# ![@ArmoredTrades Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1956807011816919040.png) @ArmoredTrades Armored Trades

Armored Trades posts on X about $qqq, $smh, $spy, $tsm the most. They currently have [---] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1956807011816919040/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1956807011816919040/c:line/m:interactions.svg)

- [--] Week [------] -22%
- [--] Month [------] -71%
- [--] Months [-------] +113,202%

### Mentions: [--] [#](/creator/twitter::1956807011816919040/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1956807011816919040/c:line/m:posts_active.svg)

- [--] Week [--] -29%
- [--] Month [---] -36%
- [--] Months [-----] +33,120%

### Followers: [---] [#](/creator/twitter::1956807011816919040/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1956807011816919040/c:line/m:followers.svg)

- [--] Week [---] +1.10%
- [--] Month [---] +16%
- [--] Months [---] +1,567%

### CreatorRank: [---------] [#](/creator/twitter::1956807011816919040/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1956807011816919040/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [finance](/list/finance)  [countries](/list/countries)  [automotive brands](/list/automotive-brands)  [celebrities](/list/celebrities)  [exchanges](/list/exchanges)  [travel destinations](/list/travel-destinations)  [currencies](/list/currencies) 

**Social topic influence**
[$qqq](/topic/$qqq) #272, [$smh](/topic/$smh) #11, [$spy](/topic/$spy) #746, [$tsm](/topic/$tsm) #52, [$nvda](/topic/$nvda) #1823, [ai](/topic/ai), [$msft](/topic/$msft), [$googl](/topic/$googl), [$ibit](/topic/$ibit) #79, [open ai](/topic/open-ai)

**Top accounts mentioned or mentioned by**
[@leotraydes](/creator/undefined) [@mrderivatives](/creator/undefined) [@networthnotes](/creator/undefined) [@theaiinvestor](/creator/undefined) [@thelonginvest](/creator/undefined) [@schdetf](/creator/undefined) [@stockmktnewz](/creator/undefined) [@firedupwealth](/creator/undefined) [@investingvisual](/creator/undefined) [@trendspider](/creator/undefined) [@e055michel1842](/creator/undefined) [@schdaccumulator](/creator/undefined) [@ashton1nvests](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@rentman88](/creator/undefined) [@fiscalai](/creator/undefined) [@kobeissiletter](/creator/undefined) [@zerohedge](/creator/undefined) [@treasureh8nter](/creator/undefined) [@mentoviax](/creator/undefined)

**Top assets mentioned**
[Spacemesh (SMH)](/topic/$smh) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Taiwan Semiconductor (TSM)](/topic/$tsm) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Microsoft Corp. (MSFT)](/topic/$msft) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [iShares BTC Trust (IBIT)](/topic/$ibit) [Bitcoin (BTC)](/topic/$btc) [Novo-Nordisk (NVO)](/topic/$nvo) [Broadcom, Inc. (AVGO)](/topic/$avgo) [Eli Lilly and Company (LLY)](/topic/$lly) [Apple, Inc. (AAPL)](/topic/$aapl) [Micron Technology, Inc. (MU)](/topic/$mu) [Intel Corporation (INTC)](/topic/$intc) [Advanced Micro Devices (AMD)](/topic/$amd) [Tesla, Inc. (TSLA)](/topic/$tsla) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Fidelity BTC Trust (FBTC)](/topic/$fbtc) [Metadium (META)](/topic/$meta) [Ethereum (ETH)](/topic/$eth) [Oracle Corporation (ORCL)](/topic/$orcl) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [iShares Ethereum Trust (ETHA)](/topic/$etha) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Synopsys, Inc. (SNPS)](/topic/$snps) [Amkor Technology Inc (AMKR)](/topic/$amkr) [Strategy (MSTR)](/topic/$mstr) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [JPMorgan Chase (JPM)](/topic/$jpm) [Morgan Stanley (MS)](/topic/morgan-stanley) [Goldman Sachs (GS)](/topic/goldman-sachs) [Meta Platforms, Inc. (META)](/topic/meta-platforms)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Goldman Sachs increased its price target for $NVDA to $200 per share and Bank of America maintained a buy rating with a $220 target citing strong AI chip demand and potential H20 chip sales to China. Next earnings 08.27.25"  
[X Link](https://x.com/ArmoredTrades/status/1956823037854323010)  2025-08-16T20:59Z [--] followers, [--] engagements


"*Checkout the growth on these [--] Semiconductor names: Nvidia $NVDA Revenue (2024 Reported Fiscal Q3 2025): $35.1 billion (94% YoY growth) Estimated [----] Revenue: $190.3 billion (54.6% YoY growth projected) Taiwan Semiconductor Manufacturing Company $TSM Revenue (2024 Reported Q2 2025): $89.4 billion Estimated [----] Revenue: $112.6 billion (26% YoY growth projected) Broadcom $AVGO Revenue (2024 Reported): $45 billion (35% YoY growth) Estimated [----] Revenue: Not explicitly stated but projected to grow steadily (10-15% YoY based on analyst trends) Advanced Micro Devices $AMD Revenue (2024"  
[X Link](https://x.com/ArmoredTrades/status/1956853828847845691)  2025-08-16T23:01Z [--] followers, [--] engagements


"@TacticzH $NVO at these levels is a crazy opportunity $ASML should make for a great hold over the next 5+ years"  
[X Link](https://x.com/SyncValor/status/1957195749059420440)  2025-08-17T21:40Z [--] followers, [---] engagements


"Earnings Alert: Palo Alto Networks $PANW Revenue: $2.54 Billion Vs. $2.5 Billion EPS: $0.95 Vs. $0.89 Up 6% in AH"  
[X Link](https://x.com/ArmoredTrades/status/1957536010704941444)  2025-08-18T20:12Z [--] followers, [---] engagements


"Following $PANW earnings friendly reminder CrowdStrike $CRWD is scheduled to report on August [--] [----] after the market closes. This will be for the second quarter of their fiscal year [----]. The estimated earnings per share (EPS) is $0.83"  
[X Link](https://x.com/ArmoredTrades/status/1957538291441627359)  2025-08-18T20:21Z [--] followers, [---] engagements


"Current stats for $TSM going into the Jackson Hole meeting and $NVDA earnings via @prospero_ai"  
[X Link](https://x.com/ArmoredTrades/status/1958656867401380201)  2025-08-21T22:26Z [--] followers, [--] engagements


"Equity Swing Trader for [--] years. Heavy in the semiconductor space since [----] and actively move $NVDA $AMD $AVGO $TSM as well as ETFs like $QQQ and $SMH. I do not day trade. I prefer larger more concentrated swing trades over the [--] month to [--] month timeframes and have created this account to share what I do as some folks have been asking. Current portfolio allocation given recent macro uncertainty. This will always be pinned below for reference and records. I am still extremely excited for this space over the next [--] years and would like to remain concentrated in size while attempting to damper"  
[X Link](https://x.com/ArmoredTrades/status/1959087704768917616)  2025-08-23T02:58Z [--] followers, [---] engagements


"$NVDA Following Jackson Hole this AM and heading into earnings next week. Price Target before reallocation of the primary portfolio remains $200. Time Horizon 1-2 months however will hold this position w/o stop-loss"  
[X Link](https://x.com/ArmoredTrades/status/1959104313856332274)  2025-08-23T04:04Z [--] followers, [---] engagements


"$TSM Price Target before reallocation of the primary portfolio remains $300. Will hold this position w/o stop-loss. Time Horizon 6-12 months"  
[X Link](https://x.com/ArmoredTrades/status/1959106368255734211)  2025-08-23T04:12Z [--] followers, [---] engagements


"@Ashton_1nvests Mega Caps already rotated out of the smaller holdings"  
[X Link](https://x.com/ArmoredTrades/status/1959114162992283727)  2025-08-23T04:43Z [--] followers, [--] engagements


"@YodaStockInvest $AMD $IBIT (ETF)"  
[X Link](https://x.com/ArmoredTrades/status/1959119155623305403)  2025-08-23T05:03Z [--] followers, [---] engagements


"$NVDA CEO Jensen Huang recently stated anybody who wants to buy Taiwan Semiconductor stock is a very smart person. Lets dive into exactly how upcoming $NVDA earnings may impact $TSM and the ever-evolving relationship between these Semiconductor behemoths. *Strong NVIDIA Revenue Growth: NVIDIAs projected Q2 [----] revenue driven by AI chip demand could boost TSMCs stock as it manufactures NVIDIAs advanced GPUs increasing TSMCs foundry revenue. *Blackwell Chip Ramp-Up: Rapid adoption of NVIDIAs Blackwell architecture with expected Data Center sales of $42.9 billion may signal higher production"  
[X Link](https://x.com/ArmoredTrades/status/1959655668970881203)  2025-08-24T16:34Z [--] followers, [---] engagements


"New $NVDA Chip on the Horizon for China *Nvidia CEO Jensen Huang visited TSMC in Taipei on August [--] [----] to discuss chip production and collaborations. *Nvidia is reportedly working on a new chip tentatively called B30A based on the Blackwell architecture intended for the Chinese market. *The B30A would be more powerful than Nvidia's current H20 chip which was designed to comply with U.S. export restrictions for China. *Huang confirmed Nvidia is in talks with the U.S. government regarding approval for offering a successor to the H20 chip in China. *The development is influenced by U.S.-China"  
[X Link](https://x.com/ArmoredTrades/status/1959665440348639481)  2025-08-24T17:13Z [--] followers, [---] engagements


"Ethereum closing in on $5000 congratulations to the bulls $ETHA"  
[X Link](https://x.com/ArmoredTrades/status/1959689456593883414)  2025-08-24T18:49Z [--] followers, [---] engagements


"@unusual_whales $TSM"  
[X Link](https://x.com/ArmoredTrades/status/1959707712419463423)  2025-08-24T20:01Z [--] followers, [----] engagements


"Equity Swing Trader for [--] years. Heavy in the semiconductor space since [----] and actively move $NVDA $AMD $AVGO $TSM as well as ETFs like $QQQ and $SMH. I do not day trade. I prefer larger more concentrated swing trades over the [--] month to [--] month timeframes and have created this account to share what I do as some folks have been asking. Current portfolio allocation given recent macro uncertainty. This will always be pinned below for reference and records. I am still extremely excited for this space over the next [--] years and would like to remain concentrated in size while attempting to damper"  
[X Link](https://x.com/ArmoredTrades/status/1960343729492893774)  2025-08-26T14:09Z [--] followers, [---] engagements


"$TSM en route to $250.00 per share will $NVDA earnings get it there All eyes on Wednesday"  
[X Link](https://x.com/ArmoredTrades/status/1960348116407763075)  2025-08-26T14:26Z [--] followers, [---] engagements


"$IBM and $AMD announced a collaboration to deploy AMD Instinct MI300X accelerators as a service on IBM Cloud expected to be available in the first half of [----]. *The partnership aims to enhance performance and power efficiency for generative AI models and high-performance computing (HPC) applications for enterprise clients. *AMD Instinct MI300X accelerators with 192GB of high-bandwidth memory will support large-scale AI model inferencing and fine-tuning potentially reducing costs by requiring fewer GPUs. *The collaboration integrates these accelerators into IBMs watsonx AI and data platform"  
[X Link](https://x.com/ArmoredTrades/status/1960350284527362102)  2025-08-26T14:35Z [--] followers, [---] engagements


"$AMD reattempting its run to $200.00 following the $IBM collaboration update"  
[X Link](https://x.com/ArmoredTrades/status/1960351347829526781)  2025-08-26T14:39Z [--] followers, [---] engagements


"@danielnewmanUV Rotated 100% of the portfolio into $TSM ahead of $NVDA earnings"  
[X Link](https://x.com/ArmoredTrades/status/1960356492550254640)  2025-08-26T14:59Z [--] followers, [---] engagements


"@Mr_Derivatives Offloaded all $NVDA profits into $TSM here"  
[X Link](https://x.com/ArmoredTrades/status/1960684515275198683)  2025-08-27T12:43Z [--] followers, [---] engagements


"Everyone is focussed on $NVDA heading into earnings however significantly less people are aware of and tracking the following. *Taiwan Semiconductor Manufacturing Company $TSM manufactures nearly 100% of NVIDIA $NVDA chips as NVIDIA is a fabless company relying entirely on TSMC for its advanced AI GPUs and other semiconductors. *TSMC produces virtually 100% of Apple $AAPL chips including A-series and M-series chips for iPhones and Macs due to Apples fabless model and TSMCs dominance in advanced nodes. *TSMC manufactures nearly 100% of AMD $AMD chips including CPUs and GPUs as AMD is a fabless"  
[X Link](https://x.com/ArmoredTrades/status/1960751791588684275)  2025-08-27T17:10Z [--] followers, [----] engagements


"Earnings Alert: CrowdStrike $CRWD Sales: $1.17B vs Est. $1.15B EPS: $0.93 vs Est. $0.83 Down 6% in AH"  
[X Link](https://x.com/ArmoredTrades/status/1960799386876965361)  2025-08-27T20:19Z [--] followers, [---] engagements


"@NetWorthNotes Although Im not personally holding $NVDA Im not sure people realize it takes time to build the things and there will still be a cyclical pattern to orders surrounding physical construction"  
[X Link](https://x.com/ArmoredTrades/status/1961073222385848738)  2025-08-28T14:27Z [--] followers, [--] engagements


"@JPATrades I agree with the exception of $TSM"  
[X Link](https://x.com/ArmoredTrades/status/1961079386548940986)  2025-08-28T14:52Z [--] followers, [---] engagements


"In the event we see a downturn heading into September I am placing Limit Buy Orders for additional $TSM shares starting at $227.00. Approximately -4.75% from these levels. I remain out of $NVDA since taking profits at $179.40 on 08.25.25"  
[X Link](https://x.com/ArmoredTrades/status/1961101432964465067)  2025-08-28T16:19Z [--] followers, [---] engagements


"$QQQ up 0.50% on the day following $NVDA earnings"  
[X Link](https://x.com/ArmoredTrades/status/1961103153237033420)  2025-08-28T16:26Z [--] followers, [---] engagements


"Friendly reminder Limit Buy Orders for $TSM start at $227.00. No current $NVDA exposure"  
[X Link](https://x.com/ArmoredTrades/status/1961423320181592341)  2025-08-29T13:38Z [--] followers, [---] engagements


"Awaiting $227.00 $TSM to add to the position"  
[X Link](https://x.com/ArmoredTrades/status/1961431406543773699)  2025-08-29T14:11Z [--] followers, [---] engagements


"@HyperTechInvest $TSM Imagine what tomorrow would look like if they halt all manufacturing globally"  
[X Link](https://x.com/ArmoredTrades/status/1961495299488186468)  2025-08-29T18:24Z [--] followers, [---] engagements


"@DividendDude_X $TSM Speculation around $NVDA $AMD $AVGO $AAPL is all completely irrelevant without them"  
[X Link](https://x.com/ArmoredTrades/status/1961847717514105012)  2025-08-30T17:45Z [--] followers, [---] engagements


"@InvestingVisual $SMH $SOXX"  
[X Link](https://x.com/ArmoredTrades/status/1961849991883837672)  2025-08-30T17:54Z [--] followers, [--] engagements


"Nice move down on $TSM this morning Limit Buy Orders filled at $227.00. Next round will be placed at $202.00. Welcome to September everyone"  
[X Link](https://x.com/ArmoredTrades/status/1962883746144583868)  2025-09-02T14:22Z [--] followers, [---] engagements


"Reminder: Broadcom Inc. $AVGO is scheduled to report its third quarter fiscal year [----] earnings on Thursday September [--] [----] after market close. Analyst expectations for the third quarter are as follows: *Revenue: Approximately $15.82 billion representing a 21% year-over-year increase. *Earnings Per Share (EPS): Approximately $1.35 (normalized diluted) with some estimates citing $1.66 for adjusted EPS"  
[X Link](https://x.com/ArmoredTrades/status/1962888761861198015)  2025-09-02T14:42Z [--] followers, [----] engagements


"Broadcom $AVGO hovering around the $300.00 mark heading into earnings tomorrow"  
[X Link](https://x.com/ArmoredTrades/status/1963221264975225201)  2025-09-03T12:43Z [--] followers, [---] engagements


"First September Limit Buy Orders executed for $TSM @ $227.00. In the event we head lower my next entry will be at the $202.00 level. Looking for $300.00 on this ADR time horizon 12-18 months. $500 longer term price target (5+ years)"  
[X Link](https://x.com/ArmoredTrades/status/1963224317220602283)  2025-09-03T12:55Z [--] followers, [---] engagements


"@FIREDUpWealth $TSM $CRWD $NVDA"  
[X Link](https://x.com/ArmoredTrades/status/1963569717253186006)  2025-09-04T11:47Z [--] followers, [---] engagements


"@HyperTechInvest What % of these chips will be manufactured by $TSM"  
[X Link](https://x.com/ArmoredTrades/status/1963598684157087919)  2025-09-04T13:43Z [--] followers, [---] engagements


"*Portfolio Status Check: 09.04.25* September volatility has been interesting so far. I remain 100% allocated to $TSM at this time and remain confident the semiconductor space as a whole will continue to outperform over the next 12-18 months barring any Black Swan Events. *Portfolio Update: 09.02.25* Additional shares of $TSM purchased via a Limit Buy Order placed at $227.00. This was approximately a 10% increase in my overall position. Next Limit Buy Orders for this ADR are positioned at $202.00 which would result in an approximate 5-7% increase in overall position size if executed. Will"  
[X Link](https://x.com/ArmoredTrades/status/1963610284234256514)  2025-09-04T14:29Z [--] followers, [---] engagements


"Broadcom $AVGO hanging out around $305.00 ahead of earnings after the bell"  
[X Link](https://x.com/ArmoredTrades/status/1963613214249209917)  2025-09-04T14:40Z [--] followers, [---] engagements


"Dr. C.C. Wei the CEO and Chairman of Taiwan Semiconductor Manufacturing Company $TSM holds a Ph.D. in Electrical Engineering from Yale University. His doctoral studies focussed on semiconductor technology which aligns with his extensive career in the semiconductor industry including leadership roles at TSMC. $TSM $SMH"  
[X Link](https://x.com/ArmoredTrades/status/1963788570113839427)  2025-09-05T02:17Z [---] followers, [---] engagements


"The August [----] U.S. jobs report is scheduled for release on Friday September [--] [----] at 8:30 AM ET. Positive Implications for Stocks: If the report shows moderate job growth (around [-----] jobs) and a stable unemployment rate (4.2%) stocks could rise particularly in rate-sensitive sectors as it may reinforce expectations for a Federal Reserve rate cut in September boosting market confidence. Negative Implications for Stocks: A weaker-than-expected report (below [-----] jobs or unemployment above 4.3%) could heighten economic concerns potentially leading to a stock market sell-off while a"  
[X Link](https://x.com/ArmoredTrades/status/1963790744935641510)  2025-09-05T02:26Z [--] followers, [---] engagements


"Beautiful move up around 5:00pm EST. I plan to allocate to this name however would like to see $TSM around $300.00-$475.00 before moving things around. $AVGO Earnings Alert: Broadcom $AVGO Sales: $15.95B vs Est. $15.83B EPS: $1.69 vs Est. $1.66 Down 0.6% in AH https://t.co/3nCT0wDLjO Earnings Alert: Broadcom $AVGO Sales: $15.95B vs Est. $15.83B EPS: $1.69 vs Est. $1.66 Down 0.6% in AH https://t.co/3nCT0wDLjO"  
[X Link](https://x.com/ArmoredTrades/status/1963795244824100902)  2025-09-05T02:44Z [--] followers, [---] engagements


"Friendly reminder following $NVDA and $AVGO earnings: Everyone is focussed on $NVDA heading into earnings however significantly less people are aware of and tracking the following. *Taiwan Semiconductor Manufacturing Company $TSM manufactures nearly 100% of NVIDIA $NVDA chips as NVIDIA is a fabless company relying entirely on https://t.co/9FPO7MeN43 Everyone is focussed on $NVDA heading into earnings however significantly less people are aware of and tracking the following. *Taiwan Semiconductor Manufacturing Company $TSM manufactures nearly 100% of NVIDIA $NVDA chips as NVIDIA is a fabless"  
[X Link](https://x.com/ArmoredTrades/status/1963797933301854486)  2025-09-05T02:54Z [--] followers, [---] engagements


"$TSM Trade Progress: Initial Entry 08.25.25: $235 to $239: 1.70% increase Additional Entry 09.02.25: $227 to $239: 5.29% increase. In terms of potential upside from here I am still of the opinion $TSM $NVDA. Looking to exit around the $475.00 level"  
[X Link](https://x.com/ArmoredTrades/status/1963955226949390841)  2025-09-05T13:19Z [--] followers, [---] engagements


"$NVDA amazing opportunity from $100.00. Exited this trade at $179.40 for $TSM - pleased with the results so far"  
[X Link](https://x.com/ArmoredTrades/status/1963966634340782247)  2025-09-05T14:05Z [--] followers, [---] engagements


"New Open AI + Broadcom Advanced Chips "In February Reuters reported about OpenAI pushing ahead on its plan to reduce its reliance on $NVDA for its chip supply by developing its first generation of in-house AI silicon. The ChatGPT maker was finalizing the design for its first in-house chip in the next few months and planned to send it for fabrication at Taiwan Semiconductor Manufacturing $TSM." Reuters 09.04.25 $AVGO $MSFT $TSM"  
[X Link](https://x.com/ArmoredTrades/status/1963969137388007725)  2025-09-05T14:15Z [---] followers, [---] engagements


"$TSM breaking out"  
[X Link](https://x.com/ArmoredTrades/status/1964042925366538743)  2025-09-05T19:08Z [--] followers, [---] engagements


"$TSM retreating from $244.30. I expect this ADR to be significantly higher than these levels 12-18 months from now"  
[X Link](https://x.com/ArmoredTrades/status/1964053013477417190)  2025-09-05T19:48Z [--] followers, [---] engagements


"@FIREDUpWealth $NVO or $TSM"  
[X Link](https://x.com/ArmoredTrades/status/1964370415947497492)  2025-09-06T16:49Z [--] followers, [----] engagements


"@InvestingVisual $TSM however $ASML will be a part of my next round of reallocating"  
[X Link](https://x.com/ArmoredTrades/status/1964397823626981505)  2025-09-06T18:38Z [--] followers, [----] engagements


"@InvestingVisual A price target for $TSM above the $300 level I would look into shaving profits there but expect this name to be $475 before we know it"  
[X Link](https://x.com/ArmoredTrades/status/1964719744931737816)  2025-09-07T15:57Z [--] followers, [---] engagements


"@SoJustFollowMe Im looking for sub $150 $NVDA and $53 $IBIT"  
[X Link](https://x.com/ArmoredTrades/status/1964759444270743809)  2025-09-07T18:35Z [--] followers, [---] engagements


"@NetWorthNotes I feel like this will be a non-issue in [--] months but I wouldnt mind looking into some at $130-$150. Just waiting on my $TSM to hit first"  
[X Link](https://x.com/ArmoredTrades/status/1965080366802444684)  2025-09-08T15:50Z [---] followers, [---] engagements


"While I do not plan to reallocate the 100% $TSM position until my thresholds start to hit at the $300 level below are names I am preparing additional funds for in the event we see nearer term pullbacks. My time horizon for the below holdings will be 12-24 months. Preferred entry levels included for reference. $NVDA Sub $150 $AVGO Sub $312 $IBIT Sub $50 Remain long $TSM at this time"  
[X Link](https://x.com/ArmoredTrades/status/1965231936802009326)  2025-09-09T01:53Z [--] followers, [--] engagements


"While I do not plan to reallocate the 100% $TSM position until my threshold starts to hit at the $300 level below are names I am preparing additional funds for in the event we see nearer term pullbacks. My time horizon for the below holdings will be 12-24 months. Preferred entry levels included for reference. $NVDA Targeting the $150 level or under. $AVGO Targeting the $312 level or under. $IBIT Targeting the $50 level or under. Remain long $TSM at this time"  
[X Link](https://x.com/ArmoredTrades/status/1965238393991753739)  2025-09-09T02:18Z [---] followers, [---] engagements


"$250.00 $TSM"  
[X Link](https://x.com/ArmoredTrades/status/1965408516111544492)  2025-09-09T13:34Z [---] followers, [---] engagements


"$TSM has breached the $250.00 level en route to $252.00"  
[X Link](https://x.com/ArmoredTrades/status/1965429709141123112)  2025-09-09T14:58Z [---] followers, [---] engagements


"ASML is now the largest shareholder in the French AI startup Mistral AI following a $1.5 Billion investment to bolster European tech sovereignty and enhance its own AI-driven tool efficiency. ASML faces challenges from U.S. tariff uncertainties and export restrictions which could impact [----] growth. Despite short-term volatility its monopoly on EUV technology and AI-driven demand make it a strong long-term investment and a name I will be allocating to in the future. $ASML"  
[X Link](https://x.com/ArmoredTrades/status/1965434310225437155)  2025-09-09T15:17Z [---] followers, [---] engagements


"@The_RockTrading Very happy with $TSM"  
[X Link](https://x.com/ArmoredTrades/status/1965449143276765640)  2025-09-09T16:16Z [---] followers, [---] engagements


"Earnings Watch: Oracle $ORCL Expected to report quarterly earnings of $1.35 per share for Q1 fiscal [----] reflecting a year-over-year increase of approximately 3.1%. Oracle is forecasted to achieve revenues of around $15.9 billion for the quarter ending August [----] representing a year-over-year growth of about 11.3%. $250.00 on the table"  
[X Link](https://x.com/ArmoredTrades/status/1965503816574398724)  2025-09-09T19:53Z [--] followers, [----] engagements


"Earnings Alert: Synopsis $SNPS Revenue: $1.82B vs Est. $1.8B EPS: $3.45 vs Est. $3.38 Down -11% in AH"  
[X Link](https://x.com/ArmoredTrades/status/1965512878775304618)  2025-09-09T20:29Z [--] followers, [---] engagements


"Instantly understand a foreign language with the new Apple $AAPL AirPods. Apple announced the AirPods Pro [--] at its September [--] [----] event featuring a new Live Translation capability powered by Apple Intelligence for real-time in-person conversation translation across languages like English French German Portuguese and Spanish (with more added later). The feature is activated by pressing the stems on both AirPods and works on existing models including AirPods Pro [--] and AirPods [--] allowing users to hear translated audio directly; if the other person lacks AirPods their iPhone displays a"  
[X Link](https://x.com/ArmoredTrades/status/1965515240860496089)  2025-09-09T20:38Z [--] followers, [---] engagements


"Earnings Alert: Synopsys $SNPS Revenue: $1.74B vs Est. $1.77B EPS: $3.39 vs Est. $3.84 Down -20% in AH"  
[X Link](https://x.com/ArmoredTrades/status/1965544206098989200)  2025-09-09T22:33Z [---] followers, [---] engagements


"Brutal drop on $SNPS in after hours trading. Although I have owned this name in the past for exposure moving forward I would rely on an ETF such as $SMH instead (4% exposure). Almost lost 25% of its entire Market Cap this evening"  
[X Link](https://x.com/ArmoredTrades/status/1965547356080017723)  2025-09-09T22:46Z [---] followers, [---] engagements


"$256.00 $TSM trading overnight"  
[X Link](https://x.com/ArmoredTrades/status/1965653034740138436)  2025-09-10T05:46Z [--] followers, [---] engagements


"$TSM August [----] Revenue Report:"  
[X Link](https://x.com/ArmoredTrades/status/1965670642109530179)  2025-09-10T06:56Z [--] followers, [---] engagements


"@ftr_investors Yes long $TSM looking for $300-$475 on the ADR"  
[X Link](https://x.com/ArmoredTrades/status/1965680293886787825)  2025-09-10T07:34Z [--] followers, [--] engagements


"Huge moves on $TSM this morning following a cooler than expected PPI report and amazing Oracle $ORCL price action. Currently up 14% on this trade initiated [-----] with additional shares purchased on [-----]. Profit taking window remains $300-$475 on this ADR"  
[X Link](https://x.com/ArmoredTrades/status/1965789062805287104)  2025-09-10T14:46Z [--] followers, [---] engagements


"$SNPS getting torched following reporting third-quarter fiscal year [----] earnings. I like this name I do believe this is an opportunity to buy however I would still prefer partial exposure through a vehicle such as $SMH instead"  
[X Link](https://x.com/ArmoredTrades/status/1965793849240158381)  2025-09-10T15:05Z [---] followers, [---] engagements


"To promote full transparency on this account I have initiated a Limit Sell Order on $TSM @ $264.00 and am now 100% in a cash holding position. I secured +14% on this trade opened approximately [--] weeks ago in size and do not mind awaiting clarification from the CPI data tomorrow. I have now temporarily exited at my personal Portfolio all time high and will continue to provide updates as I place additional trades/reposition over the next few days. Price Targets and Profit Taking Window for $TSM remain $300-$475 however I am securing these short term profits heading into the uncertainty. $TSM"  
[X Link](https://x.com/ArmoredTrades/status/1965799074768019656)  2025-09-10T15:26Z [---] followers, [---] engagements


"@RyanDetroit313 Getting dragged down by the other [--] holdings in my opinion - I believe $SNPS $CDNS and $ASML are all not having the best day"  
[X Link](https://x.com/ArmoredTrades/status/1965804473659658410)  2025-09-10T15:48Z [---] followers, [---] engagements


"@RyanDetroit313 Still an elite ETF that will outperform over the next 3-5 years especially given the heavier $TSM exposure unlike $SOXX"  
[X Link](https://x.com/ArmoredTrades/status/1965824397715067335)  2025-09-10T17:07Z [--] followers, [--] engagements


"$TSM retreating slightly from the daily high. I am looking to place Limit Buy Orders starting at $240.00 surrounding the release of CPI data tomorrow morning"  
[X Link](https://x.com/ArmoredTrades/status/1965841558516937172)  2025-09-10T18:15Z [---] followers, [---] engagements


"@TrendSpider No $TSM"  
[X Link](https://x.com/ArmoredTrades/status/1965921990436597929)  2025-09-10T23:35Z [--] followers, [---] engagements


"Open AI has signed a $300 billion deal with Oracle $ORCL to purchase computing power over approximately five years starting in [----] as part of the Stargate initiative to build AI data centers across the U.S. The deal includes Oracle developing [---] gigawatts of data center capacity with sites like Abilene Texas to support Open AIs AI infrastructure contributing to a $500 billion investment plan and creating over [------] jobs. $ORCL $MSFT"  
[X Link](https://x.com/ArmoredTrades/status/1965929312160460846)  2025-09-11T00:04Z [---] followers, [---] engagements


"U.S. Consumer Price Index - CPI August CPI: 2.9% Vs Est. 2.9%. Core CPI: 3.1% Vs Est. 3.1%. $VOO $SPY $QQQ"  
[X Link](https://x.com/ArmoredTrades/status/1966118993464537093)  2025-09-11T12:37Z [---] followers, [---] engagements


"$240.00 potentially off the table although I still have Limit Buy Orders placed there. Will allow the markets to digest the news from today and kick things off again next week for rebalancing. $TSM $TSM retreating slightly from the daily high. I am looking to place Limit Buy Orders starting at $240.00 surrounding the release of CPI data tomorrow morning. https://t.co/OxVhzHwg7f $TSM retreating slightly from the daily high. I am looking to place Limit Buy Orders starting at $240.00 surrounding the release of CPI data tomorrow morning. https://t.co/OxVhzHwg7f"  
[X Link](https://x.com/ArmoredTrades/status/1966194197729522098)  2025-09-11T17:36Z [--] followers, [---] engagements


"50% $QQQ 25% $SMH 25% $IBIT Will outperform everything over the next [--] years especially the S&P [---]. Best inside a of a tax-incentivized account like a Roth IRA however given the ETF nature of the holdings its fine for long term holds in individual brokerage accounts without having to trade in and out of positions. Not financial Advice"  
[X Link](https://x.com/ArmoredTrades/status/1966205172046020733)  2025-09-11T18:20Z [---] followers, [---] engagements


"Market recognizing how oversold $SNPS was yesterday"  
[X Link](https://x.com/ArmoredTrades/status/1966219028269248529)  2025-09-11T19:15Z [---] followers, [----] engagements


"@prospero_ai Have been using your app for a few weeks now and the data/UI is great Thank you"  
[X Link](https://x.com/ArmoredTrades/status/1966226026389979624)  2025-09-11T19:43Z [--] followers, [--] engagements


"Microsoft and Open AI have signed a non-binding deal to revise their partnership allowing Open AI to restructure into a for-profit public benefit corporation controlled by its nonprofit entity with a $100 billion stake. Final terms still under negotiation. $MSFT"  
[X Link](https://x.com/ArmoredTrades/status/1966263691487359089)  2025-09-11T22:12Z [---] followers, [---] engagements


"Mixed Futures following CPI heading into the weekend. $VOO $SPY $QQQ"  
[X Link](https://x.com/ArmoredTrades/status/1966340697264427088)  2025-09-12T03:18Z [---] followers, [---] engagements


"Open AI and Nvidia CEOs Sam Altman and Jensen Huang plan to announce billions in UK data center investments next week during a US tech delegation visit partnering with Nscale Global Holdings to bolster AI infrastructure. The investment reflects the global demand for AI computing power leveraging Nvidia's advanced processors. $NVDA $MSFT"  
[X Link](https://x.com/ArmoredTrades/status/1966522749293088996)  2025-09-12T15:22Z [---] followers, [---] engagements


"I am more concerned with the cyclical nature of this business that isnt appearing to go away. $TSM for example have stated in the past there arent reasons to continually upgrade the EUV and DUV systems from $ASML and theres plenty of lifespan to squeeze out of each. If $TSM is saying this it would seem fair to think the same would apply to Samsung and Intel()"  
[X Link](https://x.com/ArmoredTrades/status/1966925273506443767)  2025-09-13T18:01Z [---] followers, [---] engagements


"YTD Returns as of Market Close Friday September [--] [----] in the Trading Portfolio. Currently 100% cash at this time. Returns primarily due to amazing entries on $NVDA and massive conviction in names such as $TSM $IBIT. Began [----] trading $50000 into concentrated individual positions rotating profits between names with projected growth and underlying fundamentals sufficient to hold through a downturn. This concept is what inspired the Armored Trades account name"  
[X Link](https://x.com/ArmoredTrades/status/1966971452462440801)  2025-09-13T21:05Z [---] followers, [---] engagements


"@InvestingVisual I believe $CYBR is being acquired by $PANW as well"  
[X Link](https://x.com/ArmoredTrades/status/1967210993928532334)  2025-09-14T12:57Z [---] followers, [---] engagements


"Interested in exposure to the semiconductor space but dont want to choose or hold individual names I have utilized the VanEck Semiconductor ETF $SMH as a vehicle for exposure for many years between trades. The underlying holdings concentrated in [--] leading names are all involved in semiconductor production and equipment generating an amazing 258.79% return over the last [--] years. While the Expense Ratio is significantly higher than more broad-based market ETFs at 0.35% the returns have rendered this expense negligible. Similarly $SOXX has an Expense Ratio of 0.34% however does not provide as"  
[X Link](https://x.com/ArmoredTrades/status/1967240292341350464)  2025-09-14T14:53Z [---] followers, [---] engagements


"The Federal Open Market Committee (FOMC) is scheduled to meet on September 16-17 [----] where it is widely expected to implement its first interest rate cut of the year with economists split between a [--] basis point reduction (to 4.00%-4.25%) and a more aggressive [--] basis point cut (to 3.75%-4.00%) influenced by recent soft labor market data showing rising unemployment to 4.2% and slowing job growth. Standing by for Jerome Powell's press conference to elaborate on the outlook for growth employment and monetary policy expected 2:30pm this Wednesday. $VOO $SPY $QQQ"  
[X Link](https://x.com/ArmoredTrades/status/1967254028909257211)  2025-09-14T15:48Z [---] followers, [---] engagements


"@ftr_investors By far $TSM I have placed 100% of the portfolio into this name multiple times with great results. Absolute gem in this space. I believe the China risks are far overblown. I would also like to reposition into $NVDA and $AVGO dependent on the FOMC meeting this week as well"  
[X Link](https://x.com/ArmoredTrades/status/1967269823370666162)  2025-09-14T16:50Z [---] followers, [---] engagements


"Futures completely flat heading into FOMC this week. $VOO $SPY $QQQ"  
[X Link](https://x.com/ArmoredTrades/status/1967370995037020629)  2025-09-14T23:32Z [---] followers, [---] engagements


"CoreWeave announced a $6.3 billion cloud computing capacity deal with Nvidia under their existing April [----] Master Services Agreement obligating Nvidia to purchase any unsold capacity through April [----]. $CRWV $NVDA"  
[X Link](https://x.com/ArmoredTrades/status/1967664091016859764)  2025-09-15T18:57Z [---] followers, [---] engagements


"The Trump administration has announced plans to significantly boost the US uranium stockpile to support a nuclear energy renaissance amid ongoing efforts to revitalize domestic production and reduce reliance on foreign sources. $UUUU $CCJ"  
[X Link](https://x.com/ArmoredTrades/status/1967675676389236911)  2025-09-15T19:43Z [---] followers, [---] engagements


"@Ashton_1nvests Have you checked out $SYM"  
[X Link](https://x.com/ArmoredTrades/status/1967751640410476853)  2025-09-16T00:45Z [---] followers, [----] engagements


"President Trump has posted on Truth Social advocating for public companies to stop quarterly earnings reports and instead report financial results only twice a year (semi-annually) arguing it would save costs reduce short-term focus and align U.S. practices more with long-term views like China's subject to SEC approval. The SEC confirmed it is prioritizing the proposal under Chairman Paul Atkins to ease regulatory burdens potentially boosting long-term planning and IPOs. $VOO $SPY $QQQ"  
[X Link](https://x.com/ArmoredTrades/status/1967789319289983158)  2025-09-16T03:15Z [---] followers, [---] engagements


"@IncomeSharks $QQQ / $SMH have been great vehicles to park crypto gains over the last few years"  
[X Link](https://x.com/ArmoredTrades/status/1967799125518475571)  2025-09-16T03:54Z [---] followers, [---] engagements


"The U.S. and China have reached a framework agreement allowing Oracle as part of a consortium of firms to facilitate the divestiture of TikTok's U.S. operations to U.S.-controlled ownership thereby enabling the app to continue operating in the United States pending final approval from Presidents Trump and Xi. $ORCL"  
[X Link](https://x.com/ArmoredTrades/status/1967993783380758694)  2025-09-16T16:47Z [---] followers, [--] engagements


"The Federal Open Market Committee is widely expected to announce a [--] basis point interest rate cut today following the conclusion of its two-day meeting with Federal Reserve Chair Jerome Powell scheduled to deliver his press conference speech at 2:30 PM ET. $VOO $SPY $QQQ"  
[X Link](https://x.com/ArmoredTrades/status/1968274958611775844)  2025-09-17T11:24Z [---] followers, [---] engagements


"New: China's Cyberspace Administration ordered major tech firms like Alibaba and ByteDance to immediately stop purchasing Nvidia's AI chips and cancel existing orders escalating efforts to reduce reliance on U.S. technology amid trade tensions. $QQQ $SMH $NVDA"  
[X Link](https://x.com/ArmoredTrades/status/1968300074859192459)  2025-09-17T13:04Z [---] followers, [---] engagements


"$TSM will be the ultimate winner of this entire AI revolution. Picks and Shovels This is the company molding the steel and attaching the handles. $AAPL $AMD $NVDA and MediaTek are reportedly first group of customers for $TSM 2nm process technology. $INTC is reportedly not on the list. https://t.co/z5I1pVGo4x $AAPL $AMD $NVDA and MediaTek are reportedly first group of customers for $TSM 2nm process technology. $INTC is reportedly not on the list. https://t.co/z5I1pVGo4x"  
[X Link](https://x.com/ArmoredTrades/status/1968304465184018622)  2025-09-17T13:22Z [---] followers, [---] engagements


"$TSM resilience in an otherwise red market. Looking for re-entries below $260.00 with an ultimate downside target of $240.00 (Wishful thinking however Limit Buys placed in the event it materializes)"  
[X Link](https://x.com/ArmoredTrades/status/1968320759589384541)  2025-09-17T14:26Z [---] followers, [---] engagements


"@Mr_Derivatives Looking to scoop up some $GOOGL once my $TSM trades play out (looking for $300 on the name)"  
[X Link](https://x.com/ArmoredTrades/status/1968326364978638907)  2025-09-17T14:49Z [---] followers, [----] engagements


"Broadcom $AVGO coming back down to Earth. I would prefer to see this name as close to $300-$315 as possible. Think we ever see these levels again"  
[X Link](https://x.com/ArmoredTrades/status/1968341679808897196)  2025-09-17T15:50Z [---] followers, [---] engagements


"First Limit Buys placed in size targeting $242.50 $TSM or approximately -7% from these levels. Will reevaluate in real-time if things begin to reverse over the next few trading days"  
[X Link](https://x.com/ArmoredTrades/status/1968388093062574295)  2025-09-17T18:54Z [---] followers, [---] engagements


"Futures following a 25bps rate cut. $VOO $SPY $QQQ"  
[X Link](https://x.com/ArmoredTrades/status/1968515258189840647)  2025-09-18T03:19Z [---] followers, [---] engagements


"Nvidia has agreed to invest $5 billion in Intel by purchasing shares at $23.28 each becoming one of its largest shareholders with approximately 4% ownership while also forming a chip partnership to bolster Intel's position in the competitive semiconductor market. $INTC $NVDA"  
[X Link](https://x.com/ArmoredTrades/status/1968636397524262944)  2025-09-18T11:21Z [---] followers, [---] engagements


"Limit Buys for $TSM executing at $257.00 on the Nvidia/Intel news"  
[X Link](https://x.com/ArmoredTrades/status/1968638414900592958)  2025-09-18T11:29Z [---] followers, [---] engagements


"@Furukiller Seems like an overreaction on $TSM to me as well"  
[X Link](https://x.com/ArmoredTrades/status/1968649035012583554)  2025-09-18T12:11Z [---] followers, [---] engagements


"@throwabull $SMH is honestly great for this"  
[X Link](https://x.com/ArmoredTrades/status/1968651316005142801)  2025-09-18T12:20Z [---] followers, [--] engagements


"Friendly reminder: you do not always have to pick individual stocks for outsized returns. $SMH Interested in exposure to the semiconductor space but dont want to choose or hold individual names I have utilized the VanEck Semiconductor ETF $SMH as a vehicle for exposure for many years between trades. The underlying holdings concentrated in [--] leading names are all https://t.co/qArEC50VUY Interested in exposure to the semiconductor space but dont want to choose or hold individual names I have utilized the VanEck Semiconductor ETF $SMH as a vehicle for exposure for many years between trades. The"  
[X Link](https://x.com/ArmoredTrades/status/1968718977418293500)  2025-09-18T16:49Z [---] followers, [---] engagements


"Took profits at the $267.00 level for just shy of a +4% gain on the day. Remaining back in cash at this time until other opportunities present. $TSM Limit Buys for $TSM executing at $257.00 on the Nvidia/Intel news. Limit Buys for $TSM executing at $257.00 on the Nvidia/Intel news"  
[X Link](https://x.com/ArmoredTrades/status/1968722686986580020)  2025-09-18T17:04Z [---] followers, [---] engagements


"Although I took profits on the $TSM entry from today I still have these larger limit buys placed around the $240.00 level these have now been moved up to $245.00. Would be a great entry if/when the opportunity presents. First Limit Buys placed in size targeting $242.50 $TSM or approximately -7% from these levels. Will reevaluate in real-time if things begin to reverse over the next few trading days. https://t.co/ssw1uhYVsk First Limit Buys placed in size targeting $242.50 $TSM or approximately -7% from these levels. Will reevaluate in real-time if things begin to reverse over the next few"  
[X Link](https://x.com/ArmoredTrades/status/1968732336402432211)  2025-09-18T17:42Z [---] followers, [---] engagements


"Not confident the markets care() or realize you dont have to choose a winner between: AMD $AMD Nvidia $NVDA Broadcom $AVGO Taiwan Semiconductor Manufacturing Company $TSM is who manufactures the advanced chips for ALL of the above names and is trading at a PE of less than [--]. $1.39T Market Cap. China threats are a non-issue under the current U.S. administration. $INTC is not capable of replacing $TSM as the primary fab for $NVDA within the next 5-10 years. This trade is more obvious to me than buying 50% - off Spot Bitcoin via the previously closed-end fund $GBTC in 2022"  
[X Link](https://x.com/ArmoredTrades/status/1968776074210459674)  2025-09-18T20:36Z [---] followers, [---] engagements


"@Mojo_flyin I cant imagine very much of anything makes $TSM nervous other than the Chinese presence but if we get any downside pressure Ill definitely be buying it"  
[X Link](https://x.com/ArmoredTrades/status/1968855707140162017)  2025-09-19T01:52Z [---] followers, [---] engagements


"@Mojo_flyin Infinite funding and zero red tape would still put $INTC 5-10 years behind TSMs operations which are still expanding globally including on their home turf"  
[X Link](https://x.com/ArmoredTrades/status/1968858339841855631)  2025-09-19T02:03Z [---] followers, [---] engagements


"@Ashton_1nvests $NVDA $AVGO $TSM"  
[X Link](https://x.com/ArmoredTrades/status/1968891840855154793)  2025-09-19T04:16Z [---] followers, [---] engagements


"The Bank of Japan (BOJ) has voted 7-2 to maintain its benchmark interest rate at 0.5% amid economic and political uncertainty while announcing the start of gradual sales of its massive [--] trillion ($251 billion) holdings in exchange-traded funds (ETFs) and real-estate investment trusts"  
[X Link](https://x.com/ArmoredTrades/status/1968902885120303164)  2025-09-19T05:00Z [---] followers, [---] engagements


"Currently monitoring the following names for potential new entries towards the beginning of next week: Micron $MU TSMC $TSM Nvidia $NVDA Broadcom $AVGO"  
[X Link](https://x.com/ArmoredTrades/status/1969040641729376518)  2025-09-19T14:07Z [---] followers, [---] engagements


"Solana co-founder Anatoly Yakovenko speaking at the All-In Summit [----] warned that quantum computing poses a significant near-term threat to blockchains like Bitcoin. He estimated a "50/50 chance" of a major quantum breakthrough by [----]. $IBIT $SMH $QQQ"  
[X Link](https://x.com/ArmoredTrades/status/1969043994383446524)  2025-09-19T14:20Z [---] followers, [---] engagements


"Nvidia vs. Broadcom While Nvidia and Broadcom compete in some areas like AI chips and data center solutions they also target distinct markets. Nvidia focuses on GPUs and AI platforms while Broadcom emphasizes connectivity and infrastructure chips - allowing both to coexist and thrive. $NVDA $AVGO"  
[X Link](https://x.com/ArmoredTrades/status/1969046148959572336)  2025-09-19T14:29Z [---] followers, [---] engagements


"@johnso13475 Not familiar with the name will take a look"  
[X Link](https://x.com/ArmoredTrades/status/1969046431743774966)  2025-09-19T14:30Z [---] followers, [--] engagements


"Awaiting $TSM entries at this time would like to see below $260.00 again before placing additional orders. Think it gets there before Monday"  
[X Link](https://x.com/ArmoredTrades/status/1969057857594122356)  2025-09-19T15:15Z [---] followers, [---] engagements


"@fiscal_ai Not over $TSM however they may very well become a dominant player again"  
[X Link](https://x.com/ArmoredTrades/status/1969060809180434662)  2025-09-19T15:27Z [---] followers, [---] engagements


"@StockSavvyShay This is directly applicable to the current $TSM trade and the lingering China threat which I believe is a complete non-issue for the next 2-3 years"  
[X Link](https://x.com/ArmoredTrades/status/1969065028625060072)  2025-09-19T15:44Z [---] followers, [----] engagements


"Elon Musk's SpaceX is investing up to $17 billion to acquire EchoStar's wireless spectrum aiming to expand Starlink's direct-to-cell service to eliminate mobile phone "deserts" in remote areas globally"  
[X Link](https://x.com/ArmoredTrades/status/1969067404719206610)  2025-09-19T15:53Z [---] followers, [---] engagements


"To include $ASML Currently monitoring the following names for potential new entries towards the beginning of next week: Micron $MU TSMC $TSM Nvidia $NVDA Broadcom $AVGO Currently monitoring the following names for potential new entries towards the beginning of next week: Micron $MU TSMC $TSM Nvidia $NVDA Broadcom $AVGO"  
[X Link](https://x.com/ArmoredTrades/status/1969079596843729304)  2025-09-19T16:42Z [---] followers, [---] engagements


"Now maintaining a cash position and allowing the rest of this week to conclude. Current draft portfolio for reentry next week is as follows. Buy levels and price targets will be published as they present. $TSM $NVDA $ASML $AVGO $MU"  
[X Link](https://x.com/ArmoredTrades/status/1969084183604605310)  2025-09-19T17:00Z [---] followers, [---] engagements


"Micron Technology is scheduled to report its fiscal Q4 and full-year [----] earnings on Tuesday September [--] after market close. The company will host an earnings conference call at 2:30 p.m. Mountain Time (4:30 p.m. ET). $SMH $MU"  
[X Link](https://x.com/ArmoredTrades/status/1969113447376748655)  2025-09-19T18:56Z [---] followers, [---] engagements


"Safe haven allocations To remain growth-oriented in uncertain market conditions my go-to ETFs and allocations are as follows: $QQQ 50% $SMH 25% $IBIT 25% Approximately [---] holdings total high-growth themes surrounding Mega Cap Technology Cybersecurity Semiconductors Artificial Intelligence and Bitcoin. YTD for this portfolio is 18.09% outpacing both the S&P [---] $SPY $VOO as well as the $QQQ. I expect this to continue through 2029/2030. I have held this allocation in size previously and expect to allocate profits to these names again in the future"  
[X Link](https://x.com/ArmoredTrades/status/1969126406291333186)  2025-09-19T19:48Z [---] followers, [---] engagements


"Oracle is reportedly in advanced talks with Meta Platforms to acquire a significant stake in the company's AI infrastructure operations for approximately $20 billion as part of Meta's broader strategy to monetize its Llama models and cloud resources amid surging demand for generative AI capabilities. $ORCL $META"  
[X Link](https://x.com/ArmoredTrades/status/1969128656456073433)  2025-09-19T19:57Z [---] followers, [---] engagements


"AI talent poaching intensifies: OpenAI recruits key Apple engineers behind the iPhone escalating the AI arms race and raising concerns over tech talent shortages in consumer hardware. $MSFT $AAPL"  
[X Link](https://x.com/ArmoredTrades/status/1969312729602101405)  2025-09-20T08:08Z [---] followers, [---] engagements


"President Donald Trump has signed a proclamation imposing a $100000 annual fee on companies sponsoring H-1B visas for highly skilled foreign workers aiming to curb what the administration calls abuse of the program that displaces American jobs"  
[X Link](https://x.com/ArmoredTrades/status/1969437305728352350)  2025-09-20T16:23Z [---] followers, [--] engagements


"Amazon is livestreaming Bad Bunny's final Puerto Rico residency concert ("No Me Quiero Ir de Aqu: Una Ms") exclusively on Prime Video Amazon Music and Twitch tonight at 8:30 pm ET. $AMZN"  
[X Link](https://x.com/ArmoredTrades/status/1969445905406255344)  2025-09-20T16:57Z [---] followers, [---] engagements


"Tesla vehicles will soon integrate Grok Companions AI features from xAI to enhance in-car AI interactions as announced in a video shared by a Tesla employee on September [--] [----]. $TSLA"  
[X Link](https://x.com/ArmoredTrades/status/1969447474524811512)  2025-09-20T17:04Z [---] followers, [---] engagements


"Would still prefer $TSM closer to $240.00 however sub $260.00 has been a great entry over the last few weeks. Awaiting $TSM entries at this time would like to see below $260.00 again before placing additional orders. Think it gets there before Monday https://t.co/eaUNCo9XIK Awaiting $TSM entries at this time would like to see below $260.00 again before placing additional orders. Think it gets there before Monday https://t.co/eaUNCo9XIK"  
[X Link](https://x.com/ArmoredTrades/status/1969459684781302098)  2025-09-20T17:52Z [---] followers, [---] engagements


"@SevenParr @TacticzH Im worried the $CRWV / $NVDA relationship will invite scrutiny from regulators"  
[X Link](https://x.com/ArmoredTrades/status/1969461180734333032)  2025-09-20T17:58Z [---] followers, [---] engagements


"Micron Technology $MU reports Q4 FY2025 earnings on Tuesday September [--] after market close. Expected Revenue: Approximately $10.7 billion. Expected Earnings Per Share (EPS): $2.87 a significant year-over-year increase. $QQQ $SMH $MU"  
[X Link](https://x.com/ArmoredTrades/status/1969465027477328262)  2025-09-20T18:13Z [---] followers, [---] engagements


"Amazon has announced a $3.6 billion investment to expand its AWS data center operations in Central Ohio creating [---] high-paying tech jobs to support growing cloud computing and AI demands. $AMZN"  
[X Link](https://x.com/ArmoredTrades/status/1969481605434540390)  2025-09-20T19:19Z [---] followers, [---] engagements


"Amazon Google and Microsoft issue urgent warnings to H-1B visa-holding employees abroad to return to the U.S. immediately citing risks from the proposed annual visa fee under the Trump administration that could disrupt employment. $AMZN $GOOGL $GOOG $MSFT"  
[X Link](https://x.com/ArmoredTrades/status/1969737536839803045)  2025-09-21T12:16Z [---] followers, [---] engagements


"Apple's iPhone [--] Pro receives strong early reviews praised as the standout model customers and Wall Street have awaited with first impressions highlighting improved performance and features. $AAPL"  
[X Link](https://x.com/ArmoredTrades/status/1969740498660180244)  2025-09-21T12:28Z [---] followers, [---] engagements


"@DeepIceValue I would put the entire portfolio into $TSM with a Limit Sell set 2-3% below the previous ATH"  
[X Link](https://x.com/ArmoredTrades/status/1969754127744831771)  2025-09-21T13:22Z [---] followers, [---] engagements


"Incoming Economic Data this week: Monday September [--] -Existing Home Sales -S&P/Case-Shiller Home Prices Tuesday September [--] -Flash Manufacturing PMI -Flash Services PMI -Richmond Fed Manufacturing Index -Greater Providence Chamber Economic Outlook Luncheon. Wednesday September [--] -New Home Sales. -EIA Crude Oil Inventories Thursday September [--] -Durable Goods Orders -GDP -Initial Jobless Claims Friday September [--] -PCE Price Index -Personal Income and Spending -Michigan Consumer Sentiment $VOO $SPY $QQQ"  
[X Link](https://x.com/ArmoredTrades/status/1969765999541883217)  2025-09-21T14:09Z [---] followers, [--] engagements


"@Aktiehedonist The latter in my opinion It simply does not seem physically financially or legally possible for $INTC to truly compete with $TSM never mind take significant share of what they do for $NVDA"  
[X Link](https://x.com/ArmoredTrades/status/1969783166559756482)  2025-09-21T15:17Z [---] followers, [---] engagements


"Incoming Economic Data this week: Monday September [--] Existing Home Sales S&P/Case-Shiller Home Prices Tuesday September [--] Flash Services PMI Flash Manufacturing PMI Richmond Fed Manufacturing Index GPC Economic Outlook Luncheon Wednesday September [--] New Home Sales EIA Crude Oil Inventories Thursday September [--] GDP Initial Jobless Claims Durable Goods Orders Friday September [--] PCE Price Index Michigan Consumer Sentiment Personal Income and Spending $VOO $SPY $QQQ"  
[X Link](https://x.com/ArmoredTrades/status/1969904633259999291)  2025-09-21T23:20Z [---] followers, [---] engagements


"@YodaStockInvest Geopolitics shouldnt prevent anyone from owning: $TSM $NVO $ASML"  
[X Link](https://x.com/ArmoredTrades/status/1969906584773136803)  2025-09-21T23:28Z [---] followers, [---] engagements


"A US judge ruled Google's practices in the ad technology market illegal potentially forcing the sale of its AdX platform; a major antitrust trial on digital advertising begins this week. $QQQ $GOOGL $GOOG"  
[X Link](https://x.com/ArmoredTrades/status/1969928454947652064)  2025-09-22T00:55Z [---] followers, [---] engagements


"@KobeissiLetter Equities wanting to follow it seems"  
[X Link](https://x.com/ArmoredTrades/status/1970009560653217981)  2025-09-22T06:17Z [---] followers, [----] engagements


"Abu Dhabi's Technology Innovation Institute (TII) is launching the Middle East's first joint AI and robotics research lab NVAITC in partnership with Nvidia focusing on advanced tech development. $NVDA"  
[X Link](https://x.com/ArmoredTrades/status/1970087049740050805)  2025-09-22T11:25Z [---] followers, [---] engagements


"In a Trump-backed deal Oracle (led by Larry Ellison) will secure and oversee TikTok's algorithm for the new U.S.-owned TikTok entity with the board including Trump allies like Andreessen Horowitz and the Murdoch family. $ORCL"  
[X Link](https://x.com/ArmoredTrades/status/1970088278134231494)  2025-09-22T11:30Z [---] followers, [---] engagements


"Limit Buy Orders for the following currently executing at these levels: [---] Shares $NVDA [--] Shares $AVGO [--] Shares $TSM Comfortable holding these names through a downturn and will be placing a trailing stop-loss of 5-7%"  
[X Link](https://x.com/ArmoredTrades/status/1970127978098315681)  2025-09-22T14:08Z [---] followers, [---] engagements


"OpenAI and NVIDIA have announced a landmark strategic partnership via a letter of intent aimed at building massive AI infrastructure to power OpenAI's next-generation models including a path to superintelligence. $NVDA $MSFT"  
[X Link](https://x.com/ArmoredTrades/status/1970160855216947387)  2025-09-22T16:18Z [---] followers, [---] engagements


"Some solid entries before the $NVDA and OpenAi news this AM. $NVDA $MSFT Limit Buy Orders for the following currently executing at these levels: [---] Shares $NVDA [--] Shares $AVGO [--] Shares $TSM Comfortable holding these names through a downturn and will be placing a trailing stop-loss of 5-7%. Limit Buy Orders for the following currently executing at these levels: [---] Shares $NVDA [--] Shares $AVGO [--] Shares $TSM Comfortable holding these names through a downturn and will be placing a trailing stop-loss of 5-7%"  
[X Link](https://x.com/ArmoredTrades/status/1970163649911374076)  2025-09-22T16:29Z [---] followers, [---] engagements


"@StockSavvyShay Interesting seeing $AVGO fall on the news. I would imagine some of the $100B would find its way to their custom chips as well"  
[X Link](https://x.com/ArmoredTrades/status/1970166022566281359)  2025-09-22T16:39Z [---] followers, [---] engagements


"Entered a 100-Share $NVDA Trade @ $175.20 Offloaded this position @ $183.00 - DAILY GAIN Entered a 70-Share $TSM Trade @ $268.29 Offloaded this position @ $274.60 - DAILY GAIN Entered a 50-Share $AVGO Trade @ $346.15 Offloaded this position @ $340.00 - DAILY LOSS +1.82% or +$982.48 on the day. Due to the $NVDA and OpenAi news we had a significant move earlier in the day. I am already approaching this trading environment with caution and have decided to secure profits on these trades. Please refer to post history for Entry and Exit timestamps"  
[X Link](https://x.com/ArmoredTrades/status/1970191660253327693)  2025-09-22T18:21Z [---] followers, [---] engagements


"Bipartisan U.S. lawmakers led by Rep. French Hill have urged the SEC to swiftly implement Executive Order [-----] pushing for crypto and alternative assets in 401(k) plans to democratize investment opportunities. $IBIT $FBTC"  
[X Link](https://x.com/ArmoredTrades/status/1970216895279403423)  2025-09-22T20:01Z [---] followers, [---] engagements


"$276.00 $TSM in overnight trading"  
[X Link](https://x.com/ArmoredTrades/status/1970316657231802544)  2025-09-23T02:37Z [---] followers, [---] engagements


"$TSM has added almost a quarter-trillion dollars to its market cap since this post. A sleeping giant and a name that will make a lot of money for folks willing to weigh the geopolitical risks. Everyone is focussed on $NVDA heading into earnings however significantly less people are aware of and tracking the following. *Taiwan Semiconductor Manufacturing Company $TSM manufactures nearly 100% of NVIDIA $NVDA chips as NVIDIA is a fabless company relying entirely on https://t.co/9FPO7MeN43 Everyone is focussed on $NVDA heading into earnings however significantly less people are aware of and"  
[X Link](https://x.com/ArmoredTrades/status/1970320026444976241)  2025-09-23T02:51Z [---] followers, [---] engagements


"China's People's Bank is leveraging the Shanghai Gold Exchange to attract foreign central banks as custodians for their sovereign gold reserves aiming to elevate the country's influence in the global bullion market. $GLD $IAU"  
[X Link](https://x.com/ArmoredTrades/status/1970409176041169167)  2025-09-23T08:45Z [---] followers, [---] engagements


"Cadence Design Systems has announced a $3.16 billion acquisition of Hexagon AB's design and engineering business to bolster semiconductor and engineering capabilities. $CDNS"  
[X Link](https://x.com/ArmoredTrades/status/1970449428214599760)  2025-09-23T11:25Z [---] followers, [--] engagements


"The White House is expected to announce a finalized cryptocurrency market regulation bill today clarifying SEC and CFTC oversight to promote innovation protect consumers and position the U.S. as a global crypto leader. $IBIT $FBTC"  
[X Link](https://x.com/ArmoredTrades/status/1970460158154133554)  2025-09-23T12:08Z [---] followers, [--] engagements


"@NetWorthNotes $AVGO Would like closer to $300-$315"  
[X Link](https://x.com/ArmoredTrades/status/1970507859273060862)  2025-09-23T15:17Z [---] followers, [--] engagements


"Awaiting Sub $280.00 $TSM for additional entires. I would prefer closer to $250.00 but recent tailwinds in addition to earnings next month have me repositioning sooner than later. I remember buying this name below $200.00 not that long ago. What a year"  
[X Link](https://x.com/ArmoredTrades/status/1970523434024316976)  2025-09-23T16:19Z [---] followers, [---] engagements


"Limit Buy Orders currently placed for the following: Long [---] Shares $TSM @ $275.00 Long [---] Shares $NVDA @ $174.85 I will not be placing sell orders in the event the above executes however will monitor through the $300.00 and $200.00 levels respectively. Currently awaiting additional entries for: 100x Shares $TSM 100x Shares $NVDA I would like to see at least another 1-3% move down from here especially given TSMs run this past week. Very strong names for [----] with a seemingly endless amount of tailwinds. Currently awaiting additional entries for: 100x Shares $TSM 100x Shares $NVDA I would"  
[X Link](https://x.com/ArmoredTrades/status/1970540785260265499)  2025-09-23T17:28Z [---] followers, [----] engagements


"Eli Lilly has announced a $6.5 billion investment to build a new manufacturing facility in northeast Houston's Generation Park as part of a broader $27 billion plan detailing four new U.S. plants. $LLY"  
[X Link](https://x.com/ArmoredTrades/status/1970542512659144735)  2025-09-23T17:35Z [---] followers, [---] engagements


"At the Greater Providence Chamber of Commerce today Federal Reserve Chair Jerome Powell cautioned that overly aggressive cuts could rekindle inflation risks with upside pressures from tariffs and policies outweighing downside employment concerns. $VOO $SPY $QQQ"  
[X Link](https://x.com/ArmoredTrades/status/1970556795975332082)  2025-09-23T18:32Z [---] followers, [---] engagements


"Vertiv shares drop 6.2% after Microsoft tests advanced microfluidic chip cooling (3x better efficiency) seen as a threat to Vertiv's data center cooling business. $VRT $MSFT"  
[X Link](https://x.com/ArmoredTrades/status/1970678374856097799)  2025-09-24T02:35Z [---] followers, [---] engagements


"Nvidia is partnering with Alibaba on "physical AI" technology integrating Nvidia's AI capabilities into Alibaba's robotics platforms to advance embodied AI applications. $NVDA $BABA"  
[X Link](https://x.com/ArmoredTrades/status/1970807175208690160)  2025-09-24T11:07Z [---] followers, [---] engagements


"Sometimes the hardest part is having the patience to allow things to play out. I am of the opinion the below will execute. I am prioritizing cash at this time while focusing on having at minimum the below allocations heading into Q4 and $TSM earnings next month. Limit Buy Orders currently placed for the following: Long [---] Shares $TSM @ $275.00 Long [---] Shares $NVDA @ $174.85 I will not be placing sell orders in the event the above executes however will monitor through the $300.00 and $200.00 levels respectively. Limit Buy Orders currently placed for the following: Long [---] Shares $TSM @"  
[X Link](https://x.com/ArmoredTrades/status/1970921382608515393)  2025-09-24T18:40Z [---] followers, [---] engagements


"U.S. new single-family home sales surged 20% to a seasonally adjusted annual rate of [------] units in August [----] - the highest in over three years - exceeding economist expectations of 650000"  
[X Link](https://x.com/ArmoredTrades/status/1970928393240957240)  2025-09-24T19:08Z [---] followers, [--] engagements


"Oracle has launched an $18 billion corporate bond sale the second-largest high-grade bond deal of [----] to fund AI-driven cloud infrastructure expansion amid strong investor demand. $ORCL"  
[X Link](https://x.com/ArmoredTrades/status/1970934523824390232)  2025-09-24T19:33Z [---] followers, [---] engagements


"@BourbonCap $NVO currently trading at a beautiful discount in my opinion"  
[X Link](https://x.com/ArmoredTrades/status/1970938105168527466)  2025-09-24T19:47Z [---] followers, [---] engagements


"Our Limit Buys have executed on $TSM during pre-market this AM. Awaiting $NVDA at this time. Limit Buy Orders currently placed for the following: Long [---] Shares $TSM @ $275.00 Long [---] Shares $NVDA @ $174.85 I will not be placing sell orders in the event the above executes however will monitor through the $300.00 and $200.00 levels respectively. Limit Buy Orders currently placed for the following: Long [---] Shares $TSM @ $275.00 Long [---] Shares $NVDA @ $174.85 I will not be placing sell orders in the event the above executes however will monitor through the $300.00 and $200.00 levels"  
[X Link](https://x.com/ArmoredTrades/status/1971176073569407446)  2025-09-25T11:32Z [---] followers, [---] engagements


"$NVDA has now also filled. As of today [-----] Long [---] Shares $NVDA @ $174.85 Long [---] Shares $TSM @ $275.00 These entries were chosen primarily to: Secure exposure to both $TSM and $NVDA currently our highest conviction names prior to TSMs earnings report on Thursday October 16th. Allow the portfolio to retain a significant cash position heading into the final days of September and entering Q4. Having 100+ shares of each allows for additional trading options. Comfortable holding and adding to these names in the event of an unexpected downturn and believe each is undervalued at current levels."  
[X Link](https://x.com/ArmoredTrades/status/1971184136221024586)  2025-09-25T12:04Z [---] followers, [----] engagements


"CoreWeave has expanded its partnership with OpenAI through a new contract valued at up to $6.5 billion providing additional AI infrastructure to support the training of advanced models. $CRWV $MSFT"  
[X Link](https://x.com/ArmoredTrades/status/1971204128220250359)  2025-09-25T13:24Z [---] followers, [---] engagements


"I would like to stress the second and fourth points addressing downturns and a significant cash position heading into October. This paired with strict Limit Orders help cut through the noise and volatility while it plays out. $TSM $NVDA $NVDA has now also filled. As of today [-----] Long [---] Shares $NVDA @ $174.85 Long [---] Shares $TSM @ $275.00 These entries were chosen primarily to: Secure exposure to both $TSM and $NVDA currently our highest conviction names prior to TSMs earnings report on Thursday $NVDA has now also filled. As of today [-----] Long [---] Shares $NVDA @ $174.85 Long [---] Shares"  
[X Link](https://x.com/ArmoredTrades/status/1971209449508569559)  2025-09-25T13:45Z [---] followers, [---] engagements


"Solid $TSM and $NVDA entries this AM. In full transparency I still believe we may head lower as September concludes and we kick off Q4 thus my larger than normal cash position at this time. Please refer to post history for timestamps and position sizing"  
[X Link](https://x.com/ArmoredTrades/status/1971220794438267326)  2025-09-25T14:30Z [---] followers, [--] engagements


"Cipher Mining has announced a 10-year high-performance computing agreement with Fluidstack worth approximately $3 billion to deliver [---] MW of critical IT load at its Texas site backed by a $1.4 billion guarantee from Google. $GOOGL $GOOG $CIFR"  
[X Link](https://x.com/ArmoredTrades/status/1971234465281343812)  2025-09-25T15:24Z [---] followers, [---] engagements


"Microsoft says it cut IDF Unit 8200's access to Azure and Al services after an internal review found the unit used its cloud to process mass-surveillance data from Palestinians-reportedly "a million calls an hour" stored in a Dutch datacenter violating Microsoft's terms. $MSFT"  
[X Link](https://x.com/ArmoredTrades/status/1971278736533356976)  2025-09-25T18:20Z [---] followers, [---] engagements


"Futures heading into tomorrow. $VOO $SPY $QQQ"  
[X Link](https://x.com/ArmoredTrades/status/1971307510884889081)  2025-09-25T20:15Z [---] followers, [--] engagements


"The Trump administration is considering a policy to mandate chip companies maintain a 1:1 ratio of domestically manufactured semiconductors to imported ones imposing roughly 100% tariffs on firms failing to comply over time. $SMH $NVDA $TSM $INTC"  
[X Link](https://x.com/ArmoredTrades/status/1971554263307596185)  2025-09-26T12:35Z [---] followers, [--] engagements


"@WOLF_Financial $TSM and $NVDA"  
[X Link](https://x.com/ArmoredTrades/status/1971556037091295352)  2025-09-26T12:42Z [---] followers, [---] engagements


"Meta has announced the launch of ad-free subscription options for Facebook and Instagram in the UK priced at 2.99/month on web and 3.99/month on iOS/Android to comply with data privacy regulations while preserving ad-funded free access. $META"  
[X Link](https://x.com/ArmoredTrades/status/1971641293341327692)  2025-09-26T18:21Z [---] followers, [---] engagements


"Electronic Arts is nearing a landmark $50 billion deal to go private led by Saudi Arabia's Public Investment Fund and private-equity firm Silver Lake. Up 15% intraday on the news. $EA"  
[X Link](https://x.com/ArmoredTrades/status/1971647979057709340)  2025-09-26T18:48Z [---] followers, [----] engagements


"Robinhood has announced Robinhood Banking. Banking services coming this fall for Gold members featuring checking and savings accounts with up to 4% APY on savings up to $2.5 million in FDIC insurance via a cash sweep program and luxury perks like cash delivery. $HOOD"  
[X Link](https://x.com/ArmoredTrades/status/1971667424341905813)  2025-09-26T20:05Z [---] followers, [---] engagements


"Current YTD performance heading into Q4 [----]. Returns primarily due to swing trading the following names and investing concentrated positions into the Tech Cryptocurrency and Semiconductor sectors. Heavily bought the April [----] lows with entries such as $100.00 $NVDA. Individual Names $NVDA $TSM $AVGO $ASML $MU ETFs $QQQ $SMH $IBIT $ETHA $IAU Current Holdings $NVDA $TSM These have been some extraordinary times and I suspect things may just be getting started for certain industries. Looking forward to the end of the year and kicking off 2026"  
[X Link](https://x.com/ArmoredTrades/status/1971709620415615128)  2025-09-26T22:53Z [---] followers, [---] engagements


"This entry was secured @ $275.00 $TSM Awaiting Sub $280.00 $TSM for additional entires. I would prefer closer to $250.00 but recent tailwinds in addition to earnings next month have me repositioning sooner than later. I remember buying this name below $200.00 not that long ago. What a year. https://t.co/b8ld5HRDI6 Awaiting Sub $280.00 $TSM for additional entires. I would prefer closer to $250.00 but recent tailwinds in addition to earnings next month have me repositioning sooner than later. I remember buying this name below $200.00 not that long ago. What a year. https://t.co/b8ld5HRDI6"  
[X Link](https://x.com/ArmoredTrades/status/1971722391832481962)  2025-09-26T23:43Z [---] followers, [---] engagements


"Google Meet experienced a widespread outage affecting thousands of users with reports surging around 11:42 AM ET leading to connectivity issues across Google services including Gmail and Gemini. $GOOGL $GOOG"  
[X Link](https://x.com/ArmoredTrades/status/1971724343647637595)  2025-09-26T23:51Z [---] followers, [---] engagements


"Oracle's stock has fallen over 5% this week following analyst downgrades and warnings of 40% downside risk due to overhyped cloud and AI projections. $ORCL"  
[X Link](https://x.com/ArmoredTrades/status/1971725339215962496)  2025-09-26T23:55Z [---] followers, [---] engagements


"Tesla has urged the Trump administration to retain vehicle emissions standards and the EPA's climate endangerment finding warning that repeals could undermine EV incentives and regulatory credit programs worth $2.8 billion annually. $TSLA"  
[X Link](https://x.com/ArmoredTrades/status/1971726537453158572)  2025-09-27T00:00Z [---] followers, [---] engagements


"Taiwan Semiconductor Manufacturing Company has issued a statement denying reports of discussions with Intel on potential investments or partnerships in manufacturing operations following a recent Wall Street Journal article. $TSM"  
[X Link](https://x.com/ArmoredTrades/status/1971986690643579372)  2025-09-27T17:13Z [---] followers, [---] engagements


"Google has celebrated its 27th birthday with a nostalgic Google Doodle featuring the original [----] logo highlighting its evolution from a Stanford startup to a global tech leader under Alphabet Inc. $GOOGL $GOOG"  
[X Link](https://x.com/ArmoredTrades/status/1971988720229535810)  2025-09-27T17:22Z [---] followers, [---] engagements


"Qualcomm has showcased the new Snapdragon X2 Elite PC chip with "Guardian" security features for corporate IT management including remote updates via 5G modems targeting business users and competing with Intel. $QCOM $INTC"  
[X Link](https://x.com/ArmoredTrades/status/1971989525678506066)  2025-09-27T17:25Z [---] followers, [---] engagements


"@davey_juice $TSM"  
[X Link](https://x.com/ArmoredTrades/status/1972022041722474832)  2025-09-27T19:34Z [---] followers, [---] engagements


"@BuzzsawEJ @davey_juice Its a good one for sure and trades at an ever-persistent discount due to the lingering China threat"  
[X Link](https://x.com/ArmoredTrades/status/1972025792927609022)  2025-09-27T19:49Z [---] followers, [--] engagements


"@davey_juice @BuzzsawEJ Wait until you see their client list and percent of overall advanced chips manufactured for each"  
[X Link](https://x.com/ArmoredTrades/status/1972026620384055477)  2025-09-27T19:52Z [---] followers, [---] engagements


"@iamtomnash Looking forward to seeing what $TSLA is able to accomplish over the next few years"  
[X Link](https://x.com/ArmoredTrades/status/1972109419787047080)  2025-09-28T01:21Z [---] followers, [---] engagements


"@TrendSpider Interested in adding $ETHA back to the portfolio at some point"  
[X Link](https://x.com/ArmoredTrades/status/1972109826710032623)  2025-09-28T01:23Z [---] followers, [---] engagements


"@zerohedge Theres a state-sponsored element to this as well similar to what Taiwan did with TSM"  
[X Link](https://x.com/ArmoredTrades/status/1972147862940303518)  2025-09-28T03:54Z [---] followers, [----] engagements


"Thanks I believe the China threat is a non-issue at least under this current administration. What I am frustrated with is the force-feeding of $INTC products in an attempt to diversify away from $TSM. I agree with helping TSM expand globally but attempting to dethrone it completely in favor of Intel does not make sense to me"  
[X Link](https://x.com/ArmoredTrades/status/1972160618737160462)  2025-09-28T04:45Z [---] followers, [---] engagements


"@FIREDUpWealth $ASML"  
[X Link](https://x.com/ArmoredTrades/status/1972303054948147407)  2025-09-28T14:11Z [---] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing