ASML
So, the way that I understand it, companies like Nvidia and AMD and even Intel don’t make their own chips. They design them and prepare the way they should be made, but they have a foundry actually make the chips.…
mmeade55@outlook.com
Michael is not an advisor or analyst. He is just a beginner at all this stock stuff. He just doesn't have anyone to share his excitement about all the stuff he is learning so he is putting all this information here.
TSMC
TSMC is the company that makes a large portion of the semiconductor chips for the AI and all other industries. They have the equipment that actually creates the chips for Nvidia and AMD as well as others. The equipment that…
Micron
Micron is a big piece of the AI supply chain. They make memory chips. Since having RAM memory and lots of it, is a requirement for servers, someone has to supply memory chips. Micron is one of the biggest names…
December 9, 2025
It was a slow day in the market today. Nothing much exciting happened. My overall portfolio went down by about 4 dollars. So, it wasn’t a crazy day. I went to band practice through the middle day so I might…
Negativity in the Market
Is there a more negative person on the planet than Michael Burry? Maybe it’s just the part of his dealings that gets publicized and maybe he’s a great guy but man! He seems so negative all the time. He seems…
December 8, 2025
It’s a little before the stock market opens, and I have been looking around at things I want to buy. Shame on me, I wasn’t going to be buying anymore stocks for a while. Sometimes you just have to give…
December 6, 2025
It’s a Saturday, so the stock market is closed, and there isn’t any action on the stocks. There might be a little bit going on in the aftermarket trading but that is usually so little it amounts to nothing. However…
December 5, 2025
Today, I found a couple more stocks to add to my portfolio. Actually, I have been looking at these for quite a while but just didn’t pull the trigger. Today I decided to go for it. One stock I have…
Meta Platforms, Inc.
META $597.07 I held back from buying Meta for a long time, mostly because it was so expensive. But it went through a sudden dip a while ago and I figured I would take advantage. Who doesn’t get on Facebook…
WESTERN DIGITAL CORPORATION
WDC $149.47 This is another AI world purchase. I must have bought a hundred Western Digital hard drives over the years, and it is a brand that I have relied on forever. But I also know that all those servers…