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TSM

Taiwan Semiconductor Manufacturing

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Woke up from coma after a year... Can't believe my eyes. What can I still buy??

Top stocks hitting 52-Week Highs/Lows - June 1, 2026 📈 📉

NVDA Computex 2026 Summary: Vera CPU, Rubin Production, Physical AI and Robotaxis

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China invading Taiwan Impact

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TSMC is the Hormuz Strait of semiconductors. I moved 30% of my portfolio over today.

TSMC is the Hormuz Strait of semiconductors. I moved 30% of my portfolio over today.

Top stocks hitting 52-Week Highs/Lows - May 27, 2026 📈 📉

Betting everything on TSM and FEIM

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Teach fish man……

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32 y/o Canadian Investor , Need honest suggestion please.

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What stocks are you buying or dumping when China makes a move on Taiwan?

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Are any of these worth investing in at this point?

Quantum Bags Incoming: $2B Gov Pump Meets AI Rotation

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Next Semi Trade: $TTMI

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Portfolio Feedback

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Mapped the AI supply chain over the last 3 months, the bullish half stops at the chip layer

Leopold Aschenbrenner's 13F just dropped Check this out, this is absolutely INSANE. Every major name. All brand new this quarter: SMH VanEck Semi ETF – $2.04B NVDA – $1.57B ORCL – $1.07B AVGO – $1.01B AMD – $969M MU – $584M TSM – $535M ASML – $494M INTC – $159M

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Mapped the AI supply chain over the last 3 months, the bullish half stops at the chip layer

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BNTX is about to go full send at ASCO and nobody’s talking about it 🚀🧬

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feels crazy to buy stocks that are over 4x higher than when i first invested, not sure what to do

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Portfolio advice

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$20k in SMH - thinking of selling the ATH and going all-in on MU or NVDA before earnings?

Top stocks hitting 52-Week Highs/Lows - May 14, 2026 📈 📉

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CEREBRAS IPO 14th MAY’26 . Priced at ~ $150-$160/share.

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Cramer: "I come out with Jassy. Got to go buy some Micron."

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Is there any value left in the AI supply chain?

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HARD TO IMAGINE, BUT HERE IS YOUR CHANCE GETTING PAID SHORTING TECH - TSM

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Thoughts on Stop Loss to sleep better?

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I hear that everyone’s a millionaire now - $2M

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Anyone get upset about this kind of thing?

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When people don't know how to choose

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Should investors be concerned about ASML?

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Should investors be concerned about ASML?

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TSM Bull Put Spreads

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GOOGL, AMZN, MSFT and META: Hyperscalers Growth, CapEx, FCF and Revenue Backlog // NVDA mentions in earnings calls

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I just started investing at 19. Are these good investments?

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338% in one year No leverage No options Just sat there.

Reddit Ticker Mentions APR.17.2026 - $SPY, $NFLX, $MSFT, $NVDA, $PBM, $AMD, $BIRD, $ONFO, $CMND, $TSM

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DD: Semiconductors & Shoes and Their Downstream Effects on $AAPL

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TSMC Quarterly Revenue US $36 billion (up 41% YoY)

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Why does the market keep pushing toward highs even when the macro backdrop still looks bad?

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TSM earnings tomorrow, any thoughts?

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Why the lack of interest in TSM and SK on this sub? Why essentially 0 interest in small to midcaps?

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thoughts on earnings this week?

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Hold (longterm) or Sell if 100% the profit ?

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Q1 2026 Global Smartphone Shipments: Apple leads the pack

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Volatility of positions for PMCC and CC writes. (For those that write calls >= 1 week)

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Elon Musk’s "TeraFab" 2nm Chip Plant: An Impossible Dream or the Ultimate Bull Case for Semi Stocks?

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The war is killing the market and NVDA isn’t helping

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The entire AGI bet rests on a single island - and the market doesn't seem to care

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My prediction: Oil equities likely to raise, and the S&P will continue to slide, on the back of a sustained Strait of Hormuz closure

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Just YOLO'd $89k into QQQ / VT (65/35 split)

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The U.S. just drafted global AI chip export controls, here's the actual portfolio implication most people are getting wrong

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Iran leaders are dying, but the system is built for them to survive. How far can they go without affecting stocks?

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TSM Slips 5.5% on Macro Tension, A Reminder of How Fast Sentiment Can Flip

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Oil Spike Adds Pressure to Stock Futures. What the Market Is Pricing In

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Oil Spikes, Stock Futures Slide, Geopolitics Back on the Menu

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Iran recent threat to US and Isreal could affect the global market

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How is the market treating you right now?

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TSMC hits $2 Trillion market cap

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Tim Apple Warned by CIA That China Could Move on Taiwan by 2027 (AAPL +2.25%, TSM +4.25%)

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Tim Apple Warned by CIA That China Could Move on Taiwan by 2027 (AAPL +2.25%, TSM +4.25%)

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Tim Apple Warned by CIA That China Could Move on Taiwan by 2027 (AAPL +2.25%, TSM +4.25%)

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The AI Gold Rush: Why Infrastructure is the Smartest Bet for Young Investors:Top 5 AI Infrastructure Stocks

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NVDA massively underpriced

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Switching to investment advising firm.

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Missed out on 1400% on TSM. What’s the next play?

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Nvidia (NVDA) Riding Big Tech's $650B+ AI CapEx Wave in 2026 – After Pullback from Highs… Buy-the-Dip or Bubble Burst?

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TSMC January revenue rises 37% on AI chip demand

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China practiced blockade formations with 2000 fishing vessels.

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2026 global semiconductor sales projected to reach $1 trillion (26.3% YoY growth)

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2026 Hyperscalers Growth, Capex and Backlog / NVDA mentions in earnings calls / AI Supply Chain beneficiaries

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Capex and TSM drop

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AI Coding Is Evolving Faster Than We Imagined

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How bad is my timing? I somehow bought TSM above it's ATH.

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Should I sell all my VOO to pay for an engagement ring?

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Are You Hedging AI Hype Exposure?

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Quality companies with valuation estimates

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Preparing for an invasion of Taiwan

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TSM gamba through AMD

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Early 20s portfolio and looking for feedback on diversification / risk

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TSM Capital Expenditure Guidance Surpasses Expectations, Semiconductor “Bullwhip Effect” Impacts Equipment Sector

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TSMC earnings target up to $56B in 2026 capex and ~30% revenue growth, boosting the AI outlook. Pre-market: TSM +5%, ASML +7%

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TSM Options

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TSM: Taiwan Semiconductor Manufacturing Company Q4 Earnings Call - Live Transcript on WallStreetBets

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TSM earnings prediction

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What Percent Individual Stocks?

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Pairing TSM with SMH, SOXX, SOXQ?

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Deploying $130k now - seeking thoughts on 3 scenarios

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Stock Swap - EPD for TSM

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Stock Swap - EPD for TSM

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Started the year with less than $100, unsure if I’d be able to pay rent - Going well so far 🙌🏻

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Started the year with less than $100, unsure if I’d be able to pay rent - Going well so far 🙌🏻

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New to this, just looking for opinions.

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Just starting my portfolio, what do you all think?

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3 Stocks I'm Watching in 2026

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Today's Options Tape shows interesting Trades of Big Whales

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TSMC Jumps 4% to a Record High Is Geopolitics Still the Biggest Risk?

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TSM is hitting new highs

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TSMC (TSM) Stock; Rises as U.S. Approves China Chipmaking Tool Licence

Mentions

AVGO is up almost $30 in premarket. Good luck with Marvell in getting all of the necessary components to build whatever is ordered and getting it built by TSM.

Mentions:#AVGO#TSM

I don't think these directly track those indices, but they come close: Korea: EWY Taiwan: EWT For Taiwan specifically, just buying TSM is sufficient.

Mentions:#EWY#EWT#TSM

market is now in euphoria phase, TSM is too big for nvidia to have an effect haha.

Mentions:#TSM

Jensen has mentioned TSM before, I don’t see a pump like these

Mentions:#TSM

Yeah so I invest in typical stuff but also have separate money I put towards individual stocks. That separate money was the best choice I ever made. 6 years ago I saw Taiwan Semiconductor Manufacturing (TSM) at about $45 a share or something and now that shit is $450 so you see my point? These also are not shaky or even really risky companies imo. TSM….yes sadly cause China but most others it’s a no and you are mostly safe. You can Google any tech company and understand why that is lol. There’s a lot of companies you can do and while luck is involved, the current stock markets if you put $100 in a tech company, next month you will have $120$-$150. Aim to grow it 1% a day as well and even selling calls or puts or buying them is worth it. Take $1,000 one time in life and after studying up on it try buying options. I can go on but this a lot already. Only disclaimer is that I’m constantly hearing people worrying about a drawback soon and stocks may drop.

Mentions:#TSM

More bullish for TSM than NVDA.

Mentions:#TSM#NVDA

We’re seeing the bubble pop before our eyes. The short squeeze in software is ready to sell off again, mega cap no longer holding up, and then comes semis. Names like Qualcomm will go first, then the AMDs/INTC and NVDA TSM last. But the biggest bag holders will be in DRAM.

Quite a few (I have a lot of micron, AMD and TSM haha). Oh well. Thanks for the recommendation to use thetaedge- I’ll check it out

Mentions:#AMD#TSM

That controlled slide from TSM wtf

Mentions:#TSM

OPEN & TSM long term. OKLO, SMR short term (data center energy). I bought these instead of FCEL & BE because of daily technicals alone.

For this week I'm in on PD, RDW, HPE, BKSY, ABTS, GDYN and FLNC. a few other too. I'm embarrassed to say I have bit of TSM that I bought at the high today.

Sold my $TSM $440 for $4.25, now worth 15 😓😓😓 im such a pussy

Mentions:#TSM

TSM going crazy

Mentions:#TSM

TSM up 7 % holy fk

Mentions:#TSM

\+6.3% on TSM is pure sex

Mentions:#TSM

TSM is the greatest company of all time

Mentions:#TSM

TSM always fucks me

Mentions:#TSM

TSM having itself a day my goly

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TSM is still not expensive even tonight, not “cheap” but def not expensive like other names considering the monopoly they have

Mentions:#TSM

TSM Lets fucking GOOOOOOO

Mentions:#TSM

Didn’t think $TSM would hit $440 today. Wish I held my call

Mentions:#TSM

$TSM call I sold at open for $4.25 just doubled 😢😢

Mentions:#TSM

Sure. And soon their 3nm foundries are going to be completely cash flow positive with bigger margins, but TSM’s main focus and moat is on the bleeding edge

Mentions:#TSM

Just sold my TSM to buy more

Mentions:#TSM

Not everything is insanely overpriced. NVDA is sueper cheap. META is cheap, MU is a hard one to predict but it will likely stabilize around 1200$-1600$, the ratios are still low. TSM is probably cheap, AMD is fair value, if they execute well, it could reach 2 trillion, they double dip in CPUs and GPUs. Since market is still growing, everyone is winning. I just don't see a single capex estimate that doesn't say capex will grow significantly at least until 2030, very hard to lose.

TSM, Google, and NBIS are why I’m going to retire early

Mentions:#TSM#NBIS

Samsung is no where close to the fabrication tech. TSM and Samsung can both make automotive chips. Only TSM can make HPC hips. What I meant is that TSM is not an online darling. It's in the space where everything has run up, but it hasn't received an extreme re-rating or corresponding surge. Once we see the margins in the earnings call in June, we could see a big upswing. The way this could happen is if TSM continues to refine their process to increase viable wafer usage (in which they are already a global leader), and or if they squeeze buyers due to the intense demand of 2nm. With Amazon, Google, and NVIDIA all buying these chips, and the insane build outs in AI training and Capex commitments in AI spending in the next year alone, I think we may see the demand get so high that they can justify moving the margins up. They're careful to flood the market with chips though, which is very interesting--they wait for the investment and commitments from big players before building out new fabrication plants, which they can do incredibly fast (both in Taiwan and abroad).

Mentions:#TSM

You have a lot of duplicate stocks across these accounts. Nothing prevents you from selling a piece, especially the ones that have had a great run. Just remember, the first AI hiccup and many high fliers will give a lot back. Nothing wrong with selling 1/3 or so of a TSM or ASML and playing with house money.

Mentions:#TSM#ASML

Selling Google and TSM to load up on a random profitless company

Mentions:#TSM

Did you miss the positive revenue part ? 99% of fabs are used for internal Intel is priced for the potential of having external customers like aapl and other chip designers with huge volume making orders AND a pricing power because they would be a better source than TSM (Taiwan or maybe in many years better yields and packaging if ever) Market is very forward looking at the moment on intc, as for a lot of semis stocks. If US hadn't backed it and lobbyied for chips companies to consider, that run would not have happened. The NVDA stake was a nice vote of confidence yes but dreams and grift made the heavy lifting.

Mentions:#TSM#NVDA

No, TSM is the Taiwan strait. And closing that particular strait would look like a stock split of 2:1.

Mentions:#TSM

***If I were to venture a guess,*** I'd say it's contract related. (THESE NUMBERS ARE JUST FOR EXAMPLE) We don't know the details of the deals but say NVDA and AMD contract an order for, say 1,000,000 chips a piece and those 2,000,000 chips create a 2 year backlog. NVDA and AMD lock in their rate. Meanwhile NVDA and AMD continue to take orders from their customers in 50-100,000 chip increments. So as their inventory starts to get whittled down they progressively increase their prices which increases their margins and revenue. Meanwhile TSM is sitting there pouting because they didn't charge enough for those batches this time around and will during the next orders.

Mentions:#NVDA#AMD#TSM

It’s already worth $2 trillion. You’re not the only one who understands that China is all talk. $TSM doesn’t even dip even a little bit when China does one of their “military exercises”.

Mentions:#TSM

TSM is what I'm all in on, kinda wished I chose MU instead. I don't get why TSM isn't increasing like the others

Mentions:#TSM#MU

All the regular AI tech bullshit and some energy. MU was the big hitter for me as well as ARM and TSM. Then you add in TE OKLO and BE, plus some drone shit in ONDS and RCAT. Hints of SOXX and EWY, AAOI ANKR and some other random photonics whatever the fucks buys and sells and here I am.

GOOG and TSM looks to be the top contribution in both brokerage and Roth. So tech heavy on those, but good scripts for long term, I am not sure abt your overall percentages. Looks decent, as long as you ensure it doesn’t go too heavy (I keep a cap at 20% irrespective of what or when - but that’s just my risk appetite, each for their own).

Mentions:#GOOG#TSM

dont u PUT on my NVDA AVGO and TSM beotch 😠

> 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?

Mentions:#TSM

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.

Mentions:#TSM

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.

Mentions:#TSM

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

Mentions:#TSM

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.

Mentions:#EU#TSM

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

Mentions:#TSM

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.

Mentions:#TSM

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.

Mentions:#TSM

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.  

Mentions:#TSM

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

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.

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)

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.

Mentions:#TSM

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.

Mentions:#TSM

Yes it is $TSM

Mentions:#TSM

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

Mentions:#TSM

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 ?

Mentions:#TSM

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.

Mentions:#TSM

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.

Mentions:#TSM

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.

Mentions:#TSM

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

Mentions:#MSFT#ARM#TSM

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.

Mentions:#TSM

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

Mentions:#TSM#AMD#INTC

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

Mentions:#TSM

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

Mentions:#TSM

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

Mentions:#TSM

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.

Mentions:#TSM

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.

Mentions:#TSM

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

Mentions:#TSM

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

Mentions:#MU#TSM#AMD

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.

Mentions:#TSM

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.

Mentions:#BTDR#TSM

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

Mentions:#TSM

You mean TSM?

Mentions:#TSM

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.

Mentions:#TSM#CRWD

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

Mentions:#TSM

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.

TSM

Mentions:#TSM

TSM

Mentions:#TSM

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.

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.

Mentions:#TSM#MSFT

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

Mentions:#TSM

TSM What are you doing after hours 😭

Mentions:#TSM

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.

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……

Mentions:#TSM#MU

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?

Mentions:#IWF#CI#TSM

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.

Mentions:#AMD#MU#TSM

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

Mentions:#AMD#MU#TSM

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

Mentions:#AIA#TSM

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. 

Mentions:#TSM

Au-TSM-ism

Mentions:#TSM

TSM🚀

Mentions:#TSM

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

Mentions:#TSM

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

Mentions:#TSM

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

Mentions:#TSM

Hate stupid TSM, not enough risk baked into the price

Mentions:#TSM

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/)

Mentions:#TSM

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

Mentions:#TSM

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

Mentions:#NVDA#TSM