BUFFLONE capital

From the people to the pride, our Manassas celebration marked a major milestone for U.S. memory manufacturing. Take a look inside the event honoring the start of 1α DRAM U.S. manufacturing — and the teams and partners who made it possible.

@Giuliano_Mana China copied him, ive got the book!

"Study the life and work of Lee Kuan Yew. You'll be flabbergasted" - Charlie Munger. The book you need:

$1T

Chips & Memory stocks are on fire right now! 🔥 🚀 $TSM $MU $AMD $SNDK $NVDA

Nvidia’s Taiwan tab is bigger than most GDPs.

Uber bought out Aspex Management’s shares of Delivery Hero, boosting its stake to 36.83% as the ride-hailing company negotiates a deal to buy the German food-delivery platform. bloomberg.com/news/articles/…

@TipRanks Still struggling to get to $300 😅

⚡️Nvidia $NVDA price target raised to $425 from $360 at Tigress Financial Tigress Financial raised the firm's price target on Nvidia to $425 from $360 and keeps a Strong Buy rating on the shares. Nvidia continues to be "the core infrastructure engine of the AI factory era" and is the "must-own core holding for the AI investment cycle," says the analyst, who notes that the firm's 12-month target price represents a potential total return, including dividends, of 98% from current levels.

BREAKING: Nvidia spending up to $150bn a year on Taiwan AI suppliers: Jensen Huang s.nikkei.com/4u9lDza

Taiwan chip stocks climb after Nvidia announces $150 billion spending plans cnbc.com/2026/05/27/nvi…

Now the stock is up alot!

Here we go 310x310mm #ASE

NVIDIA "Vera" CPU Benchmarked: Beating Intel Xeon and AMD EPYC in Select Workloads tpu.me/rqs2

NVIDIA CEO Jensen Huang, Taipei Mayor Chiang Wan-an, and NVIDIA employees met today in Beitou-Shilin Technology Park to unveil Constellation, NVIDIA’s future Taiwan campus. The nearly 4-hectare site is expected to support 4,000 employees and expand NVIDIA’s presence in Taiwan as the global AI revolution reaches every industry.

New ATH for $TXN. Thesis was simple: - Increasing demand for power management devices - Company is doing price hikes - They control their own manufacturing - Operating & profit margins recovering

🚨The U.S. DOE just selected Oklo $OKLO to negotiate converting surplus plutonium stockpiles into actual reactor fuel. Instead of spending billions disposing of the material, it gets fissioned into clean electricity. Waste-to-energy, but make it nuclear. They're partnering with European firm newcleo, who's bringing $2B in potential investment and lead-cooled fast reactor tech to the table. The fuel supply problem is what's actually slowing advanced nuclear down. This is one real attempt to solve it. (NFA)

TSMC Chairman C.C. Wei sent an email to employees this afternoon regarding the company’s bonus payout on May 29. He said the company understands employees are highly concerned about the profit-sharing results, so the inquiry system will open early on May 27, allowing employees to check their individual bonus details during working hours. Wei thanked employees for their efforts and contributions, noting that TSMC’s revenue in the first quarter of 2026 grew 30% year over year. While individual bonus amounts will still vary depending on job grade, seniority, performance reviews, and other factors, he said: “I believe the full-year growth rate of profit-sharing bonuses this year will be higher than last year’s.” Wei also said he understands how much employees value profit-sharing bonuses and has heard their concerns. As a result, he has canceled his originally scheduled business trip and will hold a communication meeting at 10 a.m. tomorrow to explain the situation and answer questions face to face. The company plans to open 41 large venues, including auditoriums and conference rooms across Taiwan. Registration is limited to employees and will be handled online. Due to limited capacity at each location, seats will be allocated on a first-come, first-served basis. Wei’s internal email sparked intense discussion within TSMC. Less than half an hour after the email was sent, registration for the communication meeting was already closed, reflecting employees’ strong attention to the bonus issue.

Welldone

Jensen Huang is in Taiwan ahead of his COMPUTEX keynote on June 1. He sat down with TSMC Chairman C.C. Wei for dinner, calling the relationship existential. "Without TSMC and Morris Chang, Nvidia wouldn't be here today," Huang said. Nvidia is building a new Taiwan headquarters, hiring aggressively, and Huang says the company spends "hundreds of billions of dollars in AI infrastructure, and most of our spend is in Taiwan." This comes weeks after Huang joined the delegation of US executives who traveled to China with President Trump. In a CNA interview on May 25, Huang said it would be "not wise" to have two separate AI ecosystems and admitted Nvidia has "largely conceded" China's AI chip market to Huawei. US export controls created a vacuum that Chinese companies filled, and Huawei and Chinese AI startups had "record years" as a result. The US Commerce Department has approved roughly 10 Chinese firms to purchase Nvidia's H200 chips, but not a single delivery has been made. Chip export controls were reportedly not part of the Trump-China trade discussions. Huang is threading a needle between Washington and Beijing while deepening his anchor in Taiwan. He's publicly aligning with Trump's China engagement while arguing the export controls handed an entire market to America's chief competitor. He's doubling down on TSMC at a moment when Taiwan's strategic importance has never been higher and warning that rising memory prices represent "a very important form of inflation."

Ahead of COMPUTEX, the two most important CEOs on the planet right now Jensen Huang and TSMC CEO C.C. Wei, having dinner together and celebrating decades long partnership FYI, $NVDA accounted for 20% of $TSMC revenue $40B dollars and they don’t have a a single legal agreement 🤯

TSMC CEO & Nvidia CEO giving away free drinks to people Which means “Hold it, don’t sell” ? 今天黃爸爸和魏董合體發麥香， 是在暗示什麼嗎？ 手中台積電， 小麥別亂賣，越抱越香 的意思嗎 😅