TSM
Taiwan Semiconductor Manufacturing
Mentions (24Hr)
-28.57% Today
Reddit Posts
ATEYY: Key testing equipment supplier. Extreme underrated vender with a diverse and impressive list of customers NVDA,TSM,SKHY
Can someone help me understand placing a "market order" before the stock market opens? And how limit orders work as well?
TSMC: Q3 Revenue NT$1,494.24 Billion, Net Income of NT$763.06 Billion, Diluted EPS of NT$29.43
Earnings week watchlist, can't stop staring at TSM next Thursday
Top stocks hitting 52-Week Highs/Lows - October 5, 2026 📈 📉
US Large Cap High-Margin Winners: Profitability Meets 2026 Market Momentum
Advice on consolidating small positions from 4 stocks
My Earnings IV crush story on MSFT and sharing October data
AI Rotation from Harness to Model: How To Play It
Fed Preview - What Options, Bonds and Positioning Are Telling Us
WSB History: Meet the Legend, part 2 Electric Boogaloo
Why is SK Hynix losing so much market share and should investors be concerned?
Is there a TSM of "near-term electricity for data centers" stock?
Avoid chasing new AI chip stocks and accumulate TSM?
Is the AI Capex vs. Semi decorrelation a buying op?
Remember how the Kospi crashed because of over concentration in 2 stocks? Taiwan Weighted is next taking TSM with it for the same reason.
Tech Sector DD and DD on META & TSM (tech - kinda FU***)
Intel is the only red on the entire chip watchlist today lmao
The problem isn't reading the earnings report, it's knowing which three lines actually matter to me
I hold 13 positions and I keep finding out about earnings days late.
bought TSM at 140, sitting at +207% unrealized. still not selling. send help.
If You Could Only Buy One Stock Right Now, Which Would You Choose?
Short TSM in 2027? A very likely invasion of Taiwan is going to happen soon...
Short TSM in 2027? A very likely invasion of Taiwan is going to happen soon...
TSM at ~$ 390 average: the case, and the thing that would make me sell
Google Finance causing TSM blip by reporting inaccurate EPS :D
TSMC just raised full-year growth guidance to "slightly more than 40%" after a blowout Q2. Who's still worried about AI demand?
Q2 earnings season rides entirely on one word from hyperscalers. Anyone pricing in the "moderating" scenario?
Semiconductors (NVDA, AMD, AVGO) are down because of Kimi K3
TSM beat earnings and everyone's still calling the top. Am I missing something?
June CPI missed big but I'm not buying the full rally yet
SK Hynix - Why such a wide gap in price between Korean Ticker vs ADR?
Are semiconductor shares still a good investment, or too much growth is already priced in?
July Earnings - what are you all planning to focus on?
Micron earnings strength + current semiconductor exposure in my portfolio
Micron (MU) earnings really changed the mood in my portfolio
NVDA annual meeting today at 9am PT, stock sitting around $200... anyone else watching this closely?
Chip selloff: bargain or "wait till Micron prints"? what's actually pulling semis back green
TSMC's CoPoS packaging tech could lock in AI chip dominance through 2030, anyone else paying attention?
A concentrated tech portfolio positioned around semis and AI exposure with mixed hedging through options
Does most of the analysis on this sub miss the key point? What can be done to answer the key question?
THE BIGGEST BILLIONAIRE HAS SPOKEN OF A RECESSION , WHERE DO YOU THINK THE RECESSION CRACK WILL HAPPEN
Top stocks hitting 52-Week Highs/Lows - June 3, 2026 📈 📉
Woke up from coma after a year... Can't believe my eyes. What can I still buy??
Top stocks hitting 52-Week Highs/Lows - June 1, 2026 📈 📉
NVDA Computex 2026 Summary: Vera CPU, Rubin Production, Physical AI and Robotaxis
TSMC is the Hormuz Strait of semiconductors. I moved 30% of my portfolio over today.
TSMC is the Hormuz Strait of semiconductors. I moved 30% of my portfolio over today.
Top stocks hitting 52-Week Highs/Lows - May 27, 2026 📈 📉
32 y/o Canadian Investor , Need honest suggestion please.
What stocks are you buying or dumping when China makes a move on Taiwan?
Quantum Bags Incoming: $2B Gov Pump Meets AI Rotation
Mapped the AI supply chain over the last 3 months, the bullish half stops at the chip layer
Leopold Aschenbrenner's 13F just dropped Check this out, this is absolutely INSANE. Every major name. All brand new this quarter: SMH VanEck Semi ETF – $2.04B NVDA – $1.57B ORCL – $1.07B AVGO – $1.01B AMD – $969M MU – $584M TSM – $535M ASML – $494M INTC – $159M
Mapped the AI supply chain over the last 3 months, the bullish half stops at the chip layer
BNTX is about to go full send at ASCO and nobody’s talking about it 🚀🧬
feels crazy to buy stocks that are over 4x higher than when i first invested, not sure what to do
$20k in SMH - thinking of selling the ATH and going all-in on MU or NVDA before earnings?
Top stocks hitting 52-Week Highs/Lows - May 14, 2026 📈 📉
CEREBRAS IPO 14th MAY’26 . Priced at ~ $150-$160/share.
HARD TO IMAGINE, BUT HERE IS YOUR CHANCE GETTING PAID SHORTING TECH - TSM
I hear that everyone’s a millionaire now - $2M
Anyone get upset about this kind of thing?
Should investors be concerned about ASML?
Mentions
TSM is a beast, and the capex story checks out but yeah those drawdowns are no joke if the trade war flares up again
On that note and logic I'm kind of surprised china hasn't moved on taiwan... one of the reasons I don't love TSM stock.
No i would prefer the govt just give the money to my own account not linked to the govt at all with no ones name on it and the freedom to make whatever investment selections I want. Any govt involvement means lame restrictions and forced action. If you want to buy SpaceX go ahead but maybe other people want to buy different companies (ie RTX, NOC, LMT, RKLB, TSM, NVDA, AMD, AVGO, PANW, ALAB, etc)
The real issue isn't whether NVDA or TSM are good holds over 2 years, it's that you went from a setup you were comfortable with to one you're clearly not, and that discomfort is itself the signal. If half your position in cash was letting you sleep, the fix isn't necessarily selling everything back, it's finding an allocation between 50% and 100% invested that you won't regret on either side. No position in any of these tickers, for the record.
TSM can you just go to 490 by the end of November :)
* turning 19 this month US * Unemployed college studnet * I just got my investment account of $2300 transfered to me. I want to get it to grow quickly * I need liquid money often * Blackjack level risk tolerance * Current holding: $TSM 417 NVDA: $217 AMZON: $252 GOOGL: $343 * No debt only expense is food parents pay for everything else Question: Is my portfolio reasonable?
Reddit is literally the antithesis to Warren's "Be fearful when others are greedy, and greedy when others are fearful" After a few days of red it's all over. When we're mooning everyone is bullish. IMO this is just volatility for volatility's sake so the big guys can make money. How many did we have this year already? They don't make much money in a nice, steady, slightly bullish market. I bought more, first time in months. Got me more TSM.
If any pocket of NVDA or AVGO chip capacity opens up it will get gobbled up by sidelined demand, and it would take a dramatic, prolonged slowdown to change that. GPU rental rates are going up, AWS is booked through the end of next year, Azure and GCloud are capacity capped, Elon Musk wants to triple the number of NVDA cards at Colossus.... If TSM.opens up even 1% manufacturing capacity someone is filling it. That's why OpenAI and Anthropic are in such a precarious/dire position. They have to either spend billions every quarter hand over fist on as much comoute as they can possibly procure, and if they slow down at all they open up space for their competitors. Having "runner up" models doesn't matter at all to Gemini or Co-Pilot, they have distribution and the product is "good enough", for OpenAI and Anthropic of their products aren't "good enough" they fail. TLDR the picks and shovels are still sold out for years to come but the gold miners are playing a risky game.
not only am I not selling, I'm buying. plenty of liquidity left but stuff like TSM is really tempting now.
I bought 75 shares of TSM Friday so hopefully the selloff is over.
TSM recently reported strong earnings but still sold off with the broader semiconductor sector. I think the selloff may be overdone, so I'm looking for signs of buyers stepping in and a potential recovery rally.
your problem isn't NVDA or TSM specifically, it's that you went from a setup you were comfortable with to one that's making you anxious in the span of a single trading day 2 years is a weird in-between horizon, long enough to ride out some volatility but short enough that a prolonged slump could leave you stuck if you actually need the money then. being all-in on big tech when that's already the crowded trade isn't ideal if you're losing sleep over it if you're already second guessing yourself this hard maybe keep what you bought but next time just ease into a position instead of deploying everything at once. nothing wrong with taking a swing but if the regret is eating at you that's your gut saying you overcorrected
VTI, TSM, and ASTS (sad)
Why TSM? Is there any news?
TSM calls what you guys think?
Wait for a bounce than ditch or trim some of those. You don’t need to make it back where you lost it. And then buy some NVDA, APPL, TSM and something like Costco, Netflix etc and then get an index fund or 2. SPMO, QQQ, for example. Still growth but won’t Titanic in a correction.
Well OP, you are not stupid nor crazy. I did the same. I bought a little Wednesday and yesterday. AAOI. ALAB, CBRS, COHR, MU, MRVL, TSM, INOD, VST Ppl sell when they go up and buy when down, happens all day long. I am still pretty much all in the AI trade and I am retired (I think I am much older than you or most ppl here). It’s not gambling. Day trade or options is gambling. Margin is gambling as I did in the late 90’s. You and me are just trying to buy on the dip where many professional money managers do. I actually missed out on the bottlenecks. But at least I’m glad I waited for them to correct recent moths and didn’t buy at the high. No one has a crystal ball to know if they will go up or down in the next 1-3 years but the fact that I bought I believe MU will hit $1200-1500 next 1-2 years. I doubt it will hit $2500-3000 as some analysts think. I am not expecting 2X in a year but hopefully 20-30% in a year. MRVL was at $300 few days ago and I think it will touch that again. If I think it will not go up then I would not have bought. I think we have 1-2 more years left on this AI run. AI buildout will continue but the rate will slow down a lot and stocks will come down a lot. Not to the dot-com bust (which I went thru) but at some point we will reach 5th inning or 6th inning or 7th inning. And ppl leave before 9th inning.
Like the TSM did on Thursday, right?
I don’t think buying NVDA/TSM is automatically the mistake. The bigger change was going from 50% cash to basically fully invested and concentrating even more into the same general tech/AI theme. With only a 2-year horizon, that’s the part I’d think hardest about. Two years can be plenty of time for great companies to still be underwater if valuations compress or the cycle turns. If you still like all four businesses, I wouldn’t make the next decision based on today’s price action. I’d ask whether you’d be comfortable holding this exact portfolio through a 25–30% drawdown. If the answer is no, the position sizing is probably the issue, not necessarily the companies. Personally I’d rather trim back to a cash level that lets me sleep and keep some dry powder than force myself into an all-in/all-out decision.
I loaded up on NBIS, TSM, GEV and MU today. Godspeed.
\> TSM How long do you plan on owning this company. If it's 2 years, maybe longer than that, you will be fine. They are getting amazing yields out of their new nodes, and those will run for decades. TSMC has used all their capital to build without taking on debt, and are still flush with cash. They know how to manage their factories to profitability and then keep them running and profitable in the long term. They are sold out for the next 2 years, and could have taken 'higher margins' - they are a company that has some deference to long term relationships and their value (its how they keep the lagging capacity full). \> NVDA ehh - good luck. \> AMZN, GOOGL, I dont think they are going to see much movement based on their sustainable PE - AMZN hid its spending and google is such a web that they have plenty of places to hid things. A Waymo spinoff would be a massive win for them and a place to burry debt.
Thanks man, appreciate it! Haha glad I’m not the only one who bought TSM at 415
If it helps. I also picked up 50 TSM at 415 :D
You'll be okay. Nvidia and TSM are leaders. They're heavily invested companies and buyers will almost always certainly show up. They're too big to move drastically in either direction
**BanBet Lost** — /u/Intrepid_Chain_9154 (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **TSM** ▲ | $430.27 → $465.00 | +8.1% | 2d | Lost |
$SPY $QQQ $MU $SMH $NVDA $TSM $ASML Nothing burger, AI not going away
LRCX KLAC TSM WDC AMAT are my pickups.
TSM just had great earnings and it, and everything else went down more
I'm surprised to see the best stuff hold their day lows like TSM, NVDA even if QQQ as no bottom
So what? TSM also exceeded expectations. Did it go up?
TSM KLAC LRCX maybe a few others.
Cbrs be a great company if they didn't need TSM to manufacture their chips. If they could do it themselves they would pump
Gonna 0dte TSM today, wish me luck.
AMD, TSM, MU, NVDA all shit
TSM the only ones who can cook the blue m3th...
TSM at $408 today was the dip
I think it was a good move to buy TSM today
I was excited to see my ADBE position go +4% while I see the AI stuff plummet. My TSM went down, but I am holding that until I die anyways.
Product transition costs and currency fluctuations make a 1% margin variance statistical noise. Applying "Peak GM" to TSMC because of a 1% quarterly fluctuation is funny. TSM is ramping up and stable while dealing with costly transitioning to the new 2nm node. But yes, timing selloffs like this is exactly the type of shit bros on Wall Street would do. They wouldn’t call it peak GM though in this case.
Mad about your decisions and wish you bought the dip? You still have some options here: DELL INTC TSM AMD You’re welcome. Never too late to cure yourself of the ber mind virus.
Is there one AI stock you think is actually a semi-reasonable full port right now? APLD? NBIS? TSM? MU?
Will TSM rebound tomorrow?
> But it was just as true when he bought it lmao. Yea, but didn't he make ~500mil on TSM? Maybe he was just happy with that in a year. It's not bad.
But it was just as true when he bought it lmao. I never understand the geography argument. Most companies are riskier than TSM, the risk is just less scary so people irrationally overrate it. It's like how people are scared of flying or terrorism, but not driving to work. I would be terrified to own a company like Nike with a million competitors, consumer sentiment shifts, etc.
Tf dude TSM earnings were yesternufht night,. Revenue up 50%
Thank you for the input. Truthfully the way I approach stock metrics in general was naively underdeveloped, as I’ve come to realize. I’ve decided to hold because a) I superficially understand tax lots so I don’t want to mess with them; and b) I do believe that the essential nature of semiconductors to our technology makes TSM something worth holding, even through loss. How would you define “business reasons?”
TSM: *has good earnings* Market: 🖕
Sold all my Google and TSM I’ve held since Covid for OPEN and weed stocks
Bought TSM. Earnings were good, it's behind. 15% upside from here to ATH.
fuck it im buying TSM puts here AGAIN
As a fellow TSM investor, I am now picturing a huge meteor, the exact size of Taiwan, landing specifically on Taiwan. The joke being that TSM gets destroyed, but not in a way that anyone predicted.
Intc will tank like FUCK on earnings like TSM ASML did You knew that already ofc
fucktards. MU ASML TSM all posting face-ripping profits. wtf else do u want.
I must be better then buffet then, because I just sold TSM at literally $485.
TSM puts u nerds shit is going sub 400 tmrw
Told you guys earlier $TSM was oversold (13 RSI at one point…) and got 1DTE calls when stock price was around 409…It’s almost 414 now, still not too late to get in 🙌🏻🚀 (not financial advice, just think it’s a good play :D)
TSM numbers look solid. PPI cause of diesel. All good fam.
!banbet TSM 450.00 6d
nobody knows, I bought my TSM shares back that got called away a few weeks ago
Yall think TSM will keep going down or recover? Earnings were great
All in on TSM , with robotics and ai, I see 4000 by 2035
It’s interesting to me, TSM makes more money than God and people are letting their feelings and following the crowd to sell it off. ( (I’m all in, see youbin 4 years.)
still shorting TSM cant be crazy right
Yall think TSM will recover to ATH by tmrw
do you think tsm will recover by tomorrow or keep going down? Cause PPI and CPI facts r real and semi industry doing shit but TSM itself had great earnings tdy
Just getting around to looking at TSM earnings. Whoever is getting liquidated this week is giving us a generational opportunity for some call entries
Is TSM likely to go down below 400? CPI and PPI is real but so is TSM earnings which were amazing
TSM oversold despite beating earnings as usual, OTM calls for tomorrow 🚀🔥
do you guys all think tsm will continue to go down? PPI and CPI are horrible affecting whole market but TSM itself had pretty good earnings
do you guys all think tsm will continue to go down? PPI and CPI are horrible affecting whole market but TSM itself had pretty good earnings
I need TSM at 390 tmrw
do you guys all think tsm will continue to go down? PPI and CPI are horrible affecting whole market but TSM itself had pretty good earnings
TSM to 370 like last time?
TSM super beat, why is it sdropping!!!
TSM below 400 would be AMAZING
TSM beats guidance - reaffirms demand - falls 4%
i’m gonna buy like 50 TSM 400 puts i think for end of week
what does TSM hit on friday
do I rip TSM puts, SPX puts, or more MU puts?
Thinking of some TSM calls expiring 45/60 days , how retarded is that
TSM came out with incredible numbers. Tech is not dead but the market is a casino/ doesnt trade on fundamentals
This AND TSM having meh guidance? Pack it up.
TSM earnings beat probably saving the market more then we realize
TSM beat massively and raised massively so obviously it's time to send semiconductor stocks to hell
TSM seems like a nice dip to buy
Just hold onto it. TSM is making most of the world’s chips and we’re not giving up computers. No other company at the moment can do what they’re doing right now and tech companies are literally paying for years of allocation right now. You just bought at a time where the market is slumping a little. Panic selling is one of the worst things you can do. Can say from experience
TSM numbers look great, but that hot CPI and rate hike risk still make me nervous.
This looks like an Anthropic thing more than a certain president thing early this morning quite frankly. Amazingly enough, I think you should probably question how much of the US tech move yesterday was a “macro sucks” move. The US stock move looked like what you’d get on 2022 jitters, except you had bonds reverse. A healthy portion of the tech move was probably a “woe is me, AI isn’t going to be worth it” move. If this is a certain president related it’s in a completely different fashion than what you’re probably thinking, yes it applies to TSM, and it’s more on the emphasis of AI being leaned on so hard by the US that if it buckles, it weighs down on the entire sector.
TSM earnings don’t matter anymore. Tell me why there is so much panic in the market right now