TSM
Taiwan Semiconductor Manufacturing
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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
China practiced blockade formations with 2000 fishing vessels.
2026 global semiconductor sales projected to reach $1 trillion (26.3% YoY growth)
2026 Hyperscalers Growth, Capex and Backlog / NVDA mentions in earnings calls / AI Supply Chain beneficiaries
AI Coding Is Evolving Faster Than We Imagined
How bad is my timing? I somehow bought TSM above it's ATH.
Should I sell all my VOO to pay for an engagement ring?
Early 20s portfolio and looking for feedback on diversification / risk
TSM Capital Expenditure Guidance Surpasses Expectations， Semiconductor “Bullwhip Effect” Impacts Equipment Sector
TSMC earnings target up to $56B in 2026 capex and ~30% revenue growth, boosting the AI outlook. Pre-market: TSM +5%, ASML +7%
TSM: Taiwan Semiconductor Manufacturing Company Q4 Earnings Call - Live Transcript on WallStreetBets
Started the year with less than $100, unsure if I’d be able to pay rent - Going well so far 🙌🏻
Started the year with less than $100, unsure if I’d be able to pay rent - Going well so far 🙌🏻
Mentions
Yeah looking back definitely but TSM has also been a great performer
Fuck you AMZN and TSM
How is it that NVDA, TSM, MU, and AVGO are down more than INTC? Even on red days this market is uniquely retarded lol
Google, Anthropic, OpenAI, Micron, TSM, NVidia, SpaceX Got Mans?
Funny as hell putting ORCL in the same breath at TSM and MU. ORCL is one customer away from capsizing. That debt load looks really suspect if OpenAI isn't able to pay their IOUs.
TSM reported a 30.1% year-over-year increase in net revenue for May, https://investor.tsmc.com/english/monthly-revenue/2026
Point is that TSM has the demand and then some
Literally yesterday TSM’s bad news was that it couldn’t keep up with demand and intel would benefit from that. Load up.
Whoever bought my 8 x TSM 450c thanks for the money. My meth dealer wife’s boyfriend loves you
I forget samsung is technically the 2nd largest foundry by marketshare. Its such a distant 2nd it doesnt matter. TSM is just a great business
Last two should be Rocket Lab and TSM.
FYI CPI comes out tomorrow (so this could be front running it) and secondary tomorrow we get TSM monthly report before market opens.
I am relatively new buy and holder, and have been investing since January 2026. * **MSCI ACWI EUR**: 29.55% * **TSM**: 18.57% * **MSFT**: 17.79% * **TTWO**: 9.15% * **ENR.DE**: 7.97% * **Core MSCI World USD Acc**: 6.15% * **SAN.PA**: 3.85% * **CL**: 3.73% * **MSCI EM USD Acc**: 2.79% * **MSCI World Small Cap USD Acc**: 0.44% My goal is to get away from the Tech industry even more, keeping still 70% in ETFs, 20% in stable and low growth companies, and 10% for betting. What are your thoughts? What am I missing in my portfolio?
50 shares of TSM with a cost basis of $64. Then the early days of 500 shares of NIO sold that I sold for $5/share for a gain of 1k before it attained $65/share. All peanuts compared to most, but my nuts
So Apple’s Siri is running on Google’s AI who’s buying compute from SpaceX but Google owns shares of SpaceX so they can claim unrealized gains for earnings and are in competition with Anthropic who they also have stakes in, and Google pumped Intel today because theyre considering using them as a backup for their chips even though Google is getting chips from TSM and they make their own chips. OK
TSM literally said the new ASML machines were way too expensive and they weren’t buying that shit. Market didn’t gaf
What is TSM worth when China invades Taiwan?
mizuho projection 30 millions tensor chip by 2028. Now Google placed 3 millions order at intel just to test water. TSM I believed at least 15 millions chips
Bought some TSM, some GOOGL, and some VOO. Seems like their on sale
YES!!! What makes "ZEC" valuable? Because it's one you rolled your dice and said you'd randomly bet on! And YES! Having 50% owned by THOUSANDS(not 100) of large institutional investors is exponentially better than a Meme coin where... there are no fundamentels. I can look at AVGO,TSM, NVDA and SEE why they react the way they do...or have an idea. AVGO was trading at what it HOULD have been late in 2027. So I sold it going into the print. I also sold AMD. I can look at MSFT and see... that's a strong company. There's no momentum right now, but the balance sheet looks great. I look at ZEC or whatever and I see WHAT, 50% owned by 100 people in a classic pump and dump. It's not BTC, it's not ETH, it's just a "vibes" type of investment. Shit, I did that with QBTS a couple years ago! I just wasn't smart enough to leave my stop loss off, otherwise I'd have turned 125K at 77 cents into 5M+. Same with RGTI. 100K at 97 cents, went to 20 a share. I was stopped out long before. But you're just... it'd be better if you used a magic 8 ball... or spent all your money ON 8-balls. That's fun too!
TSM separated itself by just manufacturing as their business model instead of an in-house vertical integrated facility (ie no design). There was a huge market for it apparently. Okay this is like the third time I’ve helped defend Musk this week. wtf. Musk, GTFO of politics and stay out 😂 why would you want to be Rupert Murdoch, a blight on humanity one brainwashed boomer at a time, when you can just grift the big money? Ah whatever
it is all about TSMC EPS if its at or above 5% we should see higher highs or at least higher lows than this year. I was trying to figure it out and I didnt know what it was then I Found the date using charts and then I Found that is was 4/15 when TSM had a 4.7% EPS surprise being a key market indicator for a lower low test also an important break of 700 for the S&P 500 trust index SPY, where a divergence is showing a QQQ divergence and then a 10% better return in the month where actually it could have been an indication of a short term top when finally the SPY starting to edge out the QQQ a real ghelker leading into the month of pride. Moreover, The naval blockade was only on day 3 it was really no longer a bluff. 53 million Americans utilized new tax deductions.
Been grabbing MU, TSM, and ASML everytime it dips. Been solid so far.
World was never calm last 100 years, social media nowadays highlights & amplify more. Market digest it and move on. $MSFT $META $NVDA $GOOG $AAPL $AMZN $TSM global tech sector use by whole world, 8.5 Billion population. BigTech combine revenue over 2 Trillion. $QQQ $SPY $SMH
Got in on TSM at like $95ish avg cost is like $134
Diff scenario but I own a considerable stake in TSM and am concerned for when the PRC inevitably annexes Taiwan
UAMY last year. Sold near the top of the rally for a 6-bagger TSM at the bottom of the last rally. I've been trimming at 3-4x my cost basis.
There are much worse companies to be honest. Perhaps one of the strongest MOATs of any company out there. Maybe split with TSM.
Like Marvell making custom designs for hyperscalers that the hyperscalers just take to TSM. TSM produces every chip. Right now there’s a massive middleman in between hyperscalers and TSM with NVDA, but they’re moving towards just going straight to production which they then serve through their massive hyperscaler business. The hyperscalers will rule the world and decide who else gets the scraps. They can build any data center and the demand will immediately be met, they can do this for a way longer time than is rational and it will make sense for their company
I cut down to just 3 this week. NVDA, TSM, MRVL.
ASML is my biggest position. If you think TSM is too sketchy avoid TSM.
Bought NVDa, TSM and AVGO today in the final 20 minutes!
I have a position too, tbh I should have just bought TSM
Buddy that bubble popped about 4 years ago when TSM spent $6 million on a two year contract for a washed up support player.
Any idea why the fuck TSM drops 5% every time the market is red? Usually it was stable
Buffett praised TSM as the world's best-managed chip company yet liquidated his entire $4.1 billion stake within two quarters solely over Taiwan's location.
I cannot fathom rotation out of AI. The genuinely revolutionary nature of this technology is magnitudes more powerful than wars, natural disasters, sketchy IPOs, etc. You don’t have to think Pets.com will survive 2000 but you have to see the internet will. I see AI the same way. I don’t want to own any AI companies but I want to own all the companies that will inevitably sell to whoever the inevitable winner is. I am personally comfortable with the weight already given to QQQ’s main holdings in more diversified index funds like VOO and even VT. I already own Nvidia and TSM and Google thru VT. Buying QQQ is just doubling down on hyperscalers, only one or two of whom will survive. That’s not even getting into the bad valuation around SoaceX (although I very bullish on SpaceX long term). And then with my satellite I am personally comfortable ally more comfortable with avoiding the American market entirely and betting directly on continued AI capex thru 2029 on ASML. 80/20 VT/ASML
Google. NBIS. RBRK. TSM. AVGO. Riskier APLD/SMCI. AMLX pharm is a good one. Walmart. Please stop throwing away cash being greedy.
Can someone tell me if I ended up green on the day: port in that order: Apple, Google, Amazon, Microsoft, TSM, Meta, Berkshire, Jpm, Visa, novo, unh
TSM at ath by end tomorrow plz k thnx byeeeee
SNDK, NBIS, TSM, NVDA all up And you’re not buying MU?
TSM is like peak Rock WWF attitude era
Nah bro it’s all in good fun. I’ll consider MRVL profits when I’m up 25-50%. MU already took a lot and holding the rest until 1500 likely. ASML took a lot and holding remainder until 2000. KLAC never selling, it’s going to absolutely fly after the split. NVDA perpetual hold. TSM too. Smaller semis will have to consider it as we go. Been buying more and more metals, software, and boomer shit as a counterbalance. Holding $500K cash.
Today, with the Avgo Seel-off I started +4. I soldl part of Avgo, MU and TSM and put all in Goog, now I'm +7. Goog is the new Gold.
Buy some NVDA, you're part of the hype but also a reasonable long term investor. Its forward PE is more normal than that of other semis except maybe TSM.
Semis fucked If this move holds into tomorrow and doesn’t reverse, AVGO, NVDA, TSM, INTC, AMD, MU, and TXN are gonna pull down the index. If the index starts moving meaningfully and VIX responds we could be looking at a -2% day on SPX into end of day.
Split 90% of your life savings between TSM and GOOG, hold 10 years, I'll only ask for 1% of your gains or an evening with your wife as a thank you
this is the right answer. The company would be valued much higher if not for the perennial threat of China invading Taiwan. Also, Taiwan has legislated that TSM is not allowed to build their best chips outside of Taiwan, so the company is essentially acting as a deterrent against China as well -- as US/Japan/Europe would HAVE to protect Taiwan or risk losing access to the chips. Basically, it is locked in a chip cold war with the potential for mutually assured destruction.
I have a decent amount of AMD and am starting to wonder if it’s overvalued, but I still feel like TSM is the most undervalued in this space and continue to buy shares
Its not priced in. US has no access to SK hynix. Europeans buying it at the moment. US listing happening in June. For US penion fonds it will be like TSM stock
I’ll sell you some ATM TSM calls. Not cheap. My baby has hell of a coke habit
This is not investment advice but these are the stocks that I am looking at. The price per share listed is today's closing price. AI Infrastructure & Cooling Vertiv Holdings (VRT): $331.44 per share [1.3:1] Modine Manufacturing (MOD): $302.03 per share [1.4:1] Ecolab (ECL): $255.67 per share [1.5:1] Semiconductors & Hardware Taiwan Semiconductor Mfg. (TSM): $436.69 per share [1.6:1] Micron Technology (MU): $1,079.57 per share [2.2:1] STMicroelectronics (STM): $79.71 per share [2.3:1] SpaceX Supply Chain & Aerospace Filtronic (FLTCF): $3.99 per share [2.4:1] Redwire (RDW): $18.62 per share [2.5:1] Materion Corp (MTRN): $228.52 per share [3.2:1] High-risk, high-reward "pure speculative" play POET Technologies (POET): $15.38 per share
my buddy’s TSM tanked right after earnings once
TSM has just been on self drive for the past year and half. Simple.
If MU / Sandisk / TSM drills like fuck tomorrow I’m buying
Honestly, I’d sell TSM and put the funds elsewhere. It’ll go down massively when China invades.
Honestly, I’d sell TSM and put the funds elsewhere. It’ll go down massively when China invades.
Kinda but during those times MRVL was legit hemorrhaging money but I’m a fucking retard and can’t hold. I had DELL at $115 MU and MRVL at $85 Palo Alto at $140 TSM at $125 just to name a few. However I guys doubled my account in 4 days and also debt free now so I guess I can’t be bitching
Taiwan Semicndctr Mnufctrng Co Ltd NYSE: TSM Follow 446.69 USD +11.06 How do you come up with 800 ?
TSM is actually incapable of servicing Jensens demand. He wants them to 10x production and they literally can’t do it. He’d happily pay the higher price at this point. I’m positive they have raised prices. Just saying it should probably be even more lol
Everyone already knows TSM
I think the most overlooked "shovels" are the boring bottlenecks. Everyone knows NVDA, TSM, MU, and VRT now. Fewer people pay attention to things like substrates, power distribution, transformers, switchgear, specialty chemicals, and cooling components. My only caution is that a lot of these second- and third-order plays have much weaker links to AI demand than the market assumes. Sometimes a "hidden AI play" is just a cyclical industrial company with a nice AI narrative attached to it.
AVGO is up almost $30 in premarket. Good luck with Marvell in getting all of the necessary components to build whatever is ordered and getting it built by TSM.
market is now in euphoria phase, TSM is too big for nvidia to have an effect haha.
Jensen has mentioned TSM before, I don’t see a pump like these
Yeah so I invest in typical stuff but also have separate money I put towards individual stocks. That separate money was the best choice I ever made. 6 years ago I saw Taiwan Semiconductor Manufacturing (TSM) at about $45 a share or something and now that shit is $450 so you see my point? These also are not shaky or even really risky companies imo. TSM….yes sadly cause China but most others it’s a no and you are mostly safe. You can Google any tech company and understand why that is lol. There’s a lot of companies you can do and while luck is involved, the current stock markets if you put $100 in a tech company, next month you will have $120$-$150. Aim to grow it 1% a day as well and even selling calls or puts or buying them is worth it. Take $1,000 one time in life and after studying up on it try buying options. I can go on but this a lot already. Only disclaimer is that I’m constantly hearing people worrying about a drawback soon and stocks may drop.
More bullish for TSM than NVDA.
We’re seeing the bubble pop before our eyes. The short squeeze in software is ready to sell off again, mega cap no longer holding up, and then comes semis. Names like Qualcomm will go first, then the AMDs/INTC and NVDA TSM last. But the biggest bag holders will be in DRAM.
Quite a few (I have a lot of micron, AMD and TSM haha). Oh well. Thanks for the recommendation to use thetaedge- I’ll check it out
That controlled slide from TSM wtf
For this week I'm in on PD, RDW, HPE, BKSY, ABTS, GDYN and FLNC. a few other too. I'm embarrassed to say I have bit of TSM that I bought at the high today.
Sold my $TSM $440 for $4.25, now worth 15 😓😓😓 im such a pussy
TSM is the greatest company of all time
TSM having itself a day my goly
TSM is still not expensive even tonight, not “cheap” but def not expensive like other names considering the monopoly they have
TSM Lets fucking GOOOOOOO
Didn’t think $TSM would hit $440 today. Wish I held my call
$TSM call I sold at open for $4.25 just doubled 😢😢
Sure. And soon their 3nm foundries are going to be completely cash flow positive with bigger margins, but TSM’s main focus and moat is on the bleeding edge
Not everything is insanely overpriced. NVDA is sueper cheap. META is cheap, MU is a hard one to predict but it will likely stabilize around 1200$-1600$, the ratios are still low. TSM is probably cheap, AMD is fair value, if they execute well, it could reach 2 trillion, they double dip in CPUs and GPUs. Since market is still growing, everyone is winning. I just don't see a single capex estimate that doesn't say capex will grow significantly at least until 2030, very hard to lose.
TSM, Google, and NBIS are why I’m going to retire early
Samsung is no where close to the fabrication tech. TSM and Samsung can both make automotive chips. Only TSM can make HPC hips. What I meant is that TSM is not an online darling. It's in the space where everything has run up, but it hasn't received an extreme re-rating or corresponding surge. Once we see the margins in the earnings call in June, we could see a big upswing. The way this could happen is if TSM continues to refine their process to increase viable wafer usage (in which they are already a global leader), and or if they squeeze buyers due to the intense demand of 2nm. With Amazon, Google, and NVIDIA all buying these chips, and the insane build outs in AI training and Capex commitments in AI spending in the next year alone, I think we may see the demand get so high that they can justify moving the margins up. They're careful to flood the market with chips though, which is very interesting--they wait for the investment and commitments from big players before building out new fabrication plants, which they can do incredibly fast (both in Taiwan and abroad).
You have a lot of duplicate stocks across these accounts. Nothing prevents you from selling a piece, especially the ones that have had a great run. Just remember, the first AI hiccup and many high fliers will give a lot back. Nothing wrong with selling 1/3 or so of a TSM or ASML and playing with house money.
Selling Google and TSM to load up on a random profitless company
Did you miss the positive revenue part ? 99% of fabs are used for internal Intel is priced for the potential of having external customers like aapl and other chip designers with huge volume making orders AND a pricing power because they would be a better source than TSM (Taiwan or maybe in many years better yields and packaging if ever) Market is very forward looking at the moment on intc, as for a lot of semis stocks. If US hadn't backed it and lobbyied for chips companies to consider, that run would not have happened. The NVDA stake was a nice vote of confidence yes but dreams and grift made the heavy lifting.