7d ASML+7.9% +2.1%1d +8.6%7d SMH+6.8% +1.1%1d +4.3%7d AMZN+5.7% -0.5%1d -6.0%7d ARM+1.6% -2.9%1d +1.4%7d TAC-4.2% -0.6%1d +3.6%7d
@semis
View watchlist →
MRVL+24.2% +5.5%1d +12.4%7d MXL+18.0% -0.1%1d +23.9%7d SWKS+14.1% -2.7%1d -1.6%7d NVDA+10.9% -0.1%1d +3.4%7d INTC+8.9% +1.0%1d +6.1%7d TSM+8.2% +1.1%1d +3.0%7d ASML+7.9% +2.1%1d +8.6%7d SOXX+7.2% +1.6%1d +5.6%7d SMH+6.8% +1.1%1d +4.3%7d LSCC+5.9% +1.7%1d +3.4%7d AVGO+5.8% -0.1%1d -7.1%7d AMD+2.1% -1.6%1d +7.8%7d ARM+1.6% -2.9%1d +1.4%7d AMAT+1.1% +5.5%1d +2.6%7d TXN+0.1% +1.2%1d +0.9%7d AMKR-2.6% +3.9%1d +15.9%7d ON-4.6% +0.9%1d +4.5%7d QCOM-5.6% -2.2%1d 0.0%7d
@spacex-s1-supply-chain
View watchlist →
RDW+58.7% -1.3%1d +2.1%7d LUNR+50.7% +7.2%1d +29.0%7d FLY+41.0% +1.9%1d +5.5%7d BKSY+38.7% -0.5%1d +7.6%7d LITE+32.2% +4.6%1d +19.1%7d COHR+26.5% +7.8%1d +7.9%7d ATI+24.5% +1.4%1d +1.6%7d ASTS+23.1% +0.2%1d +3.4%7d RKLB+21.4% +2.3%1d +2.4%7d MU+19.2% +4.1%1d +17.5%7d CIEN+18.9% +3.8%1d +14.9%7d ARKX+14.5% -0.5%1d +0.9%7d ETN+14.1% +0.9%1d +2.4%7d VSAT+13.9% -1.8%1d -4.0%7d NVDA+10.9% -0.1%1d +3.4%7d SEI+9.4% +4.2%1d +12.5%7d PL+8.5% -1.3%1d +5.6%7d AR+8.4% -2.6%1d -1.8%7d TSM+8.2% +1.1%1d +3.0%7d BE+8.0% +1.0%1d +10.2%7d IRDM+7.2% -0.3%1d +1.5%7d HWM+6.2% 0.0%1d +1.9%7d AVGO+5.8% -0.1%1d -7.1%7d ALAB+5.5% -0.5%1d +0.9%7d GSAT+4.9% +0.8%1d -0.9%7d SPXC+2.8% +0.1%1d +2.5%7d GEV+2.0% +1.5%1d +9.0%7d KMI+1.0% -1.5%1d +3.0%7d VRT+1.0% -0.5%1d +8.3%7d ECHO+0.6% +0.7%1d +3.8%7d HXL-0.5% -0.9%1d +2.3%7d GOOGL-0.8% -0.6%1d -3.8%7d RMBS-0.8% -0.2%1d +5.0%7d CRS-2.8% -0.4%1d -3.1%7d DTM-6.9% -1.4%1d +0.6%7d TSLA-10.9% -0.9%1d +2.5%7d
@tech-insider-buys
View watchlist →
TEAM+69.7% -2.4%1d +4.3%7d SMCI+58.3% -3.9%1d +21.8%7d MDB+40.5% -4.7%1d +5.3%7d CRDO+39.5% +8.8%1d +17.8%7d ESTC+35.5% -3.7%1d +9.4%7d IONQ+34.7% +1.3%1d +10.2%7d WDAY+32.0% -3.8%1d +3.8%7d PLTR+30.3% -0.9%1d -1.5%7d MRVL+24.2% +5.5%1d +12.4%7d ZS+23.0% +0.5%1d +4.5%7d SNOW+22.8% +0.4%1d -1.4%7d VEEV+22.0% -2.2%1d +1.6%7d MSFT+22.0% -3.0%1d -5.0%7d ANET+19.7% +1.5%1d +5.4%7d INTU+15.3% -2.9%1d +0.3%7d ASAN+14.8% -3.4%1d -4.2%7d NOW+14.0% -5.1%1d -7.6%7d CRSP+13.6% +1.4%1d +1.6%7d CRM+11.8% -2.7%1d -3.3%7d NVDA+10.9% -0.1%1d +3.4%7d NET+10.6% -2.8%1d -1.1%7d CEG+10.2% -1.5%1d +2.9%7d INTC+8.9% +1.0%1d +6.1%7d TSM+8.2% +1.1%1d +3.0%7d BE+8.0% +1.0%1d +10.2%7d ASML+7.9% +2.1%1d +8.6%7d ADBE+7.1% -3.8%1d -6.9%7d AVGO+5.8% -0.1%1d -7.1%7d AMZN+5.7% -0.5%1d -6.0%7d CRWD+5.3% -1.4%1d -5.0%7d PANW+4.8% -2.2%1d -2.4%7d AMD+2.1% -1.6%1d +7.8%7d ARM+1.6% -2.9%1d +1.4%7d GOOGL-0.8% -0.6%1d -3.8%7d FTNT-3.6% -2.6%1d -5.1%7d HUBS-4.0% -4.0%1d -0.3%7d OKTA-4.1% -2.8%1d -5.0%7d DDOG-4.4% -3.2%1d -5.2%7d QCOM-5.6% -2.2%1d 0.0%7d AAPL-8.4% -0.1%1d -0.8%7d TSLA-10.9% -0.9%1d +2.5%7d META-11.9% -3.5%1d -4.4%7d
@insider-universe
View watchlist →
U+56.8% -1.7%1d +5.5%7d MDB+40.5% -4.7%1d +5.3%7d FSLY+40.1% -3.0%1d +4.6%7d ESTC+35.5% -3.7%1d +9.4%7d PLTR+30.3% -0.9%1d -1.5%7d MRVL+24.2% +5.5%1d +12.4%7d ZS+23.0% +0.5%1d +4.5%7d ABNB+22.8% -2.6%1d -2.9%7d SNOW+22.8% +0.4%1d -1.4%7d MSFT+22.0% -3.0%1d -5.0%7d SHOP+20.3% -3.7%1d -4.2%7d ZM+15.8% -0.4%1d -1.5%7d ASAN+14.8% -3.4%1d -4.2%7d NOW+14.0% -5.1%1d -7.6%7d DOCN+13.8% +4.1%1d +4.3%7d CRSP+13.6% +1.4%1d +1.6%7d ISRG+13.0% -1.1%1d -0.8%7d CRM+11.8% -2.7%1d -3.3%7d NVDA+10.9% -0.1%1d +3.4%7d NET+10.6% -2.8%1d -1.1%7d TWLO+10.6% -4.0%1d -8.8%7d NFLX+10.3% -2.7%1d -0.3%7d CEG+10.2% -1.5%1d +2.9%7d TMO+10.0% -0.5%1d -2.3%7d INTC+8.9% +1.0%1d +6.1%7d TSM+8.2% +1.1%1d +3.0%7d BE+8.0% +1.0%1d +10.2%7d ASML+7.9% +2.1%1d +8.6%7d UIE+6.9% +1.9%1d +2.1%7d NTLA+6.2% +1.5%1d +0.6%7d VRTX+6.2% +1.9%1d -1.6%7d SOFI+6.0% +0.1%1d +1.2%7d AVGO+5.8% -0.1%1d -7.1%7d AMZN+5.7% -0.5%1d -6.0%7d CRWD+5.3% -1.4%1d -5.0%7d PANW+4.8% -2.2%1d -2.4%7d MRNA+4.3% +1.8%1d +7.7%7d IBKR+4.2% +2.5%1d +4.1%7d UBER+3.5% -1.3%1d -3.9%7d FSLR+2.8% -3.4%1d -8.9%7d AKAM+2.3% -1.6%1d +4.6%7d AMD+2.1% -1.6%1d +7.8%7d ARM+1.6% -2.9%1d +1.4%7d LLY+0.3% +0.3%1d -3.8%7d BNTX+0.1% -1.6%1d -1.3%7d PINS-0.6% -4.1%1d -5.3%7d GOOGL-0.8% -0.6%1d -3.8%7d AFRM-2.0% -4.9%1d -1.4%7d FTNT-3.6% -2.6%1d -5.1%7d COIN-4.2% +1.4%1d +1.3%7d DDOG-4.4% -3.2%1d -5.2%7d EOSE-5.1% -2.5%1d -3.0%7d QCOM-5.6% -2.2%1d 0.0%7d ENPH-7.0% -4.5%1d -5.5%7d AAPL-8.4% -0.1%1d -0.8%7d TSLA-10.9% -0.9%1d +2.5%7d META-11.9% -3.5%1d -4.4%7d HIMS-12.9% +1.6%1d -9.9%7d RBLX-26.6% -0.8%1d +2.3%7d
@ai-scan
View watchlist →
SMCI+58.3% -3.9%1d +21.8%7d MDB+40.5% -4.7%1d +5.3%7d IONQ+34.7% +1.3%1d +10.2%7d RGTI+32.3% -0.8%1d +5.8%7d WDAY+32.0% -3.8%1d +3.8%7d PATH+31.6% -0.1%1d +2.2%7d SKM+30.5% +3.8%1d +20.1%7d PLTR+30.3% -0.9%1d -1.5%7d STX+26.3% +2.2%1d +24.2%7d QBTS+24.8% -1.4%1d +3.4%7d MRVL+24.2% +5.5%1d +12.4%7d ZS+23.0% +0.5%1d +4.5%7d SNOW+22.8% +0.4%1d -1.4%7d VEEV+22.0% -2.2%1d +1.6%7d MSFT+22.0% -3.0%1d -5.0%7d ANET+19.7% +1.5%1d +5.4%7d MU+19.2% +4.1%1d +17.5%7d SMR+19.0% -2.1%1d +0.1%7d NOW+14.0% -5.1%1d -7.6%7d DLR+13.8% -1.1%1d +3.5%7d T+13.2% -0.8%1d +2.5%7d BBAI+13.0% -1.8%1d -0.6%7d ISRG+13.0% -1.1%1d -0.8%7d WDC+12.3% +5.3%1d +22.3%7d SOUN+12.3% -5.3%1d -5.9%7d CRM+11.8% -2.7%1d -3.3%7d SKHY+11.3% +3.0%1d +26.7%7d NVDA+10.9% -0.1%1d +3.4%7d NET+10.6% -2.8%1d -1.1%7d VZ+10.3% -0.9%1d +2.2%7d CEG+10.2% -1.5%1d +2.9%7d AI+10.0% -2.3%1d -6.8%7d BOTZ+9.9% +0.2%1d +1.1%7d AIQ+9.0% -0.3%1d +0.8%7d ROBO+8.9% 0.0%1d +1.6%7d INTC+8.9% +1.0%1d +6.1%7d TSM+8.2% +1.1%1d +3.0%7d BE+8.0% +1.0%1d +10.2%7d ASML+7.9% +2.1%1d +8.6%7d EQIX+7.6% -0.4%1d +5.2%7d ADBE+7.1% -3.8%1d -6.9%7d BCE+6.9% -0.5%1d +3.6%7d SMH+6.8% +1.1%1d +4.3%7d OKLO+6.7% -1.1%1d -1.4%7d AVGO+5.8% -0.1%1d -7.1%7d AMZN+5.7% -0.5%1d -6.0%7d CRWD+5.3% -1.4%1d -5.0%7d PANW+4.8% -2.2%1d -2.4%7d FSLR+2.8% -3.4%1d -8.9%7d AMD+2.1% -1.6%1d +7.8%7d ARM+1.6% -2.9%1d +1.4%7d CSCO+0.9% +1.1%1d -7.9%7d GOOGL-0.8% -0.6%1d -3.8%7d TEM-1.6% -0.9%1d -6.2%7d NEE-2.9% 0.0%1d +1.8%7d FTNT-3.6% -2.6%1d -5.1%7d TAC-4.2% -0.6%1d +3.6%7d DDOG-4.4% -3.2%1d -5.2%7d EOSE-5.1% -2.5%1d -3.0%7d QCOM-5.6% -2.2%1d 0.0%7d VST-6.0% -1.4%1d +2.3%7d TMUS-6.4% -1.4%1d +1.1%7d ENPH-7.0% -4.5%1d -5.5%7d TSLA-10.9% -0.9%1d +2.5%7d META-11.9% -3.5%1d -4.4%7d RUN-17.1% -3.5%1d -0.4%7d SEDG-42.4% -5.0%1d -4.5%7d

Decision history

5 scored calls · newest first · projection

How to read this: Positive 30-day excess supports an enter call. For pass, avoid, sell, or exit calls, a positive number means the name kept rising after the call.

Jun 7 sell n/a Profit target +0.2% complete
Jun 7 sell n/a Profit target +0.2% complete
May 30 sell n/a Profit target +6.8% complete
May 30 sell n/a Profit target +6.8% complete
May 30 sell n/a Profit target +6.8% complete

Next earnings TSM reports in 58 days Oct 15

Against street estimates

How TSM's reported EPS compared with analyst consensus. Street estimates are single-source vendor consensus (yfinance). Actuals are vendor consensus-basis EPS (often non-GAAP); edgarEps is GAAP diluted from filings — disputed flags large disagreement only. EPS only.

8 most recent of 9 quarters · newest report Jul 16 · projection Aug 17

Result
Jul 16 3.894.31+10.9%Beat
Apr 15 3.333.49+4.7%Beat
Jan 15 2.983.14+5.5%Beat
Oct 15 '25 2.632.92+11.2%Beat
Jul 17 '25 2.312.47+6.8%Beat
Apr 17 '25 2.052.12+3.2%Beat
Jan 16 '25 2.222.24+0.7%In line
Oct 17 '24 1.791.94+8.4%Beat

News (last pull)

Headlines about TSM from the desk's news pull — links go to the publisher. Not a desk read: the market read above is the desk's own.

pulled 28 days ago · Jul 21

“On or before” marks an article that arrived without a publish date — the date shown is when the desk pulled it, so the article is at least that old.

TSM research tape

192 dated scans, research, and events, newest first — the full record. Desk commentary and scheduled prints sit in their own panes.

scan Monster Scan — 2026-08-17 scan NVDA Ecosystem Scan — August 14, 2026 scan 2026-08-14 AI Infrastructure Scan scan 2026-08-14 AI Scan scan Tech Insider Buys
Types
Aug 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 14 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Aug 14 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +3 more
Aug 14 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 14 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 14 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 14 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 14 Update PLTR — candidate.roundup
NVDAAMZNTSMMRVLARMPLTR
Aug 13 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 12 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Aug 8 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Aug 8 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +3 more
Aug 8 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Aug 8 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Aug 8 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAALAAMIAAOIABBNY +4 more
Aug 8 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Aug 8 Update PLTR — candidate.roundup
NVDAAMZNTSMMRVLARMPLTR
Jul 31 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Jul 31 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +3 more
Jul 31 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 31 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 31 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 31 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 31 Update AMZN — candidate.roundup
NVDAAMZNTSMMRVLARMPLTR
Jul 28 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Jul 28 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +1 more
Jul 28 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 28 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 28 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 28 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 28 Update MRVL — candidate.roundup
NVDAAMZNTSMMRVLARMPLTR
Jul 25 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Jul 25 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +1 more
Jul 25 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 25 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 25 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABSI +4 more
Jul 25 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 25 Update AMZN — candidate.roundup
NVDAAMZNTSMMRVLARMPLTR
Jul 17 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Jul 17 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +1 more
Jul 17 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 17 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Jul 17 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIABBNYABCL +4 more
Jul 17 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 17 Update NVDA — candidate.roundup
NVDAAMZNTSMMRVLARMPLTR
Jul 16 Catalyst TSM earnings
TSM
Jul 13 Reddit r/stocks — TSMC reports 68% surge in June revenue
TSMNVDAMU#memory-supercycle#ai-capex-digestion
Jul 11 Scan NVDA Ecosystem Scan
NVDAAMDAVGOMRVLTSMASMLAMATARM +4 more
Jul 11 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 11 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 11 Scan Monster Scan
005930.KS298040.KS5991.T6324.T6779.TAAMIAAOIABCL +4 more
Jul 11 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 11 Update NVDA — candidate.roundup
NVDAAMZNTSMMRVLARMPLTR
Jul 7 Scan NVDA Ecosystem Scan
NVDAAMDAVGOMRVLTSMASMLAMATARM +4 more
Jul 7 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +1 more
Jul 7 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jul 7 Scan Tech Insider Buys
ASANTSLACRSPAVGOAMDCRMADBEPLTR +4 more
Jul 7 Scan Monster Scan
ABSIMXLIBIDFMVLLDFTXSNDKHY9H.FBB +4 more
Jul 7 Scan Insider Scan
AAPLMSFTGOOGLAMZNNVDAMETATSLAPLTR +4 more
Jul 7 Update NVDA — candidate.roundup
NVDAAMZNTSMMRVLARMPLTR
Jul 1 Investigation Helium supply chain for semiconductor fabs
LINAPDGTLSENTGMKSIASMLXOMTSM#gulf-infrastructure-strike
Jun 26 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +1 more
Jun 26 Scan NVDA Ecosystem Scan
NVDAAMDAVGOMRVLTSMASMLAMATARM +4 more
Jun 26 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 26 Scan Monster Scan
005930.KS6779.TAEHRAEISAIXA.DEALABALKSAMRX +4 more
Jun 25 Source Asia-led global correction / memory front-run watch
MUSNDKTSM
Jun 25 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +1 more
Jun 25 Scan NVDA Ecosystem (Composite)
NVDAAMDARMAVGOMRVLTSMASMLAMAT +4 more
Jun 25 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 22 Update NVDA — candidate.roundup
NVDAASMLTSMARMMRVLICHRTERCRDO +2 more
Jun 20 Scan Monster Scan
005930.KS298040.KS5991.T6779.TAAMIAAOIAAONABSI +4 more
Jun 20 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMASML +4 more
Jun 20 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 20 Scan AI Infrastructure Scan
AMZNNVDAASMLTACTSMPLTRMRVLARM +1 more
Jun 16 Update AI Infrastructure Candidates
ARMMRVLASMLAMZNTSMNVDAPLTRP +1 more
Jun 16 Scan AI Infrastructure Scan
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Jun 16 Scan AI Scan
NVDAAMDAVGOMRVLARMSMCIQCOMINTC +4 more
Jun 16 Scan NVDA Ecosystem Scan
NVDAAMDINTCTSMAVGOMRVLARMQCOM +4 more
Jun 5 Investigation Aschenbrenner research dossier — essay-mined lanes, the pair-trade put book, 13F track-record calibration, and cross-manager convergence
BESNDKCRWVIRENCORZAPLDRIOTCLSK#ai-power-bottleneck#memory-supercycle#optical-supercycle +4 more
Jun 5 Investigation Aschenbrenner essay vs 13F scorecard — what the Situational Awareness predictions have actually done, and the new megacap put overlay
BESNDKCRWVIRENCORZAPLDRIOTCLSK#ai-power-bottleneck#optical-supercycle#memory-supercycle +4 more
Jun 4 Investigation SpaceX S-1 picks-and-shovels / supply-chain investable map
SPCXECHONVDATSMSEIGEVTSLAGOOGL#ai-power-bottleneck#optical-supercycle#memory-supercycle#spacex-ipo-liquidity-event +4 more
Jun 3 Investigation Following the money up Dell's supply chain — where the alpha moved and what's durable vs cyclical bubble
DELLMUSNDKSTXWDCAMDINTCNVDA#memory-supercycle#ai-power-bottleneck#ai-power-delivery +4 more
Jun 1 Source I never thought I’d see the day where $GOOGL needs to raise $80b for AI capex… T
GOOGLBRK-ALITEAVGOTSMMU
May 29 Scan Tech Insider Buys Scan
AAPLADBEAMDAMZNANETARMASANASML +4 more
May 29 Scan NVDA Ecosystem Scan
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May 29 Scan Insider Scan
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May 29 Scan AI Scan
ADBEAIAIQAMDAMZNANETARMASML +4 more
May 29 Scan AI Infrastructure Scan
AIQAMDAMZNANETARMASMLAVGOBCE +4 more
May 29 Update AI Infrastructure Candidates
ARMMRVLASMLAMZNTSMNVDAPLTRP +1 more
May 28 Catalyst NVDA Q1 FY27 Earnings (superseded cadence date — 2026-05-28)
NVDAAMZNGOOGLMSFTTSMEWYEWTMPWR#ai-power-bottleneck#ai-power-delivery#war-ends-playbook +4 more
May 26 Investigation CPU Shortage Thesis — First-Principles Derivation
AMDINTCARMTSMALABCRDOMRVLMCHP#ai-power-bottleneck#optical-supercycle#memory-supercycle +4 more
May 23 Article Daily Actions — May 23, 2026 (R30-A Phase 4)
AIALABAMDAMZNANETARMASMLBB +4 more
May 8 Article Gulf Helium — Week in Review (May 4–8, 2026)
APDLINLNGFLNGETSMEWTEWYSTX#gulf-infrastructure-strike +2 more
May 1 Article Picks-and-Shovels: Power Semis & AI Data-Center Power Delivery
AOSLASMLAVGOBESIYENPHETNGLWIFNNY +4 more
May 1 Scan NVDA Ecosystem Scan
AMATAMDAMKRARMASMLAVGOBECEG +4 more
May 1 Scan AI Scan
ADBEAIAIQAMDAMZNANETARMASML +4 more
Apr 28 Scan Tech Insider Buys Scan
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Apr 28 Scan Insider Scan
AAPLABNBAFRMAMZNASANAVGOBECOIN +4 more
Apr 28 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Apr 27 Desk Move BUY TSM — bench-signals (2026-04-27, 2.71 shares @ $369.57)
TSM
Apr 26 Target TSM entry-zone — $340-$370
TSM
Apr 26 Scan Tech Insider Buys
AAPLADBEAFRMAMDAMZNARMASANASML +4 more
Apr 26 Scan NVDA Ecosystem Scan
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Apr 26 Scan Monster Scan
AAAAOIAAUCACHCACLSACLXADEAAEHR +4 more
Apr 26 Scan Insider Scan
AAPLABNBAMDAMZNARMASANAVGOBE +4 more
Apr 26 Scan AI Scan
ADBEAIAMDAMZNARMASMLAVGOBBAI +4 more
Apr 26 Update AI Infrastructure Candidates
AMZNARMASMLMRVLNVDAPLTRTACTSM
Apr 13 Scan 5 — NVDA ECOSYSTEM
AMATAMDAMKRAMZNARMASMLAVGOINTC +4 more
Apr 13 Scan Insider Scan
AAPLADBEAKAMAMDARMASANASMLAVGO +4 more
Apr 13 Scan AI Scan
ADBEAIAMDAMZNARMASMLAVGOBBAI +4 more
Apr 11 Source Follows Roundup
AAOIAEHRAMKRAMZNAXTICIENCLSCOHR +4 more
Apr 10 Scan NVDA Ecosystem Scan
AMATAMDAMKRARMASMLAVGOINTCMRVL +4 more
Apr 10 Scan AI Scan
AIAMDAMZNARMASMLAVGODDOGGOOGL +4 more
Apr 10 Scan AI Infrastructure Scan
AMZNARMASMLMRVLNVDAPLTRTACTSM
Apr 10 Update AI Infrastructure Candidates
ARMASMLMRVLNVDAPLTRTACTSM
Apr 9 Source @aleabitoreddit — 30 random US stocks I like today and why
INTCMRVLTSMCOHRRKLBDRAMAVGOAMZN#optical-supercycle#ai-power-bottleneck#gulf-infrastructure-strike#war-ends-playbook#protein-economy +5 more
Apr 6 Archive Gulf Infrastructure Strike Scenario
APDEPDEWJEWSEWTEWYFCGFLNGE#gulf-infrastructure-strike +4 more
Apr 3 Scan NVDA Ecosystem Scan
AMATARMASMLAVGOMRVLMUNVDAQCOM +3 more
Apr 3 Scan AI Scan
AMDAMZNARMASMLAVGOGOOGLINTCMETA +4 more
Apr 3 Update AI Infrastructure Candidates
ARMASMLMRVLNVDAPLTRTACTSM
Mar 31 Scan Tech Insider Buys
AAPLADBEAMDAMZNARMASANASMLAVGO +4 more
Mar 31 Scan NVDA Ecosystem Scan
AMATAMDAMKRARMASMLAVGOINTCMRVL +4 more
Mar 31 Scan Monster Scan
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Mar 31 Scan Insider Universe
AAPLAKAMAMDAMZNARMASANASMLAVGO +4 more
Mar 31 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Mar 31 Update AI Infrastructure Candidates
ARMASMLMRVLPLTRTSMVRT
Mar 31 Article Daily Actions
ABTADBEAMDASEASMLAVGOBTCCEG +4 more
Mar 26 Scan NVDA Ecosystem — Supply Chain Health
AMATARMASMLAVGOMRVLNVDAQCOMTSM
Mar 26 Scan Monster Scan
AAOIACLXADEAAEISAEMAGIAGXAHG +4 more
Mar 26 Scan Insider Universe Scan
AAPLABBVADBEAKAMAMDAMZNARMASML +4 more
Mar 26 Scan Bargain Bin
AAPLABBVADBEAKAMAMDAMZNARMASML +4 more
Mar 26 Scan AI Sector Scan
ADBEAMDAMZNARMASMLAVGOBECEG +4 more
Mar 26 Scan AI Infrastructure Scan
AMZNARMASMLCEGMRVLNVDAPLTRTAC +1 more
Mar 26 Update AI Infrastructure Candidates
ARMASMLAVGOMRVLPLTRTSMVRT
Mar 26 Article Daily Actions
AAOIABBVADBEAEISAMDARMASMLBIIB +4 more
Mar 24 Scan NVDA Ecosystem Scan
ARMASMLAVGOMRVLMUNVDASMCITSM +1 more
Mar 24 Scan Insider Scan
AAPLAMDAMZNARMASMLAVGOGOOGLINTC +4 more
Mar 24 Scan AI Scan
ADBEAMDAMZNANETARMASMLAVGOBOTZ +4 more
Mar 24 Update AI Infrastructure Candidates
ARMASMLAVGOCEGMRVLPLTRTSM
Mar 20 Scan NVDA Ecosystem Scan
ARMASMLAVGOMRVLMUNVDASMCITSM +1 more
Mar 20 Scan Monster Scan
AAAAOIAKAMANETANFAPHAVGOBE +4 more
Mar 20 Update Memory/Semis
AMDASMLMUNVDATSM
Mar 20 Scan Insider Scan
ABBVADBEAMDAMZNARMASANASMLAVGO +4 more
Mar 20 Scan AI Scan
ADBEAMDAMZNANETARMASMLAVGOBBAI +4 more
Mar 20 Article Daily Actions
AAPLABBVAMGNAMZNARMASEASMLBA +4 more
Mar 13 Archive The War Perspective
AMDASMLBACOPCVXDVNEOGGD#war-ends-playbook +4 more
Mar 13 Scan Tech Insider Buys
ADBEAMDANETASANASMLAVGOBECFLT +4 more
Mar 13 Scan NVDA Ecosystem
AMDAMKRARMASMLAVGOCEGENPHEOSE +4 more
Mar 13 Scan Monster Scan
AAAAOIAAUCACLXAEMAGAGIANET +4 more
Mar 13 Update Memory/Semis
AMDASMLMUNVDATSM
Mar 13 Scan AI Scan
AAPLADBEAMDAMZNANETARMASMLAVGO +4 more
Mar 12 Scan Tech Insider Buys Scan
AAPLAKAMAMDAMZNANETARMASMLAVGO +4 more
Mar 12 Scan NVDA Ecosystem Scan
AMATARMASMLAVGOCEGGEVMRVLMU +4 more
Mar 12 Scan Monster Scan
AAAAOIAAUCACLXADEAAEISAEMAG +4 more
Mar 12 Update Memory/Semis
AMDASMLAVGOMUNVDATSM
Mar 12 Scan AI Scan
ADBEAMDAMZNARMASMLAVGOBBAIBE +4 more
Mar 12 Article Daily Actions
ALERTAMZNARMASEASANASMLBNTXBTC +4 more
Mar 11 Update Memory/Semis
ASMLAVGOMUTSM
Mar 11 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Mar 11 Article Daily Actions
AMZNARMASEASANASMLBNTXBTCCEG +4 more
Mar 10 Scan NVDA Ecosystem Scan
AMATARMASMLAVGOMRVLMUNVDASMCI +2 more
Mar 10 Update Memory/Semis
ASMLAVGOMUTSM
Mar 10 Scan AI Scan
ADBEAIQAMDAMZNANETARMASMLAVGO +4 more
Mar 10 Article Daily Actions
AMZNARKKARMASEASMLBTCCEGCLX +4 more
Mar 5 Article Taiwan's Modern Miracle
TSM
Mar 3 Scan NVDA Ecosystem Scan
AMATAMDARMASMLAVGODELLHPEMRVL +4 more
Mar 3 Update Memory/Semis
ASMLAVGOMUTSM
Mar 3 Scan AI Infrastructure Scan
AMATANETARMASMLAVGOCEGCSCODLR +4 more
Mar 3 Article Daily Actions
ADBEAMDAMZNARKKARMASEASANASML +4 more
Feb 26 Scan NVDA Ecosystem Scan
AMATAMDARMASMLAVGOMRVLMUNVDA +2 more
Feb 26 Update Memory/Semis
ASMLAVGOMUTSM
Feb 26 Scan AI Scan
AMATAMZNARMASMLAVGOGOOGLMETAMRVL +4 more
Feb 26 Article Daily Actions
ADBEAFRMAMDAMZNARKXARMASANAVGO +4 more
Feb 22 Scan NVDA Ecosystem Scan
AMATARMASMLAVGOMRVLMUNVDATSM
Feb 22 Update Memory/Semis
ASMLAVGOMUTSM
Feb 22 Article Daily Actions
ADBEAMDAMZNARKKARMASANBECRM +4 more
Feb 16 Scan NVDA Ecosystem Scan
AMDARMASMLAVGOLOWEMRVLMUNVDA +1 more
Feb 16 Update Memory/Semis
ASMLAVGOMUTSM
Feb 16 Scan AI Scan
AMDAMZNARMAVGOGOOGLMETAMRVLMSFT +2 more
Feb 11 Scan NVDA Ecosystem Scan
AMDARMASMLAVGOMRVLMUNVDATSM
Feb 9 Scan NVDA Ecosystem Scan
AMZNANETARMASMLAVGODLREQIXGOOGL +4 more
Feb 9 Scan AI Scan
ARMASMLAVGOCRWDDDOGESTCFTNTMDB +4 more
Feb 9 Scan AI Infrastructure Scan
AMDANETARMASMLAVGOBECEGCFLT +4 more
Feb 5 Scan NVDA Ecosystem (Supply Chain & Adjacent)
AMDAMKRANETASMLAVGOCRDOGFSGOOGL +4 more
Feb 5 Scan AI Scan
ADBEAMDAMZNARMASMLAVGOCEGCRM +4 more
Feb 4 Scan AI Scan
ADBEAMDARMASMLAVGOBBAIBCEBE +4 more
Feb 4 Update AI Infrastructure
AMZNARMASMLMRVLMUNVDAPLTRSTX +3 more
Feb 3 Scan NVDA Ecosystem (Supply Chain & Adjacent)
AMATAMDAMKRANETASMLAVGOGOOGLINTC +4 more
Feb 2 Scan AI Universe (Expanded)
ADBEAMDAMZNANETARMASMLAVGOBBAI +4 more
Feb 1 Update Portfolio - AI Infrastructure
AMZNASMLNVDATACTSM
Sep 8 '25 Article Huawei Ascend Production Ramp: Die Banks, TSMC Continued Production, HBM is The Bottleneck
TSM