TSM
Taiwan Semiconductor Manufacturing
Mentions (24Hr)
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Biden to announce Billions in Subsidies for MU, TSM to rev up chip production!
Any reason why I shouldn’t invest in TSM given its current price?
💰Going Long on TSM: The Unseen Goldmine Behind NVDA’s Success💰
TSM - I was right, kind of, and i think there's still more value here.
I cant help but wonder if $TSM has a whole another leg up to go
Nancy Pelosi bought $AB which owns a large position in $TSM. (Follow the money)
You buy $TSM indirectly. That’s how Nancy did it! $AB (Follow the Money)
China unveils draft for standardizing AI industry 🚀 $NVDA 🚀 $AMD 🚀 $TSM 🚀
Has anyone seriously looked at Global Foundries [$GFS]
Have about 13k invested in different markets. Just made my portfolio breakdown % similar to Warren Buffet’s. Mistake?
$INTC Israels : 3.2Billion for a Western Worlds TSM. And that ASML NM Machine. 5nm, 3nm, 2nm coming. No More Taiwan TSM China Fear.
High Investment Potential in AMD, Netflix, Eli Lilly, Palantir & TSM: Twin Momentum Investor Model
Whats the play for the culling of the American Autoworker
Does Biden cutting off chips to China mean TSM is gonna go up
YUKON TINTINA GOLD PROVINCE DD #1 - Western Copper & Gold
Apple’s Cheapest iPhone Surges in Popularity After Upgrades
Tesla CEO Elon Musk: 'We're using a lot of Nvidia hardware'
So with both ASML and TSM(C) earnings/calls complete how do we feel for the future of AI/semi-conductor chips sentiment?
My AI momentum trading journey just started. Dumping $3k into an automated trading strategy guided by ChatGPT. Am I gonna make it
The AI trading journey begins. Throwing $3k into automated trading strategies. Will I eat a bag of dicks? Roast me if you must
$TSM is extremely undervalued and overlooked, especially with AI
Investment plan for about 85 000$ USD over the coming year
Investment plan for about 85 000$ USD over the coming year
Gallium & Germanium: How will the second half of 2023 play out? Shift in the supply chain imminent?
Playing AI earnings is a short term money glitch which cannot go tits up (or can it?)
UPDATE: I decided to follow the strict curriculum of r/WSB, taking the entire total of my previous post into the same TSM option
UPDATE: TSM $110 Call on 6/30 - $27k gain at open - $64k gain in a week
Current weekly position- $110 strike on 6/30 for $TSM and other now closed positions - $40k in a week
TSM Stock Forecast: Sustainable Growth Within Geopolitical and Macroeconomic Volatility
Taiwan Semiconductor Manufacturing ($TSM) is a big supplier to Nvidia ($NVDA)
Comeback so close. $TSM, $LRCX, $AMZN are my road to a better life
What stocks outside of the semiconductor stocks and mega cap tech will survive the AI hype cycle?
2-5 international stocks recommendation for diversification
Need advice from people who also posted on Yahoo Finance.
2023-05-08 Wrinkle Brain Plays - In the style of a Maple Syrup Lover
Market Recap - 5/4/23 - "It's not my fault, it's 'market manipulation'"
2023-04-28 Wrinkle Brain Plays - In the style of Vanellope von Schweetz
US News' Investing's 2023 picks are up 13.1% vs 7.7% for S&P so far.
Market Recap - 4/20/23 - Things are bad, but not all bad, and the Fed is not done yet
EarningsGPT: This Week Earnings Releases and Reactions Summary by ChatGPT
EarningsGPT: This Week Earnings Releases and Reactions Summary by ChatGPT
IBM, TSM, NOK rocket 🚀 🤣
Week Ended April 14 - Recap and thoughts for next week- valuation model update
Sen. Tuberville disclosed a 3/21 options bet against Taiwan Semiconductor: $TSM $75P @ 09/15/2023
Sen. Tuberville disclosed a March options bet against Taiwan Semiconductor: $TSM $75P @ 09/15/202
The Big Cup and Handle, Earnings, CPI and FOMC…. 4-14-23 SPY/ ES Futures, VIX, 10YR Yield and DXY Weekly Market Analysis
With Buffett selling $TSM and senators buying puts on it, is the war in Taiwan breaking out?
Taiwan Semi Posts First Fall in Monthly Revenue in Years as Macro Headwinds Hit Chips
Rate my pie - Semiconductor stocks (exc NVDA, AMD, TSM)
Taiwan chip export plunges, China still lags amid U.S. restriction
For anyone who thinks that Warren Buffet always buy companies to hold them for more than 10 years, be wary, because he literally pumped and dumped TSM...
Room-Temperature Superconductivity Claimed – TSM Play
Daily U.S. Stock Market News Ticker (Monday, March 6)
What's the biggest "I told you so" stock moment?
Intel cuts 66% of forward dividend - a short opportunity?
Are chip makers like TSM really cyclical?
Mentions
From the article: TSM reported fourth quarter earnings and guidance that beat analyst estimates. Notably, TSMC increased its capital expenditures (CapEx) budget for the year to the $52–56 billion range.
Idk which God of the markets I need to pray to, but if TSM could open sub 340 in the morning I’m willing to tithe as needed
I bought puts at when it was over $50 lol, whole semi sector weak. Think TSM was exit liquidity rally. Its what I was waiting for. AMD too.
I got 300k liquid atm what should I full port tmrw between Sandisk, Silver, TSM?
Obviously a trade deal with Taiwan would dump TSM lmao
TSM earnings were a scam panic sell everything
Is TSM about to blow ?! They’re crazy crazy buying ITM calls
TSM call buying like crazy right now expiry next week ? Hm
TSM $345C 01/23 is gaining massive volume bois, get in for a lotto
At least you didn’t sell TSM in the 70’s like Warren
TSM nice pump congrats man
All share with you, TSM calls were nice.
Thank you TSM calls now the gains are going into CLSK! Let’s go!
If TSM wan an American company, it will be the second most valuable company behind NVDA.
TSM had 70% market share in pure play foundry, consistently taking away % from Samsung and other competitors from \~60 - 70% 2024Q2 - 2025Q3. This market share figure doesn't represent the \[likely permanent\] business TSM took away from Samsung with Google choosing TSM for their TPU chips. Adding on top, TSM is the first company be in full production for 2NM chips - while Samsung announced today they are at 50% yield for 2NMs. Throughout history we have seen technology become the dominant choice not because it is 'better' but because it was the first to be widely adopted and used (ex. Famous case of VHS vs Betamax). TSM happens to be both - they have historically produced the best chips and by all accounts will continue to produce the best chips, AND has essentially a monopoloy on higher-end chips (<5NM). My biggest fear for this stock isnt China (the world isn't going to let them stop AI advancement - thus no war) - its whether or not TSM will be slapped with some anti-competitive / monopolstic rules that will limit their potential. Otherwise, I'm not really sure who stands in TSMs way. Modern chip fabs cost $20BN+ to make, and thats only a quarter of the battle - the real challenge is having the expertise to push it to production. holder of TSM stocks and leaps \~200K
ATH for TSM, PL. Both still kind of overlooked, imo.
They (own) are also substantially increasing capex to continue scaling, so there are big gains in a lot of the semi equipment providers and companies with licensing in the pipeline, like LRCX (own). So far, all the earnings-based industry channel checks are absolutely fine and are still fine every quarter. Also, once again, TSM guided really, really low, as expected.
What is the consensus on TSM ER's? I didn't listen, just see it went up.
On one hand it’d be buying in on today’s upswing following TSM’s earnings call, on the other AMD’s due early next month. Does it make sense to wait a few days to buy into either or any of the other chipmakers?
Oh TSM ER's was before market open. FML I was gonna bet on it but forgot
TSM hit my tree fiddy target. So long Roth holdings, it was a nice 6 years.
TSM/Intel are basically operating at maximum capacity and can't increase production this year. It caps things
Mannn TSM options moved crazy 6 to 24 for the 1dtes atm (last nights price to rn)
Why are data centers dropping after TSM earnings beat?!
Get 150% return on TSM 16 325C earnings play. Fucking reddit gapes me with my two RDDT 26 245 Put's stocks down 8%. Thanks reddit
Strong results and guidance confirm the thesis. $TSM continues to benefit from structural AI demand and advanced-node leadership, not just a single cycle. Durable growth like this is why $TSM is a core holding in $PRMSHLD at DubAdvisors [https://app.dubapp.com/portfolios/554398846401597440](https://app.dubapp.com/portfolios/554398846401597440)
Picked up calls for monday heres hoping for a fat pop up today and tomorrow. Hopefully those TSM earnings and jobs numbers arent fake pumps
After those TSM results youd think wed have a 2+% day on our hands incoming. But I doubt it
TSM coming back down to earth as everyone simultaneously realizes a fully booked 2026 was already priced in
My risk tolerance is a bit higher (because I'll have a good govt pension regardless). So I have about 35% in ETF, 40% in long term stocks (GOOG, NVID, TSM, etc.) and about 25% that I gamble with, with the rest of the day traders on wallstreetbets.
TSMC earnings target up to $56B in 2026 capex and \~30% revenue growth, boosting the AI outlook. Pre-market: TSM +5%, ASML +7% [https://www.reddit.com/r/wallstreetbets/comments/1qdksfv/tsmc\_earnings\_target\_up\_to\_56b\_in\_2026\_capex\_and/](https://www.reddit.com/r/wallstreetbets/comments/1qdksfv/tsmc_earnings_target_up_to_56b_in_2026_capex_and/)
rebalanced my port heavily into TSMC and gold Au+TSM make a great pair
Wake up, TSM is making chips for the sexbot industry.
Wake me up when TSM is making chips for the sexbot industry
TSM beat earnings, semis are going hooray. I guess
TSM will be the biggest company on the planet soon enough
TSM continues to be a monster so NVIDIA rises
TSM earnings has lifted all the semiconductor stocks
anyone member the "*Investing in TSM is Investing in America*" posts? I member. one of the great Thanos snaps of this sub's collective liquidity. look how far it's come 🥹
Zuck places a gazillion GPU order. Jensen places order with TSM for gazillion GPU. NVDA makes money. TSM makes money. Zuck: What should I do with a gazillion GPU? 🤔
TSM 🔹 EPS: $3.14 vs. $2.90 est. ✅ 🔹 Revenue: $33.73B vs. $33.00B est. ✅ Key takeaways: 🔸 HPC revenue: +39% YoY 🔸 Mobile revenue: +17% YoY 🔸 Advanced nodes: 77% total rev 🔸 FY revenue outlook: +30% YoY 🔸 Q1 revenue outlook: $34.6B-$35.8B
TSM earnings put the weekly "we are gonna crash" talks to rest till net week
Did you not see TSM earnings?
Are y’all selling TSM calls at open? Or letting them stay throughout the day?
TSM up 6% this morning and NVDA still pinned to 185 huh?
TSM up 5.7% as is ASML on the TSM report.
AMAT +7.6%; TSM +6%... Oh yeah, its gonna be good
Got my TSM set to limit sell at tree fiddy. Won’t take a shmeckel less
The market is just looking for a crumb of bad news to crash on.....Then we just keep getting earnings like TSM today so we have to go up more LOL
Looking at ASML and TSM, Nvidia should be trading at least 50% higher. How is forward PE so low here.
Up 102% on TSM since buying in April Wish I bought more :/ Only have 100 shares
The last time TSM beat i believe premarket pumped and it ended flat. I'm a bull, but recommend keeping an eye on your calls.
People are like we are we up this morning?!? The same reason we continue to go up....TSM completely smashed and raised
TSM smashed earnings and raised alot
Wow so TSM smashes and raises.....why was the market down again the last few days?? LOL
Kind of remarkable. I'm not negative on AI (actually added a couple new speculative names early this year), but it wouldn't shock me if someone *blinked* - even briefly. If you had some headline (from TSM or whoever) that someone ordered a *little* less and you'd have a ton of people latch on to that, you'd get a correction and a lot of "told you sos" and then eventually would bounce. I look at the magnitude of the TSM numbers and the idea of anyone even *blinking* just gets pushed pretty far into the future.
TSM calls printing. Rest is noise.
Damn I might need to trim the TSM in my Roth. Shit’s bussin bussin as the kids say
Did TSM just saved the market
TSM, mon petit ami francais
Monster earnings from TSM. And just like that, AI infrastructure is the place to be yet again.
I actually like watching paint dry if it makes me money lol. TSM calls 🚀🚀
YOU should buy TSM right NOW! It was +5.6%, and it's now +6.4%!
Sucks I didnt have money to buy more shares of TSM
With TSM mooning today off of strong AI sales, now would be a good time to enter INTC if you've missed out on the previous gains. INTC still has a shit ton of upward momentum and is consolidating for another big move.
Can someone explain how TSM is causing the whole QQQ to jump? Are people just assuming it's representative of the overall chip sector? Sorry if this is a dumb question
TSM beat is the 6th infinity stone Jensen needed btw 🫰
TSM… i fucking knew it… and i choosed to short Silver instead…….
Need TSM pump to fade
Thank you TSM for dragging my MU call out the mud aswell 🫡
TSMC $TSM reported 20.5% growth in Q4 revenue to roughly $33.1 billion, ahead of estimates for ~$32.8 billion and at the high end of guidance for $32.2-33.4 billion on strong Al demand.
What’s up with the shrek cock on TSM
TSM beat earnings (not a surprise) berpocalypse inbound