TSM
Taiwan Semiconductor Manufacturing
Mentions (24Hr)
-28.57% Today
Reddit Posts
Biden to announce Billions in Subsidies for MU, TSM to rev up chip production!
Any reason why I shouldn’t invest in TSM given its current price?
💰Going Long on TSM: The Unseen Goldmine Behind NVDA’s Success💰
TSM - I was right, kind of, and i think there's still more value here.
I cant help but wonder if $TSM has a whole another leg up to go
Nancy Pelosi bought $AB which owns a large position in $TSM. (Follow the money)
You buy $TSM indirectly. That’s how Nancy did it! $AB (Follow the Money)
China unveils draft for standardizing AI industry 🚀 $NVDA 🚀 $AMD 🚀 $TSM 🚀
Has anyone seriously looked at Global Foundries [$GFS]
Have about 13k invested in different markets. Just made my portfolio breakdown % similar to Warren Buffet’s. Mistake?
$INTC Israels : 3.2Billion for a Western Worlds TSM. And that ASML NM Machine. 5nm, 3nm, 2nm coming. No More Taiwan TSM China Fear.
High Investment Potential in AMD, Netflix, Eli Lilly, Palantir & TSM: Twin Momentum Investor Model
Whats the play for the culling of the American Autoworker
Does Biden cutting off chips to China mean TSM is gonna go up
YUKON TINTINA GOLD PROVINCE DD #1 - Western Copper & Gold
Apple’s Cheapest iPhone Surges in Popularity After Upgrades
Tesla CEO Elon Musk: 'We're using a lot of Nvidia hardware'
So with both ASML and TSM(C) earnings/calls complete how do we feel for the future of AI/semi-conductor chips sentiment?
My AI momentum trading journey just started. Dumping $3k into an automated trading strategy guided by ChatGPT. Am I gonna make it
The AI trading journey begins. Throwing $3k into automated trading strategies. Will I eat a bag of dicks? Roast me if you must
$TSM is extremely undervalued and overlooked, especially with AI
Investment plan for about 85 000$ USD over the coming year
Investment plan for about 85 000$ USD over the coming year
Gallium & Germanium: How will the second half of 2023 play out? Shift in the supply chain imminent?
Playing AI earnings is a short term money glitch which cannot go tits up (or can it?)
UPDATE: I decided to follow the strict curriculum of r/WSB, taking the entire total of my previous post into the same TSM option
UPDATE: TSM $110 Call on 6/30 - $27k gain at open - $64k gain in a week
Current weekly position- $110 strike on 6/30 for $TSM and other now closed positions - $40k in a week
TSM Stock Forecast: Sustainable Growth Within Geopolitical and Macroeconomic Volatility
Taiwan Semiconductor Manufacturing ($TSM) is a big supplier to Nvidia ($NVDA)
Comeback so close. $TSM, $LRCX, $AMZN are my road to a better life
What stocks outside of the semiconductor stocks and mega cap tech will survive the AI hype cycle?
2-5 international stocks recommendation for diversification
Need advice from people who also posted on Yahoo Finance.
2023-05-08 Wrinkle Brain Plays - In the style of a Maple Syrup Lover
Market Recap - 5/4/23 - "It's not my fault, it's 'market manipulation'"
2023-04-28 Wrinkle Brain Plays - In the style of Vanellope von Schweetz
US News' Investing's 2023 picks are up 13.1% vs 7.7% for S&P so far.
Market Recap - 4/20/23 - Things are bad, but not all bad, and the Fed is not done yet
EarningsGPT: This Week Earnings Releases and Reactions Summary by ChatGPT
EarningsGPT: This Week Earnings Releases and Reactions Summary by ChatGPT
IBM, TSM, NOK rocket 🚀 🤣
Week Ended April 14 - Recap and thoughts for next week- valuation model update
Sen. Tuberville disclosed a 3/21 options bet against Taiwan Semiconductor: $TSM $75P @ 09/15/2023
Sen. Tuberville disclosed a March options bet against Taiwan Semiconductor: $TSM $75P @ 09/15/202
The Big Cup and Handle, Earnings, CPI and FOMC…. 4-14-23 SPY/ ES Futures, VIX, 10YR Yield and DXY Weekly Market Analysis
With Buffett selling $TSM and senators buying puts on it, is the war in Taiwan breaking out?
Taiwan Semi Posts First Fall in Monthly Revenue in Years as Macro Headwinds Hit Chips
Rate my pie - Semiconductor stocks (exc NVDA, AMD, TSM)
Taiwan chip export plunges, China still lags amid U.S. restriction
For anyone who thinks that Warren Buffet always buy companies to hold them for more than 10 years, be wary, because he literally pumped and dumped TSM...
Room-Temperature Superconductivity Claimed – TSM Play
Daily U.S. Stock Market News Ticker (Monday, March 6)
What's the biggest "I told you so" stock moment?
Intel cuts 66% of forward dividend - a short opportunity?
Are chip makers like TSM really cyclical?
Mentions
Yeah when it hit $19 I bought as much as I could. I'm less sure now then I was then. I've been buying NVDA, INTC, AMD & TSM though. I think rising waters raises all ships here even for Intel and the AI market hasn't even started imo
Puts on TSM, well all of Taiwan. They gonna do it dirty.
18A full production is still YEARS away. Their current 18A yields are really bad and they are only able to make some of lowest end processors from what I've been able to gather. The number one primary objective for Intel over the past 4-5 years has been to make 18A happen. We're still not there yet. TSM is still not buying a High NA EUV system from ASML which is concerning to me. But Rapidus in Japan is buying it and they are far away too. So remains to be seen...the investments in Intel are for the fab not the chip designing. AMD is available fill chip design void if we have to for x86.
i’m currently doing this with TSM, I have my spread super wide, it’s mostly just cheap insurance incase china invades taiwan or something crazy
WHY IN THE FUCK IS TSM ACTUAL GARBAGE. Everything else absolutely pumping. But no. Not that fucking horse shit.
Sofi sitting still being a douche and TSM literally has gone nothing but backwards since earnings.
TSM is such fucking garbage. Amazing earnings and guidanxe and has only gone down. Fucking trash
TSM you beautiful bastard
Should’ve bought the dip ob TSM lol
It was fun watching the Canadians get all butthirt last night, but looks like everyone has forgotten about it already because of CPI, so back to our regularly scheduled markets: c'mon TSM! Go up!
I need TSM to pump past 300 am I cooked?
I have large positions in MSFT, AMZN, and META - so hopefully those lmao GOOGL too. Been watching TSM
Another one of these useless threads. ASML can only produce like 600 machines a year. There are other semiconductor hardware and design/networking companies that make more money and have higher margins. Just because you’re a monopoly doesn’t mean you are a great investment. I wish more redditors went over financial statements. If you’re going to invest in semiconductors, why go with ASML rather than TSM? NVDA? Etc etc.
Good work! TSM stake/joint venture is almost a certainty, Jensen and Masayoshi, and some big tech CEO's probably knows this too. Foundry business will strive in the U.S. again.
ASML AMAT LRCX klac etc are very safe investments with marker beating returns but they won't match NVDA and other AI darlings for reasons discussed here... However these equipment makers and TSM are also not going to drop.. their technology is extremely complex ... And they have deep moat and low competition ... Well Amat and LRCX are competitors but you get the point. As for the market being limited.. it's both true and false. The true is evident .. but as demand for chips go up... You need more and more of those machines... Which requires massive maintenance and upkeep plus you can sell software enhancement and SAAS kind of services. So there is growth as long as AI compute and data center demand is there.. as TSMC and others have to manufacture more and hence need multiples of these machines.
I bought TSM calls expiring tomorrow please laugh at my failure
Whales buying TSM poots yo
Took some profits today, but it was mostly a sideways day. Still need TSM to pump so I can get rid of these bags 🫨
intel pumping on top of rumors of working with AMD, AAPL, and TSM, which didn't even happen is crazy
It's down almost 10% from its high. You're my kids age and I have them all in NVDA, AMD and TSM.
TSM I concede! You won! I'm done with you!
Okay you regards, my dumbass forgot the ticker symbol earlier. But there has been a 13 million Put position that was opened yesterday that expire in mid November for TSM. Whatever this person knows who opened this position has to have some type of info. Anyone else know of anything?
the real moat is TSM.... ASML sells the same machines to intel and samsung yet only TSM knows how to get the most out of them....
Ok TSM, today is your day. I believe in your earnings. Let's go
Heard this about TSM. Dip still dippin
Ukraine isn't seperated from Russia by a sea and even then it was clear it was going to happen. Not to mention that Ukraine isn't protected by treaty. How do you think China is going to prepare without anyone noticing? And how do you propose they just pull off the biggest naval invasion in modern history just like that? Less than 12 hours and no deaths? Sorry but that's just delusional. Even if we were to entertain that idea, do you think they can just take over TSM like that and have it work?
TSM is selling the metal of the shoves and NVDA is making them. ASML is selling the machines that cut the metal for the shovels
I used to have most in SPY and about 40% split across 20ish stocks. I sold all SPY and went for 40 stocks instead. I find a winner like Nvidia and diversify around it. For example I have Nvidia (GPU), TSM (Foundry), and Micron (HBM). For the AI neocloud space I own CoreWeave, Nebius, IREN, and Terrawulf. I reallocate within each cluster based on valuations just a little tweak at a time. I gravitate to larger companies with many business sectors like Microsoft and Berkshire Hathaway as well to build in diversification by default. I mostly avoid ETFs because of the fees and because they come packaged with stocks I don't like, Tesla and Apple for example. I follow the AI sector very closely, but once I want to hop off the train I'll probably diversify with some ETFs again but specialized ones with holdings that reflect my preferences, not general S&P or total market funds. More like Cybersecurity or Biotech. Basically concentrate based on expertise and delegate when you're unsure.
Buy TSM puts and thank me later.
I hear ya. Been losing money on my TSM calls that really should be printing.
I wonder if TSM isn't popping because of the upcoming China tariffs and Trump's meeting with xi. I suppose nobody wants to prematurely make TSM moon because of the possibility China invaded Taiwan. Guess everyone's waiting to see how trumps trip goes. So for me, probably still going to average down but might roll the whole position into a lower strike price to reduce risk. Definitely should t expect any large positive movement until the trip, so should average slowly, with expectations for abother week of down days. Dang is TSM annoying, it crushed earnings and just won't go up.
C'mon, TSM, do something..you had record earnings and you supply all the chips. Why down?
I got fucked on both TSM and IBM two weeks in a row. Beat but dumped. Should’ve learned from the first one… But now that I’ve learned my lesson and am sitting out the rest of the week, watch INTC go wild
Between TSM and IBM, what the actual fuck do the MM want at this point?
TSM is selling the parts of the shovel. NVIDIA is selling the shovels.
I mean technically TSM is selling the shovels. Without TSM, NVDA cannot make its cards. NVDA is simply putting upgrades on the shovels TSM is sending them.
TSM keeps shitting me
TSM, ASML, AMZN, AVGO (broadcom) It'll be interesting to watch the run out of the AI bubble. There are lots of announcements of build out that the real economy will not be able to sustain. Especially with the Trump wild card in action.
With the sell off today in the market, DOW -392, Nassdaq -360, It would be a good day to get some low price deals on stocks. Good entry points today on market selloff. I like these 5 stocks to start a investment portfolio. good luck. All 5 have strong earnings and future growth. I personally have 20 stocks in my portfolio, but it's take some time to manage them. I'm retired. The 5 stocks you pick should beat the S&P 500 index every year, which is your baseline threshold. If you can't beat the S&P 500 index with your stock picks, then just buy the index. 1. NVDA 2. MSFT 3. GOOG 4. AMZN 5. TSM
My biggest 3 are Goog, NVDA, TSM.
I guess I'm back to TSM, RDDT and TLRY for now.
I own four: MSFT TSM GOOGL and DELL, in order of position size.
Earnings season was evident with TSM
market is so worried about china that they've been selling off TSM despite them posting record profits. Actually a great buying opportunity IMO
Fuckin market undervaluing TSM come on I need a new boat
might actually buy TSM here ... someone talk me out of it
At this point puts on TSM despite having on the best ER you could ever expect
Still pissed TSM is trading bullish
ONG TSM actually touched green for once
$TSM just destroying my calls
Besides TSM, who even makes chips? Texas instruments? Intel?
TSM should be about tree fiddy rn.
What’s up with TSM? Why tf is it having days like today after posting stellar earnings? And GM up over 10%? Who tf invests in GM?
i just need an up day on TSM so i can exit. My cost average is pretty low, but 5 days of red in a row is killing me. need that green.
This looks like it’s going the way of my TSM play. Should have just thrown it at BYND
Sold my calls last week. Lost big time on TSM and couldn’t take another big L. This thing will probably go nuclear
Haven't seem TSM mentioned for a while ... and for good reason. Ded money on both sides of trade.
TSM $300c 1 month out.
I think LBT is sneaky. He underpromises but overdelivers. His visit to Trump and the rumors/visits with Saudi Arabians seem like puzzle pieces. I think this is going to be a bigger political play than most think, and unfortunately, that is how the market is trading under this administration. I care less about fundamentals and more about the current administration's aspirations for INTC and what they might make other companies do. If you look at it this way, you can understand why me and a lot of others view TSM as in a bad spot and INTC as undervalued.
Can anyone honestly tell me why TSM is taking such a hit since ER?
What fucking retards are shorting TSM
TSM, ELF, and HIMS should I hold or sell? These fuckers keep going down.
God dammit, why in the living fuck does TSM keep going down.
man $TSM is underperforming, rip my calls
I am buying $5K puts on NFLX. Everyone is too bullish on Netflix; the same thing happened with TSM. (I bought puts on TSM; they came out with a small profit.)
I am buying $5K puts on NFLX. Everyone is too bullish on Netflix; the same thing happened with TSM. (I bought puts on TSM; they came out with a small profit.)
Thought you meant Taiwan Semicon with the TSM reference and wondered what that has to do with anything. Will join that regarded gamble only because the post got me excited and curious for half a second.
People are making bags on Beyond Meat but I can’t make a nickel on TSM what is this shit?
I bought one ATM call. Went full regard on TSM and clawing back
Well TSM didn't run today. Guess it's ded!
My entirely reasonable TSM calls? Losing money. My very stupid borger stock play? Somehow profitable.
Selling off NVDA and TSM while QQQ has an over 1% green day. It's like that old adage, "when there's a gold rush, fuck shovels, what the hell am I gonna do with a fucking shovel?"
Welp, RGTI is plummeting straight to hell. Not sure why TSM is going down.
I lost money last week on TSM so I feel your pain.
yeah its real weird - every other play in this area is mooning and TSM is just kinda puttering along. i'm holding, but cost averaging down.
Why is TSM being held down. Have Jan and March $300 calls, might move on to something else
TSM is literally free money
TSM just casually up $7 overnight lol
TSM overnight pump better not be a repeat of Thursday and Friday
Cry looking at my TSM calls
Need TSM to pump HARD this week. Like 10-15% like it SHOULD have done after earnings.
Californian. - Nvidia New York - AVGO Washington - TSM Texas - AMD Florida - OPEN There in terms you may understand
How screwed am i? All calls: CPER $31.40 11-21, TSM $311 10-31, SLV $49.40 10-29
NVDA, TSM, RBLX, META, GOOG, PLTR, etc; QQQ as primary index fund. RBLX has been a surprise winner that my daughter recommended. I've built it up steadily on good results.
Not what im seeing, on TSM, its still pretty much 50/50 calls/puts this week & next week
According to option flow this week, they are betting that: TSM dumps INTC pumps QCOM pumps CRCL pumps BE pumps
Thanks for posting, helps me feel not alone in my loss on TSM calls. I too was looking at a nice little profit on my 3/17 TSM calls and only thought it would go up after earnings - but they all expired worthless and damn I’ve never lost that much money that fast before.
Need to buy a few weeks out, weekly you just get crushed unless it’s a big move. TSM does have big moves post earnings like avgo etc
This has been one my single best years investing. Bought crypto as soon as trump was about to be elected, strait moonshot. Bought on April lows and sitting +80% YTD. Just keep waiting on the AI bubble to pop cause the big players keep raking in money. Sure it might slow down but earnings of ASML and TSM are not suggesting that. If large companies invest 18 trillion dollars in the US our GDP will go up. I think you got it all backwards