Key watchlist in relation with NVDA Taipei keynote

The NVIDIA Taipei keynote is generating significant market attention, particularly within the AI infrastructure sector. Historically, this event acts as a catalyst for capital flow. Given the current positive sentiment for chip manufacturers and AI hardware. Analysed the market with 'getagent' to find out which companies stand to benefit from the sentiment.

My analysis focuses on firms with direct exposure to the core AI infrastructure layer. Below are the tickers I am currently monitoring for potential trade setups

TSM: Successfully traded yesterday to TP of $450, also re-evaluating for fresh entry.

AVGO: Currently watching for a move toward the $495 level.

SMCI: Monitoring for potential movement around the $51 support/resistance zone.

I am interested in knowing if there are other speculative trades others are looking at along this keynote narrative