TSM

guy_cloutier

It was between NVDA and TSM and of course I picked NVDA. Fuck me.

GildedWarrior

Ooooo Sony and TSM please be on this list 😭

codespyder

wtf TSM

Mojeaux18

“Low quality semis” is doing a lot of work there. NVDA, AVGO, and TSM aren’t exactly penny stocks. They’re printing record revenue on actual AI infrastructure demand, not hype. The rotation out of CRM/PLTR into semis isn’t dumb money chasing memes; it’s institutions following where AI dollars are actually landing right now, at the silicon layer, not the application layer. You can disagree with the trade, but the thesis is coherent.

codespyder

Need TSM to hit 447 tmrw so I can take my earnings and ~~cash out~~ put it all in on WEN

imrickjamesbioch

MU is not even close to being the bottleneck… SK Hynix and Samsung have a bigger market share in HBM chips than MU who’s #3 but wouldn’t want to actually use facts. Hence the hence the market (nasdaq) took a massive shit when folk thought SK Hynix was scaling down HBM production vs SK is just wanting for TSM to scale up production of the Rubin GPU so they decided to produce DDR5 in the meantime. See next ya when MU stock has doubled!

codespyder

Please let this TSM pump mean something. My calls need this

bslaven3

I think MU will beat earnings. It will be down to guidance, IMO. I think 4 out of the last 5 earnings MU has dropped, but then rallied to ATH. That last earnings drop was due to the high capex spending, but if I recall everything else was good. MU may drop more heading into earnings and even after. I don't think it will drop much under $1,000, but it could get down to that number. Today is red across all semis and tech so it seems it is macro more than just MU's earnings. Anyway, it is probably a good buying opportunity if you're wanting to get into MU, STX, WDC, AMD, or TSM. Not financial advice, just one poor soul that is heavy in the red today

Xzlk

TSM makes Micron’s memory. They can only work so fast. Microns valuation is built on a giant backlog, similar to Nvidia, but if Taiwan can’t make it, Micron can’t sell it. TSM is the real bottleneck to everything. Micron probably runs into the issue Boeing has. Boeing could sell a trillion dollars in planes, but you have to make the planes… making the planes is hard, time consuming, capital consuming. Hurts the business.

Xzlk

The only that matters is guidance. On the call, the only thing that matters is how well they can keep up with demand. Backlog doesn’t mean shit if TSM can’t make it fast enough!

RiPFrozone

Still holding semis: Nvidia, TSM, AVGO which have been my big winners gains between 190%-270% GLP-1s: Averaged down on my novo nordisk to $51 a share with plans for more as it stays under $50, good news is my Eli Lilly had offset those losses with those holdings up about 50% Ended up not buying Ferrovial but did buy Solstice Advanced Materials (SOLS) which is up about 84%, by selling my Indian banks for a slight gain, which turned out to be a portfolio saving move since they have tanked really bad since. My Hermes position is down, but I keep averaging into it. Overall my portfolio YTD is up 13.9% so pretty happy, I continue to buy these companies throughout the year.

VoidMageZero

Asset light is the old model imo, these companies are doing massive capex spending to grow their physical supply chains because of Covid, Suez, Hormuz, tariffs, etc. MU, INTC, Samsung, Hynix, TSM, ASML, etc. are manufacturers, it's the opposite of asset light.

Xzlk

Micron has tripled since last ER. This whisper number is what? How would it even be possible for them to sell enough memory to meet this expected number? TSM isn’t working any harder than they were 3 months ago. And prices haven’t moved THAT drastically…

pineapplekiwipen

foundry trade working out really well TSM TSEM INTC 🤔

familymed786

I sold all my TSM and switched to SNDK at 1580. It's been going up, but I'm a bit scared due to volatility

wrongrobertpatrick

$Q Samsung is largest customer TSM is no 2

Zann77

I have a lot of semis. TSM and FSELX are my best ones. Also SMH.

crowntrav

My whale friend told me Microsoft will dump 10 percent more this year. Time to sell and flip to TSM or MU

crowntrav

Microsoft is a sell. Flip and go to TSM

delamerica93

A lot of it is luck tbh. I invested in NBIS super early (like at $17). Also grabbed GOOGL and TSM a year or two ago.

crowntrav

How do people lose money. Why do many people bag hold meta and Netflix for years. Why don’t you sell a while ago and get into semiconductors and AI. I’m a new trader and I just invested 200k a few months ago and I’m at 420k now. I just put money in MU,Mrvl,TSM,WDC, and a few other ai stocks. It seems so easy

delamerica93

Interesting, yeah I've only invested in dividend stuff as a smaller portion of my accounts and ONLY in my Roth IRAs so I'm not getting double taxed. Should I just pull out entirely? I've got some JEPQ and SCHD but mostly just to have something safe in the accounts. And you're totally right about the bull market thing. I have zero idea if I'm actually good at investing or if I'm just winning because everyone is (I think it's mostly the latter + luck). I've made a lot of my gains from a few stocks, specifically $NBIS which I'm up like 750% on overall, TSM, and GOOGL. I've dabbled in some other stuff like GLD but my portfolio is super tech heavy for sure. Would actually seeing the whole thing listed out help?

darchon30704

Yes, the Korean discount is real and measures have recently been taken now to 1. combat lack of transparency 2. increase shareholder returns. 3. heavier regulations on real estate. 4. Printing money like crazy. Over the past year, look at the KOSPI. It's nearly 2-3x from the lows. If you think SK Hynix will go higher, then by all means do it. I personally am taking some profits off of my Korean portfolio for some safety, since I know how volatile Korean stocks can get. You should also consider what the Korean currency Won/dollar looks like, which it seems that it will get worse for the Won as Korea's current monetary policy is to pump even more liquidity into the Korean market. A few things to consider is that the Korean currency and monetary policies are heavily influenced by geopolitical matters. Naturally, Korean stocks are more volatile to say... even GOOGL or AMZN. One bad news about China/Korea relations or some North Korean missile test sinks the KOSPI, but has no effect on the NASDAQ. Other news might be the following: Korean bank liquidity crisis, Won currency debasement, some union strike at a Samsung factory, a Chaebol's kids inheriting the company stock, some China semiconductor HBM competitions opening up, an event that worsens Korea-Japan relationships, etc. Another thing I've realized is that Korea's whole financial system is convoluted and in some ways even more highly regulated than the US, but in an environment that is less transparent to investors/retail shareholders and still favorable towards the big players (CEOs). It's similar to Japan, where the system itself is not so foreigner/retail friendly. So to make Korean stocks even more investable and attractive to foreigners, the whole STO/CBDC system has to be fundamentally changed. I don't know if Korea can do what Japan failed to do for years. My line of thinking is...sure. You can buy a couple of shares of Samsung Electronics or SK Hynix. But definitely not more than 10% of your portfolio. Why buy more of this when there's memory stocks here like Micron and Sandisk? Not like a nuke test in North Korea will shake those stocks. Not like some Coupang scandal can shake up US stocks. In terms of investability, I would rate SK Hynix stock on par to TSM, but that's just me.

Rare-ish_Birb

In order to support SPCX valuation right now, Elon should just increase revenue by buying NVDA, AAPL, META, TSM, LLY, WMT, and AVGO. Not MSFT -its a pos

Xzlk

TSM would see 500 instantly if they were to happen. It’s being held back by the threat. Invasion leads to resolution. Which leads to green.

dogs_and_stuff

China invading Taiwan is the only thing that can save my TSM puts now 😔

redditcommentguy

Reallocated recently to \- RSP \- TSM (been in this one for a bit already) \- GOOG (been in this one for a bit already) \- CME \- ETN \- NVO \- MGM \- XLE \- RTX \- GLDM

StocksStormTrooper

AMKR 10 yr deal with TSM is a structural catalyst

Apprehensive-Mine364

TSM holder hoping dividends pay me well for my confirmation bias holding of the stock.

patricktu1258

Replace that clown with TSM

music_is_gud

AVGO, NVDA, TSM, GOOG (maybe), and honestly maybe some index funds

PuzzledLeader8941

Feels like a TSM calls kinda summer

conoremc

That plus so much reserved for retail cause "power to the people" or whatever. Now it's worth more than TSM, who makes 3x the revenue and more in net income than SpaceX makes in its entirety while growing at a similar rate and being so integral to the global supply chain that fire-bombing them would trigger WW3. Whatever he paid these bankers for it, money well spent.

First-Hotel4694

If you mean which stocks am I doing the high IV trades on they are MU mostly although I have done it with AMD, TSM, AMZN, GOOG, it all depends on the conditions at the time. I don't do a lot but what I try for is at least one or two a week. It's enough to bring in a couple of 1000 per week. and so far no losses although I have had to go down and out couple of times in either the same expiration or one or two weeks further out. If your planning on trying it make sure you can afford to carry it through or you will lose everything. One put on MU right is would cost a 100,000 or more if assigned. True you should be able to get most of it back but your account could be liquidated while trying to do so.

conoremc

30B annual revenue brother. This is just telling me to buy more MU, SOXL, and TSM based on their current growth curves.

Vlisa

has TSM minted the platinum chip yet?

Comrade_Durge

Conclusion: TSM is terribly undervalued

vanceraa

SPCX being more valuable than TSM is actually unbelievable If SPCX ceases business tomorrow a few people lose internet If TSM ceases business tomorrow we end up in fallout new vegas

moorhound

| Rank | Company | Total Market Cap | TTM Price-to-Sales (P/S) Ratio | |---|---|---|---| | 1 | Nvidia (NVDA) | $5.13 Trillion | ~ 19.8x | | 2 | Alphabet / Google (GOOGL) | $4.52 Trillion | ~ 10.4x | | 3 | Apple (AAPL) | $4.35 Trillion | ~ 9.6x | | 4 | Microsoft (MSFT) | $2.96 Trillion | ~ 8.6x | | 5 | SpaceX (SPCX) | $2.50 Trillion | ~ 129.5x | | 6 | Taiwan Semiconductor (TSM) | $2.29 Trillion | ~ 9.5x | | 7 | Broadcom (AVGO) | $1.88 Trillion | ~ 14.5x | | 8 | Meta Platforms (META) | $1.52 Trillion | ~ 6.2x | | 9 | Tesla (TSLA) | $1.15 Trillion | ~ 14.8x | | 10 | Amazon (AMZN) | $1.08 Trillion | ~ 3.5x | "The data in this chart indicates that the retardation is terminal. I'm so sorry."

moorhound

| Rank | Company | Total Market Cap | TTM Price-to-Sales (P/S) Ratio | |---|---|---|---| | 1 | Nvidia (NVDA) | $5.13 Trillion | ~ 19.8x | | 2 | Alphabet / Google (GOOGL) | $4.52 Trillion | ~ 10.4x | | 3 | Apple (AAPL) | $4.35 Trillion | ~ 9.6x | | 4 | Microsoft (MSFT) | $2.96 Trillion | ~ 8.6x | | 5 | SpaceX (SPCX) | $2.50 Trillion | ~ 129.5x | | 6 | Taiwan Semiconductor (TSM) | $2.29 Trillion | ~ 9.5x | | 7 | Broadcom (AVGO) | $1.88 Trillion | ~ 14.5x | | 8 | Meta Platforms (META) | $1.52 Trillion | ~ 6.2x | | 9 | Tesla (TSLA) | $1.15 Trillion | ~ 14.8x | | 10 | Amazon (AMZN) | $1.08 Trillion | ~ 3.5x |

Apprehensive-Mine364

Currently in money markets as I don't know how liquid I need to be, so I'm in FDRXX. I guess the question is do you think the bubble pop will hit international markets hard as well or are you willing to put your capital in that market as a hedge. As usual WSB would argue for 0DTE options on biotech and oil. I'm not fearful of risk but am managing it by buying stocks or ETF's with strong underlying value. Dropped my last paycheck into TSM cuz even if AI disappeared overnight we still need semiconductors. As all famous retards say: this is not financial advice. Past performance is not a reliable indicator of future results....if it was we would have a money printer in everyone's hands.

SunriseSurprise

SPCX having a higher market cap without turning a profit than TSM which has a pretty reasonable PE ratio of just under 38 is such a joke it's unbelievable.

Coda70

TSM, SMCI, GLW, SNDK, WDC second tier positions worth a look

CMTTrader

Additional: SK Hynix: +4.8% Samsung: +3.5% EWY (Korea): +3.2% GOOG: +1.4% MSFT: +1.2% AMZN: +0.8% META: +1.05% RKLB: +3.4% AAPL: +0.7% TSM: +1.1% PLTR: +1.4% ARM: +3.2% TSLA: +0.7%

SerMumble

The S&P500 is probably the best long term choice in your portfolio. Nasdaq 100 and SMH would simplify your individual holdings. Your portfolio is approximately ~75% tech and ~55% S&P500 top 10 stock concentration. US large cap Broad market index: 23.7% S&P500 (SXR8) € 23.7% . S&P500 or Nasdaq 100 tilt: 44.1% Amazon 11.9% Broadcom 7.6% Google 9.2% Microsoft 7.7% NVIDIA 7.7% . SMH tilt: 9.7% TSM 7.5% Marvell 0.6% Micron 1.6% . AI cloud: 1.2% ServiceNow 1.2% . Regional indexes: 14.1% Japan (IJPA) € 7.1% Korea (FLXK) € 7.0% (majorly samsung and SK Hynix tech stocks) . Materials: 7.1% Gold (IGLD.DE) € 5.1% Silver (XAD2) € 2.0%

gregzoe

TSM is another great company. I have them on my watchlist.

under-it-all

I'd rather own the one that makes the chips:TSM. There's a lot of possibilities (SOXQ if you like them all), but TSM will get all of the business. If AVGO loses a customer, they may really feel the pain. But TSM has so many customers to lean on.

Bobertheelz

What about ASML? Maybe overvalued? Would TSM at their current price point be a good investment long term?

ACGC21

Thanks i appreciate that, i still have no confidence in what im doing, but ive just been listening and following KOLs i trust. ive put in another 1.5K usd and added in NBIS, TSM, and… RKLB and SPCX… not proud of this at all but decided to go with my friends that have way more experience than me. Only bought 2 shares of SPCX though, and a fraction of RKLB. Confidence remains in APPL NVDA SNDK and VOO, added TSM to this list too. NBIS another Fomo pick and its been good so far. Honestly, im just surprised with how much fun ive been having, and learning more about how important it is to stay in the market rather than timing it makes me feel more excited.

Josepth_Blowsepth

All roads lead to TSM.

philipjames11

I’m assuming this is a good faith question even though it’s probably not. 1. SpaceX has deployed roughly 50% of the satellites the entire human race has ever deployed, combined, and that’s still trending number is increasing rapidly. 2. SpaceX reduced the cost of deployment per kg from $20k to less than $2k, and that’s still trending downward 3. SpaceXs reusable rockets are the first in the world and proved out the entire industry is viable. This is valuable for SpaceX obviously, but it makes the entire space market real and actually monetizable. 4. AI - new and grok is weak, but it’s going to be impossible for new AI companies to exist soon, and SpaceX’s data centers are a bet on them bridging the gap to becoming a contender over the years. 5. Chips/Semiconductors - if SpaceX can actually enter the semiconductor manufacturing race successfully through terrafab, and compete even remotely near the TSM levels, the entire planets economy and political climate will change. Taiwan is so important precisely due to this, and the reason GPUs are so expensive now is partially due to this bottleneck. It sounds like an insane idea they might beat TSM, but with the gigafactories Tesla has already produced, it’s a real possibility.

Elegant_Coffee_6191

Just bail on SPCX and buy TSM

Elegant_Coffee_6191

Buy TSM

Elegant_Coffee_6191

Buy TSM

Thin-Mine-6816

just ride the wave 🌊until there is no more wave. No need to dive too deep unless you are long. Which should only be AMD, AMAT, TSM don’t care less about the others.

iiGoodVibesii

I should've just been buying more sandisk stock and calls this entire time tbh in hindsight. If I just yolo'd TSM or SNDK, I'd be lit

No-Understanding9064

Well china wont have access to bleeding edge nodes so fabs arent a terrible idea. But they want an entire siloed ecosystem. Leadership in every major country has been sleeping on tech,especially Europe. Now semis are growing at a nosebleed pace everyone wants a piece. Too bad this is the most complicated tech on the planet. Have to give props to TSM

jpsgshow

Yeah looking back definitely but TSM has also been a great performer

yakuzademon893

Fuck you AMZN and TSM

SteakEater137

How is it that NVDA, TSM, MU, and AVGO are down more than INTC? Even on red days this market is uniquely retarded lol

Creative_Squash_1083

Google, Anthropic, OpenAI, Micron, TSM, NVidia, SpaceX Got Mans?

elgrandorado

Funny as hell putting ORCL in the same breath at TSM and MU. ORCL is one customer away from capsizing. That debt load looks really suspect if OpenAI isn't able to pay their IOUs.

NotGucci

If no new lows are made today, then it is consolidation for next leg-up. TSM has great monthly reprot. ORCL AH. Then MU in two weeks. Cuts are off the table. However, not convienced the fed will raise rates.

NotGucci

TSM reported a 30.1% year-over-year increase in net revenue for May, https://investor.tsmc.com/english/monthly-revenue/2026

Rippinadabski

Point is that TSM has the demand and then some

Rippinadabski

Literally yesterday TSM’s bad news was that it couldn’t keep up with demand and intel would benefit from that. Load up.

Josepth_Blowsepth

Whoever bought my 8 x TSM 450c thanks for the money. My meth dealer wife’s boyfriend loves you

Xzlk

TSM 7 dollar move in 30 seconds

No-Understanding9064

I forget samsung is technically the 2nd largest foundry by marketshare. Its such a distant 2nd it doesnt matter. TSM is just a great business

H6UEF4WU8X

Last two should be Rocket Lab and TSM.

NotGucci

FYI CPI comes out tomorrow (so this could be front running it) and secondary tomorrow we get TSM monthly report before market opens.

cobawsky

I am relatively new buy and holder, and have been investing since January 2026. * **MSCI ACWI EUR**: 29.55% * **TSM**: 18.57% * **MSFT**: 17.79% * **TTWO**: 9.15% * **ENR.DE**: 7.97% * **Core MSCI World USD Acc**: 6.15% * **SAN.PA**: 3.85% * **CL**: 3.73% * **MSCI EM USD Acc**: 2.79% * **MSCI World Small Cap USD Acc**: 0.44% My goal is to get away from the Tech industry even more, keeping still 70% in ETFs, 20% in stable and low growth companies, and 10% for betting. What are your thoughts? What am I missing in my portfolio?

Nuclear420v

50 shares of TSM with a cost basis of $64. Then the early days of 500 shares of NIO sold that I sold for $5/share for a gain of 1k before it attained $65/share. All peanuts compared to most, but my nuts

SteakEater137

So Apple’s Siri is running on Google’s AI who’s buying compute from SpaceX but Google owns shares of SpaceX so they can claim unrealized gains for earnings and are in competition with Anthropic who they also have stakes in, and Google pumped Intel today because theyre considering using them as a backup for their chips even though Google is getting chips from TSM and they make their own chips. OK

Xzlk

TSM literally said the new ASML machines were way too expensive and they weren’t buying that shit. Market didn’t gaf

DonaldWillKillUsAll

What is TSM worth when China invades Taiwan?

demonhunterking

mizuho projection 30 millions tensor chip by 2028. Now Google placed 3 millions order at intel just to test water. TSM I believed at least 15 millions chips

cforb92

Bought some TSM, some GOOGL, and some VOO. Seems like their on sale

Upstairs_Whole_580

YES!!! What makes "ZEC" valuable? Because it's one you rolled your dice and said you'd randomly bet on! And YES! Having 50% owned by THOUSANDS(not 100) of large institutional investors is exponentially better than a Meme coin where... there are no fundamentels. I can look at AVGO,TSM, NVDA and SEE why they react the way they do...or have an idea. AVGO was trading at what it HOULD have been late in 2027. So I sold it going into the print. I also sold AMD. I can look at MSFT and see... that's a strong company. There's no momentum right now, but the balance sheet looks great. I look at ZEC or whatever and I see WHAT, 50% owned by 100 people in a classic pump and dump. It's not BTC, it's not ETH, it's just a "vibes" type of investment. Shit, I did that with QBTS a couple years ago! I just wasn't smart enough to leave my stop loss off, otherwise I'd have turned 125K at 77 cents into 5M+. Same with RGTI. 100K at 97 cents, went to 20 a share. I was stopped out long before. But you're just... it'd be better if you used a magic 8 ball... or spent all your money ON 8-balls. That's fun too!

Rock_or_Rol

TSM separated itself by just manufacturing as their business model instead of an in-house vertical integrated facility (ie no design). There was a huge market for it apparently. Okay this is like the third time I’ve helped defend Musk this week. wtf. Musk, GTFO of politics and stay out 😂 why would you want to be Rupert Murdoch, a blight on humanity one brainwashed boomer at a time, when you can just grift the big money? Ah whatever

Sensitive-Abroad8880

it is all about TSMC EPS if its at or above 5% we should see higher highs or at least higher lows than this year. I was trying to figure it out and I didnt know what it was then I Found the date using charts and then I Found that is was 4/15 when TSM had a 4.7% EPS surprise being a key market indicator for a lower low test also an important break of 700 for the S&P 500 trust index SPY, where a divergence is showing a QQQ divergence and then a 10% better return in the month where actually it could have been an indication of a short term top when finally the SPY starting to edge out the QQQ a real ghelker leading into the month of pride. Moreover, The naval blockade was only on day 3 it was really no longer a bluff. 53 million Americans utilized new tax deductions.

Fit_Yard1896

Been grabbing MU, TSM, and ASML everytime it dips. Been solid so far.

Spac55

World was never calm last 100 years, social media nowadays highlights & amplify more. Market digest it and move on. $MSFT $META $NVDA $GOOG $AAPL $AMZN $TSM global tech sector use by whole world, 8.5 Billion population. BigTech combine revenue over 2 Trillion. $QQQ $SPY $SMH

17144058

Got in on TSM at like $95ish avg cost is like $134

jamesbrownscrackpipe

Diff scenario but I own a considerable stake in TSM and am concerned for when the PRC inevitably annexes Taiwan

SlanderousSalamander

UAMY last year. Sold near the top of the rally for a 6-bagger TSM at the bottom of the last rally. I've been trimming at 3-4x my cost basis.

Wide-Contribution-29

There are much worse companies to be honest. Perhaps one of the strongest MOATs of any company out there. Maybe split with TSM. 

fack-the-suits

Like Marvell making custom designs for hyperscalers that the hyperscalers just take to TSM. TSM produces every chip. Right now there’s a massive middleman in between hyperscalers and TSM with NVDA, but they’re moving towards just going straight to production which they then serve through their massive hyperscaler business. The hyperscalers will rule the world and decide who else gets the scraps. They can build any data center and the demand will immediately be met, they can do this for a way longer time than is rational and it will make sense for their company

AyumiHikaru

TSM is way less volatile

Chris_Cornell_is_God

I cut down to just 3 this week. NVDA, TSM, MRVL.

cowboynude

ASML is my biggest position. If you think TSM is too sketchy avoid TSM.

Rockstar5878

Bought NVDa, TSM and AVGO today in the final 20 minutes!

advantage_player

I have a position too, tbh I should have just bought TSM

jokekiller94

Buddy that bubble popped about 4 years ago when TSM spent $6 million on a two year contract for a washed up support player.

Maximum-Cash7103

Any idea why the fuck TSM drops 5% every time the market is red? Usually it was stable

MysteriousSlice007

Buffett praised TSM as the world's best-managed chip company yet liquidated his entire $4.1 billion stake within two quarters solely over Taiwan's location.

cowboynude

I cannot fathom rotation out of AI. The genuinely revolutionary nature of this technology is magnitudes more powerful than wars, natural disasters, sketchy IPOs, etc. You don’t have to think Pets.com will survive 2000 but you have to see the internet will. I see AI the same way. I don’t want to own any AI companies but I want to own all the companies that will inevitably sell to whoever the inevitable winner is. I am personally comfortable with the weight already given to QQQ’s main holdings in more diversified index funds like VOO and even VT. I already own Nvidia and TSM and Google thru VT. Buying QQQ is just doubling down on hyperscalers, only one or two of whom will survive. That’s not even getting into the bad valuation around SoaceX (although I very bullish on SpaceX long term). And then with my satellite I am personally comfortable ally more comfortable with avoiding the American market entirely and betting directly on continued AI capex thru 2029 on ASML. 80/20 VT/ASML

Maximum-Cash7103

Google. NBIS. RBRK. TSM. AVGO. Riskier APLD/SMCI. AMLX pharm is a good one. Walmart. Please stop throwing away cash being greedy.

shortyrocker

Google, TSM, GEV

Visible_Ad_2271

Can someone tell me if I ended up green on the day: port in that order: Apple, Google, Amazon, Microsoft, TSM, Meta, Berkshire, Jpm, Visa, novo, unh