TSM

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?

Girtzy

Thoughts? Embarrassing. Now shut up and go buy my TSM puts

inquisitiveme2

I’ve kind of created my own picks and shovels data center ETF in my growth portfolio. I started with core holdings AAPL AMZN MSFT TSLA TSM Then I began to add NVDA PLTR ANET VRT and latest add was CEG

therossboss

chuck TSM in there instead lol

InquisitorCreanBean

am i fucked for my TSM calls

vagabond_primate

Sometimes the vibe reflects something real, sometimes it is vapor. I think there are a lot of different elements out there that could trigger a big correction, or even crash. I have been thinking about trimming my gains for a while, but the big NVDA and AMZN pops (and TSM) this week put me into action mode. Feels good. If the keep going up, I am still in them, but not so heavily weighted. I’ll decide what to do with the profits next week.

sharkenleo

Buying all the TSM I can.

FinishWarm1746

Fucks up with TSM hitting highs and retreating right after 

Trashpanda7193

Someone tell me why TSM has been crap recently

vagabond_primate

Yeah, hard to tell if it is the old black october thing rearing its head, the chicken littles, or that something is brewing. I decided to take profits on about half my TSM and NVDA. Thinking about doing it on AVGO too. Out in the world, it feels like things are really slowing down.

chatrep

This is for my aggressive growth portfolio that I hope to keep for 5-10 years and also good stocks to wheel. RDDT ASTS NBIS CRSP HOOD TSM SMR My 401k is S&P index fund SPLG My main brokerage will move to VGT I mention this to highlight not everything is in these aggressive growth stocks.

junggoo1

Y'all see the announcement Nvidia made with Samsung and SK? NVDA $250 EOY. You better bet that there's something in the works for Samsung and SK foundries to be building more advanced chips for Nvidia. If they can be a legitimate back up option for TSM, and Taiwan risk is lost, NVDA to $300. SOOO BULLISH

Trashpanda7193

Feeling that TSM will jump today

chatrep

I’m not diversified at all… I sort of look at a sector and just pick my fave. For instance, semi’s I went with TSM, space, went with ASTS, etc. But I do like CEG, CCJ as well for energy. I took the riskier option with SMR. I know people like oklo but I can’t get comfortable with it. Debt financing, but too much hype, not approved yet. But tech is superior and smaller. Can certainly be room for both with different use cases. I do have some calls for UUUU which is related. More if a US Uranium + added benefit of rare earth processing.

Charming_Raccoon4361

Jensen in this week convention said black chip he is holding has been made in TSM Arizona double checked with gemini : "He showcased the **first Blackwell chip wafer** manufactured on U.S. soil at the TSMC Phoenix plant, highlighting it as a significant milestone for U.S. semiconductor manufacturing." w/e that means

reddit-abcde

Ideally NVDA 230 AMZN 275 GOOG 325 AAPL 300 TSM 350 ORCL 375 META 800 RDDT 300 TSLA 525

therossboss

any TSM enjoyers ?

MAGA2024Hustler

You’d think you’d pull out at 15k,10k,5k… 2k??? Nahhhhh. Stocks are booming… I’m up 47% in the last 3 months. What the hell can you be buying? If you bought AMZN, TSLA, APPL, SOFI, TSM, NVDA etc you would be at like 34-37k or more. Hope this is a lesson. Cash out what you have and delete the app. Hope you get out of this hole… good luck.

GoogleKushforLunch

AMD gonna hit 300 soon I haven’t been watching TSM tbh

sharkenleo

Would you do AMD over TSM? I was thinking about going straight TSM. I think it's the closest thing to a guarantee with this AI rally.

Lanky-Database-6779

Going long on TSM. It's the bottleneck.

Jolly-Seat4325

TSM had $3.63T most recent quarter.

FinishWarm1746

TSM after hours let’s gooo

Average_TechSpec

Buying more AVGO, TSM, ASML

EffectivePoet4572

too bad for AVGO and TSM. Hyperscalers are going to be fine even without AI.

_hiddenscout

I mean a lot of these companies are working with AVGO and TSM to build their own chips.  You don’t think investors are going to question companies spending like trillions of dollars and getting no ROI?  We are seeing like a modern day investment of the railroads. 

Otherwise-Climate888

It will soon be replaced by AVGO and TSM

Charming_Raccoon4361

there is a TSM lab in us now

eurovegas67

About Taiwan. The forgotten last U.S. President Biden agreed to expedite foundry construction in the U.S. so Taiwan eventually ceases to be the hot spot in U.S./China diplomacy. I know this thread is about the mag 7, but the most important company in the world is TSMC (TSM).

FinishWarm1746

Come on TSM you piece of shit 

Electrical-Two8267

Throw some money into good companies and make it a recurring thing - NVDA, GOOG, AAPL, TSM, etc. I do $10 a day into solid stocks and another $10 a day into BTC, ETH, and SOL. Got a few weekly and monthly ones too, so I never stress about the market ups and downs. Been doing it for over 5 years now -- got a healthy portfolio, nothing wild or all over the place though. For gambling purposes I keep 10% aside for meme stocks like BYND, ASST etc

LargeSinkholesInNYC

BABA, TSM, REGN, GOOG, JPM, GS, VST, 000660.KS, 005930.KS are the ones I would recommend right now.

Sstraus-1983

You mean TSM manufactures. Nvdia has zero manafacturing capabilities

Sstraus-1983

Very very small % in Arizona and TSM is not an American company, intel is way ahead of TSM on U.S. soil. And doesn’t have the China threat.

Jolly-Seat4325

TSM for the win

Classy_Anarchy

Are you suggesting NVDA GOOG META TSLA TSM etc etc aren’t profitable?

codespyder

I’ve been very reluctant to jump in pre-earnings this time. Only moves I made were TSM and INTC. The former smashed everything but tanked because terrible timing with the new China tariffs (only recovering now weeks after the fact). The latter faded after opening before pumping the following days. Have been patient since and it’s been far more rewarding. Bought calls GLW after a solid earnings report but an inexplicable dip yesterday, and made out like a bandit today. Wouldn’t have been possible if I bought in before earnings.

DemisHassabisFan

When will $NVDA buy $TSM?

DemisHassabisFan

JPOW announces $NVDA buying $TSM

darthstrukt

Better options than TSM in semis? lmao

deadcowww

5 trillion TSM wen

deadcowww

Can we get some of that 5 trillion market cap in TSM too? 1.5 trillion seems criminally low.

yingtan

why $TSM cannot follow up $NVDA

advantage_player

TSM should be worth twice as much

diamond12923

TSM wow

t1gerrr

What is TSM doing once the China deal is announced?

29da65cff1fa

it's crazy that it took AI euphoria for TSM to finally be fairly valued.... i've been in TSM for many years (way before AI hype cycle) because it was undervalued and subjected to invasion threat discount... now it's finally fairly valued... hopefully still more space to run to catch up with the rest of the AI hype

I_am_Nerman

What other companies are bigger than Canada's 2 trillion GDP? Maybe AAPL, AMZN, GOOG, MSFT. You've got some real winning concepts there buddy. TSLA, AVGO, META, TSM are right behind them.

sanmar2225

TSM 👀

-IQ200

Just learned what TSM does. Long puts when Gyna invades

ItsT8

So your the reason my NVDA and TSM have done well today.