The analysis covers two equity assets: Lyft and Taiwan Semi. For Lyft, the discussion highlights its current market position with a Y Percentile of 54% and identifies its revenue exclusively from ride-sharing services, totaling $1.69 billion. The absence of diversified delivery services like Uber Eats is noted as a significant growth opportunity. Positive cash flow growth, up 10% quarter-over-quarter, supports a bullish outlook for expansion into untapped segments. For Taiwan Semi, the analysis notes its current trading price at $287. It cites a 200-period Exponential Moving Average (EMA) below $241 and mentions Wall Street's fair value at $310, with higher price targets reaching $340. The company is identified as a critical supplier of semiconductors for artificial intelligence, positioning it favorably for long-term growth. Revenue figures were highlighted, with the last reported quarter exceeding $900 billion and an expectation of reaching $1 trillion in the upcoming quarter. These figures were reportedly fact-checked across multiple financial platforms. The strategic importance of Taiwan Semi within the evolving AI landscape is emphasized as a primary driver for its continued investment appeal for the long term.