$Taiwan Semiconductor(TSM.US)$ofStrong performancethat's it. Sales for June, which were announced on 7/10, increased by 32.9% compared to the same month last year, and hit a record high in the same month.In April-6, sales increased 40% from the same period last year, which greatly exceeded market expectations of 35.5% increase. What is the strong performance of TSMC, the world's largest foundry (semiconductor contract manufacturing) companyIt simply suggests that the AI investment boom continuesI'll do it.
Since TSMC's sales are announced prior to financial results announcements, the company's sales trends are leading performance indices not only for TSMC but also for related companies. From a supply chain perspective,There is a high possibility that a significant increase in sales that exceeds TSMC's expectations will indicate the following 2 points。
1) The business of major customers ordering from TSMC is strong
2) Not only TSMC but also its major suppliers are doing well
So this timeCheck leading brands in Japan and the US from TSMC's customers and suppliersI'll do it. While exchanging recent trends from each companyOn earnings forecasts and stock prices...

$Palantir(PLTR.US)$
I only bought a little 🤏 last night!
I remember reading “ZERO TO ONE” by Peter Thiel a long time ago and shuddered. It was full of the feeling that I wasn't the only one
And the genius Alex Carp! As he said, the company seems to be growing steadily!
We've been in a relationship since we were in the red, but after we became profitable, the atmosphere still changed ~ I will continue to support you!

$Plug Power(PLUG.US)$ It will go up to 3.5$

$Taiwan Semiconductor(TSM.US)$ Big bargain sale is being heldAll semiconductors are compatible with Taiwan Semicon