TSM

Immediate_Check_74

Absolutely none. All it takes is another competitor to make a more efficient design for AI compute hardware and place orders with TSM or Samsung and INTC (soon).

ImJoeontheradio

TSM

cbusoh66

NVDA sales to all these Gulf states are about to go through the roof, they're all itching to pour $100s of billions into building their own data centers and AI factories. Secondary beneficiaries are SMCI, DELL, HPE, and TSM. No wonder this comes on the eve of Trump's visit to the Gulf region this weekend.

mayorolivia

It’s not challenging Nvidia after 3 years. Thats the main point and why the stock price is depressed. You can’t be issuing tepid guidance when the industry is spending like drunken sailors. I hold a small position but most of my chip money is in Nvidia, TSM, AVGO. Being overweight AMD is gambling.

666KekLord420

AMD makes the best processors still and is no slouch on GPUs, gets a lot of hate on here because like most stocks it made everyone rich a long time ago For reference, JPM owns TSM for like 3$ an ADR or something around there

nonner101

Sold a bearish skewed iron butterfly on AMD just before close... looks like theta may be winning this one. For the record I love AMD's products but I'm long ~160 delta on TSM and NVDA so I wanted to hedge some semi exposure. Plus it has the nickname of "advanced money destroyer"... so there's that.

Cajun2Steppa

My ATH are coming. A little rebalance here a little rebalance there. I am not beating the S&P by 10% over the past 2 weeks. MSFT and PM are my big players but CAT NVDA TSM STZ CRSP BEAM making me cock strong

TruereaIone

Selling all my TSM calls at open for whatever I can salvage profits lol

TruereaIone

Def selling my 210 runners TSM June 20 calls then and buying cheaper later

ay4600

Nvidia, Broadcom, TSM, and ASML are all complementary, I think, and good companies. But can lead to overexposure to semis~

Inner-Detail-553

Idk, I have a small put spread on TSM 160/155 for this week, but that’s just in case something interesting gets leaked in the comments It is *possible* for them to come out with a decision same day - with how haphazard they’ve been I wouldn’t rule it out - but it is somewhat unlikely 🥭 said “very soon” and “over the next week” (on April 14) which obviously didn’t happen More likely, Commerce delivers a Section 232 report (late this month or early next month; deadline November) and then a decision some time after that

Actual_Buy_4910

AVGO’s solid long-term. If you’re in TSM, adding AVGO makes sense for more semi exposure.

TumbleweedDeep825

Short the crappiest semi stock instead, like super micron. Don't short an ETF that has NVDA and TSM.

cinnabunnyrolls

TSM gonna spread my legs tonight

mayorolivia

I got downvoted all of last year when explaining QCOM is a bottom of barrel chip stock during the AI revolution. SMH is better. The top 3 options are Nvda, AVGO, TSM. There is no reason to own Qcom.

AncientAckman

USDTWD down 15% since Liberation Day For context, this makes TSM imports 26.5% expensive. 10% universal tariffs. 15% currency appreciation on top. This is before semiconductor tariffs are announced on Wednesday. They are expected to be between 25% and 100% 

AncientAckman

USDTWD down 15% since Liberation Day For context, this makes TSM imports 26.5% expensive. 10% universal tariffs. 15% currency appreciation on top. This is before semiconductor tariffs are announced on Wednesday 

Ev0cati0

TSM might not be impacted too much, they are on route to open foundries on US soil.

coldbeers

Big if true. I see TSM is up in the premarket, if you think this is going to happen puts might be an idea.

PleasureD_the_Beast

Revelstoketruckin gave great advice. If you looking to Grow Your Account look at Leaps of companies still below their year-to-date or 6 month highs. And just buy and gradually sale. I’ve been cleaning up with WMT options. A Consistent 200+% return. TSM, TTD and BABA options are about to get frisky, I think

AncientAckman

TSM ADR is going to jump 5% because of USDTWD 

AncientAckman

NVDA and AAPL pay TSM in TWD 10% stronger TWD is another 10% tariffs 

papa_elon007

TSM

AncientAckman

TSM ADR no change NVDA down, AAPL down

rocier

Do I look like afred einstien over here with this currency shit? TSM up or down?

Sober_Alcoholic_

Man I’m really glad I went all in on TSM shares and calls early last week.

nonner101

If we dip again BIGLY I'm dropping another $15k on TSM 

Jshbone12

I wish I could borrow more. TSM is a screaming buy

HealthyMembership946

same but TSM for me

Jshbone12

You think TSM is a bad buy?

Dijabolla

Strike $280 for TSM, why?

MorganTargaryen

Funny part is that's not going to help the chances of TSM reaching the money. It's only going to drive up the value of the contract short term and what I mean by short term is basically four hours ago

HighwayExotic2808

Fair enough, I can see the bull case but it just makes me feel uneasy. GGs on making the right call with TSM. I was all-in SQQQ and AVS the day before Liberation Day, was trying to ride it out until we hit a circuit breaker before the 🥭tweet destroyed all my profits and started eating into my principal. I’d be a little worried about the semi tariffs but that situation is really weird. He’s seemingly taking a more measured approach with that vs pulling a random % out of his ass

nonner101

I do agree that it could go either way. But given that most of the stresses the market is feeling right now are artificially induced by policy, it's like its being held underwater. The second it's let up and that rush of air comes, it's going to be off to the races. Personally I saw a great buying opportunity in TSM and dropped 15k 

Rude_Candidate_9843

The maximum share price of TSM is abt $230. Why did you think it can pump to $280 in 3 months (you bought in February). It's a lesson bro

LeKevinsRevenge

The chips they are buying are built here…..by TSM (a Taiwanese company) who has operations already established in Arizona.

IRunFast24

No obvious reason $TSM won't go up 60% in the next week and a half.

the_real_flapjack

If it's good enough to post, SELL. Last year I went from 2k -> 30k with TSM, and held way too long. All gone. Sell.

Mediumcomputer

75% EUAD euro defense index 25% TSM chips I went to this when tariffs were announced. It’s holding flat since then

MarginCuck

The ETF was like 15% NVDA, AVGO and TSM. but at this point in up 6% in 2 years so I’m ready to let go and just sell covered calls on individual holdings.

HarryMooseKnuckles

Which one of you said “Last day to get TSM 6/20 210s” like 3 days ago… Whoever you are I just want to say thank you sir 🫡

bentosekai

closed my TSM position down a lot in the past couple weeks it's now basically back at the price i bought it, you're welcome

LabyrinthLayers

TSM shreking

phoenixmusicman

TSM probably fucked when Taiwan gets invaded

mr-mysterium

Even with tariffs and chaos TSM and GOOG are two of the most undervalued stocks out there imo.

annoyed_meows

I unloaded a bit in February, then bought in with some of that money recently on the way down late March and early April. Not buying now. I think we're gonna drill a bit to new lows or certainly test old ones from a month ago. I see a few uncertainties.... Easing off these stupid tarrifs, rate cuts and QE, and growing opposition from the general public and CEOs. The latter probably seems like it doesn't matter but it does. All three of those things would limit potential lows and depth of recession. No matter how rosy the scenario going forward, a lot of damage has been done across sectors and the US is pretty well and deservedly hated. But, the market is irrational and forward thinking. Look at tesla. Depends what goals people have but if you're long and have cash, this is a pretty good opportunistic time period. I personally think mag7 is off lows and will stay that way. Except for maybe Amazon and Apple. Im also wondering if there will be another run in the AI space. Got rid of my TSM position, however, got sick of that one. Just some of my thoughts.

IntrepidFarmer5666

IXUS  Last night 10 mil shares bought after hours  Look at the top holdings TSM is core 

Financial_Injury548

I don't bet on options I invest in Nvidia, Microsoft, Amazon, Google, Vistra, SMCI, Coreweave, and TSM Up $14k today

jonwb1

I panic sold my TSM ETF for a small profit but have since been buying the lows of companies I like. I still have a lot of cash but will wait until 2nd quarter results come in. I live near LA and the slower traffic at the ports is real. That, coupled with multiple company layoffs keeps me sidelined for the most part.

jsie-iaiqhsi816278

Tim Apple will announce he’s immune to tariffs cause TSM now has factories in Arizona. 10 trillion market cap by EOD

LabyrinthLayers

TSM 

ImJoeontheradio

80% of my port is NVDA, TSM, and Dell shares and calls and if this holds I'm about to go positive for the year.

SmallTurnip3641

$TSM is about to pop

Strange-Ad420

I got a 1 week ban for commenting a TSM with rocket emojis when it popped off last year, the mod answer every one of my questions with a question like a d bag, and again a 4 week ban for posting a meme pic of jd vance on a post that i've seen before, didn't break any rules. The mods are just assholes, you know that they aren't the founders, the founder got kicked out, the bigly ghey mods just took over when HFs strongarmed reddit in 2020 when stocks were popping off and short sellers were getting killed

nonner101

My HOOD short earnings put going to be looking good tomorrow, NVDA position recovering and TSM printing big time 

cbusoh66

QCOM spanked. NVDA spanked. TSM spanked. SMCI blasted. The AI and semis trades are officially dead. Of all the Mags, META seems to be the only one clicking on all cylinders.

Strange-Ad420

I got a 1 week ban for commenting a TSM with rocket emojis when it popped off last year, the mod answer every one of my questions with a question like a d bag, and again a 4 week ban for posting a meme pic of jd vance on a post that i've seen before, didn't break any rules. The mods are just assholes, you know that they aren't the founders, the founder got kicked out, the bigly ghey mods just took over when institutions strongarmed reddit in 2020 when stocks were popping off and short sellers were getting killed ghey ass mod keeps removing my comment get a life loser lmao

Strange-Ad420

I got a 1 week ban for commenting a TSM with rocket emojis when it popped off last year, the mod answer every one of my questions with a question like a d bag, and again a 4 week ban for posting a meme pic of jd vance on a post that i've seen before, didn't break any rules. The mods are just assholes, you know that they aren't the founders, the founder got kicked out, the bigly ghey mods just took over when HFs strongarmed reddit in 2020 when stocks were popping off and short sellers were getting killed ghey ass mod keeps removing my comment get a life loser lmao

Strange-Ad420

I got a 1 week ban for commenting a TSM with rocket emojis when it popped off last year, the mod answer every one of my questions with a question like a d bag, and again a 4 week ban for posting a meme pic of jd vance on a post that i've seen before, didn't break any rules. The mods are just assholes, you know that they aren't the founders, the founder got kicked out, the bigly ghey mods just took over when HFs strongarmed reddit in 2020 when stocks were popping off and short sellers were getting killed

Strange-Ad420

I got a 1 week ban for commenting a TSM with rocket emojis when it popped off last year, the mod answer every one of my questions with a question like a d bag, and again a 4 week ban for posting a meme pic of jd vance on a post that i've seen before, didn't break any rules. The mods are just assholes, you know that they aren't the founders, the founder got kicked out, the bigly ghey mods just took over when HFs strongarmed reddit in 2020 when stocks were popping off and short sellers were getting killed

Strange-Ad420

I got a 1 week ban for commenting a TSM with rocket emojis when it popped off last year, the mod answer every one of my questions with a question like a d bag, and again a 4 week ban for posting a meme pic of jd vance on a post that i've seen before, didn't break any rules. The mods are just assholes, you know that they aren't the original founders, the founder got kicked out, the bigly ghey mods just took over when hedge funds strongarmed reddit in 2020 when stocks were popping off and short sellers were getting killed

Strange-Ad420

I got a 1 week ban for commenting a TSM with rocket emojis when it popped off last year, the mod answer every one of my questions with a question like a d bag, and again a 4 week ban for posting a meme pic of jd vance on a post that i've seen before, didn't break any rules. The mods are just assholes, you know that they aren't the original founders, the founder got kicked out, the bigly ghey mods just took over when hedge funds strongarmed reddit in 2020 when stocks were popping off and short sellers were getting killed

Strange-Ad420

I got a 1 week ban for commenting a TSM with rocket emojis when it popped off last year, the mod answer every one of my questions with a question like a d bag, and again a 4 week ban for posting a meme pic of jd vance on a post that i've seen before, didn't break any rules. The mods are just assholes, you know that they aren't the original founders, the founder got kicked out, the bigly ghey mods just took over when hedge funds strongarmed reddit in 2020 when stocks were popping off and short sellers were getting killed a

BoldNewBranFlakes

Nope bought shares of CAH, BYDDY, ET, TM and TSM for today.  Not in the options market currently. Also not a bear or bull. Just commenting on the trends. 

withmagi

Really exciting drop. DeepSeek R2 is reported as a 236B-parameter mixture-of-experts model that matches or beats GPT-4-Turbo on many benchmarks while being fully open-source under Apache-2.0. If the release lives up to the papers, it could accelerate the migration of corporates and startups to self-hosted LLMs and put more demand on cloud GPU capacity – bullish for the usual AI supply-chain names (NVDA, AMD, TSM, SMCI) and hyperscalers (MSFT, AMZN, GOOG). Worth watching how the market reacts when the model’s training details and early adopters go public. Not financial advice, just my two cents.

annoyed_meows

Sold my entire position of TSM today. Some gains but not like it was a few months ago. Still, glad to be rid of it.

annoyed_meows

Glad I sold my TSM today.

Xzlk

Someone give me another semis play other than NVDA ASML TSM. I want some more exposure but want something different

WingWorried6176

TSM still green

shermandub

My TSM puts would go brrrr

annoyed_meows

Nvda has taken a beating, but if you bought low, congratulations. Brkb was a wise pairing to have as your 1 and 2 IMO. I had a bunch of SMH, ASML, TSM, VGT. That's my semi exposure, and nvda. I most of that but kept VGT.

Josepth_Blowsepth

Buy 100 shares of AVGO or TSM?

TruereaIone

Please TSM hit 175 by EOD so I can just sell my calls that I’ve been holding since the start of April

Routine_Grade_5544

!banner TSM 167.00 5d

dansdansy

My overall point is, it is possible the PRC got EUV or cutting edge DUV tech working to the point it is at least close given the resources they're putting toward the effort. I think they have sub 5nm die working that they aren't making public. Worst case and less likely situation would be they managed to get an actual EUV machine working with homegrown software. Chinese companies have been scalping central personnel away from ASML, TSM, Samsung, Google, Intel, Nvidia, AMD, etc for years at this point with inflated salaries. Huawei's phone chips a couple years ago were down to 7nm. Where do you think they are now with more time and personnel?

greenpride32

ASML export restrictions to China were only enforced much more recently; they had plenty of time to acquire EUV. In any case Huawei uses both SMIC and TSM to fab chips.

TruereaIone

I need TSM to hit 175-180 so I can cash out and never go I again

TruereaIone

I WILL ONLY SAY THIS ONCE MORE AS I DID LAST MONTH TSM $210 CALL JUNE 20th

buried_lede

No. Hmm, most of the advanced semiconductor companies are fabless- no fabrication factories. And they are mostly American or Western. I think Samsung is advanced too (?)  Most of the most advanced fabless chips are manufactured at TSM, in Taiwan. They also depend heavily on ASML, like exclusively, and that’s a Dutch company  I’m not saying China can’t develop advanced chips, but my understanding is they are behind

Inner-Detail-553

Yeah but the value of an option now is based on the change of future probabilities I’m saying the value of TSM viewed as an option roughly dropped in half after April 2 - whatever people think the odds of not having an invasion are dropped in half, so the value drops in half (and people are probably overestimating the odds anyway but that’s a separate question)

Inner-Detail-553

Unpopular opinion: TSM stock is mainly an option on the odds of China invading Taiwan Sure, they’re a profitable company too, but if the invasion happens tomorrow the value is *zero* So: you’re looking for prices from about two months ago. Do you think the odds of invasion are higher or lower than they were two months ago?

AltMatrixs

Upcoming earnings look very bullish. Tech will most likely beat so far no one has. Missed or had bad guidance except for tsla. NFLX did well TSM did well Googl did well Looking like a bullish week. ATH coming soon.

Philthatman

Talks with Asia... Asia to the WH: - Japan - South Korea - Bad Korea - Ghyna - TSM Ghyna

ChairmanMeow1986

I'm averaging about 4.2-5% on my my cash/cash-like positions. Hedging in Gold/Euro's (mostly GLD) at about 5% as an add on. Upped my non-US single stock holding a bit as well with European defense, GRAB, and a couple other single stocks (ASML/TSM for instance). Not going to lie, my portfolio is a bit of a mess holdings wise. As in, more focus on many small holdings than is advisable to keep track of for traditional wisdom since I'm defensively managing a port. So I'm more focused on minimizing damage with short-intermediate positions as the world sorts itself.

No_Sale_1964

TSM and Costco

Gfran856

If I had to seriously guess, either Palantir or TSM but to the same extend Nvidia has had, unlikely either way

nonner101

TSM go brrrrrr, NVDA on its way back up 

Prethiraj

Love how TSM is red because Intel earnings even though they had earnings beat just a week ago 

andytobbles

I don’t really consider TESLA apart of the mag 7 but yeah they definitely blew it. I’d argue Broadcom or TSM is a more solidified player than Tesla

bentosekai

redemption for selling my TSM too early into the relief rally..

GigaSpagHead

I'll hedge your calls with TSM puts 

_oyoy

Bottom already Inside. 🧐 Good news on the 18A + $TSM. ✅ Friday: $27. ✍️

TruereaIone

Finally my TSM calls will print by the EOM

AluminiumCaffeine

Small speculative stock I have nibbled a little recently on is HIMX, they are Taiwanese fabless with most current exposure to auto chips/displays but a supply deal with TSM for silicon photonics that should pick up next year, 5% yield, -50% off its highs, valuation is reasonable, they dont really sell into the USA directly at all so somewhat tariff removed, although I would assume their end customers likely do sell into the usa

nonner101

Sniped a 149 cost basis on TSM, 100 shares. Talk about a fantastic long term hold, and still undervalued. I'll sell you guys some calls 

livesunderagiantrock

For rid of TSM and NVDA today while I maintained SMH .. realized smaller but profit none the less

bentosekai

happy i opened a strangle on top of my TSLS position so i can exit TSLS in premarket and buy GOOGL leaps (hedged by 5/2 250P) looks like my TSM leaps will more than cover the cost of exiting TSLS so that's cool

SpaceCatVII

Wot are your views on TSLA, NVDA and TSM??? 

Dapper_Dune

TSM

annoyed_meows

Im gonna keep it simple. Buy VOO VGT SCHG and maybe a little more Microsoft Google and Amazon. I have TSM. Ill let that recover but won't add to it. I do think this dum dum tarrif policy will be reversed soon and a huge amount of money will flood in. Cautiously but quickly. The people that are traumatized and fearful of getting back in and still believe that factories will be built in bumblefuck Kansas will lose out. Trump will be forced to reverse this shit soon, it's already starting.