TSM

bslaven3

I had 65 shares when it was in the $80s. Also had TSM, GOOG, and AMZN when they were all under $100. I'm convinced I don't like money.

Arrowhead_Pride15

And that is exactly why you shouldn't sell. You are diversified in other, tax friendly accounts. The taxable account is where you can have fun with some "play" money and as much as I love my 401k invested in VOO/VTI etc those funds do not hold any TSM, very little NBIS, and by playing individual stocks you don't always beat the market, but i have a handful that I have held for years that absolutely HAVE outperformed (NVDA, GOOG, TSM, funnily I have NBIS too but wayyyyyyy too early to call that one...) and if you aren't buying individual stocks with your excess "fun" money then the odds of ever outperforming are Zero. You paid for the ticket on theses positions, take the ride!

smplsyrup

Wondering the same thing - took TSM 445c earlier today and it's going nicely

smplsyrup

TSM - Think we are setup for a solid run here

joeyeats

open your eyes anusdestroyer. AMD hovering around 0. TSM +0.56, NVDA +0.8, AVGO +0.15, QCOM +1.15. It’s what we call a loser on the day dumbass

Square_Reach_8496

IMO, you have to much concentration in AI. I would sell either TSM or NVDA - Don't really need both.

No_Switch853

Well, I have been investing in the market for the last 23 yrs. I have been aggressive the last 3 yrs. I got in early on tech giants like Amd, Alab, Anet, Arm, Avgo, Apld, NVDA, Mrvl, MU, Docn, Intc, Pltr, Smci, Spcx, Rklb, TSM, STX, VRT, GLW. Today, I crossed over 1.1 million and decided to sell everything but 200 shares of Nvda. The rest is sitting in SGOV earning me 3,100 monthly in divvys until my retirement in 2 yrs. It has been one hell of a roller coaster ride with all the big ups/ downs. I am going to leave my other brokerage portfolio to ride with 148k in it. Good luck to all navigating thru the Wall Street casino! Don’t fall in love with any particular stock, take profits, re invest in something wks with upside potential. Good luck all, I’m just chilling from here to retirement!

GPUssydestroyer

That would send TSM up 100%

Designer_Respect4285

That's a significant reason why I'm hesitant to buy. I don't feel like I don't have the expertise to evaluate if they will have a moat or if they will be on a perpetual cycle of having to sink a ton of money into training. I prefer my investments in ASML/TSM where if AI is very effective in boosting productivity, it's hard to imagine they won't outperform the market. There are some scenarios for sure, but it's less questionable.

Objective-Web6584

Buy GRAB and TSM. Long term play 💰📈🔥🔥🔥

Objective-Web6584

Buy GRAB and TSM now. You can recover triple that money back in the next 2-3 years.

Objective-Web6584

Buy GRAB and TSM instead. 💰😎Nike is gone….. 📉

greenpride32

I prefer SMH over SOXX because there is more weighting towards NVDA and TSM. SOXX carries too much weight in AMD and MU for my liking. Not anything against those companies, but AMD has very high price premium and they haven't quite found that NVDA like anchor in the AI space just yet. MU still carries that cyclical worry. But NVDA and TSM are more or less the bedrock of semi space AI buildout. I don't really see any issue with holding some weight of all of QQQM, NVDA and either SOXX or SMH. I'd probably suggest you add VOO in there as well. Disclosure: Own QQQM, NVDA, SMH, VOO

OldWonder5865

AMD \~1T vs GEV & CAT & BE & GLW \~840B You can buy the fabless chip designer (only moat is willingness to use warrants to secure TSM wafer capacity) or the bulk of the power and connectivity needed for the DC buildout for 15% less. Market is dumb

Spac55

After 250 years of US independence, all are not intelligent enough, need to spend $5-10 Trillion to become super intelligent Even 60 % population can’t afford $2000 for emergency, can’t afford gas, groceries & housing &neglecting basic human needs. $AMD $MU $AVGO $NVdA $TSM see the market cap pump

Detray416

VT or VTI/VXUS split. If you want to be riskier watch the leaders of those funds and do a tilt towards those tickers (NDVA, TSM, AAPL)

A55BAG

SMH is more top-heavy than SOXX. By allowing its winning positions to run larger before rebalancing, it has consistently outperformed SOXX over the past five years. SOXX has outperformed SMH this year, because all the smaller companies have made more gains than the large ones (NVDA,TSM, AVGO). I think over long term SMH will continue to outperform SOXX.

RZDirInvest

It is not Memory vs GPU. MU is a good choice, but so is NVDA, and so is TSM, if you believe in AI. SNDK can be a good trade, but more speculative.

Designer_Respect4285

These companies are trading at pretty reasonable valuations, a lot of them like TSM and the memory stocks are actually quite cheap relative to their growth. It's only a bubble if you think AI adoption slows down and the models stop getting better. I mean that's absolutely a possibility, but I don't see that as a foregone conclusion at all.

Intelligent-Dig-4082

I mean order flow is low key a fortune cookie sometimes. Gave me that shrek on TSM at close yesterday.

isospeedrix

TSM’s process is called A14. The confusion and ramifications of typos would be amusing.

LongList2639

I tried the ETFs but it was so boring. I want to be interested. Nothing worse than a red day on something you could care less about. Give me MU, TSM, MRVL, AVGO all day everyday.

Low-Cartographer-429

That's true and one reason I'm looking at GFS; because it's an asymmetric bet compared with TSM. No significant overlap. I don't want to simply "duplicate" my bet on TSM by purchasing Samsung or Intel. TSM is my high-conviction state-of-the-art foundry; GFS for mature node production.

Low-Cartographer-429

Thanks. Ultimately, I'm looking for something to complement my TSM position, not duplicate it. GFS seems better positioned to capture the larger chips robots require because they don't compete in the same space as TSM and INTC.

Low-Cartographer-429

But physical AI and edge AI don't require a lot of AI "brain" chips. They require many more "body" chips. I know they're not chasing TSMC's and Samsung's business. I own TSM and am long on them. So I'm looking for a smaller cap complement to invest in.

marriedparadox

All this data and still basically comes down to "if Warsh says scary words we dump, if not we pump" - markets are something else The TSM flow is a bit worrying though, that kind of deep ITM call selling before a decision is not typical positioning for a calm day after That 740 level being almost naked on the options chain is interesting, if we break 750 there's not much to slow things down before hitting it

Lootoholic

They are still supply limited. If TSM can increase their fabrication rate/yield there will be more chips toe sell

znightmaree

I’m an anesthesiologist. Would need to know more about your situation to give good advice, as a lot of it depends on your skillset and resources. I found the highest paying job I could right out of training in a LCOL area and saved and invested aggressively. Once I maxed out my retirement accounts, I took half of my take home and put it in the market and swung for the fences. I’ve had a few ten baggers (NVDA, TSM, AVGO, RKLB, to name a few). My safety net is my work retirement accounts but I have several million across my taxable brokerages and my Roth. Don’t buy depreciating assets. Dont overpay for shit. Be smart with your money, take care of your health, and don’t marry the wrong woman. You’ll be fine.

Rosella2562

TSM very suspicious close (in a good way) - Of course happened after I sold my 1DTE calls just so I can withdraw $50 from my account (yes I am that broke)- Hope the very small, further OTM position I left open pays off tomorrow 🙂🙏🏻

Huntington777

Sold my TSM call for a loss, you can buy now to get rich off my pain. You’re welcome.

RizzlerNerden

Send money to ASML, TSM and NVDA 2-3 years and forget

ShowerDear1695

naming the company with the most advanced engineering team in the world “TSM” deserves unlimited market cap

dope-a-meanie

I can confidently say none. I have some (handful) individual dividend stocks that are well researched and have done great in terms of growth over the years (GS, CVX, TSM, etc) and most of the rest in index funds (sp500, Russell, some tips and short term treasury) and SGOV. SPYI for income to cover housing in case of job loss. That’s not part of the growth strategy, just for peace of mind.

Indra_Sx

$TSM always bending me over when I dump all my money into it but rocket after I sell early 😒

Indra_Sx

When I don’t buy $TSM calls. It pumps with $MU and $SNDK. When I do buy calls it chooses to do its own thing 😞

Utilize3372

There's enough tism here to go around.... oh, TSM.

tiestocle

Should I buy TSM?

tiestocle

TSM hovering at $420

tiestocle

Is $TSM a buy?

BudLightLymeDisease

TSM - not buying the bullshit VIX - vol waking up Gold , silver and copper - liquidity pressures are hitting DXY - $ squeezies and stress risks Cracks are beginning to deepen

MediocreDesigner88

I don’t exactly understand your comment, but I think you’re recognizing the same idea that getting started setting up some machines like TSM would cost hundreds of millions of dollars, thus they don’t have competitors popping up.

No_Presentation9490

imo if TSM breaks its 100day sma then shit is getting real. alot of other companies already broke or about to break

Focux

You can check out 4063 and 6324 on TSE on top of TSM

Low-Cartographer-429

Post hoc, ergo propter hoc? What else is moving in conjunction with TSM? Nothing else?

weihnachtsbrief

I don't speak $TSM

codespyder

Come on TSM. I need 435 today and I swear I’ll stop gambling. I swear. Just this one last hit.

No_Current3675

Just buy the AI supply chain. MU TSM ASML KLAC LRCX NVDA GLW CEG etc.

yakuzademon893

TSM struggling to keep it up

InspectionNice9062

Why ORCL NVDA and TSM SO LOW BRUH???!!!

Three_of_a_kind3515

I think someone hit the red button no matter what.. TSM is reportedly up 50 percent growth this earnings report and down like 3 bucks right now ow..,

Giggachad123

what do people think of TSM

music_is_gud

I know. I have that pos of a stock lol that and TSM but TSM is slightly better

AugustWest701

Gotta love a market that values SPCX the same as TSM

Distinct_Yellow_6331

Funny timing, I didn't realize this myself until just now but there's actually a new one. Defiance launched AIFR on September 1st, it's built specifically around the foundry side (TSM, GFS, UMC etc) instead of the fabless design side.

CurrentAirline9065

$ORCL $BE $TSM $DELL Don't touch anything on Nasdaq

xxxMarilee

I hear ya. I've got shares...60 of them.. Yeah, I defy all advice and put a lot of money in just a couple stocks. The news today is that ASML is getting some big deals with TSM and Samsung, so that is why it is popping. But just watch, it'll open high and a few minutes later will be the nose dive.

CurrentAirline9065

I spent all weekend coming to the conclusion that $TSM is the only stock with no true red flags in AI

Indra_Sx

When I don’t decide to buy $TSM calls 😞

Sensitive-Abroad8880

CRDO BE ORCL SCCO NBIS TTMI TSM LITE TSLA :wow:

AstuteOptics

SK hynix pricing power and volume are holding up well rather than collapsing. Rotating into TSM gives you a far more predictable foundry moat without having to monitor memory spot pricing, but you pay up for that stability: TSM trades at a 31.2x trailing P/E with a 34.5% ROE and a 67.7% gross margin. See our Deep Dive: \- SK hynix (https://astuteopticsus.substack.com/p/sk-hynix-inc-skhy-august-23-2026) and \-Taiwan Semiconductor Manufacturing (https://astuteopticsus.substack.com/p/taiwan-semiconductor-manufacturing).

Garnatxa

I hold ASML + TSM

bdl4186

He asked for something akin to TSM. Buying high is part of the request

Low-Cartographer-429

Thanks. I feel comfortable with NVDA + TSM (been growing my position to be \~50% of my NVDA holdings) and adding AVGO as the smallest holding of the 3. Will then monitor AVGO going forward to see how to adjust the weighting.

Low-Cartographer-429

I love TSM and moved 1K out of NVDA to put into TSM. There's a Sleep Well At Night factor for me in it because no other foundry comes close. And I don't have to bet on which semi company has the most wins.

Arabian_Goggles_

Do you still like TSM? I think it's one of the safer AI plays out there. Whether it's ASIC's or GPU's TSM wins either way. I've been buying anytime it goes near $400. In 2-3 years I think it can be $800+.

looool_k_libtard

The only thing I’d sell NVIDIA for is TSM and even then they’re kinda tethered anyway

znightmaree

One thing worth considering is that a lot of the space stocks that sold off before SPCX were low market cap (RKLB, ASTS, PL, FLY, LUNR, etc). Compare that to AI and you’re talking about companies worth a trillion or hundreds of billions (SKHY, MU, ASML, TSM). A lot of space stocks are also way more speculative and in their infancy, while AI stocks are highly profitable and accelerating. It’s apples and oranges. I’d be lying if I told you for sure they wouldn’t sell off, but I doubt it.

Bulldoze_Dat_Cash

Recent yrs. reality is that NVDA and TSM do move with quite a high degree of correlation, which I guess makes sense on the basis of NVDA’s leadership and size, but, as TSMC grows and services more and more chip makers I would think that correlation should weaken, but it hasn’t much. But if you’re looking to move $ from NVDA to TSMC, now could be as good a time as any. NDVA is \~3% off its all time high, while TSMC is 12% off its all time high and has appreciated +5% in the last wk. (so last week would perhaps have been better, but whatever). TSMC will grind higher. It will in tandem with NVDA, but it will also move on their own earnings and revenue growth, it will respond to AVGO, it also responds to their own monthly reporting of net sales and yoy growth. It also delivers a 1% div. yield which is about 1.5x NVDA’s, 0.42%,m. Neither are much, but if you’re holding for a few years, it’s better than a kick in the head. But… it’s also worth considering this: Broadcom (AVGO) just delivered strong earnings. Their growth rate remains intact, yet AVGO is about 40% off its all time high. There’s clearly a mean reversion rerating in the pipeline in Q4/2027 and if they eventually meet and exceed their ATH, there’s 50%+ upside. (For NVDA to achieve that the market would have to find $2.75 trillion. I’d call that pretty unlikely).

UnObtainium17

What are your top 5 holdings? I'll go first. 1. MELI 2. GOOGL 3. LLY 4. GE 5. NFLX / META / NU / JPM / TSM / RYCEY / NOW (depending on the day, each at 4 - 4.5%)

Huntington777

Is it immodest of me to say I’m up biggly today on TSM calls?

Designer_Respect4285

I think you could be underestimating the pricing power that companies like TSM and ASML will continue to have. They won't be the biggest winners, but substantial winners unless maybe AI gets orders of magnitude more efficient.

Chief-Keefs-Parakeet

I like TSM

Huntington777

What happened to TSM?

Full-Sandwich-851

Full ported TSM/IREN calls 🚀🚀🚀

Indra_Sx

Fucking $MU & $TSM

Fluffy_Connection644

No TSM there, the largest chip manufacturer in the world…but Intel is 😂🤡

dreamfitreality

If amat klac even damn Hitachi is there but TSM is not. I'm not trusting the chart. TSM is the only indispensable company in the whole ai chip trade. Jenson had to go to TSM family day to give a speech to curry good favors. Nvda have to kowtow to TSM in order to have chips to sell. The leverage that TSM have over the entire ai industry is huge. The only difference is the ownership is not obnoxious showoffs and seldom show face in public. They just do their job.

gatorsya

It's a second order spend, when Meta etc wants to build a data center they would pay these companies, NVIDIA etc would then pay TSM to make chips

Lootoholic

I like those names specially Googl, TSM, and NVDA. I would also suggest AMZN, Meta, MSFT, AMD, Sofi, reddit. I personally like to be well diversified, so I have about 70 names in my port.

dreamfitreality

May I ask. Where is TSM?

on_hype

Couple issues with the math. Groq wasn't acquired for $20B, that was a rumored valuation. And the 150x bandwidth comparison is misleading since you're comparing on-chip SRAM bandwidth to off-chip HBM bandwidth, which are fundamentally different bottlenecks. Real world token throughput doesn't scale linearly with raw SRAM bandwidth because interconnect latency between 25,000 chips becomes the dominant constraint, not memory bandwidth per chip. The TSMC capacity argument is more interesting though. If SRAM-heavy inference chips gain real traction, N3 wafer allocation becomes a genuine bottleneck. But that's a big "if" since Groq still hasn't demonstrated cost-competitive inference at scale against Nvidia's ecosystem. What's your position here? The thesis seems to point toward TSM as the picks-and-shovels play regardless of which architecture wins.

Tasty_Pollution4439

I am considering Dec’28 deep in the money LEAPS for similar reasons. \~90 delta provides close to 1.5-2x leverage for TSM/NVDA/GOOGL. Relatively boring but good upside potential. You can create a LEAPS ladder as further expiration dates become available.

db_deuce

Nvidia - they have tentacles everywhere and invest in hundreds of AI companies to ensure their influence. The 70% profit margin is nothing short of insane. TSM. Building foundries at scale is a moat that can’t be replaced where orders are secured for the next 5 years

Kantmzk

MSFT, GOOGL, META, NVDA, AVGO, AAPL, AMD, MU, TSM, etc. It's not a bubble but rather a long term buildout. There are many others, but I would consider many to also be speculative.

CaptPolymath

Ok. Seems the US is pushing domestic sources of rare earths... This doesn't make TSM a little risky?

No-Sympathy-686

Never sell the TSM

Low-Cartographer-429

Thanks. Ideally I wouldn't want things run up too much but that's what I might be stuck with. Just starting to look at this sector. I may look for additional pull backs in prices. Feeling overwhelmed with all the potential choices though. TSM as one who'll benefit from semiconductor growth is a very easy pick for me. Maybe there isn't an obvious single choice for energy. VST and CEG seem pretty popular among US politicians.

Full-Sandwich-851

TSM 📉🩸

MikeCheck_CE

NVDA, MU, AVGO, TSM, SNDK, etc.... look at every one of them, it is the EXACT same story for each one. Blowout earnings this year and even next year are already priced in. There is nothing surprising in the earnings report. Semis are priced ATH for a cyclical product. They'll creep up from here but the market won't dramatically reprice them again unless there is evidence that semis are no longer cyclicals and should be priced as compounders, and that's not likely going to happen this quarter, or even this year.

Low-Cartographer-429

Thanks. Bought a few TSM shares today at $410 using NVDA proceeds. A little high but insignificant over the long run.

OrangeManBibi

TSM **stock price** is not going to do well when INTC starts making chips for other companies just like NVDA has been flat since competition heated up. Having said that, TSM over 500 is still inevitable

FailOk1528

kinda funny if AI ends up making chip designers easier to replace while making TSM even more valuable

Baabic

TSM significantly contributed to my realized gains in 2025. I exited my position early in 2026. Subsequently, I began accumulating more shares after thoroughly reviewing their fundamentals, order pipeline, and updated management guidance. The company upgraded its full-year revenue growth guidance to slightly above 40%. Despite this positive outlook, the stock's performance remains subdued due to the substantial capital expenditure required for new facilities and the initial scaling of next-generation 2-nanometer (N2) technology. These factors are projected to reduce gross margins by 3 to 4 percentage points in the latter half of the year. Additionally, geopolitical risks and advancements in new chip technologies (a "deepseek moment" for chips) are influencing the stock. Source: TheMarkets. I discovered this platform, "TheMarkets.ai" (https://themarkets.ai/), which allows deep stock valuation - similar to institutional investors. I was granted free access through a referral.... Disclaimer: I have no affiliation... They qualify and verify new users before approval.

Arrowhead_Pride15

Is this saying because TSM is the supplier to AAPL, NVDA, MSFT, AMZN, META, GOOG etc?

fairlyaveragetrader

If I was going to add to something new or feed additional position in the sector I think it would probably be klac. You look at the 2027 EPS and you look at the growth rate. It's also one of those extremely important companies because they service the hardware. You've also had a substantial correction a little over 40%. I also like the fact that it's very rarely talked about on social media and not held heavily by retail even though it's a key player in the space TSM doesn't look terrible though if they're going to make $22 a share next year, even at their historic multiple you're not losing money so anything above that, it's gains because right now it's priced about 19 times 2027. If it runs up to 23 or 24, you're making 20% on the position you're also at the ideal time to be crypto exposure Everyone only has so much money. Just depends on what you personally want to feed the most

ap1618

I full ported TSM a while ago and have no intention of selling

Invest0rnoob1

Better to buy Intel than listening to everyone saying to buy TSM.

Arabian_Goggles_

TSM is $415 right now which is a pretty good price imo so I would just go for it. Doubt we see under $400 again like late July unless the fed hikes rates or some other macro event. Either way in 2-3 years I think this is an $800+ stock.

Low-Cartographer-429

Any catalysts to the next expected dip that wouldn't move in tandem with NVDA? Because for my case, I want to swap out some NVDA for TSM. Not sure I want to wait for a dip. And I'd probably only be purchasing a handful of TSM shares with an NVDA sale.

Low-Cartographer-429

Good point about China and WW3. If TSM is undervalued due to geopolitical risk, that's a risk I'm willing to take and profit from. Besides, TSM is building fabs in Arizona, Japan, and Germany. As those progress, that may de-risk TSM sufficiently that the risk discount fades over time. I think it's a bit of theater, because apparently there's a Taiwanese law requiring the newest, smallest node manufacturing to remain in Taiwan. But like you said, it's highly improbably China's going to invade due to the economic consequences.