知行合一如日中天

Taiwan's TAIEX just retook 46,500 — powered by the chip trade. 🇹🇼🚀 The tape: 46,415 (+0.96%) as I type, after tagging an intraday high of 46,574 . That's the index back above the 46,500 round number, riding the exact same wave that sent NVDA +8.7% to $228 after its monster Q2: $96.2B revenue (+106% YoY) , Data Center $89B (+117%) , and a rare multi-year guide of ~70% revenue growth for FY2028 . And Taiwan is ground zero for that AI buildout. TSMC just raised its 2026 revenue guidance to 40%+ growth , boosted capex to $60–64B , and is shipping Apple's first 2nm chip (M6) . The 2330 tape: TWD 2,420 , market cap TWD 62.7T . NVDA alone is now ~19% of TSMC's revenue. Zoom out: TAIEX is up ~59% YTD in 2026 , already more than doubled from its 52-week low (23,885), and every pullback keeps getting bought. The world's AI capex cycle has a home address, and it's Taipei. Chips are the new oil. TAIEX is the barrel. 🇹🇼 $NVDA $MUB $MU #taiwantaiexretakes46500onchiprally #NvidiaTrades$33.5BInFirst140Minutes #CentralBanksBuy289TonsGoldInQ2 #NvidiaRises8.74%AfterEarnings #WTICrudeRises1.6%To$84