TSM

TopCut237

> First, and most importantly, the geopolitical risk from China is overweighted, and currently suppresses TSM’s valuation in a meaningful way. Whether or not we agree on this point, why should the markets ever change their mind? Especially with China developing a stronger and stronger military every year? TSMC isn't a value trap, but the dynamic you opened with is exactly what makes a value trap. Added value that you can see and the rest of the world doesn't. What's set to trigger their epiphany?

North-Purple-373

TSM is a great business. I own it. That said, it’s always traded a discount to its fair value due to the geopolitical risk. It’s a great investment but don’t expand the multiple to re-rate anytime soon. The China threat won’t go away and while it’s low likelihood they invade in the next decade, it’s not zero.

Paradisity

This is a really great point. I looked into this further too. When China conducted its largest military exercises around Taiwan in decades following the Pelosi visit in 2022 with live fire drills encircling the island, TSM fell approximately 3% and recovered. The market has already stress-tested this risk and answered it.

Ill_Marzipan_609

china dont care. that risk will always be there (i hold TSM)

Paradisity

Space is a genuine emerging demand driver for advanced chips, but it's not yet a significant TSMC revenue line in the way AI is. Space industry's move toward commercial scale (Starlink, Amazon Kuiper, the EU's Iris 2) represents an entirely new category of chip demand that didn't exist meaningfully five years ago. As those constellations scale and require more sophisticated onboard compute, they'll eventually need leading-edge nodes, which is TSM's category. Space X has spoken about making a fab plant in Austin, TX, but I find it unlikely they'll have much success ramping it up to speed in time (such was the case with Intel). This represents a possible tailwind near the 3-5 year point of my thesis.

Paradisity

If China takes Taiwan, the entire stock market will crash, not just TSM.

Paradisity

When China conducted its largest military exercises around Taiwan in decades following the Pelosi visit in 2022 with live fire drills encircling the island, TSM fell approximately 3% and recovered. The market has already stress-tested this risk and answered it.

Paradisity

When China conducted its largest military exercises around Taiwan in decades following the Pelosi visit in 2022 with live fire drills encircling the island, TSM fell approximately 3% and recovered. The market has already stress-tested this risk and answered it.

SugarDaddyVA

I agree with your premise, but with their expansion and building of fabrication plants in the US, TSM is diversifying that risk away.   It’s only a matter of time before the China risk becomes irrelevant.  The longer China waits to invade (if they do at all), the less likely the company will be tremendously impacted.  So trim to take profits sure, that’s absolutely necessary, but I’m glad you’re continuing to hold some.  

Mitche420

Same bro. Sold SPCE for a loss 2 weeks ago and spent over an hour studying RCAT at the same time and pussied out of buying any so I could put my money into AVGO and TSM instead

Ziegelmarkt

MU and AMD are fine for at least 18-36 months. SNDK needs a 10:1 split to lure in more retail investors who balk at $1700. TSM? TSM is ***\_THEE\_*** global benchmark but their chart is goofy. It looks like a bunny jumping up a hill which will lure you in to wanting to time it, but just buy whenever you are ready.

A55BAG

I think NVDA might announce a CPU for PC next week, or a some kind of device with ARM processor. Long NVDA, ARM, TSM, DRAM and short AMD, could be the way to play it 🤔. INTC and QCOM would be losers too, but those stocks are too hyped and they could also announce new products, so dangerous to short. [https://x.com/nvidia/status/2060390710797328574](https://x.com/nvidia/status/2060390710797328574)

ADespianTragedy

Where did you get the info that TSM didn't attract enough retail investments? Like you are saying that a vast majority of it it's just institutional? I would be curious to see how much vs other stocks that went up recently.

Todayjunyer

TSM is a very efficient and well run company. Intel is also a very good company. As for stocks, TSM has never been off its all time high for 20 straight years.

yakuzademon893

Yes it is $TSM

Yee4614

Haha, I just bought TSM and had the exact same thoughts as you. However, I did like 5% instead of 30%

Original-Apricot-288

interesting narrative and I was looking at TSM for same reasons. I have two issues with moving 30% in this company. **-** Samsung just signed a $16.5B foundry deal with Tesla (2025–2033) for its AI6 chips. That's the only credible near-term threat to the moat narrative and it goes unaddressed. It doesn't break your thesis, but that makes me nervous. **-** Also I dont think retail is missing on this trade, TSM is already up \~107% over 12 months. I think the retail wave has largely arrived. Is this a trade for you or long term position ?

TieVisible3422

I have family in Taiwan and the ETFs for the local companies that supply TSM have grown even faster than TSM itself. It is like buying a leveraged TSM but without increasing any risk. It is the easiest money there is to make, but there is no way to buy these if you are not Taiwanese. The entire Taiwanese economy is being lifted by TSM. The GDP of Taiwan grew by almost 9% last year, which is insane for a developed country.

Paradisity

Moore's Law has effectively plateaued but this actually strengthens the TSM thesis. As shrinking transistors becomes physically harder, the value shifts from printing smaller chips to packaging, interconnects, and advanced integration. TSM owns this space too. Their advanced packaging revenue is growing faster than their core foundry business. The complexity of modern chip design now requires capabilities that only TSM has at scale. Not just the fab, but the entire ecosystem around it. The plateau expands TSM's relevance. The path to better performance still runs directly through TSM, just in three dimensions instead of two.

Impressive_Order60

The china risk for TSM is not invasion jts stealing. They poach people and expertise and hack and point 1-3 of OPs reasons why TSM is undervalued are gone.

Ozqi

$MSFT, $ARM, $TSM. Free money. Buy it now or I’ll fucking beat you up

Paradisity

Fair point. It should get better once pension funds, etfs, are able to buy more easily. 168 ETFs currently hold TSM, so institutional access via the ADR route is already substantial. Every major semiconductor ETF, emerging markets ETF, and most broad technology ETFs hold TSM already. In addition, the Taiwan-listed shares trade at a \~19x 2026 forward PE versus \~22x for the ADR, suggesting the underlying fundamentals are even more attractive than the NYSE price implies.

Sstraus-1983

Not good for USA economic security to have most manafacturing done there. TSM won’t bring latest nodes to states. That’s why we have Intel manufacturing chips. AMD is the Taiwan shield company. And have nowhere anywhere near the CPU market share that INTC has in data centers and pc’s. 70%-30%. Don’t see the fanboy hype. And don’t tell me their chips are better than Intel now because that’s false. Too much risk with AMD for a long Sanctions or tariffs geopolitics

PooPooPointBoiz

Fucking christ dude. TSM literally was within spitting distance of my break even price. Then it fucking shit the bed again and I'm down 500 dollars again. In the span of 20 minutes. GOD FUCKING DAMNIT

PooPooPointBoiz

Wtf TSM you fuck. Go back to 420 so I can exit out of this BS.

PooPooPointBoiz

Ok TSM we're not fucking homies anymore. Dumping from 420 to the 417's literally the moment I buy in is not fucking cool. FUCK MY LIFE

PooPooPointBoiz

Bruh. TSM dipped so I bought the dip. Average cost of 420.10 and now it's just dipping. I'm down like 500 bucks on this BS in the span of 15 minutes.

PooPooPointBoiz

Fucking Lol dude. I buy into TSM at an average cost of 419.5 and it immediately dumps to 417.5 What the fuck dude. I literally cannot fucking win.

Therecanbenopeace

Starting to think TSM is massively undervalued and good for a play.

amazingfishy

TSM !

Hugheston987

Question is, what do I sell to buy it. I've got MU, TSM, AMD, and Nokia.

Banned3rdTimesaCharm

I’m with you, I hope greed wins out and not authoritarian desperation. I own some TSM. China just seems unhealthily obsessed with the idea.

Calm-Blueberry-9200

This is not priced in. BTDR is developing AI chips. They have created world class silicion chips for mining crypto and recently for mining alt coins which uses heavy memory intensive algorithms, very similar to AI chips. So how do I know for sure? They have posted job hirings for AI chip software, which is the last layer on the AI chips. So they are far into development and already have a relationship with TSM and tons of experience in chip production. Dont get me started on how under valued their energy infrastructure is. They are also almost finished with their data center in Tydal , Norway. It will be the largest datacenter in Europe. They are in advance negotiations with a Tennant. JP Morgan is helping with the deal.

missha

Yes, TSMC is the company, $TSM is the stock ticker.

downwiththerobotbass

You mean TSM?

69fortnitegod

I sort of disagree I see how I could be wrong and don’t disagree with you but I took profit on TSM and CRWD way too early(bought in 2020) Still making and made a lot of money but wish I held all of it lol.

NotMe357

Ya, but now they're the only one who can "replace" TSM Fab (China vs Taiwan) in the USA and with support from the US government they've good chance to turn everything around. I mean...TACO manipulated the whole stock market, so it wouldn't be a problem for him to pump INTEL to a few hundred % more lol

missedalmostallofit

Right now I’m still adding to AI infrastructure and semis. My biggest convictions are NVDA, TSM, AVGO and the SMH ETF. The thesis is pretty simple: regardless of which AI applications ultimately win, the chips, networking and data center infrastructure are getting paid first. I’m also watching robotics names. If AI actually delivers on productivity gains, I think automation ends up being one of the biggest second-order winners over the next decade. One thing I’ve found useful lately is comparing different investment theses before buying. I actually use an app called Cats of Wall Street (https://catsofws.com/) where different AI “cats” pitch stocks from different perspectives. Sounds completely ridiculous at first, but it’s surprisingly useful for stress-testing ideas and finding tickers I might have missed before doing my own DD. My focus is definitely growth over dividends right now. I think AI infrastructure, semis and automation still have more runway than most people expect.

Paradisity

TSM

SgtFury

TSM

Oil_Shock_2026

I did a deep dive on this with Gemini. Take this with a grain of salt, but what Gemini is telling me is that the most commonly used model models, google Gemini and anthropic Claude (which is running on AWS) are using their own training and influenced chips (ASIC) This takes market share away from Nvidia training and inference chips. On the training side, the newest generation ASICs are being cooled using D2C and the same cooling mechanism is also gaining ground on the inference side. So assuming the future is D2C cooled ASIC, the play is to buy AVGO, MRVL, FLEX, VRT, TSM. On the buyer side, GOOG, AMZN and META. Note that NVDA is still in the game but I do have a feeling that they are going to be a victim of the ASIC trend.

bartturner

I find Meta to be so interesting. I listen to a ton of podcasts on investing. Pretty much what I do all day while working out. It is the one company I see so much different than the podcasters. I am nowhere near as bullish on Meta as Google or Amazon or TSM or Nvidia, and several others. Heck I like MSFT a lot better than Meta. It piques my curiosity that I see it so much different than others.

Asimovv3444

Voy leer los comentarios, por q yo soy loko de nvidia es una de las que hago holding pero fuertemente pero tambn busco diversificar recién compré para entrar en la de TSM una altamente grosa en su rubro de semiconductores

yakuzademon893

TSM What are you doing after hours 😭

eoworm

i think semiconductors are the parallel industry, and bottleneck of AI. sure NVDA can design the chip architecture, TSM has the factories, ASML is the only company making the EUV chip making machines, and papa elon wants to blow all of them out of the water eventually with his terrafab idea- which could eventually extend its operations *off world*. but right now i'd just like for charts to make sense, it really looks like something big is about to happen... but for good or bad i dunno.

Slowmac123

Au TSM

Visible_Ad_2271

This is probably the most insane this market has ever been. I don‘t even know where to look anymore: TSM rallies +5% randomly pre market, MU goes up hundreds of percent, Snow pumps over 30% after hours, meta does almost 4% randomly, apple, amazon, google all time highs……

willscuba4food

In case anyone wants to see te questions. * Do you agree with S&P DJI’s definition of MegaCap company as any company whose total market capitalization is within the top 100 largest in the S&P TMI? Or should the definition be any company whose total market capitalization is within the top 50 largest? * 100 50 * Do you agree with the proposal to shorten the IPO Seasoning requirement to six months from 12 months for the S&P 500, S&P MidCap 400, and S&P SmallCap 600? * Yes No * Do you agree with the proposal to exempt MegaCap companies from the 0.10 minimum IWF eligibility requirement for the S&P 500? * Yes No * Do you agree with the proposal that a company determined to be a MegaCap company as of the evaluation date does not need to pass the Financial Viability criteria to be eligible? * Yes No * Do you agree with the proposal to exempt MegaCap companies from the 0.10 minimum IWF eligibility requirement for S&P Total Market Index (TMI), S&P Completion Index (CI), and Dow Jones U.S. Total Stock Market Index (TSM)? * Yes No * Do you agree with the proposal to allow fast-track addition of MegaCap IPOs that have an IWF less than 0.10 to S&P Total Market Index (TMI), S&P Completion Index (CI), and Dow Jones U.S. Total Stock Market Index (TSM)? * Yes No * Do you have any feedback regarding S&P DJI’s proposal to implement float increases after the end of the MegaCap IPO lock-up period gradually or in tranches depending on company-specific details? * If any of the proposed changes are adopted, do you agree with the proposed implementation date (i.e., tentatively June 8, 2026, unless otherwise announced)? * Yes No * Do you have any other comments or feedback regarding the proposed changes outlined in this consultation?

gym_fun

You can watch the sentiment on X there bro. They don’t buy indices. They already bought Intel, AMD, MU, TSM and many others at a relatively low entry, while US investors screaming about bubblessssss. Chinese and Hong Kong markets are good for traders who want to play hard mode in a policy-driven environment. To earn money in easy mode, investing in the US stock market is no brainer.

iamatoad_ama

AMD, MU, Sandisk, TSM. Any of these still a good buy?

jafferd813

$NASA calls for SPACE-X moon $AIA for Korea/TSM

Forgetwhatitoldyou

Between these three, the continued rise of TSM, and the upcoming IPOs, I'm pretty sure that's the Mag7 concept is going to be reworked pretty soon.   Tesla and Meta are falling out of it, while there are several new entrants. 

Jerikolol

Au-TSM-ism

OhhPeeee

TSM🚀

29da65cff1fa

my coworkers started talking about TSM at $300... i thought that was the top of the bubble and sold almost all of it... seems like I'M the biggest regard

looool_k_libtard

NVIDIA announces 150 billion to be spent in Taiwan presumably through TSM, TSM pumps premarket and then gets dunked during market hours lmao of course

UsualOk7794

I can see not being long on TSM, but can't understand being short

rocier

Hate stupid TSM, not enough risk baked into the price

Default_Impression

TSM is up by 49% this year Our take: [https://flextrivia.com/2026/05/27/tsm-stock-is-up-49-this-year-and-just-rewrote-the-global-market-map-heres-the-full-story/](https://flextrivia.com/2026/05/27/tsm-stock-is-up-49-this-year-and-just-rewrote-the-global-market-map-heres-the-full-story/)

Indra_Sx

$TSM with the nice lil +5% after I sold my calls

InspectorDabbit_

LMAO, NVDA bols gonna get wrekt by TSM today It's hilarious how the entire sector is mega green and these fools still keep buying NVDA calls

Wide-Contribution-29

TSM up almost 4% premarket. Insane. This is simply not slowing down.  So what’s next for semis? Compute, memory, photonics…all have pumped to the moon already… Packaging? 

Trashpanda7193

TSM gonna rip

movingtonewao

r/TeamSolomid I used to associate the TSM acronym with these guys back when I was still in school

fozzy71

You are welcome. Most of its recent performance is due to Samsung, SK Hynix, TSM, and LTM. I have some extra exposure to those in one of my new/recent smaller satellite holdings of AIS for extra AI/Memory exposure.

Clear_Judge5062

I think the companies that have near monopolies in the semi industry & are also booked out on orders for years will inevitably trade well for the next 2 years, if not longer: TSM, ASML, MU, ASX, GEV, VRT

TheRedditModsSuck

You realise Intel wasn't able to do what TSM was doing for literally years, right? Intel specialises in chip making and still struggled in the industry.

Dphotog790

pretty silly comment. but also TSM has factories set to open and are being built in Japan and the US. Their most advanced chip factories are of course still in Taiwan. Taiwan fully supports TSMC

River_Sandhu

I traded Marvel and AMD. Adding to positions atm in Nvidia, TSM and Broadcom, people will rotate back at some point imo

Trashpanda7193

Need TSM to pump a little more to avoid a banbet loss.

Forward-Surprise1192

I think if that happens, we have much bigger issues so to me personally it’s worth it. However, I’m an idiot and have known for years to invest in TSM yet I never did.

StuartMcNight

TSM can never leave the country for Taiwan’s sake. That’s the only thing keeping them protected. The silicon shield.

steve2166

TSM should move to another country for taiwan's sake

looool_k_libtard

What is even the point of holding Google or TSM now. Oh wow it went up 11% this year I made $250. Ooouuhhh. GO ALL IN MARGIN BIOTECH COMPANIES.

Arrowhead_Pride15

"most likely"? Also, you believe they will build a fabrication plant to manufacturer their own, in house designed chips? They better be hiring folks from TSM too then....

hsuan23

One of buffet’s worst trades was selling 5% of TSM for $80 a share when half his portfolio was Apple in 2022 yet Apple would be toast without TSM

HazelKittenDude

bit of an exaggeration but i get your point. hormuz only controls 20% of the world's oil, nowhere near the 60% control that TSM controls.

phdlevelbaked

Remeber that NVIDIA still has $118.5 billion in stock buybacks set aside. Here''s what I will do - wait for fund manager's to trim those positions to raise cash (i.e. NVIDIA drops 10% or so) and then go in get the stock at a discount. Nvidia executes buybacks, EPS goes up, and anthropic and X are now even better funded to buy more NVIDIA (and other AI hardware, maybe TSM is a play too, and Cerebras).

ladsam

TSM is a great stock to own

srfdriver99

> You can have a long, grinding decade of subpar returns vs peers while the rest of the semi stack compounds faster Sure, though I'd classify that as "opportunity cost" rather than "risk". Risk is measured vs a baseline, and the standard baseline is the risk-free rate, not the competition in one of the highest volatility sectors on the market. As for INTC vs TSMC, TSMC has its own complications, there's always the whole Chinese aggression angle. And the two companies aren't exactly equivalent. One's a pure fab shop and the other's a chip designer. To me it's actually ARM that is the more "existential" danger compared to Intel, because both AMD and Intel will be trading blows as long as x86 is the way things go. And Intel's diversifying into GPUs with Arc and that gives them a plan B in future if x86 does bite the bullet. TSM, on the other hand, as long as they're a cutting edge fab there will be customers. But they don't have chip designs of their own, they're purely a fab. It's the same thing - if they fall behind on fab tech, they will be able to continue making lower tiers of cheaper stuff for quite a while. The thing with tech is that over a 10 year span any leader can become a lagger and vice versa. Remember AMD Bulldozer? Back in 2015 not a lot of people were predicting AMD to smoke Intel going forward. It could easily reverse in one architectural upgrade or startup purchase.

SupplySideAI

TSMC's moat is worth understanding at a deeper level before comparing it to other picks. It's not just node leadership — it's CoWoS advanced packaging. Virtually every major AI accelerator (Nvidia Blackwell, AMD Instinct, Google TPUs) has to route through TSMC's packaging capacity, not just their fabs. That's a separate bottleneck from chip manufacturing and it's one competitors can't replicate quickly. That structural lock-in is what makes TSM a different category of bet than a typical foundry play.

cbusoh66

The Iran war has been irrelevant for 2 months, nothing is going to change that now with or without a deal. Things to keep an eye on: Jensen and Lisa are in Taipei for Computex and to pay their respects to TSM June 2-5. FOMC June 16-17 (PCE Thursday May 28).

Individual_Section_6

TSM is the only and most obvious answer.

ThiccWubz

Completely different companies. Intel is a chip maker thats getting their foundry business up and running to compete with TSM. dell assembles and sells racks at very very low margins. Both good companies but intc is the better play by far

rackemronnie7

Past performance bias is real, but TSM's execution and moat still justify holding. Just don't anchor on 2017 prices.

u_spawnTrapd

TSM and AVGO feel like the easiest cases to hold long term to me because they’re already deeply tied into the actual AI infrastructure stack, not just the narrative around it. They’re not cheap anymore either, but at least there’s a real business underneath the hype. PLTR is the one I go back and forth on. Great positioning, sticky customers, tons of momentum, but the valuation assumes they execute almost perfectly for years. Could still work, just feels less forgiving at these levels. QBTS and IONQ are basically venture bets in public markets. Nothing wrong with taking a small position if you believe in quantum long term, but I’d personally size them like lottery tickets, not core holdings. The tech is interesting, but commercial timelines still feel super uncertain to me. I think the next Nvidia framing is what gets people into trouble honestly. Nvidia had insane timing plus near monopoly-level positioning. That combination is rare.

ComprehensiveSwan698

TSM and AVGO are the two best choices. Everything else I will drop.

Far_Version9387

You should retitle this to: “What stocks are you buying when WW3 starts?” Because if China invades Taiwan, WW3 has a 150% chance of starting. A Chinese invasion of Taiwan would affect the whole world and every single major market. Every stock except recession-defense stocks would be down. An invasion of Taiwan is a black swan event, not something that will only affect TSM and semiconductors stocks. It will have giant implications on every part of life.

visualfluxx

"TSM and AVGO feel way more like actual businesses" FEEL LIKE ACTUAL BUISNESSES??? they are the best of the best - you should maybe spend your time at a casino in Vegas

LuciusQ2020

None of quantum computing companies is profitable. I wouldn’t call them scams but they aren’t far from it. PLTR, AVGO, and TSM are absolutely solid companies making insane profits; however, they are all priced sky high at the moment. They are worth watching until the next panic but I personally wouldn’t buy them right now - of course, I own all three.

zendaddy76

Just hold for longer, set a trailing stop, maybe 20%, if you’re worried about losing money. Or sell 1/2 at ATH and keep the rest. I’ve successfully used this strategy with some big wins (MSFT since 98, AAPL since 2012, NVDA since 2020, currently holding AVGO AMD TSM MRVL GOOG - all with trailing stops that haven’t triggered, still riding them on the way up). Also I bought META when PE was low, around 200 a share, these aren’t dogshit stocks if you hold for longer and have conviction. Tha said, 90% of my money is VT and chill, 10% play money is for fun.

Level_Agent_2955

bro solid list you got here. a mix of "build the pickaxe" plays and pure speculation. here is my honest breakdown after tracking these. Quantum (IONQ & QBTS) — watchlist only for now. I know the growth numbers look insane like IONQ grew revenue 755% to $65M but they are still burning $330M a year. QBTS has weak sales too only $2.9M. The whole sector lives on government grants right now like the $2B quantum fund but these companies will be burning cash for years. Too risky to bet big on. Keep them on a watchlist. Palantir (PLTR) — solid but expensive. The business is growing fast 71% guidance for 2026 and earnings keep beating estimates. But the price is just too high. It trades at a P/E near 150 while NVDA trades at 41 despite similar growth rates. People call it the next Nvidia but the valuation leaves almost no room for error. A pullback would hurt. Broadcom (AVGO) — the real AI winner. This is the pick for me. AI revenue is exploding up 106% to $8.4B in Q1 alone with next quarter projected at $10.7B. Total revenue forecast at $22B for Q2 thats 47% annual growth. Citi called it the top semi pick for 2026 with a $500 target. Strong profitable business not just hype. TSMC (TSM) — the foundation of AI. TSMC builds everything for Nvidia Broadcom AMD. AI demand is "extremely robust". Shares are up 33% YTD. The only risk is margin pressure from overseas fab expansion and Taiwan geopolitics. A solid long term hold but maybe not the fastest grower. The Next Nvidia? Broadcom is the best positioned. It supplies all the hyperscalers unlike Nvidia which is more concentrated. Palantir valuation makes it hard to see Nvidia-like returns from here. I do my research with Runable just pulling financials and tracking analyst targets for all my picks. My take: Buy Broadcom. Hold TSMC. Watchlist Palantir. Skip quantum for now till they prove they can make money not just burn it.

bartturner

Think the biggest issue is that fabrication for the CPUs takes from fabrication of GPUs. In the end it all comes down to TSM.

Aggressive_Deer_7072

This sounds nice in theory, but people chase "next Nvidia" way harder than they ask "how much hype is already priced in?" Not gonna lie, I'd personally put QBTS and IonQ in watchlist territory for now. TSM and AVGO feel way more like actual businesses, while quantum still feels early enough that you're kinda betting on a future story more than fundamentals.

MegaDuck71

Pick a philosophy and stick to it. For years. Mine is sell shovels in a gold rush. I don’t try to find the gold. I find the companies that sell the equipment. Unfortunately, my hedge to my shovel blew up and I’m way over ledgered on Nvidia and AMD. I made a play on TSM two years ago and that is doing well too. I literally didn’t look at my stock account since before the war with Iran. Recently looked at it and was half part WTF and happy.

IDrinkSulfuricAcid

I remember when Buffett sold TSM when it was like $80 a share. 

MaterialGuy007

3 companies going public for same reason and only 1 will top Anthropic.  Everyone w any common sense will hold their investment dollars - which means capex for AMD, NVDA, MU, CRWV, SNDK all unstable - winners GOOG, AMZN - TSM needs to move to US asap any investment now (AMD) huge risk - China appears empowered (record leaders visiting in few months) 

FewFroyo9834

if true, wouldn't TSM be dropping like a rock from insiders who know to sell? I'm a newbie so I really don't know

Dirtymike_nd_theboyz

LLY bull here - Retatrutide is going to un-fuck america's fat gaping obese ass. You know how some people say "theyll never cure cancer because there is too much money in treating it"? Obesity as at that crossroad now, with retatrutide's pending approval. I believe obesity will basically be a thing of the past, atleast in 1st world countries, in the next 7 to 10 years... Some highlights from the clinical trials... 28% bodyweight loss after 68 weeks. Reversing fatty liver and a litany of metabolic dysfunctions associated with it. Insulin resistance dissapearing. Curing knee osteoathritis. Increasing cartilege thickness by an avg of 17%. The glucagon receptor is the next frontier you are looking for if you want to invest in glp-1's, it has been overlooked and misunderstood by the scientific community for the last 80 years since its discovery. I am long LLY until reta gets approved (it will). I am even contemplating injecting it into myself, to lose weight and help heal a life ruining herniated disc spinal injury i sustained 45 days ago. I have two 24mg vials, the 27 guage insulin syringes, the bacteriostatic water all ready to go. Just hoping my back gets to a point where I can lift weights again before moving forward, so I can avoid any muscle wasting. Have spend inordinate amounts of time researching it, the negative side effects/risks are the same, if not less prevalent, than all the other glp1's currently on the market. Also, LLY is positioned to be a major trailblazer in the realm of drug discovery via machine learning & AI. They happened to become wall street's golden boy, and got a huge flood of capital right around the same time where the players with the most capital win. Say what you will about AI, if there is one space this technology revolutionizes, its pharmaceuticals. The story of how Eli Lilly discovered vancomycin in the 50s, one of the most powerful antiobiotics ever manufactured, is a great example of WHY AI will transform the space. Buncha dudes in a lab testing 5000 cultures of bacteria from dirt samples around the world, against 50,000 strains of bacteria, one by one, until a particular sample of dirt from a rainforest in borneo happened to contain the special sauce. LLY may not be the one to make the next discovery, i am not typically a bio-pharma investor, but I believe they will likely be the financial engine behind the next discover indirectly. They are the genius bio pharma investors so I just use them and only them to get exposure to the space while the rest of my port is in TSM, SATS, and MSTR 🤪

metallhd

I bought TSM at the beginning of April and no lie it has gone up every. single. day. since