The creator plans to release a report on ASML later today, indicating ongoing analysis of the company.
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TSMC JUST SAVED AI STOCKS (And The Market Missed It)!
Jul 17, 2026
Despite a market sell-off in semiconductor stocks following TSMC's earnings report, the creator expresses extreme bullishness on the AI and semiconductor cycle, citing TSMC's increased guidance and long-term demand visibility. The creator is becoming more aggressive in their portfolio, looking to deploy cash and shift towards higher-beta names.
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Super Micro is identified as a company in the AI server supply chain that benefits from TSMC's supply management, which helps extend the AI cycle.
Micron was mentioned as one of the semiconductor stocks that sold off after TSMC's earnings report, despite the creator's overall bullish thesis.
Netflix reported earnings after hours, causing further fear and a sell-off in the semiconductor industry, though the creator's primary focus is on semiconductors.
Intel was mentioned as one of the semiconductor stocks that sold off after TSMC's earnings report, despite the creator's overall bullish thesis.
Broadcom was mentioned as one of the semiconductor stocks that sold off after TSMC's earnings report, despite the creator's overall bullish thesis.
AMD was mentioned as one of the semiconductor stocks that sold off after TSMC's earnings report, despite the creator's overall bullish thesis.
Nvidia was mentioned as one of the semiconductor stocks that sold off after TSMC's earnings report, despite the creator's overall bullish thesis.
TSMC's earnings report, with increased guidance and long-term demand visibility, makes the creator extremely bullish on the AI cycle and semiconductor industry.
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TSMbuy opened Jul 17, 2026
-1.54%