TheoTrade's Don Kaufman is a bull when it comes to TSMC (TSM). He sees the stock running up to $250 at the end of the week on expectations of a strong report, with ASML Holding (ASML) being the only wrench in his thesis. However, he has bearish outlooks on the iShares MSCI Brazil ETF (EWZ) and Lululemon (LULU). Don offers example options trades for all three stocks while Rick Ducat dives into the technical trends for each.