TSM

UnObtainium17

Nah, one of the best international companies you could get after ASML and TSM.

568Byourself

If we get another big gap up from NVDA or NBIS tomorrow my port is saved A big gap down on TSM or MDB port is also saved Huge gap up or down on AAPL and port is saved This shows what the rest of the week will be like

dvegas2000

IVV. S&P 500 ETF low risk average 10% return. QQQ higher risk. Individual stocks - pick your poison. What might still be doing well in 5 years and will like have a great return without changing your position - maybe GOOGL or AMZN. If you think AI train will still be chugging along TSM, AVGO, maybe NVDA.

deadcowww

TSM hitting its ATH this week was unexpected.

Morocier

sold some TSM calls during the april dip with a year out expirey. I'm gonna end up selling a $300 stock for $200. Good one!

bearhunter429

#Literally the moment I decided to take profit on my TSM is the moment it topped and decided to drill LMAO🤌

bearhunter429

#And now comes the death of TSM LMAO🤌

Flashy_Negotiation52

Where $TSM goin?

OddRelationship9695

Wow TSM on a fucking HEATER

oioiiii4

This is very no TSM like lol

bearhunter429

#TSM rippin LMAO🤌

delayplusreverb

Remember when regards were clowning TSM? Good times

OddRelationship9695

yeah TSM is going to feed my family for generations to come lmao

FarResponsibility417

TSM

Inflation_2022

You will have concentration risk in NVIDIA if it makes up 57% of your portfolio. You will live and die by the performance of it. I love TSM, long NVDIA, but would not allocate that much to one stock, or even one industry. Over the past month Nvidia is down 8%. The Nasdaq is up 1.6% during that time. You would be underperforming significantly. Hope you catch my drift. Stock picking is not for the faint of heart.

skymagic

WSBs favorite stock: *TSM

EggIsGettingRekt

You’ve already got a solid start, but right now you’re super concentrated in tech. With that $75k, I’d personally spread most of it into VOO/VXUS (or VT if you want one-fund simplicity) and just let your NVDA/TSM be the spice in your portfolio. Keeps you diversified while still giving you upside from tech

DJ_LilSmoke

TSM died when Reginald left

Otterpoopie

TSM at ATH and nobody saying shit LOL

Fun-Sundae4060

Diversify into QQQ at least if you’re not insanely bullish on NVDA or TSM. Learn about LETFs to go beyond 1x leverage and how to hedge with other asset classes like gold and bonds. Historically, the optimal leverage lies between 1.5x to 2x on the overall portfolio for the US market. VXUS is often recommended, but doesn’t serve as any sort of good hedge during financial crises or bear markets since it is simply another equities market and falls as soon as the US market falls. See 2008 for an example of where VXUS absolutely got wrecked more than VOO while historically returning much less.

WiseIndustry2895

TSM going 9milly call flow $250

WiseIndustry2895

Will there be news TSM? Almost 9million for $250

Jolly-Seat4325

Dumped ASML after flat to negative movement for TSM…best move of the year for me.

therossboss

TSM time

Teralek77

My prep is just building up a cash position. I have had CVS but sold it of recently. Otherwise I am absolutely convinced that my positions are not overvalued and I can keep cool on a market collapse. If that happens I will just buy more of what I am invested in. I am specially bullish on AMZ and TSM so if there is a retraction I will buy more of those. There is no preparation of portfolio. Either you believe on those companies long term or you don't. If you don't then sell, independently of what the market in general does. If you do believe in them, hold them and do not sell, even if there is a total market meltdown.

SlfImpr

Total addressable market (TAM) for AI chips will continue to grow for next 5 years due to GPU/compute demand. NVDA, AVGO, AMD, MRVL, TSM, VRT, MU, INTC, ASML will all get to eat. I own stocks in all of them and many more

Ambitious-Strength28

Google, TSM. Got in at $164.68 on GOOG.

chatrep

Lot of luck. Lot of gut punches too. This particular IRA account was old and I decided to use my aggressive tactics here. I do momentum trading and really got lucky picking stocks like NVDA, TSM, PLTR, HOOD. In March after that huge drop, I felt it was an over reaction. I didn’t have money to buy the dip so I increased leverage. Sold stocks and bought leaps. Now I’m reversing away from options back to stocks. I am the type of person if QQQ drops 20-25% and there is panic, I go all-in on TQQQ. Part of me is saying to keep doing what I’m doing as it’s been working. But the saner part of me is freaked out by the bigger numbers and moving towards safety now.

SlfImpr

I own GOOG, NVDA, AVGO, AMD, TSM, VRT, MU, INTC, and many more. All of these will do well over next 5 years

FarResponsibility417

TSM

mayorolivia

It makes complete sense. They have smaller margins than the industry (just 25%) while AVGO and TSM are 50%+ and Nvda is 75%. ASML can only sell maybe 600 machines per year and can’t produce much more since it’s super hard to make the machines. Even if they made way more, you only have 3 customers: TSM, Samsung, Intel, and they don’t need that many machines. Once you buy them, you just need to maintain them. ASML might be the most overrated name in semiconductor investing. If people really drilled down they’d understand it makes little sense to invest in it over TSM, AVGO, Nvda, and even AMD as well as the networking players. Follow the margins and revenue scalability.

chatrep

Everyone will have their own system and risk tolerance. I very rarely will do anything shorter than a month. My sweet spot is 3-6 months based on the stock and thesis. Then longer term I go 6-12 months out. Most of what I have now are Jan26 and TSM is Jan27. I entered most back in June or so. Sold along the way. The short term play was the LULU and FIG puts. I bought those on 9/2 specifically for earnings but still chose a 9/19 expiration. That is super rare for me. I just had the extra buying power and saw the opportunity. I am winding down from straight options and going into shares and doing my version of a wheel strategy.

chatrep

Just my opinion but not a fan of either. I used to work at Intel about 25 years ago. My option strike price was about $30 and had they not expired would still be under water. Lol. I like positive momentum so that rules out Intel for me. For chip sector, I’m a fan of TSM. Even when AVGO steals share from NVDA, it goes to TSM. As for Klarna… could be okay if they perform like AFRM but I don’t like their fundamentals and the recent IPO’s seem to be rushed and greedy. CRCL had a good run but that was huge hype of stablecoin. They have all wound down. If Klarna runs up huge and valuation is at or higher than AFRM, I’d go short with something like a slightly ITM put 3-6 months out.

chatrep

Have no idea what qualifications HOOD used for summit. Not sure if it is balance or activity. I have a personal style if trading that works for me. Usually about 3-6 months. This past year, it was NVDA, then PLTR, then HOOD. Hard to summarize it all but basically when bullish, I look for best of the best. Then I set some milestones for exits. My next milestone for HOOD exit is 9/19 (maybe a few days after). I also shift my strategy based on risk. 1 wheel (low) 2. Leaps (mid) 3 shorter term ITM options (high). I am transitioning from 2 & 3 to low risk wheel. I will likely just hold CRSP, HOOD, ASTS, TSM and maybe RDDT (nervous about recent runup). Maybe even look into something like GDX as a hedge. I really like the income generation of wheeling sticks with some bit of volatility like above.

joe4942

TSM still has upside, only because it's been undervalued for so long, but part of that is also due to geopolitical risk.

AluminiumCaffeine

I generally agree with this take and I think its basically the bull case for TSM from here, they are going to begin to get to diversify their HPC segment clients away from NVDA and gain pricing power as they do so

568Byourself

Hit some decent baggers on TSM puts 0.07->0.50

R50cent

And he's also lost people tons when he decides to say or do stupid shit. Go look at the 5 year line. Suuuure hope you bought at the right time, my dude. I get it though, this sub is for fucking morons who wanna bet quick and make cash without understanding just exactly how fucking idiotic their decisions were. I'll be over here with TSM and you can have your stock being manipulated by a Nazi. Allllll good.

Automatic-Phrase-761

NVdA AMD GOOG AAPL TSM IVES SMR OKLO ASTS NBIS BRKB AZO

Few-Chemist-3463

All chip designers use TSM… AMD, NVDA, ARM, etc. Apple is in early talks to produce custom ASICs with Broadcom. There must be a reason companies are willing to partner with Broadcom vs going at it alone. Also Amazon is partnered with Marvell for their custom chips.

delayplusreverb

TSM to the moon

grouseOfChards

> so I will maintain a higher NVDA weight than AVGO. I'm looking at more google and more TSM, slightly more down-to-earth vehicles, plus weak hedges, to get me through any Sept selloffs without panic selling. What indicators are you watching for NVDA and when do you think you will be exiting or reducing your position size. I am interested in the same space, trying to figure out how to deploy or shift investments between NVDA, AVGO, TSM, GOOG

Fauster

AVGO jumped during the call. These are my crude notes about what the market was moving in response to so you can find that part of the transcript later: Start: around 312. Our accelerators from our 3 customers continues to grow as each moves towards self sufficiently. Further to these 3 customers we are working with other prospects on our own AI accelerators. Last quarter, one released production to Broadcom and have characterized them as a customer for XBUs. And have secured 10 billion of AI revenue for XBUs and reflecting this we reflect outlook for AI revenue to imporve significantly vs. last quarter. Jump from 306 to 312. Turning to networking. 3 tiers of networking. Tomahawk scales to two tiers, lower latency more output. Now need to scale across data centers. Cx are facing challenges as they scale to beyond 200k compute notes. Scale up is a difficult challenge when you try to create substantial bandwidth to share memory between clusters. Mentions NV-link. However, we have ethernet with OpenAI that can …Today lunching Jericho 4 to handle clusters beyond 200k. 51.2 TB/sec buffering, intelligent congestion closes to handle clusters beyond 200k compute nodes crossing bigger data centers. Know the biggest challenges of larger scale compute will be in networking. In the past 3 years, everything AVGO has developed for Eth networking is designed for scale up, scale out, q4 2025, expect networking.., Jump from 312-316 CFO Guidance, operating margins 70%, inventory up 8% in anticipation of demand next quarter. Cash dividends, guidance for Q$ blah, jumping to 318.35. 316-318 So, a short section of the call transcript is correlated with the enthusiasm. I am happy with earnings. I am locked-in considering capital gains taxes in most accounts. However, I overweighted AVGO over the last week in my retirement account. Given the bump in the call, and its very high PE, I am scaling back AH. I think AVGO is the most overvalued stock I own. It will take a lot of growth over a long period of time to get them to a PE in the high 20's range if the price doesn't move. I do think ASICs will become increasing crucial and eat market share of NVDA eventually, if Jensen doesn't do a lot with energy efficient ASICs. NVDA data center growth was 5% sequential quarter for NVDA which is BAD for NVDA. The CFO implied this was China data center missing and they might have 50%-ish annual growth. I think NVDA is still growing faster, so I will maintain a higher NVDA weight than AVGO. I'm looking at more google and more TSM, slightly more down-to-earth vehicles, plus weak hedges, to get me through any Sept selloffs without panic selling.

Stunning-Narwhal1884

Let’s see shitty TSLA off the board pls put my dawg MU or TSM

Stunning-Narwhal1884

Will AVGO direction mean that MU AMD TSM NVDA all go with the same direction?

bananastock

Second part. Low float, obviously a strategy behind moving brands to it. I imagine GTII being the low margin grower/retailer and RYTM being the high margin brand portfolio. Kinda like NVDIA designs the products but TSM makes the product.

martine500

Good or bad, I only own $NVDA... but I think my AVGO and TSM are probably riding on the hood of the car behind them.

louis10643

Agreed, also semi tariffs hasn’t been announced yet. Last time Trump mentioned it sounded like TSM was exempted but we all know Trump is unpredictable.

Stunning-Narwhal1884

AMD and MU and maybeee TSM tm thoughts ?

NonStopGravyTrain

I think trading the company with perhaps the most solid moat on the entire planet (ASML) for companies that either are extremely richly valued, face strong competition, or both, is one of the worst recommendations I've seen here in a while. TSM is really the only one on that list that might be an equal pick to ASML considering their utter dominance in the fab business.

568Byourself

TSM does not want to drop

CommonRemarkable7633

Desperate attempts to show strength against China's victory day. Throws tantrum using TSM and calling this "exciting annoucement" [https://www.reuters.com/world/china/chinas-victory-day-parade-start-9-am-local-time-september-3-xinhua-says-2025-09-01/](https://www.reuters.com/world/china/chinas-victory-day-parade-start-9-am-local-time-september-3-xinhua-says-2025-09-01/)

568Byourself

On TSM Not the play

568Byourself

TSM puts were not the move

568Byourself

How is TSM recovering wtf

pain474

Of course the TSM dip gets bought up before open. Unlucky.

Wowmuchrya

TSM was doing fine and then this clown admin was like “nah AMD AND NVIDIA ARE -3% BETTER CANCEL WAIVER”. Clowns. Hope he’s actually gone.

cbusoh66

TSM is in the crosshairs now that the U.S. has a new shiny 10% stake in Intel

568Byourself

Damn TSM is recovering to give us a chance to buy puts how kind

CanadianAbroad7

You mean TSM not TMC I assume

TheOnlySafeCult

I'm glad I cut my losses on those TSM calls instead of rolling them 😬

Rootlevelprivileges

TSM got their licence pulled

looool_k_libtard

Genuinely what the fuck just happened. TSM went literally straight down 6%

I_am_Nerman

TSM is already building. Apple is building. Novartis is building. Hyundai is building. Roche, John Deere, Gilead, Sanofi, Blackstone, Google, Amazon, Astra Zeneca, Bristol Myers, IBM, Micron, Nvidia and the list goes on for companies that are investing huge sums. This isn't even the countries. Your politics will keep you poor.

FarResponsibility417

TSM

Fun-Crow6284

You need TSM

makemeasandwich91

Just buy google and $TSM you won’t regret it.

Ambitious-Ocelot8036

I STO $11,123, BTC $4852, Dividends 780, fees 54, Net Total $6,996.77. 82 contracts CC's & CSP's various stocks (AMZN, GME, GDX, TQQQ, NVDA, TSM, HWM, MMM), 3 to 30 day expiration.

Constant-Voice-7636

That's the golden ticket though. Finding the ASML, finding the Nvidia (before it became more than a GPU designer/manufacturer) finding the TSM of tomorrow. All but one of my robotic plays are from outside of the States (im from the UK), so let's see! 

casey-primozic

Like a TSM clean room?

Recent_Register_2952

Taiwan semiconductor opening in Australia branch named AU TSM

568Byourself

What’s the chance TSM or MDB drops another $10 from here today

568Byourself

Same. I have: 5 SQQQ 18 calls MDB puts APLD puts TSLA puts NVDA puts TSM puts I really only need one of them to hit big to make up for all this weeks losses

568Byourself

Need TSM and MDB to die harder than this

568Byourself

I have 227.50/222.50 spreads on TSM. I’d be happy with 225 at this point.

568Byourself

I need TSM and MDB to go down Not a lot, just a few percent

TheOnlySafeCult

welp my TSM calls are dead

GladPin1791

BREAKING: Apple has reportedly secured nearly half of TSMC’s 2nm production — positioning iPhone 18 for a major chip leap and shielding supply from incoming Trump tariffs. $AAPL $TSM #semiconductors

secondbushome

Imagine if TSM became JUST its operations in the US...

db_deuce

NVDA would be cooked without TSM. Their lead in wafer is wider than the Nvidia vs other GPU's. As safe as a bet as anything out there.

UndergroundHQ6

Yes, i actually feel pretty comfortable going all in on TSM because if China invades, the whole fucking market is gonna be bleeding not just TSM lmao

secondbushome

I'm sure the whole market will survive considering it's survived multiple wars and the great depression. TSM might not survive if China manages to take control of Taiwan. It would specifically be a target to get taken out by the US.

secondbushome

I'm sure the entire industry would experience serious upheaval but TSM specifically could cease to exist depending on the outcome. Its Operations could be taken out by either side in the name of protecting political interests.

illmatication

The whole market will be cooked not just TSM

turboduck3

Financials are picture perfect over the past few years and major investments in the U.S. over the next few years. Great buy. International risk, major market correction risk, blah blah blah. But if you feel comfortable with all that, TSM is a good choice to add to your portfolio.

fre-ddo

First I had ever heard of it but I'm now curious, report back! I did find one was money maker today, same yesterday. I had a spread filled for 2.49 200/202.5 max loss 1 dollar. Sold it for 225. I could have simply opened multiple but at the time it was an experiment to see if it would fill. I did the same today in TSM and more in NVDA. Only got a small account so will PDT it if do too many but it's easiest lowest risk money made. Schwab won't leave you short and liable either their risk management is too efficient, as soon as one is assigned they would immediately execute the other half to ensure it gets supplied. They could charge interest on hard to borrow shares I guess.

Hungry-Square4478

1 got ~3% in TSM. That being said, I wanna try next year to invest half of my portfolio in Cress' top 10, so that would make it 5% for me.

greenpride32

Who would want to buy Intel foundry which has no customers and faltering processes? Want to know how far behind INTC has fallen? Their latest CPU architecture with code name Arrow Lake came to market late last year. INTC was unable to manufacture the chips themselves, and outsourced it to TSM. How do you market your foundry services, when they don't even work for yourself?

568Byourself

I need TSM below 227.50 and APLD below 15.50 My NVDA and TSLA lottos aren’t gonna hit at this point

568Byourself

Well my TSM 227.50 puts don’t look like they’re gonna hit

ArteezyILLEGAL

If TSM had more bandwidth they would definitely sell more. It's has been a supply bottleneck issue since the beginning. Same goes for CRWV. Notice how NVDA never had excess inventory of the latest GPUs because hyperscalers are swiping everything they can into their cart.

Tim_Apple_938

Go balls deep in AVGO GOOG and TSM for AI play that’s not a bubble

568Byourself

Welp. I played and lost. We’re not gonna drop enough form this news to make my TSM or APLD puts print. Oh well

568Byourself

What’s TSM gonna be at by Friday

568Byourself

I have APLD TSM TSLA and NVDA puts Tomorrow my port goes to zero

BeatingTheTide

You would be amazed at the insights I get by asking these questions on Reddit :) I am too concentrated in tech (TSM, CLS...) and industrials related to AI/power generation, so I am trying to bring some balance to my portfolio, but I also try to avoid commodity companies. But this was is so well run I had to take a look.

_Apache_Helicopter_

What if I buy TSM for the mirror play, 30% IV for 9/5 calls. Checkmate.

Star_Lord924

Hoping TSM can pump to 250+ after Nvidia earnings

TheOnlySafeCult

Ayo TSM wrong way

TomBanjo86

TSM puts