TSM

Spac55

Whole economy in recession with inflation already below 1.5%. All sectors excluding AI-ponzi vibe. Only index high by AI-Ponzi vibe & dc-vibe with daily media appearances & media invite AI analysts & sing 1000 times AI,AI $NVDA $MU $MSFT $META $GOOG $TSM $QQQ Too Big to Fail

Double_Suggestion385

SNDK, NVDA, MSFT, TSM, EQT, SCHW are the stocks I bought about 3 months ago. I'm not a trader, I'm not buying anything right now except SPY/QQQ

ChatGPTKilledMyMom

MU latest quarterly net profit was more than either GOOG, AAPL, MSFT, TSM, Saudi Aramco, or AMZN. In fact, their latest quarterly profit was more than the last 2 quarters for Amazon COMBINED. But sure, let’s short it…

jay-aay-ess-ohh-enn

I dipped my toe in when it was under $30, but I didn't have the balls to gamble more than $1,000. I'm about about $5,000 on that play, but that's not much to talk about. The tiny bits I put into NVIDIA, AMD, MU, SNDK, WDC, ASML, TSM, NFLX, MSFT, and AAPL have all printed, but I never risked enough to be life changing. If I had dumped my investments into my individual picks instead of VTI I'd have about $5 million I estimate, even factoring in for the plays that didn't pan out. No risk, no reward.

DudebroMcCool

TSM are you ok?

yummynothing

this is just very early innings of AI boom innit? To capitalize the next innings would you agree DCAing in these stocks would be the safest? AMAT, TSM? What else?

vapid_sufferer

The Munger quote is a classic, but applying it literally to different ponds gets messy fast when you look at the regulatory piranhas swimming around in some of them. That 10 P/E in China isn't a free lunch, it's hazard pay for the chance your entire thesis gets blown up by a single policy shift overnight. What I've found more useful is thinking of fishing as finding the specific structure within a pond, not just jumping to a whole different lake. Even in a supposedly overfished US market, there are always pockets nobody's paying attention to, spin-offs, small caps that fell out of an index, ugly industries with clean balance sheets. The fish are there, just not in the middle of the lake where every tourist is casting a line. The TSM example is tricky too because it's a crown jewel that both superpowers have a vested interest in keeping functional. Most Chinese companies don't have that kind of geopolitical plot armor, so the discount makes perfect sense until the risk actually materializes. Not saying avoid international markets entirely, plenty of quality in Europe and Japan without the same binary wipeout risk. But acting like a P/E multiple is an apples-to-apples comparison across legal systems is how people end up catching a boot instead of a bass.

Flex1968

Strong company. But why would MU be the be-all, end-all in the IT space regardless of current- or forward-P/E ? Is it head-and-shoulders better than GOOGL INCT MSFT NVDA SNDK TSM WDC et al ?

Putrid-Dragonfruit-6

You have buy opportunity with google, AVGO, ARM, TSM, AMZN, BE rn

Midget_Molester10

flat on call is good, means we didn't get rugged. Only company that has better earnings calls than MU is TSM, shit is going to pump so hard once Sanjay starts talking about SCAs and buybacks come december.

MtGloomy0420

Sure.. awesome. There ya go. I have plenty of shares of $NVDA, $AMD, $MSFT, $AMAT, $TSM…I think I’ll be okay.

Ok_Committee4575

Anyone waiting for $TSM earnings on OCT 15th ?

Ok_Committee4575

Anyone ....buying calls of $TSM for oct 15 q3 earnings ?

Zealousideal_Book_40

Should I sell TSM for avgo?

DF-1

A few years ago i read the same about TSMC (TSM). That means it should be steady because they can't manufacture/sell anymore than 100% right? wrong. TSM went up and up.

Intrepid_Chain_9154

!Banbet TSM $500 16d

Intrepid_Chain_9154

!banbet TSM $500 16d

Intrepid_Chain_9154

!Banbet TSM $500 16d

Remote_Debate_5834

Debated doing this with TSM earnings call coming on the 15th

Intrepid_Chain_9154

!banbet TSM $500 17 days

Extension_Stable3916

TSM OCT 16th $475 calls

Intrepid_Chain_9154

!Banbet TSM $500 19 days

Intrepid_Chain_9154

!banbet TSM $500 October 16

Extension_Stable3916

!banbet TSM $500 by October 17th

Indra_Sx

Fuck $MU. God bless $TSM

GloomyMembership4197

GOOD NEWS: \- NVIDIA 150B buyback programme \- TSM increase 2NM capacity by 20% \- EAST-WEST oil pipeline is running in Saudi Arabia.

NotGucci

This is an extremly horrible take. S&P 500 is up 90% from 10/2023. No one is pulling out of equities not even smart money. >ce openai and anthropic losses hit the books and debt holders get scared, the AI trade will unwind However, they are growning, and turning profitable. This whole AI is a bubble is getting nonsensical. TSM already confirmed they are fully booked until 2030. Good chance demand for semi continues into the next decade. Lisa Su who is the most conserative of CEO's says demand will likely last until 2030, which will most likely creep into 2031, and 2032.

Inner-Mission-6678

Dang they’re really fighting over 2c over at TSM

codespyder

I sold my TSM calls for a 30% loss and now they’re up 400%

Vivid-Interaction

TSM is so underrated.

ComplexBarnacle7911

I regret not full porting at $100. I had the chance & I put a lot but I should've put everything 😭 Everything was going crazy at the time like nvidia & TSM but for some reason AMD wasn't. I knew it was going to skyrocket eventually.

surmoiFire

1 in 46 newborns in Taiwan has a TSMC parent, call on TSM, apparently their employees are doing fucking well.

illtakeoneplease

Do you think could possibly bullish for TSM. I think america cancels arms deal to taiwan and semiconductors moon in response

bslaven3

I had 65 shares when it was in the $80s. Also had TSM, GOOG, and AMZN when they were all under $100. I'm convinced I don't like money.

Arrowhead_Pride15

And that is exactly why you shouldn't sell. You are diversified in other, tax friendly accounts. The taxable account is where you can have fun with some "play" money and as much as I love my 401k invested in VOO/VTI etc those funds do not hold any TSM, very little NBIS, and by playing individual stocks you don't always beat the market, but i have a handful that I have held for years that absolutely HAVE outperformed (NVDA, GOOG, TSM, funnily I have NBIS too but wayyyyyyy too early to call that one...) and if you aren't buying individual stocks with your excess "fun" money then the odds of ever outperforming are Zero. You paid for the ticket on theses positions, take the ride!

smplsyrup

Wondering the same thing - took TSM 445c earlier today and it's going nicely

smplsyrup

TSM - Think we are setup for a solid run here

joeyeats

open your eyes anusdestroyer. AMD hovering around 0. TSM +0.56, NVDA +0.8, AVGO +0.15, QCOM +1.15. It’s what we call a loser on the day dumbass

Square_Reach_8496

IMO, you have to much concentration in AI. I would sell either TSM or NVDA - Don't really need both.

No_Switch853

Well, I have been investing in the market for the last 23 yrs. I have been aggressive the last 3 yrs. I got in early on tech giants like Amd, Alab, Anet, Arm, Avgo, Apld, NVDA, Mrvl, MU, Docn, Intc, Pltr, Smci, Spcx, Rklb, TSM, STX, VRT, GLW. Today, I crossed over 1.1 million and decided to sell everything but 200 shares of Nvda. The rest is sitting in SGOV earning me 3,100 monthly in divvys until my retirement in 2 yrs. It has been one hell of a roller coaster ride with all the big ups/ downs. I am going to leave my other brokerage portfolio to ride with 148k in it. Good luck to all navigating thru the Wall Street casino! Don’t fall in love with any particular stock, take profits, re invest in something wks with upside potential. Good luck all, I’m just chilling from here to retirement!

GPUssydestroyer

That would send TSM up 100%

Designer_Respect4285

That's a significant reason why I'm hesitant to buy. I don't feel like I don't have the expertise to evaluate if they will have a moat or if they will be on a perpetual cycle of having to sink a ton of money into training. I prefer my investments in ASML/TSM where if AI is very effective in boosting productivity, it's hard to imagine they won't outperform the market. There are some scenarios for sure, but it's less questionable.

Objective-Web6584

Buy GRAB and TSM. Long term play 💰📈🔥🔥🔥

Objective-Web6584

Buy GRAB and TSM now. You can recover triple that money back in the next 2-3 years.

Objective-Web6584

Buy GRAB and TSM instead. 💰😎Nike is gone….. 📉

greenpride32

I prefer SMH over SOXX because there is more weighting towards NVDA and TSM. SOXX carries too much weight in AMD and MU for my liking. Not anything against those companies, but AMD has very high price premium and they haven't quite found that NVDA like anchor in the AI space just yet. MU still carries that cyclical worry. But NVDA and TSM are more or less the bedrock of semi space AI buildout. I don't really see any issue with holding some weight of all of QQQM, NVDA and either SOXX or SMH. I'd probably suggest you add VOO in there as well. Disclosure: Own QQQM, NVDA, SMH, VOO

OldWonder5865

AMD \~1T vs GEV & CAT & BE & GLW \~840B You can buy the fabless chip designer (only moat is willingness to use warrants to secure TSM wafer capacity) or the bulk of the power and connectivity needed for the DC buildout for 15% less. Market is dumb

Spac55

After 250 years of US independence, all are not intelligent enough, need to spend $5-10 Trillion to become super intelligent Even 60 % population can’t afford $2000 for emergency, can’t afford gas, groceries & housing &neglecting basic human needs. $AMD $MU $AVGO $NVdA $TSM see the market cap pump

Detray416

VT or VTI/VXUS split. If you want to be riskier watch the leaders of those funds and do a tilt towards those tickers (NDVA, TSM, AAPL)

A55BAG

SMH is more top-heavy than SOXX. By allowing its winning positions to run larger before rebalancing, it has consistently outperformed SOXX over the past five years. SOXX has outperformed SMH this year, because all the smaller companies have made more gains than the large ones (NVDA,TSM, AVGO). I think over long term SMH will continue to outperform SOXX.

RZDirInvest

It is not Memory vs GPU. MU is a good choice, but so is NVDA, and so is TSM, if you believe in AI. SNDK can be a good trade, but more speculative.

Designer_Respect4285

These companies are trading at pretty reasonable valuations, a lot of them like TSM and the memory stocks are actually quite cheap relative to their growth. It's only a bubble if you think AI adoption slows down and the models stop getting better. I mean that's absolutely a possibility, but I don't see that as a foregone conclusion at all.

Intelligent-Dig-4082

I mean order flow is low key a fortune cookie sometimes. Gave me that shrek on TSM at close yesterday.

isospeedrix

TSM’s process is called A14. The confusion and ramifications of typos would be amusing.

LongList2639

I tried the ETFs but it was so boring. I want to be interested. Nothing worse than a red day on something you could care less about. Give me MU, TSM, MRVL, AVGO all day everyday.

Low-Cartographer-429

That's true and one reason I'm looking at GFS; because it's an asymmetric bet compared with TSM. No significant overlap. I don't want to simply "duplicate" my bet on TSM by purchasing Samsung or Intel. TSM is my high-conviction state-of-the-art foundry; GFS for mature node production.

Low-Cartographer-429

Thanks. Ultimately, I'm looking for something to complement my TSM position, not duplicate it. GFS seems better positioned to capture the larger chips robots require because they don't compete in the same space as TSM and INTC.

Low-Cartographer-429

But physical AI and edge AI don't require a lot of AI "brain" chips. They require many more "body" chips. I know they're not chasing TSMC's and Samsung's business. I own TSM and am long on them. So I'm looking for a smaller cap complement to invest in.

marriedparadox

All this data and still basically comes down to "if Warsh says scary words we dump, if not we pump" - markets are something else The TSM flow is a bit worrying though, that kind of deep ITM call selling before a decision is not typical positioning for a calm day after That 740 level being almost naked on the options chain is interesting, if we break 750 there's not much to slow things down before hitting it

Lootoholic

They are still supply limited. If TSM can increase their fabrication rate/yield there will be more chips toe sell

znightmaree

I’m an anesthesiologist. Would need to know more about your situation to give good advice, as a lot of it depends on your skillset and resources. I found the highest paying job I could right out of training in a LCOL area and saved and invested aggressively. Once I maxed out my retirement accounts, I took half of my take home and put it in the market and swung for the fences. I’ve had a few ten baggers (NVDA, TSM, AVGO, RKLB, to name a few). My safety net is my work retirement accounts but I have several million across my taxable brokerages and my Roth. Don’t buy depreciating assets. Dont overpay for shit. Be smart with your money, take care of your health, and don’t marry the wrong woman. You’ll be fine.

Rosella2562

TSM very suspicious close (in a good way) - Of course happened after I sold my 1DTE calls just so I can withdraw $50 from my account (yes I am that broke)- Hope the very small, further OTM position I left open pays off tomorrow 🙂🙏🏻

Huntington777

Sold my TSM call for a loss, you can buy now to get rich off my pain. You’re welcome.

RizzlerNerden

Send money to ASML, TSM and NVDA 2-3 years and forget

ShowerDear1695

naming the company with the most advanced engineering team in the world “TSM” deserves unlimited market cap

dope-a-meanie

I can confidently say none. I have some (handful) individual dividend stocks that are well researched and have done great in terms of growth over the years (GS, CVX, TSM, etc) and most of the rest in index funds (sp500, Russell, some tips and short term treasury) and SGOV. SPYI for income to cover housing in case of job loss. That’s not part of the growth strategy, just for peace of mind.

Indra_Sx

$TSM always bending me over when I dump all my money into it but rocket after I sell early 😒

Indra_Sx

When I don’t buy $TSM calls. It pumps with $MU and $SNDK. When I do buy calls it chooses to do its own thing 😞

Utilize3372

There's enough tism here to go around.... oh, TSM.

tiestocle

Should I buy TSM?

tiestocle

TSM hovering at $420

tiestocle

Is $TSM a buy?

BudLightLymeDisease

TSM - not buying the bullshit VIX - vol waking up Gold , silver and copper - liquidity pressures are hitting DXY - $ squeezies and stress risks Cracks are beginning to deepen

MediocreDesigner88

I don’t exactly understand your comment, but I think you’re recognizing the same idea that getting started setting up some machines like TSM would cost hundreds of millions of dollars, thus they don’t have competitors popping up.

No_Presentation9490

imo if TSM breaks its 100day sma then shit is getting real. alot of other companies already broke or about to break

Focux

You can check out 4063 and 6324 on TSE on top of TSM

Low-Cartographer-429

Post hoc, ergo propter hoc? What else is moving in conjunction with TSM? Nothing else?

weihnachtsbrief

I don't speak $TSM

codespyder

Come on TSM. I need 435 today and I swear I’ll stop gambling. I swear. Just this one last hit.

No_Current3675

Just buy the AI supply chain. MU TSM ASML KLAC LRCX NVDA GLW CEG etc.

yakuzademon893

TSM struggling to keep it up

InspectionNice9062

Why ORCL NVDA and TSM SO LOW BRUH???!!!

Three_of_a_kind3515

I think someone hit the red button no matter what.. TSM is reportedly up 50 percent growth this earnings report and down like 3 bucks right now ow..,

Giggachad123

what do people think of TSM

music_is_gud

I know. I have that pos of a stock lol that and TSM but TSM is slightly better

AugustWest701

Gotta love a market that values SPCX the same as TSM

Distinct_Yellow_6331

Funny timing, I didn't realize this myself until just now but there's actually a new one. Defiance launched AIFR on September 1st, it's built specifically around the foundry side (TSM, GFS, UMC etc) instead of the fabless design side.

CurrentAirline9065

$ORCL $BE $TSM $DELL Don't touch anything on Nasdaq

xxxMarilee

I hear ya. I've got shares...60 of them.. Yeah, I defy all advice and put a lot of money in just a couple stocks. The news today is that ASML is getting some big deals with TSM and Samsung, so that is why it is popping. But just watch, it'll open high and a few minutes later will be the nose dive.

CurrentAirline9065

I spent all weekend coming to the conclusion that $TSM is the only stock with no true red flags in AI

Indra_Sx

When I don’t decide to buy $TSM calls 😞

Sensitive-Abroad8880

CRDO BE ORCL SCCO NBIS TTMI TSM LITE TSLA :wow:

AstuteOptics

SK hynix pricing power and volume are holding up well rather than collapsing. Rotating into TSM gives you a far more predictable foundry moat without having to monitor memory spot pricing, but you pay up for that stability: TSM trades at a 31.2x trailing P/E with a 34.5% ROE and a 67.7% gross margin. See our Deep Dive: \- SK hynix (https://astuteopticsus.substack.com/p/sk-hynix-inc-skhy-august-23-2026) and \-Taiwan Semiconductor Manufacturing (https://astuteopticsus.substack.com/p/taiwan-semiconductor-manufacturing).

Garnatxa

I hold ASML + TSM

bdl4186

He asked for something akin to TSM. Buying high is part of the request

Low-Cartographer-429

Thanks. I feel comfortable with NVDA + TSM (been growing my position to be \~50% of my NVDA holdings) and adding AVGO as the smallest holding of the 3. Will then monitor AVGO going forward to see how to adjust the weighting.

Low-Cartographer-429

I love TSM and moved 1K out of NVDA to put into TSM. There's a Sleep Well At Night factor for me in it because no other foundry comes close. And I don't have to bet on which semi company has the most wins.

Arabian_Goggles_

Do you still like TSM? I think it's one of the safer AI plays out there. Whether it's ASIC's or GPU's TSM wins either way. I've been buying anytime it goes near $400. In 2-3 years I think it can be $800+.

looool_k_libtard

The only thing I’d sell NVIDIA for is TSM and even then they’re kinda tethered anyway

znightmaree

One thing worth considering is that a lot of the space stocks that sold off before SPCX were low market cap (RKLB, ASTS, PL, FLY, LUNR, etc). Compare that to AI and you’re talking about companies worth a trillion or hundreds of billions (SKHY, MU, ASML, TSM). A lot of space stocks are also way more speculative and in their infancy, while AI stocks are highly profitable and accelerating. It’s apples and oranges. I’d be lying if I told you for sure they wouldn’t sell off, but I doubt it.