TSM

Embarrassed-Bank2835

I don’t think buying NVDA/TSM is automatically the mistake. The bigger change was going from 50% cash to basically fully invested and concentrating even more into the same general tech/AI theme. With only a 2-year horizon, that’s the part I’d think hardest about. Two years can be plenty of time for great companies to still be underwater if valuations compress or the cycle turns. If you still like all four businesses, I wouldn’t make the next decision based on today’s price action. I’d ask whether you’d be comfortable holding this exact portfolio through a 25–30% drawdown. If the answer is no, the position sizing is probably the issue, not necessarily the companies. Personally I’d rather trim back to a cash level that lets me sleep and keep some dry powder than force myself into an all-in/all-out decision.

Bman282828

I loaded up on NBIS, TSM, GEV and MU today. Godspeed.

zer00eyz

\> TSM How long do you plan on owning this company. If it's 2 years, maybe longer than that, you will be fine. They are getting amazing yields out of their new nodes, and those will run for decades. TSMC has used all their capital to build without taking on debt, and are still flush with cash. They know how to manage their factories to profitability and then keep them running and profitable in the long term. They are sold out for the next 2 years, and could have taken 'higher margins' - they are a company that has some deference to long term relationships and their value (its how they keep the lagging capacity full). \> NVDA ehh - good luck. \> AMZN, GOOGL,  I dont think they are going to see much movement based on their sustainable PE - AMZN hid its spending and google is such a web that they have plenty of places to hid things. A Waymo spinoff would be a massive win for them and a place to burry debt.

AdCool3339

Thanks man, appreciate it! Haha glad I’m not the only one who bought TSM at 415

TowerSilver5672

If it helps. I also picked up 50 TSM at 415 :D

TowerSilver5672

You'll be okay. Nvidia and TSM are leaders. They're heavily invested companies and buyers will almost always certainly show up. They're too big to move drastically in either direction

verified-trader

**BanBet Lost** — /u/Intrepid_Chain_9154 (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **TSM** ▲ | $430.27 → $465.00 | +8.1% | 2d | Lost |

Spac55

$SPY $QQQ $MU $SMH $NVDA $TSM $ASML Nothing burger, AI not going away

No_Current3675

LRCX KLAC TSM WDC AMAT are my pickups.

BossIhavaCancer

TSM just had great earnings and it, and everything else went down more

Bagholder4lifez

I'm surprised to see the best stuff hold their day lows like TSM, NVDA even if QQQ as no bottom

Any-Extension6941

So what? TSM also exceeded expectations. Did it go up?

No_Current3675

TSM KLAC LRCX maybe a few others.

Randomname1157

Cbrs be a great company if they didn't need TSM to manufacture their chips. If they could do it themselves they would pump

Environmental-Fact23

TSM going down

Diimelo

TSM dump

gregory601

TSM prolly

gregory601

Gonna 0dte TSM today, wish me luck.

Ok-Indication-3754

AMD, TSM, MU, NVDA all shit

Alive_Signal1722

TSM the only ones who can cook the blue m3th...

Dry_Shirt7120

$TSM, calls or puts??

davidbigham

TSM at $408 today was the dip

NoProfessional4650

Did TSM save us

Bagholder4lifez

I think it was a good move to buy TSM today

abandoned_idol

I was excited to see my ADBE position go +4% while I see the AI stuff plummet. My TSM went down, but I am holding that until I die anyways.

SpicyElixer

Product transition costs and currency fluctuations make a 1% margin variance statistical noise. Applying "Peak GM" to TSMC because of a 1% quarterly fluctuation is funny. TSM is ramping up and stable while dealing with costly transitioning to the new 2nm node. But yes, timing selloffs like this is exactly the type of shit bros on Wall Street would do. They wouldn’t call it peak GM though in this case.

znightmaree

Mad about your decisions and wish you bought the dip? You still have some options here: DELL INTC TSM AMD You’re welcome. Never too late to cure yourself of the ber mind virus.

StophJS

Is there one AI stock you think is actually a semi-reasonable full port right now? APLD? NBIS? TSM? MU?

Environmental-Fact23

Will TSM rebound tomorrow?

Fragrant_Shine3111

> But it was just as true when he bought it lmao. Yea, but didn't he make ~500mil on TSM? Maybe he was just happy with that in a year. It's not bad.

Designer_Respect4285

But it was just as true when he bought it lmao. I never understand the geography argument. Most companies are riskier than TSM, the risk is just less scary so people irrationally overrate it. It's like how people are scared of flying or terrorism, but not driving to work. I would be terrified to own a company like Nike with a million competitors, consumer sentiment shifts, etc.

SellingTheta

Tf dude TSM earnings were yesternufht night,. Revenue up 50%

stars0up

Thank you for the input. Truthfully the way I approach stock metrics in general was naively underdeveloped, as I’ve come to realize. I’ve decided to hold because a) I superficially understand tax lots so I don’t want to mess with them; and b) I do believe that the essential nature of semiconductors to our technology makes TSM something worth holding, even through loss. How would you define “business reasons?”

Paul_Robert_

TSM: *has good earnings* Market: 🖕

looool_k_libtard

Sold all my Google and TSM I’ve held since Covid for OPEN and weed stocks

Bagholder4lifez

Bought TSM. Earnings were good, it's behind. 15% upside from here to ATH.

internetsoci0path

fuck it im buying TSM puts here AGAIN

abandoned_idol

As a fellow TSM investor, I am now picturing a huge meteor, the exact size of Taiwan, landing specifically on Taiwan. The joke being that TSM gets destroyed, but not in a way that anyone predicted.

Junior_Reference_594

Intc will tank like FUCK on earnings like TSM ASML did You knew that already ofc

No_Current3675

fucktards. MU ASML TSM all posting face-ripping profits. wtf else do u want.

banditcleaner2

I must be better then buffet then, because I just sold TSM at literally $485.

internetsoci0path

TSM puts u nerds shit is going sub 400 tmrw

Rosella2562

Told you guys earlier $TSM was oversold (13 RSI at one point…) and got 1DTE calls when stock price was around 409…It’s almost 414 now, still not too late to get in 🙌🏻🚀 (not financial advice, just think it’s a good play :D)

RoloTonyBrownTownn

TSM numbers look solid. PPI cause of diesel. All good fam.

bullishchilipepper10

!banbet TSM 450.00 6d

rndmeyes

nobody knows, I bought my TSM shares back that got called away a few weeks ago

SummerMost6191

Yall think TSM will keep going down or recover? Earnings were great

Mindless-Bug-8397

All in on TSM , with robotics and ai, I see 4000 by 2035

i_might_be_an_ai

It’s interesting to me, TSM makes more money than God and people are letting their feelings and following the crowd to sell it off. ( (I’m all in, see youbin 4 years.)

internetsoci0path

still shorting TSM cant be crazy right

SummerMost6191

Yall think TSM will recover to ATH by tmrw

SummerMost6191

do you think tsm will recover by tomorrow or keep going down? Cause PPI and CPI facts r real and semi industry doing shit but TSM itself had great earnings tdy

bullishchilipepper10

Just getting around to looking at TSM earnings. Whoever is getting liquidated this week is giving us a generational opportunity for some call entries

SummerMost6191

Is TSM likely to go down below 400? CPI and PPI is real but so is TSM earnings which were amazing

Rosella2562

TSM oversold despite beating earnings as usual, OTM calls for tomorrow 🚀🔥

SummerMost6191

do you guys all think tsm will continue to go down? PPI and CPI are horrible affecting whole market but TSM itself had pretty good earnings

SummerMost6191

do you guys all think tsm will continue to go down? PPI and CPI are horrible affecting whole market but TSM itself had pretty good earnings

internetsoci0path

I need TSM at 390 tmrw

SummerMost6191

do you guys all think tsm will continue to go down? PPI and CPI are horrible affecting whole market but TSM itself had pretty good earnings

internetsoci0path

TSM to 370 like last time?

Sufficient_Nose629

TSM earnings report

Sufficient_Nose629

TSM calls?

EnvironmentalMall221

TSM super beat, why is it sdropping!!!

SummerMost6191

TSM below 400 would be AMAZING

looool_k_libtard

TSM beats guidance - reaffirms demand - falls 4%

internetsoci0path

i’m gonna buy like 50 TSM 400 puts i think for end of week

internetsoci0path

what does TSM hit on friday

internetsoci0path

do I rip TSM puts, SPX puts, or more MU puts?

Beerplz94

Thinking of some TSM calls expiring 45/60 days , how retarded is that

Abe2025

TSM came out with incredible numbers. Tech is not dead but the market is a casino/ doesnt trade on fundamentals

Deja_ve_

This AND TSM having meh guidance? Pack it up.

liquidtv78

TSM earnings beat probably saving the market more then we realize

Fhyzikz

TSM beat massively and raised massively so obviously it's time to send semiconductor stocks to hell

Tim_Apple_938

TSM seems like a nice dip to buy

One-Reference-7355

Just hold onto it. TSM is making most of the world’s chips and we’re not giving up computers. No other company at the moment can do what they’re doing right now and tech companies are literally paying for years of allocation right now. You just bought at a time where the market is slumping a little. Panic selling is one of the worst things you can do. Can say from experience

D-DH-t-t-t-t-t

TSM numbers look great, but that hot CPI and rate hike risk still make me nervous.

95Daphne

This looks like an Anthropic thing more than a certain president thing early this morning quite frankly. Amazingly enough, I think you should probably question how much of the US tech move yesterday was a “macro sucks” move. The US stock move looked like what you’d get on 2022 jitters, except you had bonds reverse. A healthy portion of the tech move was probably a “woe is me, AI isn’t going to be worth it” move. If this is a certain president related it’s in a completely different fashion than what you’re probably thinking, yes it applies to TSM, and it’s more on the emphasis of AI being leaned on so hard by the US that if it buckles, it weighs down on the entire sector.

Ill-Ad1603

TSM earnings don’t matter anymore. Tell me why there is so much panic in the market right now

Ill-Ad1603

TSM record profits, beats top and bottom.

Bravadette

So, TSM didnt even rly move after earnings?

lkashfoiwiu093285021

Just gonna keep on buying ASML/TSM and not looking at the market till the end of the year.

howisthistakenbruh

TSM got some nice profit so it should pump?

C0up7

RIP to the regards who bought TSM calls. Looks like it will still be red even if they beat earnings.

Old-Pomegranate3634

everything is fucked - TSM down on earnings - marked was priced to prefection

whitepug

TSM ceo just broke down into tears on call and proclaimed "its fucking joever" LMAO

bearhunter429

#TSM can't save the bol. Even god can't save the bol. There are forces in play more powerful than god, such as my predictions. Once I predict something even god is powerless to stop that. LMAO🤌

Ok_Cry7572

Laura Chen from TD Cowen a true savage, asking 4 questions instead of 2 max on the earnings call. This is $TSM response:😂😂 https://preview.redd.it/3xrom5yeskvh1.png?width=527&format=png&auto=webp&s=264f03d9fb10d72188905a082672b4537926c90f

Optimisticz

TSM please pump more....

Ok_Cry7572

if $QQQ can't rally after $TSM put up ridiculous earnings all of you tech bulls/institutions are a bunch of dickless fucks. I cannot believe I thought this shit was going to bounce. Send it into the ground

Ok_Cry7572

TSMC $TSM | Q3'26 Highlights • Revenue: $46.72B, +41% YoY 🟢 (est $45.5B, guide $44.6 to $45.8B) • EPS: $4.60 per ADR, +58% YoY 🟢 (est $4.43) • Net income: NT$763.1B, +69% YoY 🟢 (est NT$746.3B) • Gross margin: 66.4% 🟢 (guide 65 to 67%) • Operating margin: 58.7% 🟢 (guide 56 to 58%) • Net margin: 51.1% 🟢 Segments • HPC: 68% of revenue, +22% QoQ 🟢 • Smartphone: 21% of revenue 🟡 • 2nm: 8% of wafer revenue, ramp underway 🟢 • 3nm: 33% of wafer revenue 🟢 • 5nm: 28% of wafer revenue 🟡 • Advanced nodes, 7nm & below: 79% of wafer revenue 🟢 Outlook • 2026 capex: $60 to $64B guided 🟢 (Q3 spend $13.84B) • Q4 guidance: due on the earnings call at 11 PM PT 🟡

Fast_Reputation_5666

So was TSM earnings good?

bearhunter429

#TSM revenues up 41%. Insane growth rate for a company of this size. LMAO🤌

OrangeManBibi

TSM looking good rn

FartSniffer66642069

TSM weak earnings. RIP bols.

xRedStaRx

TSM always beats expectations and stays flat or down in the past few quarters, if they miss its fucking over.

Vivid_Astronaut4665

TSM didn’t beat hard enough, it’s cooked

dogex3

small rally on semis after TSM before bleeding from the anus later in the day

king_clown_bear

TSM: Here's some more 🐻 for you tech b*tches

BossIhavaCancer

TSM smashed bigly... this could get interesting

Turbinator870

Hold. TSM isn't going anywhere (meaning, they aren't going to disappear overnight).