TSM
Taiwan Semiconductor Manufacturing
Mentions (24Hr)
-35.29% Today
Reddit Posts
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?
GOOGL, AMZN, MSFT and META: Hyperscalers Growth, CapEx, FCF and Revenue Backlog // NVDA mentions in earnings calls
I just started investing at 19. Are these good investments?
338% in one year No leverage No options Just sat there.
Reddit Ticker Mentions APR.17.2026 - $SPY, $NFLX, $MSFT, $NVDA, $PBM, $AMD, $BIRD, $ONFO, $CMND, $TSM
DD: Semiconductors & Shoes and Their Downstream Effects on $AAPL
Why does the market keep pushing toward highs even when the macro backdrop still looks bad?
Why the lack of interest in TSM and SK on this sub? Why essentially 0 interest in small to midcaps?
Q1 2026 Global Smartphone Shipments: Apple leads the pack
Volatility of positions for PMCC and CC writes. (For those that write calls >= 1 week)
Elon Musk’s "TeraFab" 2nm Chip Plant: An Impossible Dream or the Ultimate Bull Case for Semi Stocks?
The war is killing the market and NVDA isn’t helping
The entire AGI bet rests on a single island - and the market doesn't seem to care
My prediction: Oil equities likely to raise, and the S&P will continue to slide, on the back of a sustained Strait of Hormuz closure
Just YOLO'd $89k into QQQ / VT (65/35 split)
The U.S. just drafted global AI chip export controls, here's the actual portfolio implication most people are getting wrong
Iran leaders are dying, but the system is built for them to survive. How far can they go without affecting stocks?
TSM Slips 5.5% on Macro Tension, A Reminder of How Fast Sentiment Can Flip
Oil Spike Adds Pressure to Stock Futures. What the Market Is Pricing In
Oil Spikes, Stock Futures Slide, Geopolitics Back on the Menu
Iran recent threat to US and Isreal could affect the global market
Tim Apple Warned by CIA That China Could Move on Taiwan by 2027 (AAPL +2.25%, TSM +4.25%)
Tim Apple Warned by CIA That China Could Move on Taiwan by 2027 (AAPL +2.25%, TSM +4.25%)
Tim Apple Warned by CIA That China Could Move on Taiwan by 2027 (AAPL +2.25%, TSM +4.25%)
The AI Gold Rush: Why Infrastructure is the Smartest Bet for Young Investors:Top 5 AI Infrastructure Stocks
Missed out on 1400% on TSM. What’s the next play?
Nvidia (NVDA) Riding Big Tech's $650B+ AI CapEx Wave in 2026 – After Pullback from Highs… Buy-the-Dip or Bubble Burst?
TSMC January revenue rises 37% on AI chip demand
Mentions
TSM and Samsung around 2T market cap. INTC at 600-800b market cap for the only US advance semi foundry seems reasonable to me. I'm full port aswell
Yeah, I'm "young" I guess in the sense that I'm not 60. But I'm somewhat taking risky plays to build up my fucking nest egg because I started so late. I was all in on META and TSM today and got absolutely fucked. I did go to the gym tonight though. But I don't have friends. Money is pretty fuckin deep though. Money gives you options in life.
Sigh dude. Got fucked on TSM. Got fucked on META. MSFT which I got fucked on over all of June, fucking rockets, and of course I'm not in it. Fuck my life dude. I'm 20k in the hole as of right now, probably going to be further down tomorrow and into next week. My life is fucking shit dude.
AMD, SCHD, VOO, TSM. That order of priority
I'm not....I don't even have options enabled. But TSM and ASYS consist of a major chunck of my portfolio and am getting raped by the market.
Still waiting for TSM for bounch back.
Tomorrow? Going bargain hunting in semiconductors. There is value there if you look for it. AVGO is hanging out at 23x NTM, NVDA is 19x, ASML is \~28x, TSM is \~17x. Very attractive entry for some very strong moats.
/b/ros. I feel kind of sick. I'm down over 20k on TSM/TSMX and META/METU. I'm not rich and while this isn't rent money, it's not money I can just light on fire and feel nothing about. Fuck my life dude. I supported MSFT through the last 2 earnings and got fucked. The one time I didn't, is the one where it fucking rockets. Fuck my life dude....
Because maybe Zuck's retarded ass selling compute power would change something. Idk. I fucking knew that MSFT would fuck me if I bought in. But I guess it's just whatever I buy, I get fucked on. TSM and META this time around.
Why the fuck did TSM almost recover today, then absolutely shit the fucking bed. What the actual fuck.
What the actual fuck dude. I got fucked on TSM, I got fucked on META. MSFT fucking rockets, but of course it does, I didn't buy in this time. jesus christ fuck my life dude.
Dude I'm fucking pissed. I got fucked by MSFT last earnings report. So I sat this one out and got into META instead this time. MSFT fucking rips 8% and META fucking SHITS THE FUCKING BED 10%. What the actual fuck dude. And I'm getting fucked on my TSM/TSMX position because of a fucking earth quake????? What the fuck kind of time line is this.
What you on about. My entire tech holdings are a blood bath on my portfolio. TSM I got in around the 420's Parked a few hundred in ASYS just to get bent over from the semi sell off.
Calls on TSM since Korea keeps breaking circuits
I wish I bought TSM stocks this month instead of last month
No, I’m perfectly happy being overweight in CME, Berkshire, ADP, Eli Lilly, and RSP. Other than that it’s just Google and TSM, both of which I bought forever ago.
My neighbor works for a pretty big fund and she told me they went all in on SK Hynix and TSM at the top and they are trailing SPX by -20% ytd and their biggest client withdrew like 8b or something
TSMC FOLLOWING JAPAN EARTHQUAKE: WE ARE INSPECTING EQUIPMENT AT KUMAMOTO FAB, AND CONDUCTING RECOVERY. WE EXPECTS INSPECTIONS AND CALIBRATIONS TO TAKE SOME TIME. $TSM ... God lost money on semis too
just waste management, the company (WM). PS: i was just kidding, im not going full Bboomer yet, but i did cut out memory (RIP) but keeping some semis TSM, NVDA (as 'value' semis).
Fuck my life dude. I buy the dip and it keeps on FUCKING DIPPING. I don't buy the dip, and of course it fucking V's. Fuck my goddamn life and fuck TSM/TSMX
I don’t mind holding the bag but I doubt I’ll buy any more. The long-term prospects feel good to me. Same with TSM. I’m generally not buying much in the way of semis or memory otherwise.
I'm literally fucking retarded dude. Fuck TSM/TSMU/TSMX. You goddamn fucks. They always wait for me to buy in then absolutely fucking shit the bed.
I'm fucked dude. I saw TSM rocket after hours, so I bought into TSMU, just did a market order. I got fucked on the fill and now I'm down bad, and now it's overnight and I can't sell this shit until open tomorrow. And TSM is going back down. I got fucked bros. I got fucked.
NVDA, MU, and TSM earnings still insane.
I'm pissed I didn't have money to buy the dip today after the quake. I saw TSM at 380...FUCKING 380. MY DCA for TSM is 420.
I just looked up TSM and looking into who holds major positions in it. Its all institutions. I am OK with this dip because if those people haven't used retail as an exit to liquidate the position that means they know the stock has to go back up to 900 a share. Looking forward to FED announcement this week. I am calling it, by Friday the war will be back on and oil and gas will spike. Not that any of this shit matters cuz the price at the pump isn't reflective of the current situation.
Oh weird ontop of micron, TSM and Google all saying demand is crazy and capex is going up through 2027 easily, every AI adjacent company so far has reported stellar earnings. Almost like this is a forced liquidation event to clear out all the huge margin within semi/AI sector. Hmm.
bought light into TSM & ORACLE today
here we go with the "STX will make or break memory" moment and fairy tales. just like TSM and ASML saved semi's right? yeah remember that? yeah that was fun.
So analysts say TSM target is 500+ What timeline they looking at cuz based on the last month Semi stocks are fucked this year. Elections adding more noise to the market.
If I had more $ I'd be buying TSM bags at this cheap ass entry price and bag hold for as long as possible till at least hitting 500 a share.
Fuck TSM and fuck the earthquake
Coke is up almost 7 fucking percent today. Absolutely nothing fundamentally has changed since June in any of these tech companies, Google and TSM confirmed demand remains crazy through 2027 with increased capex. And yet we’re seeing a literal dot com level burst, even faster.
I sure hope so I sold a put on TSM $365 8/28 yesterday. Looked so juicy it was hard not to. But it’s looking even juicer today unless this is the bubble popping and I’m becoming a bag holder.
Only semi worth buying still is TSM.
If you're reading this, you have that TSM too. https://preview.redd.it/hg1cfcjqwyfh1.png?width=350&format=png&auto=webp&s=2b28d940ef621ff59552bf9f82543145001574da
Not into bonds but I do watch the market to try and learn more about what bonds are and how they fit into the big picture. TSM spending spooked investors despite the fan in Arizona being built long before AI was even a thing. And TSM also mentioned they might be rising prices. Semi manufacturing is a very moated industry, even if you can inford the truly insane cost to start a fan you also have to blow money constantly playing catchup. ASYS is down, unable to determine why other than it follows TSM quite strongly in movement. AI spending spooks investors I would say yes. Iv been reading Burrys free posts and trying to avoid anything with to much exposure to the bubble. My exception to this is the hardware manufacturing firms with big moats and that have been around for a while. I also keep semi stocks as <50% of my total portfolio. Rest is in ETF's or in banking and metal manufacturing stocks.
TSM trading premarket below yesterday closed. Fuck this semi bullshit
TSM was too reasonable on their call. Instead of saying that they will scale up in Arizona as determined by market demand, they should have said they were going to try to buy Arizona and turn the whole state into a fab.
Got it...so my position is good. I need TSM to recover past 420
Rumor is earthquake his TSM....can someone confirm seeking alpha is telling the truth?
I full ported one of two trading accounts into SKHY (-30%), Samsung (-30%), MU (-20%) and TSM (-12%) in June and have about 20% in DRAM stocks in another one (-20%). How cooked am I?
For sure, but not just any names. For example - AMD is expensive, Nvidia and TSM are great value.
im confident spy is going to break towards 720s this or next week. no catalysts from the last 2 weeks have saved the market (TSM, Google, lower inflation)... at this point, the tops in. august and september coming up, worst months for the market. No reason for the market to recover, other than a shorts covering rally, or liquidity grab before a huge drop. playing puts from here til november.
A lot are pretty significantly undervalued like Nvidia and TSM. They'll go up a lot more than 10%.
Lucky that I’m holding TSM+NVDA and GOOG roughly 50 / 50, they always go opposite so kind of balance out the loss…
Google and TSM confirm demand is still incredible, increasing capex through 2027. NVIDIA says they’re expanding and investing in every layer of AI buildout. So it makes sense that the entire month of July is a 40-50% selloff in all the companies benefiting from this.
Yes, but those companies are not the ones selling the chips or running the datacenters that operate them. If one of Anthropic or OpenAI fail, the capacity from the hyperscalers just gets shifted elsewhere. They could both fail and open weight AI will get used on the GPUs instead. All you need to see is that they're running at capacity already, demand is growing. And AI is progressing which makes each GPU hour more valuable. The only thing irrational is a market that's pricing essential companies in this transformation like NVDA/TSM, that are supply constrained for the rest of the decade, and growing 70-80% yoy, with significantly lower forward pe than asleep at the wheel dinosaurs like Apple.
Are you not worried about the looming arbitrage trade between 000660 and SKHY when shares can be converted starting on the 29th? This should create some level of mechanical selling in SKHY, even if the valuations never go equal (see TSMC with TSM and 2330).
Interestingly no TSM, SKHY, ASML, NVO. They can’t do ADRs?
How does anyone hold anything is this market? After the TSM capex dump I completed exited after holding for a freaking year. These stocks make zero sense. Just pump and dump. I too had extremely high hopes for usar but, they’re being sued by MP and so many good stocks inherit lawsuits now from competitors and investors mad about Dumps now. Nothing is safe or steady in this market now
* You don’t think they’re investing $250b in capex without confidence the demand will be on the other side? Every one of the past 6 semiconductor/memory cycles were also this time is different durable demand stories where optimism was extreme overproduction was massive and long term contracts were canceled * The fact that all of them including TSM are making these investments is strong indication that they don’t believe this is a temporary cycle but rather a secular change. Every one of the past 6 semiconductor/memory cycles were also this time is different durable demand stories where optimism was extreme overproduction was massive and long term contracts were canceled * SK just got a $500B contract from Nvidia. Samsung is getting huge deals. Micron is signing 5 year agreements. Every one of the past 6 semiconductor/memory cycles were also this time is different durable demand stories where optimism was extreme overproduction was massive and long term contracts were canceled * You are right the market is skeptical which is why these guys have such low PEs but I disagree the massive capex is a bearish signal. You should take your disagreement to Wall Street, they're the only ones that can move the price of the stock. I'm sure they have not thought about exactly what you are thinking about, times 10, plus insider information, and are eager to hear your perspective
Buy TSM or SK Hynix better. More undervalued.
You don’t think they’re investing $250b in capex without confidence the demand will be on the other side? AI hardware companies are notoriously conservative with capex investments due to huge bust cycles and concerns that increasing supply will compress margins. The fact that all of them including TSM are making these investments is strong indication that they don’t believe this is a temporary cycle but rather a secular change. SK just got a $500B contract from Nvidia. Samsung is getting huge deals. Micron is signing 5 year agreements. You are right the market is skeptical which is why these guys have such low PEs but I disagree the massive capex is a bearish signal.
I recommend Taiwan Semi conductor TSM. They are the only Semi company that hasn’t seen the ridiculous gains or losses and they are years ahead of competition in chip fabrication technology and they make chips for almost everyone (nvidia, apple, amd, arm, etc.. except for intel). I predict they will be the next Micron or Sandisk. The biggest risk is China invading Taiwan but that scenario has been seen by many as a very likely catalyst to WWIII and in that case the market will crash anyway. Rn i only hold 4 shares but am buying with each dip around $400.
Okay since this is a weekend discussion thread and everyone is chatting shit: What's people's thoughts for Monday futes / open? I'd suspect no news or good news on iran tomorrow. But who knows? The US cannot and will not tolerate oil prices this high. I'm not betting against the US. Some good sells on semis yesterday. But the fall is right where the 20 weekly is, especially on TSM, arguably next to NVDA in the sector. Intel had good earnings. I think we get a pump next week, what's everyone's thoughts?
So according to you, AVGO doesn’t make their own silicon And they don’t pay TSM to make their silicon Kay
TSM good earnings: falls of a cliff INTC good earnings: falls of a cliff Time to step away.
idk, i know theres benefits, but maybe its not where i am positioned. semis have already ran up, could be AI ROI is now in the enterprises they are currently being implemented across? for instance Healthcare and Financials have been looking better risk to reward, considering they can start unlocking the benefits of AI for business. earnings from GS, JPM, and BLK all pumped while semis dumped, INTC, AVGO, TSM
AVGO does not pay TSM as well. Google pays both AVGO and TSMC. And TSMC further pays a fraction of those increased profits to ASML for expansion. But AVGO does not funnel that to anyone else unlike TSMC. Learn the supply chain correctly
INTL stock today is going to be studied for decades to come..... Same with TSM.
The one risk for growth names in AI adjacent companies was capex might slow. Google and TSM said “lmao absolutely not, we’re spending more through 2027” and yet all of those stocks are getting obliterated.
AI names getting nuked because…. Google and TSM said AI capex is only going to go up through 2027. And then Jensen defended compute demand… so neoclouds all fall. Alright.
The semi trade HAS to have washed out a lot of people by now, tired of the 2 full months of chops, rug pulls, and counter narratives. Don't think more blowout earnings will save positions. Stuff like $TSM and even $GOOG lately shows market still doesn't give a shit.
Down 3.5% so far in TSM.
I'm down on my semi stocks which I'm bitter about as its ~50% of my small portfolio I play with. Fuck you TSM & ASYS. most of my other holding are bounching between 2% positive or negative max....think finance and super short term risky shit. My manufacturing stocks, all except AA are green and a positive return. I had cash sitting in a fidelity position...then realized it would be better sitting in a diversified international market. FZILX was my global (read international and less exposure to the AI bubble and diversified from US markets.) It also is a 0 expense no transaction fee index fund. Downside of FZILX is that Samsung and SK Hynix are being held. That said....I think if a position shits the bed they drop it....I'm no Michael burry when it comes to research thought. DD: moved cash into international index fund with 0 expense or transaction fees. Hoping to get better rates than a cash position and a decent market return.
The one question causing AI infrastructure names to crash this month was capex from mag 7 slowing, Google and TSM it’s only going up through 2027, so they sell off even more? What the fuck even is this market anymore.
Yeah I guess I'm stuck bag holding my TSM & ASYS positions till they finally print green instead of red. Go figure my two biggest positions are fucking my portfolio red hard. That said my AA stock position (got in at 49.5) is so red that I just want to see it go green even if its not large a position of my total portfolio. I have a rule: buy low sell high and this market seems to like making that fucking impossible if I never return to break even or go net positive. Attaching obligatory photo. https://preview.redd.it/dgfx37qmz6fh1.jpeg?width=320&format=pjpg&auto=webp&s=71e070da65f734bf4b6fa0c873f21016d99cd986
Good points. Right now the shovel providers are benefiting. But if the diggers drastically slow down or stop spending, then the reverse will happen. Hence, not every stock involved in all facets of the AI trade will be going up together now because of the multi-faceted risks. Where are the risks. Right now the diggers spending too much and not getting an ROI on those investments. The risks for the shovel providers are the diggers slowing down or stopping. But the other risk I keep in back of my mind is china invading taiwan which would affect TSM. That would kill the AI trade! It's lower risk then it was one or two years ago but it's still there. TSM and other manufacturers building plants outside of taiwan is a great contingency but we have years before those plants are ready.
AMZN is my hedge. I'm rolling the dice on AVGO VS TSM. Someone say it for me. The bank is ready.
AMD, MU, TSM all defending highest 1w support levels
It’s probably stupid to say which is a better company since they both are great. But I just agree where people are valuing each company at this time. Come election time you better hope that South Koreans elect someone in line with the US interest. Micron on the other hand will be “courted” from both left and right. Not sure if the word “courted” rings the same tone for Micron/INTC and SKHY/TSM/Samsung. It feels to me more like forced or pressured into making those decisions.
Pretty much doesn't change anything. Western companies will still need the hardware to run their AI regardless of who is making the models. China is still way behind on being close to compete with the likes of TSM or ASML.
TSM is a great play long term, the moat is real
TSM dipped, its recovering but long term seems like it has good upside. The announcement of the increased capex spooked investors and they ran with profits. I think the 2 risks to TSM are supply chain and geopolitical. So who the fuck knows given the current environment. I'm in for a long TSM play, got in around $422. Hoping to see a push
Is TSM ever going to break its 52 week range and break into 500's?
I agree with both you and the hunch comment except that his comment isn’t brainless. It’s a simple take but it doesn’t mean they are wrong. TSM has a history of being more conservative than its peers when it comes to building out supply. Considering that the whole industry and Taiwans economy is heavily Influenced by TSM, the consequences of over-investing is more severe for them than other chip makers. Now you could argue that nowadays, TSM can take more risks than others given how strong its MOAT is, but I still get the sense that the $100b buildout is bullish for demand. That said, I completely agree with you that this isn’t a pure demand signal. There are obvious benefits for TSM to heavily invest in the USA, many of which you already mentioned. I still view it positively because they are also building out 13 other fabs in Taiwan + the $100b USA buildout. That’s a ton of money even for them, and yes, you could argue that these investments are defensive, but considering their conservative history, my view is that: They would be investing in USA and TW significantly regardless of demand (unless they knew we were right at the peak maybe) but the amount of money they are investing makes me suspect that they do in fact have confidence in demand
I'm not sure why this is the most upvoted comment. Brainless statement. My Take: There are geopolitical concerns right now. TSM wants to tie itself closely to the United States, incase there are ever geo political issues that may threaten their business/nation. They are slow playing favor with president Trump. There is some benefits to having production in the U.S. to respond to shocks in supply chains. I wouldn't believe this is fully demand based.
Well done. I just exited the Google position I picked up on Friday last week. Realized 4% and cut risk down 80%. I still think blue chip tech is about to rocket though. Eyeballing TSM really hard right now. I fucking love their financials.
TSM is building a big fab shop in Arizona.
Need TSM to hit 500 a share
TSM financials are the best in history. Idc what anyone says TSM is the best company in the world right now on paper.
\>the us based tsmc production means less geopolitical risk on taiwan I think it kinda means more geopolitical risk, at least from their perspective. The only reason that the West protects Taiwan is because of its semiconductor industry. If Taiwan off-shores too much production, then that protection goes away. So TSM kinda has to dance on the razor's edge as far as that goes.
Not exactly- note that TSM is being courted to set up more fabs here. At the end of the day it comes down to who’s doing more innovation and who has the better product. That isn’t MU. Don’t let the domestic bias cloud your judgement.
been wanting to ditch dram and go deeper on TSM, MU or AMD
Doesnt it worry you that TSM had brilliant earnings yet it bled in the decline just as much as anything else? I fully expect this earnings season to be a constant cycle of good earnings reports followed by -5% losses. We have a market filled with extremely unrealistic valuations while we are also in a geopolitcal crisis caused by ourselves that will likely bring down the world economy if it continues for several more months... There is no reason anyone should be bullish right now
Official GDP growth was 0.5% annualized in q4 and 2.1% annualized in q1, this is just barely above water from being two quarters of negative gdp growth and a these numbers being actually negative is within the margin of error of revisions/measurement Since then oil has skyrocketed and data center growth have been revised down per TSM reporting, so going forward we’d expect lower gdp growth May estimate for q2 was 4.3%, current estimate for q2 is 1.7% reflecting deteriorating conditions and expectations. Will it actually be reported as negative? We’ll see The last inflation prints with PPI going up but the CPI going down and being well below expectations is a strong recession indicator
It's a little wishful thinking. bullish report on TSM doesn't change the trends, so I'm not sure whether this will. again, keep away from leveraged etfs in volatile time and be patient.
This week was Bloom Energy just chasing runs throughout the days. Mara, Google, TSM. Those are just stocks I have been looking at for a long time so feel comfortable with them, no other reason other than that. What about you?
TSM earnings were good and the stock bombed anyways. I’d sell
I’m buying this dump on outrageously strong MU ASML TSM earnings. Just like I did with SaaS, which I’ll sell at 35% profit.
I agree as long as I stick to BTD's in $VTI, $VT, and $VXUS. I'm already extremely heavy ex US $VXUS and $EWJ b/c I like the AI & Robotics growth potential in Pacific Asia vs USA. I bought heavy & tried to catch the bottom in $SOXX and $DRAM this month and lost 20%. I decided to move that cash into $TSM, $SKHY, $EWJ, and $VT. Semis can rally now that I am lowering my risk. The market is acting like a casino right now w/ all the leveraged ETF's & leverage stock options avail rn.
Fundamentals are still strong, from TSM to Samsung to even IBM earnings, everything points to strong demand. Question is, is market sniffing out the info that are not in public domain or it’s just a normal (though painful) market fluctuations. No one knows but earning season will tell whether hyperscalers are cutting back or doubling down. IMO this will determine the fate of semis.
I want to buy Netflix so bad since months ago, but I blew all my money on TSM. I'm very happy with my choice, but I want to buy more shiny new companies! (not because I want to diversify, but for fun) I also want an advertising company, so I'll buy whatever has the biggest discount from the advertising technology companies. And I want Microsoft! But again, no money. Ah! \~