TSM

big-rob512

ASX ase technology, Googl, ET is in value territory big dividend good sector for a trump win. TSM i think is fairly valued.

I_Am_The_Cattle

Rotated out of TSM and happy I did.

mistaowen

TSM better launch back to ATH when NVIDIA rocks the markets dick straight off

No_Technician1870

Opened up more TSM calls this morning. Some for 200 November and some for 200 June 2025

Wise-Ad4725

when will TSM pump again?

davidbigham

NVDA and TSM not even 1 % up 

SalemKinkTrials

TSM waiting for big brother Nvidia to decide whether or not to shit the bed or moon

big-rob512

Yea I like Google and TSM at these levels, I think ASX ase technology is worth looking into aswell.

jiggolo420

Is selling TSM gap up and buying 15 mins later free money? Seems to bleed then recover in afternoon everytime 

BlitzXLII

Sorry, I put money into TSM, NVO, LLY, NVDA, and whenever I do, the market goes down. My fault

rjduddus

TSM is a pile of doodoo rn

kamikazejesus

If TSM keeps TSMn next week will be ✅✅✅

MisterJ0k3r24

Sold my TSM and bought ASTS and recouped my losses

Jimmieverse

I’m losing on TSM that I just bought.

Working-Active

Broadcom and TSM should recover quite quickly. After the split my average on Broadcom is $67 but it's one of my forever holds.

ChocolateLakers76

AMD Broadcom and TSM lmaoooo

the1mike1man

Assuming the post is referring to MU, I don't think the products are directly comparable. TSM fabricate silicon for use by NVIDIA, AMD, Intel etc. to create CPUs and GPUs; MU produce DRAM and NAND for largely the same companies. I would consider both companies world leaders for their specific products.

highastronaut

if you dont have extra cash i feel like moving it around seems silly you get taxed on any profits or you are selling at a loss. if you can sell at a profit and want to move around, I'd put my money on Google over TSM for a more long term play but honestly I'd just sit and wait for my next paycheck or whatever to double down

LilBluey

Currently in a dilemma. I own TSM, Googl and MSFT. I feel like selling one of them to buy the other, e.g. selling some msft to buy googl because it went down quite alot. Problem is, all of them are down and it's not a good time to sell even though it's a very good time to buy. What should I sell and what should I buy? Or just leave it alone? Don't have extra cash, just the ones in the stocks.

elgrandorado

Yeah the problem with NVDA at this valuation is that if AAPL, META, MSFT, etc. decide they have their own "good enough" alternative, their high margin revenue drops off massively. This is before we take into account the potential for TSM to eat into their margins by asking for a larger cut in production due to their increased CapEx ramp as well. NVDA is priced as if this demand won't go down and will only increase in the next 10 years, but all semis are cyclical.

Samjabr

Every semi is trash except NVDA. I don't mean as a company. I mean their valuations. They are being bid up in tandem to NVDA, and they are not going to deliver. Just look at DELL, MU, ASML, TSM, AMD, NXPI, etc.

minusidea

You are 100% correct. But....You're not going to get this sub to understand anything past TSM. They will never understand that Taiwan plays an important geographic importance to contain China. China gaining control of Taiwan gives them a buffer and the ability to project power from the island rather than the mainland. Whenever China thinks it can win in a war against the United States Pacific Fleet that's when you will get war.

Josepth_Blowsepth

Buy MPW so I can exit at 6$ and have another 65k to buy more TSM. AQST also

wienercat

Her rationale was sound as well. She even explained it that they made the move because it would make sense that business creating the inputs for NVDAs main product would also explode with NVDA. Which it should have, but TSM didn't explode with it. It rose quite a bit, but only like half of what NVDA has done. Honestly though the AI hype train is what is carrying NVDA. Which is great. They have a great product, don't get me wrong. But they are insanely overvalued.

DemisHassabisFan

Nope. Those three are the ones. I don’t particularly know much about TSM though.

ClydeFrogsDrugDealer

TSM puts

InanetV

Yeah, I went through all my stocks and picked out the ones with low P/E ratios. It was between more of TSM, AMZN, or GOOGL. But I didn’t know if there was a more obvious one with a lower market cap and bigger room to grow.

RevolutionaryPhoto24

Ohmygosh! Yes! And, shhhh, I’ve been chastised over my position on AMD. I sold most last and early this year for more NVDA. I actually felt a weird emotional connection- took screenshots of the cost basis and percentage change, haha. And, yes, my remaining AMD is next on the chopping block should I see an opportunity that I can’t otherwise take advantage of. (I’ve actually considered taking it and putting it into NVDA, but it and other shares like it, are like my savings account at this point.) Maybe it’s my emotional maturity, but, I don’t expect I’ll ever sell my Nvidia shares. I first bought them (literally my first shares,) because every guy and boy I knew loved video games. And added from there. That one for me is a longterm hold, unless something changes drastically - they have just delivered over and over (I read an article like eight years ago that they had a less good earnings because of supply chain/TSM and otherwise neck and neck with AMD - and I seriously thought that was silly - Nvidia was ahead, for sure. Maybe 2018?)

MrShadow04

No not especially Nvidia. Especially Google, Amazon, TSM. But no not NVIDIA, they've already had a world record run up

No-Establishment8330

But she bought TSM

big-rob512

I got a bunch of googl sitting on margin but my equity in TSM and QQQ which been taking a beaten, i really dont want 100 shares of nvidia sitting on margin either till ik wtf going on with PCE.

eurusdjpy

Just Russia and part of the Middle East. And it’s still not the point… Taiwan is more than TSM.

RealCathieWoods

Same fucking thing happened during first quarter earnings dude. TSM blew shit out of the park and they dropped back in april. The market didn't gain until Amazon released.

dabay7788

Member when TSM was pumping out as many chips as they could? What happened to them after their earnings? hmmm

Gasdoc1990

I don’t care. If anything I feel the urge to invest more. This is the benefit of being heavily invested in total market index funds with some blue chip stocks like Amazon/Google/Msft/appl/TSM sprinkled in. Versus investing in high risk reward stocks.

TastyToad

Last time I've checked pentagon estimates said somewhere between 2026 and 2028 is the optimal from China's point of view (explaining why would require a wall of text nobody would read anyway). There are also multiple levels of escalation they could try before committing to full scale war that would cut into TSM profit margins or even make them stop production for extended time periods. It is a risk and if you're a boring long time investor you take risks like that seriously. Wouldn't matter for us regards if not for the amounts of money those dinosaurs move around.

TheOnlySafeCult

IWM can try and guh me but it can't betray the way TSM did

TheOnlySafeCult

I'm not in it anymore so idc that much but that TSM intraday swing was heroic

Aggravating_Trust_23

TSM down 5% back up 1% swing is insane

Always_Excited

TSM workers are not morons… the moment the global capacity goes over Taiwan’s they know the US will throw them to the Chinese to avoid a market correction from super weight boxing match. TSM will maintain most production in Taiwan. I guarantee they are just doing this to appease the extremely anxious US government. Taiwan wants to keep being Taiwan, not US not China. It’s a balancing act. Turkey plays everyone like a fiddle and Taiwan is a hell of a lot more important than most places.

SalemKinkTrials

TSM great earnings, jobless numbers bullish, Google earnings beat, my dick rock hard no reason we don't keep going up

Misaka9615

Its roots will remain in Taiwan as any patriotic company would, but its building fabs and offshoring knowledge over to the US and Europe. The bear case is quite weak for TSM.

Infamous_Charge2666

TSM and NVDA are hurting because of their location and the refusal to move production to a safe geopolitical area. TSM said they'll never move out of Taiwan.

Amphetanice

Be a lot cooler if TSM made a turnaround

adventuresquirtle

I have a feeling the market makers trying to stop everyone out and get back in at a good price. Everything has been bullish about NVDA so far. TSM said that NVDA has been buying more supplies from them as well as Elon said that he could barely get his hands on enough chips for his Teslas. It’s just so volatile and such a meme stock that it causes mass selling and mass buying. Look at how many posts that said they would get back in at 110.

Misaka9615

I mean for shares, long term hold. The only better AI play is TSM.

mistaowen

SOXL down 12%. TSM falling from 190 to 150 in under 2 weeks. Absolutely fucking absurd.

mistaowen

SOXL down 12%. TSM falling from 190 to 150 in under 2 weeks. Absolutely fucking absurd.

cbusoh66

AI cannot exist and progress without TSMC and Mango's comments have been construed as U.S. abandoning TSMC and Taiwan. This is not going to reverse anytime soon. TSM back to $100 and NVDA back sub $100, short at will.

SalemKinkTrials

TSM destroyed earnings and yet my calls still destroyed my asshole

Fast_Half4523

Correct me if I am wrong, but didn´t google, Tesla, TSM and sk hynix earnings report indicate growing demand for Nvidia?

big-rob512

The thing is all the affected companies are good holds with plenty of growth ahead, TSM, GOOGL, and MSFT aren't even outside of normalish valuations

mistaowen

TSM falling from 190 to 156 is wild lmao after reporting pretty great results. What a ridiculous selloff, banking on NVIDIA sparking it back up.

Misaka9615

TSM at 157 is crazy

finderZone

TSM puts

TheOnlySafeCult

damn if I white knuckled my TSM calls then they'd be $37 OTM rn

deadcowww

No way TSM is crashing this bad.

Fun_Parsley_9246

Dose that mean TSM will go up

rudyallan

TSM just stated: There is a Massive Glut in EV, Smartphone and AI chips

Kainlow

How much capital do you have? If you like TSM at the end of 2025, then you must like it now. Are you a trader, swing trader or investor? 1) sell a put to get 100 shares at a discount. 2) sell OTM low theta calls and collect meager premium, but at least this turbo’s up the dividend return. 3) sell another put. Get shares or keep premium. 4) repeat #2. Then 3. Until you’re allocated to your liking. You’ll keep your shares. Your premium returns + dividends will accumulate and allow you to keep it churning. Hold them to avoid STCG. And hope China doesn’t fuck with Taiwan

Gamer6322

cry my eyes out bcuz NVDA and TSM are down :(

faxanaduu

Im impressed with some of the option wins on here. I don't have the balls for it ... Or the skills. I mainly hold ETFs but mess with some individual stocks in taxable. Like Microsoft, Amazon, TSM. Ugh they're all getting crushed. Might be a good time to get some more soon. Amazon just seems like a safe buy for the long term. Idk. 🤙

dankbeerdude

Nibbled NVDA, Nike and TSM, but waiting for a bigger fall 5-10% more

cakebake

Calls on TSM ?

finderZone

!banbet TSM 145 2d

Salt_Recipe_8015

TSM, Trump drove the price down to start, and now it is buying time.

MrShadow04

Still gonna hold. The majority of my portfolio are extremely solid stocks (Amazon, TSM, Apple) so I have no doubt I'll recover in time but it really stings from being cocky AF cuz I was beating the market to severely under performing it now

RealCathieWoods

Yeah I see it did the same thing last quarter. Maybe it has to do with TSM being at the beginning of earnings season.

SpirituallyAwareDev

TSM As always

WarbringerNA

I find this explanation lacking for the correction. TSLA was obvious, Google beat expectations. AI is presently overhyped but it’s still growing and delivering slowly… so where is the problem exactly? TSM and others also beat earnings recently. I’m thinking there is more to it, and wonder if some economic news got leaked. Even if not I’m sure there is more to it.

darth_damian_000

NKE for sure. Considering adding more TSM. I dabbled with SHOP, sold it as 65. But now it’s under 60 and I’m tempted.

LordShazam23

TSM always goes down at earnings, they operate a bit different as snippets come throughout the qtr so it’s priced in. The next qtr as they report it’ll go up with the demand. Earnings plays work for first half of the year not second.

Remintz

VOO, VGT, with some LULU and TSM sprinkled in there

RealCathieWoods

Didn't TSM beat by like 40%? It still went down.

apurimac777

and poor TSM is down with the Titanic and that Oceangate asshole

MasterDDT

Yessir...this action combined with last week is a clear signal. Unless you absolutely destroyed earnings, you are overvalued and getting punished. It also feels like somebody did the math from $TSM numbers and knows $NVDA...they prob will beat, but not by enough.

tired_ani

Had a brain fade. Reneged on my previous comment abt not AAPL to avoid paying STCG tax and sold it. Distributed that sum equally between GOOG, META (seemed relatively better value) and TSM (because I stand with Taiwan 🫡)

RealCathieWoods

I dunno dude - we've had two tech earnings beats already this season that we're met with red days on TSM and GOOG. I think we are moving sideways or down until NVIDIA earnings.

elgrandorado

It's complicated. They're working on a bleeding edge process and their current generation issues won't translate to the new one. I do agree that Intel has a problem, but their issues are around being able to challenge TSM. Their current design shitstorm doesn't matter for the valuation, but I just can't see Intel touching TSM or even Samsung if they can't deliver 18A.

pydood

I mean if someone would buy my TSM calls for $.03 I’d be happy, I paid $8 for them so you’re getting them at a bargain. 😭

Swift-Sloth-343

LOL you sound like you work for the gubm't. and i guess youll argue TSM NVDA as well as the other stocks im in are "shitty"

ImJoeontheradio

I'll "falling knife" some TSM at 160 and go long term if needed.

Complete-Painter-518

AMD and TSM killing me rn im never gonna do stocks again after this

This-Reserve5213

Only garbage. TSM AMD and NVDA

WJM_3

same with TSM - beat earnings estimate, huge plant opening in AZ in the future oh well - gives me the chance to buy some more

deadcowww

TSM :(

WackFlagMass

>>you made a thread asking if TSM is gonna keep going up. I said if TSM is gonna keep going DOWN, which it has. So tell me which prediction I made has been wrong so far??

mistaowen

by far the worst day in my port since october 2023 without any options. bought more TSM, google, and meta and closing my portfolio for the day. mindless algo selling everywhere, better shit to do for mental health then get angry at days like today.

apurimac777

i imagine that this is due to earnings, while in many ways being good for companies like GOOG and TSM, simply not being stratospheric like the market wanted, plus with GDP and PCE later this week and last week sucking ass it seems like a good time to go ghey ber TSM getting goblin fucked was sort of it for me

looool_k_libtard

Updated price targets for end of year: Tesla - $600 Google - $65 TSM - $25 NVIDIA - $45 AMD - $385 Apple - $30 Peloton - $125

rjduddus

TSM calls easiest buy of all time at these levels

mistaowen

Bought Google dip few times today, starting at 6 am, been buying TSM dip since earnings (really don't understand the continued downside but whatever), nibbling on Mobileye hoping for an earnings rally at ATL.

WendysSupportStaff

you can't guarantee shit dude. literally 2 days ago you made a thread asking if TSM is gonna keep going up. why the fuck would anyone follow the advice of someone like that LOL. come back when you've been trading for more than 10 years.

WackFlagMass

Wrong. The stock will actually \*plummet\* after earnings 'cos Wallstreet is gonna do another massive sell-off from all you dummies bagholding. Like TSM's earnings call wasn't an obvious enough cue as to what these institutions are conspiring

NFG89

Oof TSM down a bunch, even after reporting record earnings and solid guidance.

ImJoeontheradio

Nah, this is the correction leading to the election runup. Make your wish lists. I'll be grabbing TSM and NVDA when I see a bottom.

wilhelm96

TSM down more than GOOGL 

Goatey

Two different investments. KO isn't a growth story. It's a massive, powerful consumer brand that pays out an okay dividend and provides steady and conservative growth. TSM is a play on tech and the AI boom. I'm not saying it's a bad investment, but to me KO is conservative whole TSM is a bit more aggressive. I don't see them as equivalents to be interchanged.

mistaowen

i reaaaaaaaally don't understand the markets reaction to TSM earnings at this point.

Weak_Ostrich459

Goddamn I do not like TSM or NVDA rn