A few more days, AMD to get to PT $12:Thank Taiwan Semiconductor $TSM for the rout in Micron $MU, Applied Materials $AMAT, $AMD, and Nvidia $NVDA yesterday. $TSM, Taiwan Semiconductor Manufacturing Company Ltd. / H1 Value play Lam Research $LRCX also fell due to TSM’s excuse that smartphone demand – high end, that is, will hurt revenue this year. $LRCX, Lam Research Corporation / H1 Apple $AAPL falling on TSM’s excuses is silly. iPhone X demand is solid. Solid. iPhone 8 is hot. iPhone 7 targets the mid-market. Those Apple calls will not expire worthless. $AAPL, Apple Inc. / H1 Square $SQ managed to hold $50. $SQ, Block, Inc. / H1 China-based stocks are out of favor if you are JD.COM $JD. Alibaba $BABA recovered back to the $180 level. $190 to $200 is next. $JD, JD.com, Inc. / H1 To repeat, $AMD decided to take a fall back to the $10 range. ER is coming up. Big day.EPYC day, in fact.Snapchat $SNAP is still a thing. For now.Twitter $TWTR is back above $30. Fw P/E of 44x is too much but go to the site. It has fitting, tailored ads you cannot ignore. Content looks fresh and you see “what you may have missed” at the top of the feed.$MSFT $100 next.General Electric $GE went up yesterday. How?RIP the right call on $LFIN Longfin. Exercised puts count as naked shorts. In effect your call is right but you cannot cash in the gains.What stocks are you trading today?