TSM

Inevitable_Fuel7244

TSM exempt from chip tarrifs might give INTC a bit of a red day tomorrow. It didn’t drill last week with everything else so could do for a couple red days.

TrickyBar9580

TSM cannot fail. They make 90% of computer chips since years ago.

TrickyBar9580

Are u retarded or something? TSM is already 1.8 trillion market cap

music_is_gud

TSM

T-WrecksArms

TSM

Indra_Sx

$TSM 😍😍

Inevitable_Fuel7244

is INTC gonna drill tomorrow now that TSM is exempted from chip tarrifs lol

knightsone43

TSM isn’t even up after hours on the news 🤣

T-WrecksArms

TSM news. That shit is gonna blow tomorrow. Good luck regards. Calls on TSM, MSFT. Who knew that 🥭in bed with Taiwan would make me rich.

Prudent-Corgi3793

I would like to include TSM and ASML as well, but Stock Analysis does not perform currency conversion and Macrotrends rarely updates non-US stocks.

Rude_Assistance_4386

Fun fact, if you're long both GLD and Taiwan Semi Conductors, your Port has diagnosable AU TSM

KMI_Dragon_Knight

A promise is a debt, [Here's](https://www.reddit.com/r/wallstreetbets/comments/1pore1a/see_nmr_mfg_if_you_want_to_benefit_from_increased/) my original DD, and [here's](https://www.reddit.com/r/wallstreetbets/comments/1pore1a/see_nmr_mfg_if_you_want_to_benefit_from_increased/) my follow-up DD regarding MFG. Japan's PM won the new cabinet pretty convincingly, and got away with pretty much everything she wanted. TSM will open a spanking new factory in rural Japan. Now, the policies that have been promised by the PM and MFG all will be enacted. Let alone the stablecoin project which is entirely ran by Japan's big three, which will be set as soon as paper handed kids get fully pruned from BTC/ETH, while the adults on the table buy BLSH, COIN, and CRCL at a discounted price. There is simply no fucking way there's not going to be financial sector rally from Japan tomorrow, if not all week long. Nikkei opens in a few hours, but I have been pretty much on spot for a few months now. Thanks for the love and hate msgs I have received in DMs, peace! I will post this again tomorrow morning. And yes, when you buy the dip, always get some KMI for the road, it's good for your health. Not advise financial

sdanielsmith

I would like to see a pull back in NVDA after Friday's rise. Test the recent high. If it does that, I'll reenter for the upcoming IV ramp into earnings. People can be as pissed at that stock as they want, but if everyone's capex is going up, that means they're going to be buying NVDA chips (even if they also buy TSM or BABA or MU or AMD or whomever). RSI is still low. Plenty of upside into earnings.

RecursivelyYours

I want to understand the history of a company, as well as key events, strategic positioning, and also the actual numbers of the company. Buying a company is not only about how good the company is, but how expensive or cheap is based on the stock price. So it is important to understand the underlying economics as much as possible. I have created a tool called StockAInsights that uses AI to parse SEC filings automatically and not only generate normalized metrics like PE ratio, PB, PS, ROE and all relevant metrics and of course statements as well, but also strategically analyze the company filings and tell me what risks they have, competitors, debt, regulatory issues, funding, dilution, quality of earnings and a lot of things that are really important. It is a multifaceted analysis that you need to do if you are responsible about investing. Like do you understand why a company would have a prime position in the market against its competitors ? For example, TSM is a company that designs chips that are really tough to replicate, effectively a monopoly. Can you identify that ? and do the economics align with that story? AI can help you distinguish that fast by reading filings for you for example. If you attempt to do everything manually I'd say it's very frustrating to derive ratios and account for non GAAP adjustments. You'd need paper and pencil for sure. A tool helps a ton to automate all that.

TrickyBar9580

Sandisk, MU, Western Digital, AMD, TSM

RilSG

I know some are mad at nvda friday pump but don’t go shorting. TSM might post its biggest monthly number ever tomorrow and send nvda straight to 200.

jensenskawk

TSMC’s ticker “TSM” makes me giggle every time.

LarryBergReddit

Yes to TSM also AVGO

opo113

China would not accept that sort of deal imo. Having political and economic control of Taiwan is the main reason they are threatening to invade in the first place. It isn't just symbolic. I agree it's tough to see Taiwan holding out for long without help. That being said Taiwan is wealthy, technologically advanced, and highly militarized. It has also been preparing for this specific war for decades. Invading an island is much more difficult than a land invasion. I think the world would step in militarily if China invaded. The US is legally mandated to sell Taiwan weapons as a result of a cold war era law. Also Taiwan is just too important to the AI buildout right now. I agree it would be pretty tough to sanction China, not sure how that would turn out. Still, if they did something to temporarily shut down TSM during the middle of the AI boom the world might actually find a way.

KMI_Dragon_Knight

[Here's](https://www.reddit.com/r/wallstreetbets/comments/1pore1a/see_nmr_mfg_if_you_want_to_benefit_from_increased/) my original DD, and [here's](https://www.reddit.com/r/wallstreetbets/comments/1pore1a/see_nmr_mfg_if_you_want_to_benefit_from_increased/) my follow-up DD regarding MFG. Japan's PM won the new cabinet pretty convincingly, and got away with pretty much everything she wanted. TSM will open a spanking new factory in rural Japan. Now, the policies that have been promised by the PM and MFG all will be enacted. Let alone the stablecoin project which is entirely ran by Japan's big three, which will be set as soon as paper hands get fully pruned from BTC, while the adults buy BLSH, COIN, and CRCL at a discounted price. There is simply no fucking way there's not going to be financial sector rally from Japan tomorrow, if not all week long. Nikkei opens in a few hours, but I have pretty much be on spot. Thanks for the love and hate msgs I have received in DMs, peace! I will post this again tomorrow morning. And yes, when you buy the dip, always get some KMI for the road, it's good for your health. Not advise financial

ElectricalGene6146

You realize that TSM has fans in the US?

Ok-Poetry-4721

TSM is their biggest customer, but they also sell to intel, samsung, micron, and anyone else who wants to manufacture a chip

Maximum-Side-9391

Yea yesterday sold TSM 1 day call at 9:45 and if I held would have made way more but I was fine with $750. Better to take the money and move on to next. This is the way

-permanent-waves-

great list. i have NVDA, TSM, GOOG, VST, VRT, AMZN, MSFT, IREN.

PandakatFinance

In the age of the gold rush, you can’t go wrong with buying companies selling the shovels -$TSM. Also the choking point of AI is Memory. $MU $SK Hynix and $Sandisk.

BaconSarnie2025

NVDA TSM ASML . MSFT GOOG TSLA and META will go sideways due to capex impinged earnings. In 2001 after the crash in internet stocks, there were only three or so winners at the top of the S&P 100. CSCO IBM MSFT AOL etc went sideways.

A55BAG

Buy the semis: MU, Samsung, NVDA, AMD, AVGO, TSM, ASML and dump the hyperscalers AMAZN, META and GOOGL, ORCL. The semis are trading on the valuation that the capex is stagnant but it is accelerating. Alphabet, Xai and OpeanAI are trying to build a God by pouring money into silicon and most of it going into semis.

Acrobatic-Song-3151

I appreciate the response and the details. I’m actually retired too, walked away from corporate America at 41. I doubled up during Covid allocated those gains to buy three properties. Our goals are likely more aligned than my age reflects.  I’m at 20% international, been trimming VWO because I agree with you on emerging mkts. It’s like that chart can’t ever break through and it Taiwan breaks TSM will be in real trouble. Buffet sold that one early for that very reason. Half of our net worth is buried in real estate and the financial assets are: 50% domestic, 30% bonds, 20% international. The domestic is value oriented. I’ve been trimming domestic daily, flipping to international, and was hoping this last dip would get deep enough to pivot more out of bonds into VT.  Do you have any bond exposure?  I honestly thought long term rates would’ve come down more by now and likely need to trim my blv position, possibly pivot more into vxus. Bnd likely isn’t moving much more after a decent back half of last year. I did well with bonds during Covid, thought I was positioning myself for one more rotation out of them into equities. After taking gains from last April I bought even more. Also kinda addicted to selling tlt puts, been trading it from both sides for years. I’ve just been rebalancing daily and the guys I used to seek guidance from have mostly aged out. They’re still rich, have just been watching them make late age mistakes and think they should hang it up. Guys get so focused on never paying taxes they put their money in investable 1031 zones that are crap shoots. Another one got so confident with option straddles he blew up 300k early last year. 

boofybutthole

my roth is up 1.2% right now (mostly bc of TSM)

f0king

I really believed that MSFT would visit sub-$400 for a tiny bit of time yesterday, and then I really believed that it would hold over $400 like premarket. I'm starting to believe in my beliefs a lot less. Meanwhile SNDK, INTC, TSM, AMD, NVDA all up 4-8% just mad chillin'. Even TSLA is recovering quicker than microsoft after the world's dumbest fucking news ever. Crazy.

Trashpanda7193

This might be the most basic statement, but correct me if I’m wrong. Basically any tech stock will be fucked unless it makes the components , so Nvidia and TSM should fair better than the likes of meta, msft etc?

Fun-Fox-6818

NVDA, APPLE & TSM holding SPY from free falling 😂

fartcatmilkshake

400b in capex from Google and Amazon. Guess what, they’re buying chips and memory #$MU $TSM

Affectionate_Age752

I've made 22% since January 1st, on a $140k portfolio. Went from $141k to $172k in 5 weeks. . Made it daytrading. MU, LLY, SMCI, TSM, Apple. Couple others. Bought KO a few days ago, waiting for the earnings call. I don't get greedy, I don't gamble on options. This isn't a get rich quick scheme. I focus on making a couple percent a week. £2k-$3k adds up. Made almost $10k in one day with the SMCI gamble. Waiting to see how far this drop will continue, especially the tech stocks. I don't hold anything long with this current administration. After I sell KO next week, I'll probably sit in cash to see how things shake out over the rest of the month.

Upstairs_Whole_580

I'm HEAVILY concentrated in NVDA, AVGO, AMD, TSM, AMZN, GOOGL... and then META, MSFT, and a few others. So no, I'm down a LOT from the top to now. On the other hand... I know the prices were inflated and the companies I'm invested in are good... namely NVDA which is about 40% of my portfolio and the one I'm most down on at like...2.7 or so(but again, that's the ATH of 212 intraday). I'll live, we'll adjust, it'll come back.

fleggn

Anthropic isn't public. Anthropic ASML and TSM are the only companies that matter (since nvda decided burning money waa a valid strategy)

sobernaught85

Imagine selling TSM in the 70’s. Buffet style

sha1dy

IREN, NBIS, CRWV, TSM, AVGO - all the beneficiaries of bln of dollars of CAPEX are getting absolutely wrecked

R4N7

If only investing was that easy and logical… there was too much expectations of growth even from TSM

davidbigham

Need to find out where all the capex going into. TSM AVGO NVDA MU anything else

dvdmovie1

"but why sell TSM or Broadcom?" Because this is a broad sell off/forced selling and it gets to a point where stuff gets thrown out that shouldn't or shouldn't to the degree it does.

fartcatmilkshake

#if amzn and Google dumped on high capex shouldn’t hardware companies like TSM and MU go up since the capex is going to them?

BackgroundOstrich488

Costco, TSM, Verizon slightly.

quantum_simpleton

MU is a solid pick, the only names I would add to that is KLAC, and TSM. After 10+ years, these companies have all excelled, despite market conditions. I really hate TXN and their stewardship, didnt mean to come off as an ass.

atomiccheesegod

All tech stocks do it. TSM and Nvda did the same recently

millerlit

TSM, MU, AVGO, NVDA all green currently.  Hard to ignore those massive capex numbers by Microsoft and Google.

Ok-Poetry-4721

my highest conviction stock is TSM right now. China is proving to be the rational player in geopolitics right now, they won't do shit to Taiwan. TSM has a moat on the cutting edge of semiconductor manufacturing. All in TSM. Their revenue will triple or quadruple by 2030 once theyve built their new fabs.

Old-Zookeepergame503

Look, software is not going away even though everybody thinks they're a developer now.  Do you think companies are going to replace Microsoft Windows, of which there are a billion installs, or Salesforce, Crowdforce, Qu8ckbooks etc with some Vibe coded AI slop an intern "coded"? When enterprises and businesses in general upgrade any software in the company it takes years sometimes... There is also Vendor lock in etc.  Look at Google.. they have YouTube, Ads, Ads, more Ads, they're the best quantum play out there, they own @7-10% of SpaceX, Gemini, Gmail, Android.... All of which can still mine your data and serve ads - they are the true behemoth here.  I think everyone needs to look more at what companies do and what their fundamentals are instead of what the big next roll the dice meme stocks are. Semiconductors are sold out for years at this point...Micron, TSM, ASML has everyone by the balls. I guess if you really want one thing that probably will explode and get you your meme stock status, look at prediction markets. But then you might as well start playing blackjack.

Weak_Ostrich459

NVDA, TSM, AMZN, APPL. Practically all MAG7 if possible.

Buckskin10

IREN, MU, WDC, IESC, TSM all bloodbaths. They have all been too good to me to run.

sandygws

MU, AVGO, TSM, WDC, SNDK are the obvious plays again with that capex.

sunshiner004

From a trader perspective it does. Overall semis have been performing well such as TSM and TXN so it's only normal to take profit. With software beaten down since December, it wouldn't be surprising if institutions start picking up software at a discount. Catalyst wise probably need to support AI development and not cannibalize software names but accelerate progress.

greg_r_

I actually did lmao. MU and TSM. Will likely sell LRCX during the next pump.

Agreeable_Factor_458

So all the sudden TSM and MU are trash too?

sandygws

GOOGL, MU, LLY, SNDK, WDC, STX, TSM, etc

Great_Injury_5699

I feel like the manufacturers won't tho, fabless tech is Forsure getting rugged. I'm still positive on Intel, TSM, MU

bearhunter429

#Imagine if AMD, Intel, NVDA and TSM merged into one company and raised chip prices by 200% overnight LMAO🤌

NVDAismyg0d

ASML beat Palantir beat  Msft beat  TSM beat  Teradyne beat  Sandisk beat  It’s a bull market. Nothings changed 

DoggedStooge

TSM and it wouldn’t surprise me if MU reaches 600 after their earnings report.

VoidMageZero

That's correct. But if MU or NVDA or TSM or ASML or some other company moons then it will keep going towards $0.

OkBandicoot9286

TSM has took flight 🚀

-B-H-

I have most my money in google and TSM

Timely_Beat4637

Did I mention a bombshell? A bombshell for the global economy because TSM produces for the big players. You're right, 20 years is an exaggeration, but so far! TSM is the gold standard. The nanometer thing can happen; I've been looking into chips extensively these past few weeks. And no, you're right—I've never been inside a factory, but a coach who's never played soccer can still be good. I appreciate your feedback because I'm always eager to learn!

Wonderful-Sail-1126

Agreed on TSM. Without the geopolitical threat, they’re double their value.

Guilty_Psychology_28

TSM and it’s not close. They produce 90% of advanced chips. No one else has the infrastructure, manufacturing capability, and supply chain that they’ve spent decades mastering. Huge moat snd huge profits. The device you’re reading this on more than likely has a chip built by TSM.

BruceIsLoose

Apple had this planned back in **2022** because of the U.S CHIPS Act. Who was President then? TSM's initial's announcement was back in 2020 and was not because of Trump's tariff dumbassery. The plans accelerated under Biden's CHIPS Act. Hyundai's EV plants....**also announced in 2022**. This took 30 seconds to research man, come on.

Born-Stranger-4340

How is it not working? It may not be working to the effect we thought or pace. Even if a few manufacturing has invest and started breaking group (Apple in their new chip factor $ TSM & Hyundai) - this is legitimate breaking ground and construction crews on the ground building. This is active investment , not future investment. To me, I may lack economic understanding, but these would not previously have been done without tariffs would you agree?

Acrobatic-Song-3151

When will they recalibrate some of these funds to lessen concentration risk? VWO with 11% in TSM and VYM with nearly the same in Avgo isn’t my idea of diversification. I just keep selling both rotating more into vxus. 

NVDAismyg0d

Amazon invests 50b to buy NVDA chips who buys compute from OpenAI who buys inference from Msft who buys TPUs from Google who buys chips from Meta who buys memory from NVDA who invests in Amazon who buys oracle who invests in TSM who buys Msft who invests in Google who buys oracle which inverses in OpenAI who buys meta. What could go wrong 

rocier

TSM backbone of my port has just been a straight march up consistently

Guilty-Deer-2147

I knew the top was in when my Aunt called my mom last week and told her to buy TSM stock

tdogger88

We are talking 2 different things here. 1. Funding round for OpenAI coming up. That’s a funding round that various companies and funds will participate it. 2. The article you mentioned is a letter that of intent that says for each GW, they will progressively invest up to $100B, starting THE 2nd HALF OF 2026. It feels like you are looking for ways to throw shade on the market. And yes I’m long MU (check my posts), AMD and TSM and demand is outpacing supply for the next year at minimum.

lordturdhead

Same trying to keep it as simple as possible too. DFAX seems to compliment AVDV. Small Cap Value US (DFSV, AVUV, VIOV, etc) seems like a tougher commitment. May be alone in that opinion though. Like that DFAX has TSM & Samsung.

Kingmusk420

Bears, are you listening to Jensen? He just said TSM need to work really hard to make them more CHIPS. https://x.com/firstadopter/status/2017745147136774599?s=46

Dudewutdaheck

Bc Groq is developing in-memory TPU-like chip designs that will bring down the cost of inference by orders of magnitude. The manufacturing capability still only lies with TSM. GFS is incapable of leading edge nodes. TSM spends GFS's entire market cap on R&D each year to stay leading edge. NVDA/Groq chip designs only work on leading edge. So if your entire thesis is based on GFS making NVDA chips, that isn't going to happen.

Fantasma369

I’ve held and DCA into NVDA GOOG AMZN APPL TSM for the past 3 years (Feb 23) and been pretty happy with my choices. I understand the risk but these are products I use everyday and I’m pretty good at emotionally detaching myself from certain investments that I truly believe. The saying time in the market beats timing the market has worked for me.

Tim_Apple_938

The interesting thing is that Google isn’t in on the circlejerk at all. They make their own chips. Have their own frontier model (arguably more advanced than any other lab). And a real case for it improving their existing revenue generating products even if chatbots themselves aren’t profitable —- ie solidifying search moat via AIOverviews IF Google can surpass Nvidia, and is the #1 company when Nvidia / OpenAI circle jerk pops, maybe the whole market doesn’t blow up But if Nvidia is number 1 and pops, it’ll be bad for everyone. Google included Anyway. I’m all in GOOG baby 🚀 I liquidated my portfolio and bet it all on g in December 2024 when Gemini 1206 and VEO2 came out. They were severely discounted due to “AI risk” but with those it was clear they were at the bleeding edge, and from there, the TPU compute advantage just seems like a real moat. From first principles. I don’t see how anyone can catch up unless Google fumbles hard or something truly crazy happens like China seizing TSM

skinpanther

I bought so much stuff today—shares and calls like a mf’er! NVDA, TSM, RKLB, AMPX,NXE, and as a junior high school janitor, I am not a rich man😂. I do sincerely hope this turns around in the next month or two (or next week would be even better). 🙏

Open_Sir_8830

Can you please buy TSM? Thank you.

Bonghead13

All the news, the commodity prices rocketing, and Trump blurting out "another war coming soon", Nvidia switching deom TSM to Intel...all tell me that China is about to invade Taiwan. Not in 2027...I mean like...imminently.

Unser_Giftzwerg

Not all software stocks are equal guys. I give SNPS and CDNS a look if you think the mega cycle in chips is here to stay. Their software (key for designing chips) cannot be replicated by AI for the time being due to their inherent complexity and tight integration with IP from fabs like TSM. They are fairly valued but if they drop further, take a look. SNPS is more volatile because they have a ton of debt from the Ansys acquisition but they paying down the debt by at least 5% to 6% every quarter it seems.

Longjumping-Cup5406

MU, ASML, NEM, TSM were my discount purchases.

rioferdy838

its ridiculous how they keep this thing down. next earnings should see it rocket back up judging by how ASML, TSM and co. are performing.

mneymaker

Did you see the raising Capex on META etc? The guidance on TSM? The potential investements on OpenAI 100B more? What is dying? We have plenty of room to grow

mxxxz

No its just MSFT. Just look at ASML's and TSM recent numbers and their future outlook. The AI anda Datacenter train is full steam ahead!

Acrobatic-Song-3151

They’ve been rolling, but I’m not a huge fan of VWO having 11% of the funds in one company, TSM. 

CurveAhead69

If I’m not sorely mistaken, Intel doesn’t have the know how OR the industrial equipment required for NVDA level chips. Unless they act as TSM proxy for part of the construction.

JudgeCheezels

Intel doesn't have the manufacturing capacity to handle BOTH NVDA and AAPL lol even if it's only "partial" entry level chips. There's a reason why both NVDA and AAPL kept denying Intel the entirety of last year. 18A yields are improving, but it's still not even a speck of TSM's N2 and N3P.

somewhere_cool

Full porting across the board into all things tech and gold 🤷 MU, TSM, GLD, GDX, AMD, etc... ported calls

kumaratein

Tesla is literally only 10% higher now than it was it was in November 2021. Tesla was within 5% of its current value 1 year ago. Look at a 5-year chart of Tesla and you'll see, it's a bad investment. It's volatile so you will huge gains and huge losses and elon bros only count one side of that equation. It's also funny you all use the same language that is like a "cry more" bro language and never once actually substantiate anything of value. You're the frat bros of the investing world and think you're a genius because a stock you picked happens to be doing well right now. BTW the 5Y return on tesla is around 62%. For Nvidia its 1,300%. For Google is 266%. For Micron its 456%. TSM its 181%. Bitcoin is 160%. So by your own timeframe, you're literally losing compared to other companies. AND holding a bag that's still bound to explode. But ya, keep thinking everyone else is wrong

Sahrde

I'm sorry you're just now learning this . That's why so many have been investing in stocks like APLD, VRT, TSM, and the like.

OkBandicoot9286

Just bought some TSM 355 calls 🤞

k7rw

SNDK calls WDC calls MU calls JNUG calls AGQ calls TSM calls U Noe da Way

UnObtainium17

I sold most of it the last week of 2025. But I moved the money to Silver, EMBJ and LMT (when it dipped) to diversify away from tech after GOOGL, TSM and MU ran up too much last year. As of now it looks more like a lateral move for me.

sxiom

ASML + TSM + NVDA + AMD + MU + AVGO = **Infinity Stones of Semis**

Putaineska

Memory has always been cyclical. What always ends up happening is the 3 majors expand production satiate demand, prices come down followed by a glut in supply Obviously this is a supercycle driven by AI data centres, chips etc, who knows how long this will last but at some point they will all come right back down The ones which won't will be the likes of LRCX, like ASML and TSM in the chips sector, they are more in the supply chain so have more control over pricing and margins I've chosen LRCX in this sector

CFDsForFun

I mean yeah could’ve gone either way, just a gamble really. I really like TSM but can’t buy in an ISA in the UK so never bought it.

zordonbyrd

ASML is one of those companies where they look at numbers a year in advance so 2026 isn't as important as 2027. On top of that, the forward growth is going to be very, very strong with unprecedented RAM shortages and TSM greatly increasing capex. I made this my number 2 position in the portfolio last July. I was so excited that I got the opportunity to buy this *AI monopoly*. I haven't trimmed yet and the after hours confirmed that was a good move.

Affectionate-Idea690

MU, applied materials, TSM, NVDA, Apple, AMD, goog, Qualcomm l...etc with AI semis

Misaka9615

Right now it's a bit tricky, I'd definitely wait until after tomorrow to start buying but I wouldn't be surprised if the thesis of debasement continues to play out. WS seems to be rotating from one sector to another and if you force me to allocate a portfolio right now it'd be partially gold, partially energy, majority big tech (you can't go too wrong with any of them but I look at GOOGL and META particularly favorably). I would avoid TSM and especially ASML at this price point. You also need speculative stocks, of which I think NBIS is the most 'undervalued'.