TSM
Taiwan Semiconductor Manufacturing
Mentions (24Hr)
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Reddit Posts
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
Just shit my pants, loaded up yahoo finance and it showed TSM to be down 20%. That just took years of my life. https://i.imgur.com/uWLISjS.png
I usually never read the investing app notifications that hit my phone. But yesterday, I did and the article said to buy TSM before earnings. I bought yesterday and am up close to 100%. 🤝
I think RKLB has legs, especially if their bigger rocket launches without major problems or delays. TSM should do well as a "shovel seller" for AI/chips - keeping in mind they're around ATH rn so you gotta believe it to justify buying in. China/Taiwan fuckery is always a concern of course. Power generation/distribution is gonna make money, you just have to figure out how you want to buy into it. Lots of companies in that space, some'll win, some won't.
Remember the AI trade isn’t done this week. We still have TSM reporting Thursday and each month they’re confirming a 40% yoy revenue increase. Any good news on trade will be an additional catalyst.
If you didn’t buy TSM around $200 or under you are regarded, that is all
I only own TSM, Amazon, and constellation energy. Easily outperforming the S&P 😴
Just threw way too much at TSM. This is my Hail Mary. 😭😭😭
I scrolled the last 5 minutes worth of posts and no one is talking about TSM, if you regards didn’t buy this shit when it was well below $200 a share you are all highly regarded
TSM, currently up roughly 54% on it. NVDA ofcourse, roughly up 64% on it as well. ASTS was around 100% but i think that ship has sailed.
TSM is the only good investment I've ever made
love you AMD AVGO TSM made me proud today
Heres what I'm placing this week: **CALLS:** NFLX TSM GS WAL ALLY AA
Do you see TSM going up & past its premarket price at open? It’s up a lot.
Nvidia still has TSM earnings on Thursday which should be another catalyst.
Sorry I was specifically talking to my NVDA and TSM calls bb
TSM calls, fomo fools have 11 min to ho
$70K in VTI then since you’re young $10K in MSFT, NVDA, and AMZN. Don’t touch it for min 5 years. Then you could adjust the stocks and either sell the gains and put them back into VTI or VTSAX or buy some other equities. AI adoption curve is at 2-3.5 out of 10 in maturity. You could do well owning a few mega tech stocks that have multiple income streams but still have stong AI and Cloud focus. If you don’t like one of the stocks I listed, then go with something else like META, AVGO, or TSM. DON’t not invest in VTI or similar s&p 500.
Just in time for TSM earnings.
TSM earnings this week I fuckn forgot holy shit im excited
TSM>NVDA. TSM will make chips for everything including robots and robotaxis
I get the NVDA hype but isn’t this even more bullish for TSM?
NVDA can sell in China. We gonna rip tomorrow TSM NVDA ALAB AVGO
Wait a minute.... They have 1 guy at the top, 1 guy counting the money, and 70,000 outsourced guys at TSM building the GPUs. And by 2030, it'll just be 2 guys, and ai building the GPUs....that'll be $ 2 trillion per employee...
Anyone getting the feel that earnings is already priced in for TSM?
Also ASTS, and TSM. Worst is going to be MSTR which I’ll 100% be selling off. It’ll probably be fine but it’s such a waste over BTC
Took some profits from MSFT, GOOG, AMZN and AMD to put it right back 50% S&P 40% International 10% AVUV in my Roth. Sold the same names in Tech to generate some cash in taxable , wondering what to do with it. Can’t help but wait for lower prices but I am always 100% invested as rule, just need to figure out what to put it. My taxable has 0 international exposure apart from TSM which is 13% of my taxable.
Yall think ASML and TSM earnings this week will affect NVDA stock price in any meaningful way?
recaliberating...huge semis ERs, this week will set this stock straight up a few...TSM
Calls on: TSM, NFLX, ASML, JPM, and WFC. Puts on: UAL.
I definitely want like 70-20-5-5 in my Roth (VOO, VXUS, and Growth like VUG and then something like VYM, SCHD or QQQM) For taxable: 50% VTI and 5% dividend (SCHD) The rest: Tesla, Meta, Google, Uber, TSM, Microsoft and NVIDIA. I know VOO/VTI will be better in my Roth so it’s mostly for once I hit the limit on Roth.
TSM gonna beat despite massive FX headwinds.
Yeah, I probably would have waited until after TSM reports, that generally provides a boost.
$JPM calls, $C puts, $BLK calls, $ASML calls, $GS calls, $TSM calls
Agreed, people get stuck in old mindsets. Not to diss Buffett, cause I still think he's one of the best of all time. But his mindset of always passing on tech was not a good one. He bailed on Oracle, TSM and they were winners. Obviously hindsight bias but it wasn't a good decision to bail on them imo.
* TSM earnings July 16 → Buy July 19 (3 DTE) calls if you want max gamma YOLO * **Strike Price:** $235–$240 calls * Or buy August or September expiry calls (30-60 DTE) for a smoother ride * **Strike Price:** $240–$250 calls
Same, what should we do? 265 TSM calls im thinking.
TSM is already there my guy…. 1.19 trillion dollars…
What would be the move for this week? Buy ASML and then cycle it with TSM?
I would go all in on margin 0DTE TSM calls.
Whatever TSM builds in America will be better than Intel even if they don't start with 18a here.
I first doubled my money on MRVL since then I have played INOD many times. My gambling 0-7DTE options were done with the QQQ. I had XPEV for a good win Google and Apple both paid out as well oh and LCID along with SMCI and TSM. I do both calls and puts, strictly options though. Oh yeah, I just did GME calls today for 350 bucks.
I feel like that one episode of family guy where Stewie and brain vault scene Full port calls on TSM and Netflix and if either don’t hit I’m basically screwed.
Damn. It's ER season again. ASML, TSM reporting next week.
You guys are severely underestimating the Kpop demon warriors and squid game S3 for NFLX earnings. They are gonna break out for sure. Those are asian products that have transcended worldwide audiences TSM and NVDIIA both asian ceos. So u can bet TSM will rip for sure
russia ukraine however had to do with nato enchroachment on territory they promised would never allow in NATO in response for the breakup of the soviet union, id say this conflict is decades older much less active and hasnt seen any military action while russia ukraine are basically arch enemies ever since Ukraine tried to get closer with NATO over the east which russia openly has said would intervene if happened we dont really have one of those ultimatums here Also I saw those barges while they looked innovative for on shore landings the United States can probably destroy the boat before it even has the opportunity to land though so I dont know its interesting but I they still can't really do anything. TSM is the most well managed company in the world imo and the company probably would survive a invasion and see ATHs as literally we speak they are focusing on building foundries in other countries such as the US Japan and others so it is a risk I am willing to take with 7% of my portfolio
Congrats on such amazing return! This is life changing money. If I were you I’d withdraw for now, because trump is literally puppeting the markets right now. Tariffs are going to come sooner or later with China being one of the hardest hit and Nvidia’s semiconductor chips are all reliant on that. Although they’re in the process of developing a 500bn facility in Arizona with TSM, but that’s been delayed too. It’s a turbulent future. (Financial writer here hence know too many facts)
Will be watching ASML, TSM and Netflix next week.
Thinking of dropping $500 on TSM calls expiring july 18. Good idea considering very positive speculation on sales for Q2?
just buy TSM they are opening fabs in the US and all around the world for that matter and they do the best job at it the whole CCP fear porn i can care less theyll literally make it out of the ash and rebuild even better just saying,
Not a RKLB or a PLTR but Taiwan Semi Conductor is a solid one in my opinion. (TSM)
This was me last year when the sub was non stop Au-TSM and went so balls deep in calls up 90%. Went into a meeting for not even 20 minutes and came back to 0% and held until -60%. Never again
Um, why is TSM down? And why does Robinhood and Google etc say earnings on july 17, when they clearly reported it earlier today?
All I need it TSM above 235 before earnings
Silly TSM.. should have reported bad monthly numbers and promised robotaxi if they wanted to increase their share price
AMZN 220c 08/08,TSM 230c 08/08, and GOOGL 175c 08/08 Load up the gain train choo choo
TSM calls, coming soon at a great price
Totally agree with you, especially in light of recent circumstances as well. My pick would be either Crowdstrike or TSM.
cant wait for TSM monthly revenue numbers to grow 50% yoy and the stock to tank 7% pre market
What’s the consensus ok TSM?
TSM reports monthly revenue tomorrow, a huge dip is guaranteed. Cheap puts.
TSM could be.. numbers come out tomorrow. For 10X you need a solid news story, earnings or some new data.
tomorrow, TSM shipments data. Then all chips st0nks will either moon or eat dust.
Established companies surge too. NVDA, VST, GEV, MA, V, JPM, TSM, and others. You have to have patience. FOMO is not a strategy.
Netflix and TSM earnings next week time for some devious plays
TSMC is going operational in AZ for 4nm tech very soon with 3 nm and 2 nm fab plants by 2028. TSM and ASML are also in my portfolio although not to the volume of NVDA. Also very good investments. But I digress… The whole point of bringing TSM stateside was to prevent future interruptions of supply lines. We should never see that issue again.
#TSM shipment numbers will be out on 10th.
Sold out of SNPS, CDNS, AMAT, LRCX and KLAC completely and invested the proceeds in VT. Still hold TSM and ASML. Hold 5-7% cash across all accounts, waiting for a dip/will add to VT end of this month as a rule.
So if you’re hot for NVDA — how about TSM? Similar paradigm?
Little help… SPY or TSM calls.
Spot on. Hoping my google, TSM, and AVGO, & MRVL can do the same. If you bought XBI at 65 and sold at 90 every time for the last 9 years, you beat every ETF out there except SMH (by a *hair*). I do stuff like that too, lets me stay in cash usually, rn at 4.5% interest.
Why is TSM red it should be up every single day???
definitely not XRP, sell that. nothing is guaranteed. for all we know we can all die tomorrow and the stock market shuts down. but, some stocks im optimistic in are: UBER, NFLX, META, GOOGL, and TSM
Think I'm a week earls on TSM
I'm actually not loyal but do search for high profit, high growth, high momentum companies. Just this past year shifted conviction from TSM to PLTR and now HOOD. I'm still waiting on holding through ER on 7/30. Q2 should be fantastic. Couple reasons why: \- Still 1/3 rev from crypto transactions and Q1 saw BTC drop from about $95k to $82. This was a major drag on Q1. But Q2 started at $82k and BTC ended June about $107k. Huge tailwind. \- On earnings call, they talked about some new markets such as futures. Said that April futures revenue already outpaced all of Q1. I had to rewind. That is fantastic growth. \- Outlook... I suspect adding all 31 EU countries so quickly is a big plus and adoption will be strong giving them confidence in future outlook. Not to mention new offerings like perpetual futures. I'll trim some on anticipated runup to earnings. Trim some more post ER bump. Then hold for long shot of S&P inclusion early Aug. That is my runway. After that, I'll hold a small portion long term and look for the next opportunity.
As long as China needs the chips that TSM manufactures, Taiwan keeping production of their best chips on-shore serves as a bulwark against Chinese aggression, provided that Taiwan has measures in place to prevent China from taking control of amd subsequently using their fabrication tech. Taiwan has a vested national security interest to not let US (Or Chinese, for that matter) chip manufacturing reach parity with their own. To the extent they are capable of preventing this from happening, they will.
NVDA - bought in 2020 and added a little in 2022-2024. Thought they were well positioned for AI. Should have bought 100x more than I did lol. Meta - bought at 120 a share in 2022 and when ZuK ditched metaverse shenanigans Crwd - bought in late 2024 when they had that blip and stock sold off hard. Have basically doubled my money in 6 months. AAPL - bought 1k when iPhone came out and added a little when Buffet bought in big, circa 2016. My first stock purchase. TSM and NFLX are next, but not nearly as high in terms of dollar value as the top 4. Uber is also up there. Bought in 2020 during Covid and sold a few winnings along the way just to invest in bitcoin.
why are you so certain? I have 7% of my money in TSM since the bottom of this recent scare and im up 70%
I would have totally bought that during the great zyn scandal of 24 if I wasnt riding the btc wave until this February lmao I have TSM as my 5th and probably going to add AMD as a 6th I didnt really start going for stocks again heavy until liberation day and day after
Hey, can you elaborate a bit more on the TSM? I had a feeling it would go up tbh till now, which is what everyone seems to be thinking especially based on any past performance
I was NVDA and at the bottom in tariff panic lol. Now BerkB, Google, —Tesla, Visa and TSM
TSM is already building 3 in the USA and in Japan... this is great news form NVDA horrible for INTC.. again
I doubt TSM will offshore their cutting edge production because doing so would make it such that there is not a huge incentive to defend Taiwan.