u/No_Conversation_9424

TSM is the company in the AI devleopmental layer with the biggest bottle neck, biggest moat being the monopoly, and undervalued given its location in Taiwan

Chip and memory sectors are absolutely booming, and it can only be producted by TSM. Doesn't matter whether AMD or NVDA wins, nor whether MU or SK Hynix or Samsung wings.

TSM is now massively expanding its infrastructure in Arizona to get around geopolitical barriers.

Is TSM the ultimate winner in the AI sector that is still UNDERVALUED?

I AM SO BACK IN LOL bull signs have reappeared in the technicals

generational entry point right here

Thoughts on this?

Gartner estimates that memory revenue to increase by three folds in 2026, DRAM Prices to Increase by 125% in 2026, and Storage Crisis to Extend into 2027. Banks and hedge funds across the globe re-pricing DRAM companies.

I still don't understand those who are bearish on memory sector.

https://www.gartner.com/en/newsroom/press-releases/2026-04-08-gartner-forecasts-worldwide-semiconductor-revenue-to-exceed-us-dollars-one-point-3-trillion-in-2026#:~:text=STAMFORD%2C%20Conn.%2C%20April%208,Crisis%20to%20Extend%20into%202027

Thoughts on this?

Gartner estimates that memory revenue to increase by three folds in 2026, DRAM Prices to Increase by 125% in 2026, and Storage Crisis to Extend into 2027. Banks and hedge funds across the globe re-pricing DRAM companies.

I still don't understand those who are bearish on memory sector.

https://www.gartner.com/en/newsroom/press-releases/2026-04-08-gartner-forecasts-worldwide-semiconductor-revenue-to-exceed-us-dollars-one-point-3-trillion-in-2026#:~:text=STAMFORD%2C%20Conn.%2C%20April%208,Crisis%20to%20Extend%20into%202027

Thoughts on this?

Gartner estimates that memory revenue to increase by three folds in 2026, DRAM Prices to Increase by 125% in 2026, and Storage Crisis to Extend into 2027. Banks and hedge funds across the globe re-pricing DRAM companies.

I still don't understand those who are bearish on memory sector.

https://www.gartner.com/en/newsroom/press-releases/2026-04-08-gartner-forecasts-worldwide-semiconductor-revenue-to-exceed-us-dollars-one-point-3-trillion-in-2026#:~:text=STAMFORD%2C%20Conn.%2C%20April%208,Crisis%20to%20Extend%20into%202027

According to Jensen Huang (NVDA's CEO), today's AI responds to prompts. Agentic AI runs continuously, makes decisions in real time and doesn't stop between tasks. That's a categorically heavier workload, not a bigger version of the same one.

Huang's analogy: imagine the world suddenly needing 1,000 times more cars. Every road, factory, fuel supply and supply chain scales with it. That's what he's saying happens to compute infrastructure. This gives the bottlenecks a tremendous amount of leverage (e.g., memory sector)

The direction is confirmed. Every major AI lab, Anthropic, OpenAI, Google, is building toward autonomous AI that runs continuously. The magnitude is the open question.

Stocks directly in the middle of it:
$NVDA — chips power all of it. All-time high above $216 this week.
$AMD — data center up 57% last quarter. MI450 for agentic workloads shipping H2 2026.
$AMZN — AWS AI at $15B run rate. Anthropic on AWS for the long term.
$MSFT — Azure 35%+ growth. Agentic tools are the priority.
$ANET — networking scales with compute demand.

Energy: $NEE, $VST, $CEG - always-on AI needs always-on power.

Worth noting: Huang sells chips. His interest in 1,000x being real is financial as much as technical.

If this is even 10% accurate the infrastructure being built today is just the foundation. How are you thinking about positioning around the agentic AI transition?

It's sitting at 776.53 up 4% from Friday night close, due to the current overnight market

Ladies and gentlemen, buckle up for possible 800 tomorrow

Are there any ETFs or a single stock on the market that is better than DRAM, in terms of overall rating of value/outlook/performance?

For those who don't have a positive perception of DRAM, what is one stock/ETF you have that is objectively better?

Are there any better ETFs or a single stock on the market that is better than DRAM, in terms of overall rating of value/outlook/performance?

For those who don't have a positive perception of DRAM, what is one stock/ETF you have that is objectively better?

Everyone's talking about "is it too late", "should I buy more" of MU/DRAM/SNDK
Help me math the math. MU is roughly $750 today, and it's increased 84% last month alone, and 214% last 6 months. Even if there was a 30% crash RIGHT now, you'd be be massively up.

For example, if you bought MU for $100 last month, it would be $184 today. If it crashed by 30% right this moment, you'd be at $128.8, STILL 30% up from last month.

a) These stocks are climbing up daily with re-pricing given its new configurations and role in the AI infrastructure. You sit on it for a little bit and you'd have already mitigated the worst possible outcome of massive correction
b) 30% was also an exaggerated number given real-demand of memory, real revenues/profits, and real increase in capex.

With all this in mind, why WOULDNT you want to DCA in semiconductor sector right now? please help me math this risk/benefit assessment

Everyone's talking about "is it too late", "should I buy more" of MU/DRAM/SNDK
Help me math the math. MU is roughly $750 today, and it's increased 84% last month alone, and 214% last 6 months. Even if there was a 30% crash RIGHT now, you'd be be massively up.

For example, if you bought MU for $100 last month, it would be $184 today. If it crashed by 30% right this moment, you'd be at $128.8, STILL 30% up from last month.

a) These stocks are climbing up daily with re-pricing given its new configurations and role in the AI infrastructure. You sit on it for a little bit and you'd have already mitigated the worst possible outcome of massive correction
b) 30% was also an exaggerated number given real-demand of memory, real revenues/profits, and real increase in capex.

With all this in mind, why WOULDNT you want to DCA in semiconductor sector right now? please help me math this risk/benefit assessment

Writing this on May 8th. People have gotten it wrong, analysts have gotten valuation wrong. The chip/memory sector is going to be larger than what is currently estimated

Companies are pre-ordering like there's no tomorrow. I mean, just look at apple-intel agreement publicized today.

Data center DRAM is also booming. AI servers need 10-12x more RAM than traditional servers. When hyperscalers deploy AI infrastructure, they're not just buying GPUs they're rebuilding entire data centers with massive memory configurations. That's a multi-year capex cycle, not a one-time thing. We're literally in year 1 or 2 of this buildout.

On top of that, manufacturing HBM at scale is genuinely hard. It takes years to build new capacity. Meanwhile, demand from AI is accelerating faster than most people predicted. We're not just talking about inference servers either, training infrastructure demands are still ramping. EACH DURATION OF CYCLE IN CHIP SECTOR IS EITHER SIGNIFICANTLY PROLONGED OR NO LONGER WILL BE EXISTING

MU will be 1000+ company by mid 2027

Mark my words

I've been intermittently checking brk to see if there's any news. Per stock price, as always, y'all collectively broke.

Genuine question- what is motivating you to stay poor and continue to invest in brk?

holy shii- Primoris Services Corporation (PRIM)

Buy today and thank me in 1 year. Will 2~10x. Mark my words

1. buy $ARM before earnings report
2. get your ~20%
3. come back here and thank me

It just feels like AI is here to stay. Thoughts on AI oriented ETFs like SMH, AIPO, AIS, QQQ for long term hold? I started investing last week and is one click away from dumping my life saving on these