Nancy|Oct 13, 2026 05:34
Reasons for personal attention:
10/15 TSMC $TSM
Let’s hear what they have to say about progress in the U.S. and whether there’s any further news about the rumored collaboration with Tesla.
10/21 Tesla $TSLA
Updates on robot taxis and autonomous driving progress, plus any new developments on humanoid robots.
10/22 Intel $INTC
The competitive relationship with TSMC, whether their chip manufacturing efforts are actually making progress, and whether their product lineup for customers has improved. Also, whether there’s a clearer statement about their role in collaborating with Musk.
10/29 SanDisk $SNDK
Purely reflecting on last year’s storage craze and the experience of missing out and selling too early. Though the one I sold too early was Micron.
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