TSM

Trashpanda7193

The markets so schizo tempted to sell stuff like TSM and try and catch bounces on volatile stocks

f0king

Well that dip was bigger than I expected. Need TSM to come back to about 407.50 to save me rn

Notoriouskgb1

TSM 🚀

Original-Ad-3350

TSM

corwyneagle2011

The only thing is he is 64 years old now. These years he frequently goes back to Taiwan probably due to his family, nostalgia and great food. I am not sure if he wants to fight back in the shit pool again. He may end up being accepted by TSM.

SanDisk_Made_Me_Rich

Here's my guess: Jensen knows the limitations of Nvidia, the risks of competition closing in, and the ways in which nvidia's architecture and design could potentially hold it back. I think there's actually a large chance that Jensen will take his $160 billion, hand pick a hyper-focused hyperintelligent team of Nvidia loyalists, and build the next generation of chip company. His relationships with hundreds of suppliers will transport 100% over to his new company, and his ability to get Fab allocation from TSM will remain strong with this new entity. The company will explode onto the scene out of nowhere and eventually become a challenger to Nvidia.

CantaloupeSea48

buy chip stocks-sans TSM

mayorolivia

Plus shareholder lawsuits, staff leaving, top talent not wanting to join due to the scandal and no visionary leader. IMO they’re fucked for 1-2 years. If I’m them, I just rip the bandaid off: 1. Sandbag guidance next week to reset expectations 2. Come clean with Congress and US government. Be open you will cooperate with investigations and collaborate to ensure export controls are respected. 3. Hire a top shelf external CEO asap. You need to get the biggest name you can find to get investor confidence and have them hit the road to Asia to ensure they continue to get maximum capacity from TSM, SK, other major suppliers. 4. Throw Jensen under the bus and distance yourselves as much as possible. Explain how you’re changing your policies and operations to ensure folks at the company don’t potentially violate the law in the future. People are too quick trying to time the bottom. There is still a lot of bad news to come. Look at how long Microsoft, Google, Meta, Amazon languished dealing with antitrust cases. Nvidia’s business is printing cash and the stock is dirt cheap but investors won’t touch this thing until the investigations are behind us.

onelifestand101

Do you know how many people told me I was a moron when I bought longterm options calls on AMD, NVDA, TSM etc… in April 2025 because of Trumps big bad tariff war, esp on Reddit. I use it as a gauge to know just how right I usually am.

mayorolivia

The affairs are no longer a problem for Nvidia. The problem will be whether they circumvented export controls. Did they break the law with MegaSpeed and other companies? Even though Jensen has been fired, assuming the law was broken, other Nvidia employees will have been involved. All their Asia sales will be investigated by congress and various departments such as justice and commerce. Plus shareholder lawsuits against Nvidia are coming. Nvidia did the right thing firing him but this is a fuckin mess that will take 1-2 years to clean up. All Nvidia can do now is comply with investigations, agree to tighter export controls, and hire an A+ CEO immediately to rebuild Wall Street’s confidence and secure capacity with key suppliers. Jensen spent a lot of his time in Taiwan and Korea getting sweet heart deals with TSM, SK, etc. Nvidia needs to hire an external CEO asap who can hit the road and get ensure their supply is guaranteed beyond 2028.

flaming_pope

Non compete or not, he can't do anything without NVDA. How would he compete? He'd have to start an account with TSM, design entire blackwell architectures from memory, which on it's own took tens of billions of dollars. AMD is not going to take him. And China doesn't have access to 3nm.

flaming_pope

he can't recreate his own tech without TSM. Hilarious.

Mister_Poopy_Buthole

Look up how much an iPhone goes for then look up how much a B200 Blackwell goes for. Guess which one pays TSM more?

gr8uddini

ASML, they make the machines that TSM uses to make the chips.

Sidepool234

You are also betting on the security of Taiwan, since all of Nvidia’s chips are made by TSM. China has been making veiled threats for years.

abandoned_idol

I wanted to buy MSFT when it was hated. Should have prioritized it. Missed out on such an easy +25% gain. Now I'm buying GOOG because it fell off a cliff for some reason. I bought ADBE because people hate ADBE. And I mean, REALLY hate ADBE. They are still making money. I'm not a contrarian! I wanted to buy NVDA in 2022 cuz I love GPU (didn't though), and never wanted to touch it when it was stuck at $200 (looked like a Jenga tower). I bought TSM at the recent $360 dip because they have smart people. TSM has been a boring SINE WAVE in 2026. What I hate about stocks is that time moves so slowly when your a wage slave, so it's not even fun to invest. Waiting takes forever. I hope end up investing in the right companies.

MangerDanger1

All in on TSM now the PRC are losing their cheap boards

MikeGLC

TSM, they make the chips.

Lynorisa

Yeah, it was already in the news way back when Singapore suddenly accounted for like 22% Nvidia's revenue in a 2023/2024 quaterly report. All the news articles were about students smuggling GPUs, Singaporean firms getting caught reselling millions worth of them, and the consensus that Singapore way just buying way too many GPUs than their projected datacenters could use. Too many people have goldfish memory here thinking this ancient news is new. Not to mention, the worse-case very implausible scenario that designs were leaked, China still can do fuck all with them unless they have ASML's EUV and a TSM fab.

Lil_Sperm

I’m volunteering to be a spy to bang the CEO of TSM

NoMoreXannies

if everyone stopped thinking with their Huang , they they would know its because Jensen will takeover TSM

EasyAstronomer3224

Should pick up TSM on sale

Sllyce

Isn’t that how TSM was created

octopus_serenader

TSM took a lil $10 ride down AH too

drakilian

You guys think the market would react the same way if the CEO of TSM was found fucking around? Or do you not even know who the fuck the CEO of TSM is, because CEOs have almost nothing to actually do with the success of a massive technology megacotp megacorporation ?

Arrowhead_Pride15

The hyperscalers have cancelled all of their orders and TSM is closing its doors, pack it up boys, back to boomer stocks

blackyanqui

TSM calls because they still need those semiconductors?

abandoned_idol

TSM is planning to sell memory in the future? Ugh, I wish I had bought EVEN MORE TSM back when it was down to $360 recently.

Lynorisa

Jensen was hiding an entire TSM fab and ASML EUV machine inside his laptop. It's like the police box from Doctor Who.

greenpride32

>The margins may be higher than ever, but the market seems unconvinced that they will last beyond the next year or two In general terms, margin improvement is good. It means you've found ways to more efficiently produce and sell your goods and services, and collect more profits. If you look at NVDA, their margins are about steady, yet their revenue and profits are soaring. What does it mean? It means they are selling more product, able to maintain the price, and there is both true and increasing demand. If you look at the memory makers wha do you see? Margins, revenues and profits are all soaring? But what does it mean? These companies are still expanding production capacity. For the most part they are selling same number of units. So the reason why all 3 metrics are going up together is simply because they are gouing the price. Going back to NVDA case; they can produce and sell more units and still maintain margin. Historically, memory and storage prices go down when there is more supply. When their new fabs come online, there will be more supply. So the matter becomes will 3 decades old commodity products retain pricing power when supply increases, bucking their forever trend? People are going to say things like you can't have AI datacenter without energy, network, storage, memory, server and the GPU. Sure all of that is true. What is also true is most of those components are considered commodities - you can buy equivalent options from multiple vendors. NVDA is not considered a commodity because it has CUDA. CUDA is the framework on which AI was developed past 10 years. It would be feasible to replace over the long run, but certainly not in the short to mid term. As such, if you need GPU, you need NVDA, and they can produce more and maintain margin. The reality is the more memory makers try to gouge on pricing, the more they encourage companies to seek alternatives. Check your news cycles; TSM is considering entering memory fab market. I know there are lot of of memory bulls on this sub who don't want to believe this. But I'll just say all of Wall Street has priced the multiples this way - it isn't just little ole me. Disclosure: I own some DRAM because I do believe the memory makers will remain highly profitable for the next 2-3 years minimum. But I do not make it a core position because there is too much uncertainty. I do hold a core position in NVDA.

ryallen23

Absolutely no way any of them 3x in 18 months. MU would be bigger than TSM if that happened. The peak pricing power for this memory cycle is done.

Midget_Molester10

bro why is my TSM and AMD recovering way faster than my MU and SNDK

Misaka9615

AMZN is really cheap, to the point where excellent AI growth can more than make up for the ads business, but I concur. I have a good amount of semis so I'm happy, but less than I ought to have, especially TSM.

EnvironmentalMall221

Fking love Taiwan, $TSM 🚀🚀

f0king

I'm really hopeful that NVDA calls are a great long-term play from here. But I'm also really resentful that I sold my TSM calls that I picked up at like 360 & 365 and sold all too quickly. A gain, but it would be huge by now. Meanwhile my account is tied up hoping NVDA doesn't explode. I'm so dumb, but so smart (but so so dumb)

TheShaveStickGuy

Two things: 1/ Generally, where there is smoke there is fire. If Jenson is willing to cheat on his wife, what other stuff is he cheating on? 2/ The big players like Amazon, Google are designing their own chips at a substantial cost reduction. The magic is TSM, not NVDA.

Puzzled-Question-156

No calls but I bought 100 shares of TSM on Friday. Won't touch neoclouds.

Eminencia-Animations

My portfolio is 95% TSM. Just 11 shares and 4 calls of NVDA. But if you look at TSM is not even being affected by this NVDA news, so they know it's all some sort of bullshit going on, nothing else.

Xdddxddddddxxxdxd

This is a wrong assumption because NVDA does not actually produce their products. For a cheaper option to become available you would need to secure contracts with a fab, a huge moat to get over. Once you have the proof of concept you will also need to secure enough production to have a large impact on the market. TSM is booked through the end of the decade. I don’t deny that it will happen but I would say it is much further away than you imply.

Spac55

TSM ran out of capacity till 2028 mid 90% GPU orders from NVDA

NotMe357

"Taiwan Semiconductor (TSM) on Tuesday announced that its October sales rose 59.7% compared to a year ago, so the AI revolution is still accelerating, which bodes well for Nvidia and other TSM customers. The order backlogs for many AI- and data center-related stocks continue to grow steadily, and there are virtually no signs of a slowdown, despite some of the political rhetoric and data center backlash." http://uk.investing.com/analysis/tsmcs-597-sales-growth-challenges-fears-of-an-ai-spending-slowdown-200629377

NotMe357

"These companies are buying $26 billion of Anthropic $ANT stock at its IPO price: Google $GOOGL: $10B Nvidia $NVDA: $10B AMD $AMD: $2.5B Broadcom $AVGO: $1B Micron $MU: $1B Microsoft $MSFT: $1B TSMC $TSM: $500M The private placement comes on top of the public offering and closes right after the IPO."

advantage_player

NVDA down TSM up lol

rootyoot

Be the one to start the rally TSM go ahead a be the chosen one

cruisin_urchin87

How many Chinese honeypots does TSM have? More than one, likely

SpecialTrust2045

Honestly, TSM is another shady 💩. But yeah another bull run please

Ok_Cry7572

TSM reported October revenue today of NT$587bn, up 59.7% YoY, up 14.7% from September Factoring in working days and TSMC’s Q4 revenue guidance, the solid October revenue performance was well within expectations.

BigSlick-AK

TSM monthly numbers in 14!

GloomyMembership4197

Everybody waiting for TSM monthly sale figures

NotMe357

CPI tomorrow and TSM monthly "Earning" is tonight I think.

WickedSensitiveCrew

TSM is considering entering because NVDA their #1 customer asked them. Smaller companies wouldnt have the luxury of asking TSM to get into the capital intensive memory sector. Just because TSM is considering doesnt mean they will actually do it. You dismissing MU/Samsung/SK Hynix moat over a rumor that may not even happen.

greenpride32

There are rumors that TSM is considering entering memory fab market. If/when this happens, any chip designer such as an NVDA, can just go to them for one stop shop. The ironic thing is the more MU tries to price gouge, the more their customers are likely to push for alternatives. And their biggest customers are the biggest heavyweights out there, the ones most likely able ot make change if desired. Of course TSM memory fabs couldn't happen overnight. But stocks are priced for future value. If future profits are questionable, your valuation multiple takes a hit.

EnvironmentalMall221

Just a tip for nvdia bear. The stolen tech still need $TSM LMAO WHICH IS FULLY BOOKED TILL 2028

rndmeyes

I rotated from my risky semi position TSM into blue chip NVDA last week

Ceyenne18

DELL, MU, SKHY, TSM, AMD, SNDK .... the only one still red is NVDA.

ArQ7777

Will this impact other AI stock prices like TSM and ASML?

WiseIndustry2895

TSM denies dram production. I duno who is paying the information to write these negative news

amanoraim

I understand that But why would TSM try to enter the DRAM production if it’s destined to be a falling knife ? I can agree that 700b of cash has no multiple. But the company is worth 800b today so it doesn’t need a multiple

abandoned_idol

Don't jinx my TSM position.

Misaka9615

There is at least one exception: TSM.

greenpride32

NVDA's moat is CUDA. AI was developed on CUDA platform for the past decade. If you don't use NVDA GPU, you don't get to use CUDA. CUDA is 2 decades old, has continually been enhanced, and is entrenched into many engineering and scientific applications. It isn't going away any time soon. MU SKHY and Samsung's moat is fab. That's really it. There have been rumors circulating that TSM is considering getting into the memory fab business. That would mean any chip design company, such as an NVDA, could design their own proprietary memory chips and have TSM produce them. Of course this cannot happen overnight. One of these moats is much wider and deeper than the other. That is why you see such a discrepency on NVDA versus memory chip valuation multiples. Just imagine if a day comes where TSM puts out a press release indicating they are entering the market. A pile of $700b in net profit just becomes worth $700b, there is no multiple assigned to it. You get the multiple when your expected net income trends to $200b, to $275b to $375b... etc.

abandoned_idol

This is WSB!!! I am saying this as a loser that buys boring tickers like VFIAX, ADBE, GOOG, MELI, TSM, DLO, QCOM We are not shaming them, smart investors are shameful!!!

Vlashaaak

The only ai dip I’d buy is NVDA and TSM

Josepth_Blowsepth

I bought some more leaps and ITM for TSM.

Alive_Signal1722

TSM

easylife12345

Bought some AMZN and TSM. Sold my APP on the pop. Should have held another day, but the cash was put to good work

mollusc_in_the_wind

Why not TSM?

Professional_Elk_489

I am only buying NVDA, TSM and NBIS and up on all 3 positions with a cash pile in case I get lower. I am a good gambler

jumphh

S&P fell 4% yesterday. VIX approached 30. Inflation/employment are on target. 10-yr has been dropping and indicates people are fearful. Fed is behaving as expected. Iran war has been priced in for months. There is no news other than the Dems sweeping midterms - which we don't yet know the legislative impact of - yet the market decided it was game over for the entire AI trade (including TSM and ASML which there are literally no real alternatives for). But yes bro, just keep waiting for a nuclear winter because anything else "isn't a real correction" 😂

autumnbreeznleaves

We'll see. For the record I only own $SKHY and $CAT that I added yesterday. Now my entire $VXUS port got wrecked yesterday since world ex US ETFs are now the same as semi indexes I guess. Just wait until reddit discovers the $QQQ is basically a $MAGS index. But that's also why $CAT and other electrical equipment stocks have been getting wrecked. I should have added $TSM, $JCI, Carrier Global, and Lennox as stocks I will buy next. AI is the future and Robotics will be next. We are not going back to 2019 anymore than we will go back to 2003. That genie is out of the bottle and we have entire countries that are all in that have their printing press to finance this cap ex build out.

tired_ani

I think I am in the market for CW and GEV if there’s an extended drawdown. Apart from positions in all the hyperscalars . TSM is already my largest position, SNPS is a big position for me and I own some ASML. So no point fishing for direct AI exposure

SerEx0

QCOM’s price reflects them losing the iPhone business. They’re trying to pivot to AI data centers to recoup the imminent lost business, but that’s no guarantee. NVDA, TSM, and AVGO are all at really attractive prices imho and I bought a bit of all of them yesterday near close of market.

Legitium

TSM might start making ram for NVDA 

Ok_Mind8366

TSM to make memory chips rip my port

aftherith

NVDA requesting TSM made memory clips for them

EnvironmentalMall221

Fuck you $TSM I stop loss and you fking pump!?

PinkyPromiseBuddy

While it is great to check online websites like reddit for fun it would be sad to see people base their entire decisions behind an unverified username. Now, there is something called the "news" and it does affect stock prices. However if you do actually believe that AI is a "Bubble" that suddenly the need for more data centers will suddenly cease and TSM is going to abort building another 5 manufacturing sites as stated in their financial report then you might as well tell me robots will stop being developed. I am trying to keep this primary school level, this way even the 7 year olds commenting can luckily scroll through some sounds advice. Your weekly market orders that progressively build your long term portofolio should fill at a sweet spot today and if you had the faintest idea of building your own stock screener based on SEC data you might also blissfully realize that MU is pretty cheap right now. God bless you internet.

OrangeManBibi

Don't forget TSM - 27.3% (485.8  -> 353.1)

f0king

Man boys we're so fucked ... Pls TSM save me tomorrow

DeathKnell1989

I loaded up on TSM and NVIDIA at $360 and $180. Hope I don’t regret this.

fiercefeminist

I'm glad you posted this because TSM has crashed and I'm down 15%, I was considering panic selling. Are you still going to hold? This thread has convinced me to hold and wait it out even though I'm terrified of losing more, so far down $500

DeathKnell1989

Anyone else picking up TSM at these prices?

DeathKnell1989

Of all the tech stocks that dropped today, would TSM be the safest and most attractive at its valuation?

PotadoLoveGun

TSM PE is like 25 TTM, they are growing 41% YoY. Not overvalued at all

Arrowhead_Pride15

Hell yeah, I also own a ton of BRKB. They also like GOOG a lot and have a much higher cost basis than I do, and higher than GOOG is trading today. They also sold TSM at $80. I still believe all of these companies will be winners. Anthropic? OpenAI? CRWV? I am not betting on them.

octopus_serenader

I mean yeah I have a good core, but also a bunch of momentum ETFs, plus some GOOG AMZN AAPL TSM NBIS BE RKLB etc. I never "full port" a damn thing like you filthy animals.

Spac55

Midterm-over reaction. What data center does? Bring construction jobs to state. Now \~ 8156 datacenters project in pipeline. Majority possibly get approval by next 3-4 months, before GOP transition to Left Semi demand high, supply shortage $NVDA $MU $AMD $TSM $AMAT $KLAC $QQQ all tech go high https://preview.redd.it/9b4r6812evzh1.png?width=1063&format=png&auto=webp&s=0b139c46cf7dee59c27b0cd3dc1cac3684e9654e

Spac55

Midterm-over reaction. What data center does? Bring construction jobs to state. Now \~ 8156 datacenters project in pipeline. Majority possibly get approval by next 3-4 months, before GOP transition to Left Semi demand high, supply shortage $NVDA $MU $AMD $TSM $AMAT $KLAC $QQQ all tech go high

mollusc_in_the_wind

lol I bought a position in TSM today. Started at $390 and averaged down. Different strokes for different blokes.

octopus4488

At least I am not left holding the nonsense stuff. My NVDA and TSM got hurt, sure, but I am not worried about them closing shop by December like some microcaps will.

deprecated__

Buy good companies like TSM or AXON and you won't have this problem.

dIO__OIb

semi conductor fire sale - even if AI tanks, the need for chips is still at all time high. it’s like no one remembers the shortage during covid. last, it’s take years to get a fab up and running. ASML and TSM all in and what the hell does QTUM big drop have to do with AI?!?

Mr_Mojobaggins

Bought MU, TSM, SPMO and DRAM.

bulgar88

TSM was my baby. Glad I pulled out entirely around $440. And proceeded to loose all profit to options. Ask me what I learned...

nugoffeekz

That's exactly the point, the valuations of today are pricing in utility in the present. This tech needs years to full realize value and then years to recover CAPEX and then a few more years to become profitable and reduce debt. This is the same as the dot com bubble. Venture capitalists threw money at any company in the sphere without any actual value being demonstrated. Turns out the internet did everything they said it would and it completely changed how people shop, interact, work etc. However a bunch of companies that were pumped up in the hype and the telecommunications giants that were rock solid for decades and were building all the fibre optic cabling collapsed. The issue is that you are exit liquidity after venture capitalists threw tons of money at the new tech and built hype around it. These valuations outside of NVDA and TSM are completely detached from reality. They will return to sensible valuations and flatline for years until certain companies, maybe OpenAi or Anthropic, perfect the business case and utility of their services and become the next Amazon, Google etc.

NotMe357

You can bet on a relief rally tomorrow. Bet on guys like NVDA, TSM etc If you're doing that then you need to wait about 30-15mins before the market close. Usually, when we dump this hard and VIX pump so much in one day we'll get a relief rally the next day. BUT! Job report is tomorrow before the market open can kill the relief rally (if there is any lol).

Alive_Signal1722

80% cash to 75% cash...buying shares (TSM) instead of calls for now. This is not advice.

Alive_Signal1722

It is share buying in long winners...started some new TSM positions @ $360...

Alive_Signal1722

Mango manipulation cope is hilarious...keep it coming kiddos. TSM @ $300 is a dream chance...just chilling with some DNUT cheap puts now.

Alive_Signal1722

agreed. TSM makes everyone's chips...even Apples...compute will never go away, just what the compute is being used for which vacillate.