TSM

smid4

Have 30 shares of TSM at $450, and 15 shares of ASML at $1780. I’m hoping for a 5-10% rise into earnings.

Useful_Alarm730

I started out with simple etfs like spy or voo...then because of my job i saw first hand how AI can change improve efficiency of companies, then I decide to study and buy only individual stocks of AI companies ...nothing fancy or obscure, just 10 or so big names everyone knows about, and my account gained 40%, 55%, 50% last three years, and this year will likely be another 40%...it's been a crazy buy...what can be more easy when companies like TSM are cheaper than Walmart. Good luck to you

Turd_burglar76

Came true for semis but not going to last through Monday. INTEL going to start pumping before earnings with help from ASML and TSM.

Turd_burglar76

INTEL going to pump on ASML and TSM earnings.

Turd_burglar76

TSM going to lift Intel to 120 on its earnings.

thenorthernwhiteboy

TSM needs to revive my intel calls next week

AutisticGayBear69

TSM getting the pump because Terafab?

Wise_Objective_8018

Are my 12/18 TSM 470 calls cooked? Earnings next week and I’m already down 20%….

MooseyGoosey69

look at that wick on TSM

Indra_Sx

$TSM been pumping, got a chance to enter the other day on a small pull back only for the market to just say fuck it. I could never win bruh, make some decent change just to watch it all evaporate in 2 hours 😒😒😒

Indra_Sx

$TSM doesn’t even wanna give me a chance 😞😰

First-Hotel4694

if it's the only position you have then your right to worry if it's part of a balanced portfolio then it's something to watch. I own TSM as well but it's only one of many that I own and I watch over it like I do the rest of my positions. If your not comfortable doing that then buy an S&P index fund

SomeNothing6002

Yes, it's 3x bull of SOXQ etf, including TSM and NVDA etc semis

aorta89

Shares? It’s a derivative of semis right? So TSM and NVDA etc?

Purple-Television712

The first year after my dad died, I sold the stuff he had and started fresh. Bought a lot of TSM and did great the first year, but this year has been scarier. I am worried about being too tech/AI heavy. I don’t do options (yet), but I am trying so hard to keep up on the pulse of things and be smart to preserve and build this nest egg (but I guess we all do that, so I am not exactly special…I Just would feel sick seeing his hard-earned wealth evaporate bc I didn’t do my absolute best. After all, this was supposed to be HIS retirement money for him to live comfortably and joyfully, not my personal gambling fund. Days like today having me taking it a lot more seriously than I did when he first died, because back then I was so deep in grief and overwhelm that I didn’t have TIME to worry about what TSM did or why I had “conviction,” I just listened to some dude I used to date in New York City’s advice to buy it and it worked out well. (That said, same guy also recommended MELI, CAVA and BROS, lol). I’m just worried it’s going to get bad, and I’m not prepared. Maybe this is the wrong forum for this comment, but I’m posting it here because it’s on my mind now.

isomojo

You can integrate OpenAI with Google now… but what happens if Google wants to stop them from using it? Meta is not really going after enterprises but there’s entire businesses that only advertise and do business on Facebook. A lot of service companies that will pay a big premium to be able to have all their messages be automatically answered and their schedule be automated for them. Meta will be for the everyday guy. Not necessarily Fortune 500 companies. Also I believe there will always be a muse model that is free that they will monetize through ads, just like Facebook with your own feed about your own interests. I agree with you that them getting bought out by Microsoft is a definitely a possibility. As far as spcx I see them more as an infrastructure play. The site they are building in Texas is their version of NVDA/TSM all in one where they can design and manufacture the chips all in one place. They have already broken ground. Then in later years I think they will have an advantage in robotics and self driving cars once they merge with Tesla.

First-Hotel4694

I just posted my trades for today so I'd have something to show all of you and now I can't find them so I'm going to do it again. I started the day out with a buddy for a late breakfast/bullshit session then went and got gas, did some grocery shopping, stopped for a soda and went home where I put the groceries away, read the mail checked on my positions, fixed lunch, came on here and spent an hour or so answering questions/comments and finally decided to trade so as to have an example to use for our later discussions and now I don't where it went so I'm looking to do it again. Okay it worked once again. Take a look and tomorrow I will look to begin explanations of how I cam about those trades. Fair warning I may not have much time as tomorrow is expiration day and my wife is coming home after being away for two weeks. I miss her even if she is my royal pain in the ass I still miss her. https://preview.redd.it/8l1q7btiyauh1.png?width=1304&format=png&auto=webp&s=0a31955467da9fec75a943c4133154b3b7cc84fb |Date|Execution Time|u/L Symbol|Type|Qty|Description|Price|Est. Fee|Est. Comm|Est. Amount|Open/Close| |:-|:-|:-|:-|:-|:-|:-|:-|:-|:-|:-| |10/8/2026|3:32:12 PM|AMD|Bought To Open|1|AMD Oct 16 '26 $547.50 Put|$1.50|$0.01|$0.15|($150.16)|Open| |10/8/2026|3:32:12 PM|AMD|Sold Short|1|AMD Oct 16 '26 $550 Put|$1.68|$0.02|$0.15|$167.83|Open| |10/8/2026|3:24:48 PM|AMZN|Bought To Open|1|AMZN Oct 23 '26 $235 Put|$0.68|$0.01|$0.15|($68.16)|Open| |10/8/2026|3:24:48 PM|AMZN|Sold Short|1|AMZN Oct 23 '26 $237.50 Put|$0.94|$0.01|$0.15|$93.84|Open| |10/8/2026|3:20:59 PM|AVGO|Bought To Open|1|AVGO Oct 16 '26 $325 Put|$0.78|$0.01|$0.15|($78.16)|Open| |10/8/2026|3:20:59 PM|AVGO|Sold Short|1|AVGO Oct 16 '26 $327.50 Put|$0.94|$0.01|$0.15|$93.84|Open| |10/8/2026|3:20:42 PM|AMD|Bought To Open|1|AMD Oct 16 '26 $547.50 Put|$1.65|$0.01|$0.15|($165.16)|Open| |10/8/2026|3:20:42 PM|AMD|Sold Short|1|AMD Oct 16 '26 $550 Put|$1.84|$0.02|$0.15|$183.83|Open| |10/8/2026|3:20:23 PM|AMZN|Bought To Open|1|AMZN Oct 23 '26 $235 Put|$0.69|$0.01|$0.15|($69.16)|Open| |10/8/2026|3:20:23 PM|AMZN|Sold Short|1|AMZN Oct 23 '26 $237.50 Put|$0.95|$0.01|$0.15|$94.84|Open| |10/8/2026|3:20:08 PM|AVGO|Sold Short|1|AVGO Oct 16 '26 $327.50 Put|$0.93|$0.01|$0.15|$92.84|Open| |10/8/2026|3:20:08 PM|AVGO|Bought To Open|1|AVGO Oct 16 '26 $325 Put|$0.77|$0.01|$0.15|($77.16)|Open| |10/8/2026|3:19:47 PM|GOOG|Bought To Open|1|GOOG Oct 16 '26 $322.50 Put|$0.58|$0.01|$0.15|($58.16)|Open| |10/8/2026|3:19:47 PM|GOOG|Sold Short|1|GOOG Oct 16 '26 $325 Put|$0.78|$0.01|$0.15|$77.84|Open| |10/8/2026|3:19:35 PM|GOOG|Bought To Open|1|GOOG Oct 16 '26 $322.50 Put|$0.58|$0.01|$0.15|($58.16)|Open| |10/8/2026|3:19:35 PM|GOOG|Sold Short|1|GOOG Oct 16 '26 $325 Put|$0.78|$0.01|$0.15|$77.84|Open| |10/8/2026|3:19:10 PM|JNJ|Bought To Open|1|JNJ Oct 23 '26 $242.50 Put|$1.23|$0.01|$0.15|($123.16)|Open| |10/8/2026|3:19:10 PM|JNJ|Sold Short|1|JNJ Oct 23 '26 $245 Put|$1.70|$0.02|$0.15|$169.83|Open| |10/8/2026|3:18:55 PM|JNJ|Bought To Open|1|JNJ Oct 23 '26 $242.50 Put|$1.24|$0.01|$0.15|($124.16)|Open| |10/8/2026|3:18:55 PM|JNJ|Sold Short|1|JNJ Oct 23 '26 $245 Put|$1.71|$0.02|$0.15|$170.83|Open| |10/8/2026|3:15:02 PM|AMZN|Bought To Open|2|AMZN Oct 16 '26 $237.50 Put|$0.37|$0.03|$0.30|($74.33)|Open| |10/8/2026|3:15:02 PM|AMZN|Sold Short|2|AMZN Oct 16 '26 $240 Put|$0.52|$0.03|$0.30|$103.67|Open| |10/8/2026|3:13:17 PM|TSM|Bought To Open|2|TSM Oct 16 '26 $432.50 Put|$2.91|$0.03|$0.30|($582.33)|Open| |10/8/2026|3:13:17 PM|TSM|Sold Short|2|TSM Oct 16 '26 $435 Put|$3.40|$0.04|$0.30|$679.66|Open| |10/8/2026|3:12:35 PM|CSCO|Bought To Open|2|CSCO Oct 23 '26 $106 Put|$0.28|$0.03|$0.30|($56.33)|Open| |10/8/2026|3:12:35 PM|CSCO|Sold Short|2|CSCO Oct 23 '26 $107 Put|$0.40|$0.03|$0.30|$79.67|Open| |10/8/2026|3:10:15 PM|BAC|Sold Short|2|BAC Oct 16 '26 $50 Put|$0.18|$0.03|$0.30|$35.67|Open| |10/8/2026|3:03:29 PM|GOOG|Bought To Open|2|GOOG Oct 23 '26 $322.50 Put|$1.39|$0.03|$0.30|($278.33)|Open| |10/8/2026|3:03:29 PM|GOOG|Sold Short|2|GOOG Oct 23 '26 $325 Put|$1.75|$0.03|$0.30|$349.67|Open| |10/8/2026|3:00:34 PM|JNJ|Bought To Open|2|JNJ Oct 16 '26 $247.50 Put|$1.64|$0.03|$0.30|($328.33)|Open| |10/8/2026|3:00:34 PM|JNJ|Sold Short|2|JNJ Oct 16 '26 $250 Put|$2.29|$0.03|$0.30|$457.67|Open| |10/8/2026|2:55:47 PM|NFLX|Sold Short|1|NFLX Oct 16 '26 $74 Call|$0.36|$0.01|$0.15|$35.84|Open| |10/8/2026|2:52:04 PM|NVDA|Bought To Open|2|NVDA Oct 23 '26 $217.50 Put|$1.72|$0.03|$0.30|($344.33)|Open| |10/8/2026|2:52:04 PM|NVDA|Sold Short|2|NVDA Oct 23 '26 $220 Put|$2.21|$0.03|$0.30|$441.67|Open| |10/8/2026|2:51:42 PM|NVDA|Bought To Open|2|NVDA Oct 16 '26 $217.50 Put|$0.89|$0.03|$0.30|($178.33)|Open| |10/8/2026|2:51:42 PM|NVDA|Sold Short|2|NVDA Oct 16 '26 $220 Put|$1.22|$0.03|$0.30|$243.67|Open| |||||||||||| ||||||||||$836.64||

First-Hotel4694

Okay if this works you'll have an example of what I trade. I decided to make some trades today although first I had a late breakfast/bullshit session with a buddy the I got gas, went grocery shopping and bought a soda. Went home put things away read the mail and fixed lunch. While I was home I sort of kept eye on my computer in the other room. I sat down on here and started answering questions/comments for over an hour and then said the hell with it and started trading figured I'd do some trades to show you what I trade and going forward I can show you how I arrived at those trades. So let's see if it will load. It wasn't a very profitable day but I made a little bit of money now comes the hard part hanging onto it. 😂 https://preview.redd.it/xnzdognnwauh1.png?width=1304&format=png&auto=webp&s=7a55bbcc97558612317d8d4f47623c46824012dd |Date|Execution Time|u/L Symbol|Type|Qty|Description|Price|Est. Fee|Est. Comm|Est. Amount|Open/Close| |:-|:-|:-|:-|:-|:-|:-|:-|:-|:-|:-| |10/8/2026|3:32:12 PM|AMD|Bought To Open|1|AMD Oct 16 '26 $547.50 Put|$1.50|$0.01|$0.15|($150.16)|Open| |10/8/2026|3:32:12 PM|AMD|Sold Short|1|AMD Oct 16 '26 $550 Put|$1.68|$0.02|$0.15|$167.83|Open| |10/8/2026|3:24:48 PM|AMZN|Bought To Open|1|AMZN Oct 23 '26 $235 Put|$0.68|$0.01|$0.15|($68.16)|Open| |10/8/2026|3:24:48 PM|AMZN|Sold Short|1|AMZN Oct 23 '26 $237.50 Put|$0.94|$0.01|$0.15|$93.84|Open| |10/8/2026|3:20:59 PM|AVGO|Bought To Open|1|AVGO Oct 16 '26 $325 Put|$0.78|$0.01|$0.15|($78.16)|Open| |10/8/2026|3:20:59 PM|AVGO|Sold Short|1|AVGO Oct 16 '26 $327.50 Put|$0.94|$0.01|$0.15|$93.84|Open| |10/8/2026|3:20:42 PM|AMD|Bought To Open|1|AMD Oct 16 '26 $547.50 Put|$1.65|$0.01|$0.15|($165.16)|Open| |10/8/2026|3:20:42 PM|AMD|Sold Short|1|AMD Oct 16 '26 $550 Put|$1.84|$0.02|$0.15|$183.83|Open| |10/8/2026|3:20:23 PM|AMZN|Bought To Open|1|AMZN Oct 23 '26 $235 Put|$0.69|$0.01|$0.15|($69.16)|Open| |10/8/2026|3:20:23 PM|AMZN|Sold Short|1|AMZN Oct 23 '26 $237.50 Put|$0.95|$0.01|$0.15|$94.84|Open| |10/8/2026|3:20:08 PM|AVGO|Sold Short|1|AVGO Oct 16 '26 $327.50 Put|$0.93|$0.01|$0.15|$92.84|Open| |10/8/2026|3:20:08 PM|AVGO|Bought To Open|1|AVGO Oct 16 '26 $325 Put|$0.77|$0.01|$0.15|($77.16)|Open| |10/8/2026|3:19:47 PM|GOOG|Bought To Open|1|GOOG Oct 16 '26 $322.50 Put|$0.58|$0.01|$0.15|($58.16)|Open| |10/8/2026|3:19:47 PM|GOOG|Sold Short|1|GOOG Oct 16 '26 $325 Put|$0.78|$0.01|$0.15|$77.84|Open| |10/8/2026|3:19:35 PM|GOOG|Bought To Open|1|GOOG Oct 16 '26 $322.50 Put|$0.58|$0.01|$0.15|($58.16)|Open| |10/8/2026|3:19:35 PM|GOOG|Sold Short|1|GOOG Oct 16 '26 $325 Put|$0.78|$0.01|$0.15|$77.84|Open| |10/8/2026|3:19:10 PM|JNJ|Bought To Open|1|JNJ Oct 23 '26 $242.50 Put|$1.23|$0.01|$0.15|($123.16)|Open| |10/8/2026|3:19:10 PM|JNJ|Sold Short|1|JNJ Oct 23 '26 $245 Put|$1.70|$0.02|$0.15|$169.83|Open| |10/8/2026|3:18:55 PM|JNJ|Bought To Open|1|JNJ Oct 23 '26 $242.50 Put|$1.24|$0.01|$0.15|($124.16)|Open| |10/8/2026|3:18:55 PM|JNJ|Sold Short|1|JNJ Oct 23 '26 $245 Put|$1.71|$0.02|$0.15|$170.83|Open| |10/8/2026|3:15:02 PM|AMZN|Bought To Open|2|AMZN Oct 16 '26 $237.50 Put|$0.37|$0.03|$0.30|($74.33)|Open| |10/8/2026|3:15:02 PM|AMZN|Sold Short|2|AMZN Oct 16 '26 $240 Put|$0.52|$0.03|$0.30|$103.67|Open| |10/8/2026|3:13:17 PM|TSM|Bought To Open|2|TSM Oct 16 '26 $432.50 Put|$2.91|$0.03|$0.30|($582.33)|Open| |10/8/2026|3:13:17 PM|TSM|Sold Short|2|TSM Oct 16 '26 $435 Put|$3.40|$0.04|$0.30|$679.66|Open| |10/8/2026|3:12:35 PM|CSCO|Bought To Open|2|CSCO Oct 23 '26 $106 Put|$0.28|$0.03|$0.30|($56.33)|Open| |10/8/2026|3:12:35 PM|CSCO|Sold Short|2|CSCO Oct 23 '26 $107 Put|$0.40|$0.03|$0.30|$79.67|Open| |10/8/2026|3:10:15 PM|BAC|Sold Short|2|BAC Oct 16 '26 $50 Put|$0.18|$0.03|$0.30|$35.67|Open| |10/8/2026|3:03:29 PM|GOOG|Bought To Open|2|GOOG Oct 23 '26 $322.50 Put|$1.39|$0.03|$0.30|($278.33)|Open| |10/8/2026|3:03:29 PM|GOOG|Sold Short|2|GOOG Oct 23 '26 $325 Put|$1.75|$0.03|$0.30|$349.67|Open| |10/8/2026|3:00:34 PM|JNJ|Bought To Open|2|JNJ Oct 16 '26 $247.50 Put|$1.64|$0.03|$0.30|($328.33)|Open| |10/8/2026|3:00:34 PM|JNJ|Sold Short|2|JNJ Oct 16 '26 $250 Put|$2.29|$0.03|$0.30|$457.67|Open| |10/8/2026|2:55:47 PM|NFLX|Sold Short|1|NFLX Oct 16 '26 $74 Call|$0.36|$0.01|$0.15|$35.84|Open| |10/8/2026|2:52:04 PM|NVDA|Bought To Open|2|NVDA Oct 23 '26 $217.50 Put|$1.72|$0.03|$0.30|($344.33)|Open| |10/8/2026|2:52:04 PM|NVDA|Sold Short|2|NVDA Oct 23 '26 $220 Put|$2.21|$0.03|$0.30|$441.67|Open| |10/8/2026|2:51:42 PM|NVDA|Bought To Open|2|NVDA Oct 16 '26 $217.50 Put|$0.89|$0.03|$0.30|($178.33)|Open| |10/8/2026|2:51:42 PM|NVDA|Sold Short|2|NVDA Oct 16 '26 $220 Put|$1.22|$0.03|$0.30|$243.67|Open| |||||||||||| ||||||||||$836.64||

Rosella2562

Missed buying 1DTE TSM calls by one second 😭 Destroyed by the bell, so will definitely rally tomorrow guys lol

Indra_Sx

Pls $TSM I need an oil change and spark plugs, don’t do this 😰😰

Independent_Shock_15

happy to continue adding TSM at these prices 

Indra_Sx

Holy fuck $TSM always do this when I full port

Robodr0ne

Elon talking to TSM

Indra_Sx

$TSM frying me 😒😒

Ok_Committee4575

TSM Anyone ???????

Ok_Committee4575

Is TSM is good buy now ...can anyone tell me ur take on TSM ?

Indra_Sx

$TSM 😞😞😒😒😒

Midget_Molester10

When TSM results ?

Midget_Molester10

NVDA, TSM and AMD literally at ATH lmao wym.

Phiziqe

ok ive decided to halp this fella lose monie on his pre planned earnings play, nothing burger companies report for awhile except C on oct 13 before open ASML on oct 14 before open TSM oct 15 before open GM and GE on oct 20 before open NFLX on oct 20 after close IBM on oct 21 after close the big deal starts the week of oct 26, TSLA, AMZN, AAPL and all, till then nobody cares

-B-H-

TSM reporting on the 15th. It’s going to pump leading up to it. I am buying more even though I have a couple of long calls. B

vertigo88

NVDA and TSM would like a word with you.

OptionsHuduga

so let me get this right: TSM goes down $1 today and my 500C goes down 10%? Fuc this shyt.

IvoryTowerResident

VT? Told holding NVDA, MSFT. AAPL. AMZN. GOOG, TSM you are so protected from AI downturn

music_is_gud

TSM with that regard strength. I guess it just waited for me to get out so it can moon :kekh:

isomojo

Not OP but that data center project in Texas is basically space X’s version of being NVDA, MU, and TSM/Intel all at once. Being from Texas and being able to have been to both his space X sites and Tesla plant…. One thing Elon does deliver on is building these gigantic buildings. It’s much more than rockets.

DudebroMcCool

amazon and google are user facing end product companies, nvidia products are necessities to tech companies. Along with TSM, ASML etc

Ok_Committee4575

I need suggestion on TSM ...if anyone did some digging and are playing that stock ..can you please DM me ?

OptionsHuduga

can TSM please hit $500??

Ok_Committee4575

anyone playing TSM earnings ? or holding calls ? .....any opinions ?

Zkipper97

How about TSM?

EnvironmentalMall221

$TSM

Indra_Sx

$TSM getting out of my reach 👿

howisthistakenbruh

I just calls TSM. Now inverse me or whatever

No_Current3675

TSM fuken LEGIT

A55BAG

new ath for TSM

DudebroMcCool

TSM climbing towards earnings, such a nice buy earlier this month at 420

Indra_Sx

Wish I held those $TSM calls.

Midget_Molester10

TSM absolutely pumping, new ath in pre market lmao

kairepaire

Feels like this sub has plenty of gold and TSM

A55BAG

NVDA and TSM want to break out

A55BAG

Yeah I agree, but as an TSM shareholder, I do think it makes sense for TSMC to build fabs also outside Taiwan. The war over Taiwan strait is a real possibility and the area is also very prone to earth quakes.

financiallythriving

TSM 500 next week

OptionsHuduga

last earnings season the whole world was waiting for TSM and ASML to charge the next AI bull run. They reported great numbers and they just tanked after and nothing happened. What's gonna happen in a week or two when they report this time?

Therecanbenopeace

TSM about to breakout.

InterestingBasil4946

What was your job and living expenses that allowed you to save ~50k+ a year since 2012? That financial situation far more integral than the VOO lmao. Imagine throwing all that into AMD, MU, TSM, etc instead for example. VOO isn't the magic sauce here, even if it's a great ETF.

Midget_Molester10

look at the SMH and SOXX etfs. TSM for broad semi coverage, MU or SNDK if ur a high volatility degen, AVGO if you like AAPL because its a boomer stock basically. most of the others are memes that ran ahead of their earnings way too much and trade at crazy valuations, and swing way harder without the earnings to back them up.

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 💰📈🔥🔥🔥