TSM

theawarenessfund

Unpopular opinion: Most retail investors are chasing the wrong part of the AI stack. Everyone wants NVDA (training chips). Elite funds are buying infrastructure: **Broadcom (AVGO)** – Custom AI networking chips. Lower multiple than NVDA, less competition, locked-in contracts. 7 elite funds added positions last quarter, avg +22% position size. **Taiwan Semiconductor (TSM)** – Fab capacity bottleneck. If you can't make chips fast enough, you control pricing. **Constellation Energy (CEG)** – Nuclear power. AI datacenters will consume 8% of US grid by 2030 (up from \~2% now). Microsoft just signed a 20-year deal for 835MW. **The thesis:** AI doesn't scale on hype. It scales on semiconductors, power, and cooling. Every AI company needs these. **My backtest:** AI infrastructure basket shows +38.92% (6mo) vs SPY +17.12%. Not as flashy as NVDA's best days, but more durable. This is picks-and-shovels investing. Not as exciting, but historically more profitable.

theawarenessfund

Unpopular opinion: Most retail investors are chasing the wrong part of the AI stack. Everyone wants NVDA (training chips). Elite funds are buying infrastructure: **Broadcom (AVGO)** – Custom AI networking chips. Lower multiple than NVDA, less competition, locked-in contracts. 7 elite funds added positions last quarter, avg +22% position size. **Taiwan Semiconductor (TSM)** – Fab capacity bottleneck. If you can't make chips fast enough, you control pricing. **Constellation Energy (CEG)** – Nuclear power. AI datacenters will consume 8% of US grid by 2030 (up from \~2% now). Microsoft just signed a 20-year deal for 835MW. **The thesis:** AI doesn't scale on hype. It scales on semiconductors, power, and cooling. Every AI company needs these. **My backtest:** AI infrastructure basket shows +38.92% (6mo) vs SPY +17.12%. Not as flashy as NVDA's best days, but more durable. This is picks-and-shovels investing. Not as exciting, but historically more profitable.

theawarenessfund

Unpopular opinion: Most retail investors are chasing the wrong part of the AI stack. Everyone wants NVDA (training chips). Elite funds are buying infrastructure: **Broadcom (AVGO)** – Custom AI networking chips. Lower multiple than NVDA, less competition, locked-in contracts. 7 elite funds added positions last quarter, avg +22% position size. **Taiwan Semiconductor (TSM)** – Fab capacity bottleneck. If you can't make chips fast enough, you control pricing. **Constellation Energy (CEG)** – Nuclear power. AI datacenters will consume 8% of US grid by 2030 (up from \~2% now). Microsoft just signed a 20-year deal for 835MW. **The thesis:** AI doesn't scale on hype. It scales on semiconductors, power, and cooling. Every AI company needs these. **My backtest:** AI infrastructure basket shows +38.92% (6mo) vs SPY +17.12%. Not as flashy as NVDA's best days, but more durable. This is picks-and-shovels investing. Not as exciting, but historically more profitable.

dharmeshsb

Backlog was good for business for TSM. Might be good for NVIDIA as well.

-IQ200

If you want the shovel seller, it should be TSM. AAPL, NVDA, AMD & TSLA rely on their chip manufacturing capability. 👀

lurker165473

Ok neat, should be good for my TSM calls

lurker165473

Why t. TSM call holder

iambroke7

TSM gonna moon on Monday

TestingLifeThrow1z

28M, I have my 401k matched, roth ira the boring VOO, VT portfolios but I wanted advice on my brokerage stock portfolio. Holdings: Please advice any holdings I should add. I added companies that I believe can't be replaced in the long term for what they do. Cash: 27% QQQ: 18% GOOGL: 13% META: 9% MSFT: 9% BRK-B: 8% TSM: 6% ASML: 5% MELI: 5%

FuzzyDynamics

You need to understand the ecosystem better. It’s the most complex supply chain ever devised by man and what TSM does is completely different from what Apple does. Apple silicon in this context means a finished SOM integrated into an Apple product.

easylife12345

I try to keep 2-3% cash laying around for when there is a selloff. Also have margin to deploy if the selloff is deep enough. Bought some TSM this morning early. Tried to add to my AMPL position, but limit didn’t get filled. NVDA earning next week should be very strong, and tech should rally hard. That and we are about to start the Santa clause rally in December. Nothing guaranteed, but reasonable chance.

db_deuce

I view it more a toggle between risk on and risk off. Risk off means more T, VZ, Bonds, SCHD, etc. Risk on means more Sofi, NVDA, TSM, AMZN, etc. For the 401k, just put it in a low cost index fund. Most people starting in the 401k never have enough money to play the timing the market thing and it's meant to accumulate and invest relentlessly.

FinishWarm1746

Over leveraged on TSM so I can’t make other moves 

Any_Wolverine_8512

So, you can look now and see that TSM is up about 1.6% and fslr has regained all of that 4% that it was down earlier. I will hit the sell button here in just a few minutes most likely and head to my full-time job. After tax reserves, that's about a $2,500 morning. Not too shabby. It's not the adrenaline rush of something doubling in a day but it is a low stress way to make six figures in a year.

Any_Wolverine_8512

I agree with you that today is definitely one of those days, at least regarding tech related stocks. It's a bloodbath. If you look across the market, you see the money moving into food and beverage, non-tech indexes and the energy sector. For example, TSM is down 2.0 right now. FSLR is down almost 4%. I'm not telling you what to do. But it's probably worth pulling up the YTD charts on those two.

Any_Wolverine_8512

This year: TSM, LLY, Google class A

FinishWarm1746

Why TSM why 😭

wokuhambasj

TSM and Nebius are both shit AI stocks, sold everything overnight with large losses but could have been more. Enjoy bagholders.

ProfessionalOkra29

The market wasn't pricing LRCX, TSM, AMAT to only 2x in 5 years lol

Negative_Win_5117

There is no AI bubble. I work for a major VAR and it’s all anyone is talking about. We (the engineers) are all using it daily for our jobs. Almost all of my colleagues have side projects we are working on trying to figure out what kind of crazy shit we can do with it. Our customers bring it up in every meeting. The manufacturers are all scrambling to integrate these solutions into their products. Some of them are going to be successful and will leap frog their competitors. Data center capacity is growing at insane rates. The amount of power it takes to power one rack is going to exceed what we used to spec for an entire data center. It’s going to be volatile for companies like mine and for the manufacturers and for the software companies. Chip demand will ebb and flow a bit but it isn’t going to come crashing down. LRCX, TSM, AMAT are the safest long term plays. They will pull back at some point here but are going to 2x from today’s highs in 5 years. NVDA and AMD will be much more volatile. Every major pullback is a buying opportunity. tl;dr All the news from the past few weeks is to scare you into selling before the next run to ATH’s.

wokuhambasj

Fuck this im out. Sold Nebius at $85 after buying it $120. And TSM at $280 after buying it $310. Both dogshit AI stocks, lost 45% of my portfolio this week from margin. Chart looks like they will keep going down so I sold overnight.

icecoldyerr

TSM

meNriveBabylon

I just realized we pumped yesterday over news that TSM reported a much slower projected growth than expected. There was not much movement in the stock so the market interpreted it as bullish.

mere_dictum

Emerson Electric (EMR) has done pretty well since I first bought it three years ago, though I wouldn't say it's been spectacular. Taiwan Semiconductor Manufacturing (TSM) has done quite well over the last six months. People think its stock is very closely tied to Nvidia's, but I have a hunch there just might be a divergence in TSM's favor. As usual, past performance is no guarantee of future anything.

Xzlk

I think it’s more of a present risk for TSM. China makes a move and hell breaks loose.

Xzlk

TSM is obviously a great company to own, but are they not a singular headline away from halving? Surprised it has ran as much as it has.

Average_TechSpec

Im not an apple guy because what theyre trying to accomplish is harder, more difficult, yet more rewarding at the end of the day. Ive been in TSM since 60$ back in 2021. NVDA... well I never bought it once so I cant say much

MaterialGuy007

Market needs some consolidation.  Suggestions META should buy APP for $200 bil and dominate mobile ads/next gen apps GOOG should buy QCOM (PE like 15) and dominate next gen mobile gadgets NVDA should buy TSM so China does not attack Taiwan - if they need it guess what it costs $100 trillion - then people can decide - what’s next Singapore?

MurkTwain

That’s what I did except Apple and NVDA instead of meta. TSM has been the golden pony here on Reddit for as long as I can remember but it never pops off

Retropixl

There’s much more to this as to why they aren’t a smart choice. Just invest in SMHX or TSM, over the long run all of those companies will end up being the beneficiaries of all of this stuff.

banditcleaner2

We're in a new age where you don't need to be the one actually producing your product physically to make a lot of money from it. And that shouldn't be surprising. The hardest part of making NVDA GPUs is not TSM manufacturing them. It's the intelligence of cutting edge design led by the absolute brightest minds at Nvidia. Although, admittedly, even manufacturing cutting edge GPUs is still difficult, which is how TSM still has a 45% profit margin. But that doesn't beat NVDA's 55-70% profit margin.

banditcleaner2

That's kind of the point. We're not really in bubble territory in the same way that the dot com bubble was. Now, there will absolutely be AI-adjacent stocks that will get crushed from here over the next 5-10 years. But the kings? TSM, NVDA, AVGO, and mag7? I do not think so.

Johnmcslobberdong

Tell me which companies have an 80PE Amazon 34 Google 28 Meta 27 NVDA 50 TSM 32 Are you cherry picking to make things sound worse than they are? If your argument is everything is gonna crash cus Tesla and pltr you’re just an angry bear who can’t make money 🤷🏻‍♂️

FinishWarm1746

Come on TSM do the thing 😭 

NotGucci

>AMD rallies after CEO Lisa Su says AI business to grow more than 60% a year for 3 to 5 years That's wild. Can't really have any market correction as long as tech and semi keep on delivering. For those of you curious TSM released their monthly sales per Taiwan law, and guess what it's their best month ever.

Fringelunaticman

Not really. NVDA is making billions, TSM is making billions, so is GOOG, MFST, AAPL, AMD, MU, etc. And they arent spending an obscene amount of CAPEX compared to their financials. People wonder if they'll be able to monetize it, though. And remember when META was going all in on VR. It has spent an approximate 73B on it. Has it hurt that company?

FrenchieChase

My thesis is the same as yours. I hold MSFT, AMZN, GOOGL, META, BABA, and TSM.

igloofu

> Sorry was there a poll taken recently of all tsmc share holders on how they valued tsmc i missed out on? Yes, you apparently did miss this poll. It changes, and is retaken almost daily. You can find the real time results [here](https://finance.yahoo.com/quote/TSM/)

Actual-Ad-7852

You’re participating in the stock market. Never stupid to pull out funds and have some dry powder when you feel it’s necessary. You’re incurring the taxable event at the end of the day, so critics of your decision can go kick rocks. With that being said, I disagree with the timing. Think we’re still relatively early in the AI super cycle. Ppl comparing this to dotcom are casuals. Valuations healthier, less aggregate leverage, clear signs of infrastructural buildout, and unprecedented institutional and consumer adoption. David Sacks said it best: you can’t be simultaneously afraid of an AI bubble and believe that it wil quickly force a labor market regime shift from efficiency gains - the two are mutually exclusive. I believe the latter, not the former. Where I would advise you against your initial strategy is your plan with the dry powder. HY/Bonds at 25? You’ve had a nice run, but I think that’s a bit conservative at your age. Also, even if we crash 30%+… name a more investable theme than AI in the intermediate/long-term. You may have some of these application software names go to zero and overstated future earning potential realized over time. But NVDA, AVGO, GOOG, META, TSM - all fundamental players of AI value chains with fairly competitive moats. Indicators of overbought conditions are a relative measure (we’ve never seen a market or theme like this). AI, in my view, is a Renaissance, not some fad that helps you write papers and book meetings. It will quite literally revolutionize societal behavior to accelerate scientific, sociocultural, and existential pursuits. Long winded way of saying: 1) I think you mistimed the top (and that’s ok) 2) Buy these same names cheaper - but perhaps start dollar cost averaging (buy fractional amounts over time) so that if we keep running 50%+ from here you’re not underexposed 3) Too early to start strategizing HY/Bonds unless you made a fucking killing since April 4) Nice job being engaged in the market. Not saying this in a condescending way either - your view is just as valid as mine. Civic participation in our public equity markets is what makes our country the best.

Necromancer2k8

Because the company is run based on debt. It pays roughly 20+ million a month for interest alone and all these contracts likely have "current market rates for compute" clauses meaning these mega billion dollar deals will likely be shaving off some billions once they take effect due to the below info. The rate charged to companies per hour for rental/compute has dropped from around 10/hr for Blackwells earlier this year to sub $5 rates. That's no good as your Blackwells age out and prices for everything else data center related increase. Wafer costs at TSM recently have gone up by 12k each and TSM is reportedly setting up a 4 year, 10% per year increase across the board on all the high end processes. HDD storage recently had 20% increases (stx & wdc). Memory was just increased 50% by SanDisk and Mu will likely follow with a big increase (as you can see, that potential increase is being built into its current stock price today alone!) and power costs will not experience a sudden drop in prices. Simply put, increased hardware costs, the rapid obselense of it's GPUs and related tech, dropping compute rates & huge debt load make coreweave not a good long term investment imho. In addition, I don't like this aspect. The CEO has unloaded 552,633 shares since August 27th for a total value of $62,579,048.52.

Brave-Reflection40

I would make more money just selling puts off SPY every week than trying sell puts on these fucking stocks (AMZN, HIMS, TSM, HOOD). Every week has a major red day that causes me to be a bagholder. Now I have to get rid of them but they never move.

markpreston54

TSM ain't really that expensive relatively speaking though, especially the taiwan listed shares which trade 20% cheaper

re-thc

It makes it worse if it lists in a market that doesn't understand its business. Take TSM for example that is dual listed. In its local market the earnings report sings praise and in US mass media have come out to criticize it for the same.

Galaxy_AI

No way, I bought PUTS on TSM. I always inverse WSB and have been successful most of the time.

mannheimcrescendo

Are you equating the broader market to the time you lost your ass on TSM earnings

Galaxy_AI

What happened to WSB? Everyone is super bullish. This is a bad omen, guys. I have seen this kind of bullish sentiment with TSM earnings, and you know exactly what happened then.

wass10

TSM

LifeguardDonny

This was me a day after Trump told TSM to basically fuck themselves or come get fucked by us.

Tim_Apple_938

They all have Nvidia by the balls and not the other way around. If Zuck alone cut nvidia sales by 20% NVDA stock would go down by 30% easily. The sentiment shift would be clear Oracle is irrelevant 😂 there’s a reason no one has talked about them for decades until peak market bubble on a fake deal after they missed earnings. The idea that oracles fake deal with OpenAI would prop up Nvidia after MSFT META AMZN cut orders is actually hilarious MSFT AMZN META are already having TSM fab their chips by the way. That’s not the blocker. The blocker is that they’re not good enough yet to slash Nvidia orders. That’s why 2026 is booked. That’s temporary tho. Obviously they all will be good soon. Google’s is there already cuz they started awhile ago. But they prove the concept - the writing is on the wall. Example https://www.cnbc.com/amp/2025/10/01/microsoft-wants-to-mainly-use-its-own-ai-chips-in-the-future.html

TestingLifeThrow1z

I’ll echo Ellison’s word that “him and Musk will be begging Jensen for GPUs”. I think the real winner out of that is TSM, they will be running peak capacity to cover the grounds for GPU replacements. It is a consumable, but we’ve been running those with crypto miners for awhile now.

ToshikoWong

Wouldn’t have been better to buy TSM shares? At least you get dividends and AI driven company’s need their chips or: AMD, ASML, ARM, AVGO?

re-thc

Jensen of NVDA went to tour TSM Friday / Saturday to ask for more chips and participate in their company event. Hint hint.

Upstairs_Whole_580

Or you can just buy and hold until something fundamentally changes. I bought NVDA at 230(5.70 split adjusted in 2019). I didn't sell during the tech crash and I don't plan to sell. Same with TSM, AVGO, GOOGL, AMZN, META, MSFT(just in tech) or the last 1000 shares at 400 in NVDA I bought in '23. When there is a big pullback, I'm not trying to time it. I bought AMD at 80 and another 4750 of AVGO when they were down to 80 and 155 and I'm not selling because they pulled back 10%. This is the type of logic that would have you selling NVDA, NFLX or AMZN or whatever... when you're up 300% and you miss the 3950%. I'll sell when I think there's a fundamental chance, not because I hit some imaginary target I set for myself.

angellgc650

Buy NVDA, AVGO, TSM.

Nianque

So. Personally, I got out of AMD and NVDA and chose the etf SMH instead. Decent expense ratio and it gives me exposure to the entire semiconductor industry in all stages. When ASML or TSM do well? I profit. If NVDA somehow looses the ball? I haven't lost everything.

thatdudejubei

Doing some quick maths, TSM you have $64 and Unity $92 and so forth in you individual stocks. You have so little dollar value in the individual stocks, is it even worth it to stress over something that isn't going to make a difference in your portfolio. You are going to spend more time following and tracking these companies while in reality, they aren't moving the needle in any direction.

Char-was-right

I’m burrying my shit rn, I’m shorting my shit right now. But fr I shorted TSM and NVDA (I’m regarded) but honestly, China has the chance to do the funniest thing.

Safe-Macaron1775

I think you're too concentrated around tech. Appl, NVDA, AMZN, MSFT, TSM, (kinda U), TSLA not to mention QQQ and VOO also holding a lot of those stocks. If you want to reduce risk I would diversify a bit more

purpleinme

I bought April TSM $280c too low to pass up

spalkin2

"It doesn't even build its own chips" - so what? thats like downplaying ASML importance and only giving credit to TSM. What is there to build without ARMs designs?

cactideas

Bro I did the same thing with TSM. Two months later their share price doubled after I lost thousands on calls. Short ranged expiration options are pure gambling

TarrifJacksonJr

nah, id say its safe. I think a port that just had Tesla, Nvidia, AVGO, and TSM is pretty safe and primed for growth... Its boring... But strong imo.

Tim_Apple_938

TSM 👀

db_deuce

TSM, Amazon, Sofi

Awesome____Sauce

didn't he sell TSM months after buying it

Tombo901

Bought some TSM and more AMZN so im happy. Added some more SPYM and SCHG yesterday. Its a nice little sale going on imo. Could still dip more and more ofc but im happy to keep adding at different levels.

SlfImpr

I own stocks of TSM, NVDA, AVGO, AMD, INTC, AMZN, GOOG, AMAT, META, and bunch of others One side is buying and other is selling Price hikes are neutral for me

spellbadgrammargood

intel needs to fucking pop already jesus... they fucked lied about working with AAPL, TSM, AMD.

IntelligentBonus7521

Pretty sure TSM is actually making the chips…

InquisitorCreanBean

TSM is a completely garbage stock

EducationCultural736

There are a few exceptions like TSM and ASML because they're so tied into the US big tech. Most of the top companies still reside in the US.

TestingLifeThrow1z

TSM is a "sh\*tty" company, yet Nvidia, Apple, and chipmakers would go under the minute TSM ceases to exist. The entire tech sector relying on chips is held up by TSM. It's my top holding.

Battle_p1geon

I shorted 20 shares at 450, exited around 350, can't remember properly, my memory is consumed by TSM calls breaking my heart, and I've switched brokers since then. Not a bad return for the risk taken, but if I hadn't fallen apart at the seams I expect I would have done better. Again, this was at the time when I was getting absolutely pissed on by the volatility, and I was very new to trading.

therossboss

gonna need GOOG TSM MSFT to figure it out

Ok_Importance9886

Nvidia made 26 bil $ in profits last quarter. Broadcom , Fix, AMD , Micron , TSM, and chip makers are making the largest profits ever. This also includes Astera, Credo, Arista etc and even server providers. Hyperscalers like google and Amazon are also making the highest money ever. Where is the money coming from ? A bunch of it comes from hyperscalers alone. Google, Amazon, Microsoft, Meta, etc have been sitting on billions of cash , so they deployed it. Plus , people are also taking debt. Earnings also help deploying more money into data centers. Money just goes from one place to another, it wouldn't evaporate. If someone is spending on AI, someone else is making money. The revenue growth has also been decent for most AI software companies too who aren't even making profits. Some neo clouds like Iren and Cipher are actually making profits too

WaferRoyal4980

Hi everybody im a 21 year old electrical engineering student that's about to graduate and go make approximately $81,000/year. I want a mix of stable and volatile investments and a diversified portfolio. If you could offer any suggestions as to how i could best distribute my equity i currently have in my portfolio please let me know. Thanks. SPY 1.33 Shares $904.04 TSM 1.93 Shares $577.14 NVDA 2.36 Shares $475.34 RDDT 1.32 Shares $252.02 URA 2.92 Shares $148.76 BE 0.707475 Shar... $98.18

thelastsubject123

\>huge and bloated corporation correct but there is an attempt to lean down \>massive CAPEX spending into depreciating assets - fabs - for which there are no customers this isn't necessarily the right way of thinking. the equivalency is criticizing TSM for building out 2 nm nodes which are depreciating- which is technically true but the revenue they generate massively outweighs that. INTC is trying to build out 1.8 and 1.6 nodes which is incredibly expensive and difficult. massive capex is a requirement for them for the hopes of massive revenue growth in the future \>all potential customers are also competitors, so at best will give Intel enough business to keep USG happy this is just...not true? NVDA and AMD are competitors on the design side but they are fabless whereas intc is fab + design meaning they would be customers...if they were able to execute high yields on chips kinda feels like you have a fundamental misunderstanding of semiconductors which is understandable as it's very very complex TLDR: INTC is very very questionable rn and needs to show execution in 2-3 yrs (nodes take a long time to come online, can't really do much before then other than show progress) to justify people investing them

spellbadgrammargood

remember intel's rumors of working with AAPL, AMD, and TSM to pump their stock that was never heard about again?

Char-was-right

If you think they can win for sure. It could be bad for em though if their hardware doesn’t perform. TSM / ASML / NVIDIA short is safer as they’re completely fucking fucked in this scenario

Char-was-right

That’s true to some extent, but it’s an emperors new clothes situation. It takes almost nothing for the infinite imaginary money to instantly run out. An invasion of Taiwan would be one such possible event. I’ll probably open a full regard short on TSM sometime next year. China gon do it for sure.

Frostwick1

TSM

NotGucci

Best buys this year MU, AVGO, TSM, NVDA, AMD and RDDT

Jagged_Tide

How do I feel like I’m losing my balls simply by not investing in TSM NVIDIA and PLTR today

Jagged_Tide

TSM HOLY FUCK I’m so regarded man I was literally scoping options all day and it keeps fucking me. Naturally if I buy in now, it craters for sure

ethical

hmmm perhaps i am missing something, how does TSM have 2T in profit, 5T in assets yet only have a Market cap of 1T ??

Jagged_Tide

TSM is going parabolic. If I just trusted my gut at 8:30 this morning man fuck

InquisitorCreanBean

TSM mooning

Brave-Reflection40

I sold my TSM, it will shoot to the moon now.

TestingLifeThrow1z

If you forced me to, TSM, GOOGL, and MCD.

greenpride32

> I assume this means things like revenue, EPS, dividends, growth trends etc. but this doesn’t seem to match up in real life. Generally stocks have instrinsic value and speculative value. When it doesn't match up, that means the valuation is more heavily weighted towards speculation. If you compare a stock such as TSLA to other stocks near their market cap, say AVGO and TSM, you will see TSLA's financials are no match - not even close. In fact TSLA top and bottom line have been trending to be flat or declining in more recent times - I'll call last Q a one off as sales were elevated by expiring credits - and possibly by selling extra CyberTruck stock to xAI and SpaceX. There are enough people (or dollars) out there who are betting on TSLA to be something much bigger in the future (I am not one of them), so the share prices gets bid up. When an early stage pre-revenue biotech company produces a promising drug candidate that is getting good trial results, their stock price will rocket up on the potential, despite $0 sales. This happens all the time, but it doesn't get as much press as tech. Again just another example of heavy weight (almost all) on speculation. NVDA had sequential sales of $26b to $60b to $130b to projected $200b+. MSFT EPS went from $5 and change to $13 and change from 2019 to 2025 FY. In same window dividend increased almost 80%. If you want to buy and hold stocks for a long period of time and get growth, pick the ones that have top and bottom line trending up over time. Many of these companies have some type of competitive advantage or industry dominance. It allows them to charge higher prices (better margin) and maintain their sales - MA and V are good examples. If you want to buy speculative stocks, well they are more likley to have the bottom fall out if things don't pan out. On the flipside, if you get in on them earlier, you can get potentially life changing returns. Thought I would argue AAPL/MSFT/AMZN/NFLX/META/GOOGL etc still brought life changing returns after they were well known names. When I pick stocks, I focus more on the potential for their businesss to disrupt and drive grwoth for the long run. Next I look at the valuation - and not the other way around. At the end of the day you are looking to buy a share in a business, you aren't buying some arbitrary number that might go up or go down - this is the value of the business.

UhhhLoveYouLongTime

Fuck the fomo…lost too much being hopeful. Happy with gains. TSM is a sleeping giant right now. This rally we have coming up and I’m thinking TSM at 330 before end of year.

groceriesN1trip

Logistics, supply chain, manufacturing, doesn’t matter in this case because Nvidia has the patent, they sell the product, and this particular product is, according to the US, of national security concerns. TSM does now manufacture Nvidia chips in Arizona, by the way  Nvidia can sell its older chips to foreign countries. 

mneymaker

Mr Market, need some absolutely monstrous SHREKS on: GOOG, RDDT, NBIS, META, PLTR, TSM, HOOD, APP This week Thank you for your attention to this matter

TestingLifeThrow1z

Smartest comment here, TSM is the building block for the whole thing.

TestingLifeThrow1z

Ellison talked "me and Elon begging Jensen (Nvidia) for GPUs", but no one talks about Nvidia and Co. begging TSM for chips. You can't time it but it's the most important piece of block for AI and technology.

thepandemicbabe

TSM has a P/E of about 30 and AI doesn't scale without it or run without it. TSM doesn't move as much but I think it will generate great results over the next decade. Everyone relies on TSM.

fn_gpsguy

You might want to look into AVGO. I own individual stock in it, AMD, NVDA, ASML, TSM, and KLAC.

I_am_Nerman

Soybeans are 25 billion annually. Isn't that the same as before? What restrictions are on rare earths? You said less access. Sounds like there are still tariffs on Chinese goods that didn't previously exist. NVDA and TSM recently announced the production of their most advanced chips in Arizona. Huang specifically credited tariffs for making it happen.

fungoodtrade

lots of posts about this on r/ValueInvesting . 630 is the 330sma on the daily timeframe. I bought 1 500 strike leap already, and will sell my big winners, GOOG, AMZN, TSM, NVDA, SOFI if META hits the 330 sma. If we go sub 600 I will start using my margin. I'm playing this like it could be potentially the best trade of the year for me personally. Numbers I'm going off of are low 770 intrinsic value, high more like 880. Lots of people commenting on this easy play for retail.

orangeyougladiator

You think it would be different if China owned TSM?