DanielRomero

> Every semiconductor company going up because of “bottlenecks” was stupid
> Every space company going up because of $SPCX and orbital data center hype was stupid
However,
Momentum doesn’t care about fundamentals. It pushes both the good and the bad up and down
That’s why so many great opportunities appear during cascading selloffs
The market doesn’t differentiate. It liquidates stocks in algo-driven clusters
What was overvalued becomes fairly valued, what was fairly valued becomes stupidly cheap
And that’s why big money is made by picking wisely during market flushes

This market is really testing AI bulls’ conviction
This is why having a cold mindset is so important as an investor
Either you build conviction or you’ll struggle to sleep
Every strong rally desensitizes people to gains and makes them hypersensitive to losses

$TSM released June revenue
> Monthly revenue reached a record NT$442.7 billion, up 6.2% MoM and 67.9% YoY
> First-half revenue reached NT$2.4 trillion, up 35.6% YoY
> Sequential growth accelerated throughout Q2
Analysts expect H2 2026 to outperform H1, supported by Nvidia Rubin, Google TPUs, custom CSP ASICs, new Apple products, continued 3nm demand, and expanding CoWoS capacity

Honestly, the whole “delay” thing is getting tiring
“CPO is delayed.”
“800V is delayed.”
“Kyber is delayed.”
“Rubin is delayed.”
Remember all the news we got about Blackwell being delayed and having terrible manufacturing problems?
It ended up being delayed by three months
Big deal
I wish we could focus more on the technology itself and less on largely irrelevant release timing