If just some of my plays could gravitate towards max pain, then I hit big today TSLA 342.50 TSM 245 MDB 310

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I want aapl, nbis, and Orcl up today and tsla, Mdb, and TSM down

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Not gonna lie. I am just best at picking winners and selling them FAAAR too early and holding my losers too long Palantir bought at 7 sold at 17 Rocket lab bought at 3.70 and sold at 6 Open bought at 0.9 sold a 2.70 Cameco bought at 9.70 sold at 19 TSM bought at 80 sold at 120 Why the fuck can't I just hold a winner

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9/26 $120$HOOD Call 10/17 $120 $CRWV Call and $1k of $TSM stock ( will wait for a little more dip to get calls and try to play earnings momentum ) best of luck to me !

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I’m still building my position in TSM and HOOD. Stocks that support addictions are one of my guilty agendas, and HOOD is moving into online gambling and building a social platform. This is just the beginning of the retail trader, and the value of the dollar is likely to fall further with more rate cuts. Many companies are still valued the same as they were a year ago (in USD) but their absolute value is lower still. I don’t have an excuse for TSM. The fundamentals are solid and their profit margin is wacky? The chart is handsome?

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$HIMS, $TSM, $HOOD, $TEM, $CRWV, all up over 10% the past week. Do I fomo or be a pussy :(

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Anyone that missed the ORCL, NBIS, CRWV gains- don't forget that these companies are taking on debt to build data centers because hyperscalers (Microsoft/Amazon/Google) would rather not make this kind of capital expenditures directly. The real winners will be the companies that sell to the AI data center companies: * Chips: NVDA, AMD, AVGO, TSM, MRVL, INTC(?), QCOM(?), ... * Memory: MU, ... * Networking: ANET, AVGO, NVDA,... * Power/cooling: VRT, ... * Raw materials: AMAT, LRCX * Chip Design: SNPS, CDNS, ARM * Lithography: ASML * Electricity: CEG, OKLO, VST, GEV...

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TSM quietly putting up monster numbers since tariff bottom. Has even been green while nvidia goes down. I love Taiwan 🥰

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At this point I can't choose between MU and TSM to put a bit of extra cash into, should probably be TSM but the upside isn't that compelling anymore in the short-medium term

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ORCL, NBIS, CRWV are building massive data centers. What are some good pick and shovel plays??? * Chips: NVDA, AMD, AVGO, TSM, MRVL, INTC(?), QCOM(?), ... * Memory: MU, ... * Networking: ANET, AVGO, NVDA,... * Power/cooling: VRT, ... * Raw materials: AMAT, LRCX * Chip Design: SNPS, CDNS, ARM * Lithography: ASML * Electricity: CEG, OKLO, VST, GEV... ***Save this and add more tips in comments***

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