Generational Wealth 10/15/26 Generational Wealth 10/15/26

AI Chip Profits Are Booming — So Why Are AI Stocks Falling?

TSMC just posted its 6th straight record quarter, with profit up nearly 69% and AI demand still outrunning supply. So why are Nvidia, AMD, and Micron falling? The answer isn’t about AI demand. It’s about what money costs, and this morning’s PPI report could tip the balance either

Generational Wealth 10/14/26 Generational Wealth 10/14/26

ASML Can't Build Machines Fast Enough: The AI Chip Boom Just Hit a Supply Wall

ASML just posted a record €11.7 billion quarter, but the real headline is what it said about the future: even with 30% more capacity planned, it can't build enough chipmaking machines to meet demand in 2027 and 2028. Customers are already asking about 2030. Here's why the AI trade's bottleneck is shifting from money to machines, and what to watch as TSMC reports next.