Original Viewpoint Roundup

🤖 AI Semiconductors

• $TSM is turning into one of the cleanest AI manufacturing plays. HPC revenue rose 20% sequentially and now makes up 66% of total revenue. That mix gives TSMC real pricing power because leading-edge customers have few practical alternatives. 1

• $AMD became a textbook “buy right, sit tight” trade. Entry was very early, around May 2025, and the position was finally sold after “incredible profit.” The edge was patience after a good cost basis, not overtrading. 2

• $SMH had been down roughly 19-20ish%, with many semiconductor names bouncing. The setup is tactical, not lazy long-only. Stay nimble when trading this sector. 3

📊 Market Structure & Trading Playbook

• The bounce arrived exactly where it needed to, but the easy part is over. Many stocks are now testing key structure and resistance. The last 2 hours matter: bulls need follow-through, or at minimum no dump back down. 4

• $WYFI flushed intraday into the $23.80s and rebounded toward $26.50. The dip is still being treated as buyable/speculative, with confidence tied to the “Leopald” name. 5

🚀 Growth & Space Infrastructure

• $SPCX has a multi-year growth setup: revenue is expected to nearly quadruple over the next three years. The bull case stacks launch dominance, a scaling connectivity network, fast AI compute buildout, and leadership with a long execution track record. 6

🛢️ Energy & Commodities

• Energy remains the main risk-on allocation. Only an options position was given elsewhere, while most capital is focused on energy. After the war restarted, $cl kept rising and $xle kept rising. The 3-2-1 crack spread is the key extra signal to watch. 7