TSM

TheSeeker331

$TSM or $ARM for a weekly call lotto? 🤔

PuzzledLeader8941

Am I dumb for selling TSM?

OG-Bitchslay3r

Somehow I feel that the moment I sell off NVDA to buy more LRCX or TSM, it'll moon to $500 or something.

Comfortable-Sky7801

Bought the dips on AMD, AAPL, MSFT. Decent day so far. Hoping TSM goes red again. Maybe I’d like to get in on the MU train again as well.

Comfortable-Sky7801

Just bought some AMD on the dip. Hopefully TSM dips a bit as well so I can get some of that as well.

aniote

TSM gang say hell yeah

aniote

TSM is the best investment of my regarded life, Dear Chairman Xi pls don't fuck this one up (assume he reads rddit)

rocier

Probably a good idea to trim some TSM. I feel like theirs not enough risk baked into that stock considering its location.

Indra_Sx

I play $SPY on a red day looking for a bounce only for it drop more, try to follow the trend on a green day only to get theta fucked. $HOOD robs me of everything no matter what direction I choose. $NVDA and $TSM are the only things that give me something but it’s very little cause I’ve become pussy after all my losses :/

iiGoodVibesii

I really wish I just full ported $TSM and called it a day. 25% of my portfolio is it, and its up 24%.. and I bought late. FFS.

hollow_bridge

TSM still has huge growth. They're doubling the capacity of their highest end nodes this year, which the expected capacity already sold out. Their continued investment means more valuable nodes, greater capacity. Their de-centralization across many countries means a reduction in tax burden and a moat against tariffs and government interference. They could absolutely double in value by this time next year.

Scholarly-Nerd

If that happens all lose. Can’t have AI without TSM, no AI -> recession or even depression.

Josepth_Blowsepth

To whichever of you fine gentleman regards bought my NVDA / TSM / AVGO calls I sold at close Friday. Thank you. Your money will go towards unwise decisions.

fashgod

wtf… TSM was almost $420 and now $410 and dropping 😫

rueggy

Ah ok, I did the opposite. Sold NVDA and bought TSM. You're probably better off.

Fuzzy_Louise_2405

Usually doesn't matter, but TSM is already a mega cap company very mature. To Growth 10x from here is actually a lot of money. Would be 4 times the size of current Nvidia. It is not the same to say that for TSM at 2T market cap than to say it for a name like AMD at 500billion market cap or an small cap company

try_repeat_succeed

It just seems like the US wouldnt stand for that. But what do I know. I think any military action may end in destruction of the company or at least the factories in Taiwan. Chinese takeover economically, would still probably not be a positive thing for a TSM or its global shareholders.

plausible_hype

I bought TSM on a whim down at $88/share. Agree on the Ai front. It hasn’t disappointed me yet.

sharkenleo

TSM!

Exciting_Day4155

TSM up overnight time to continue the longest green streak for semiconductors 🤌

Kind_Initiative_7567

Just look at TSM

Jolly-Seat4325

China invading Taiwan would indeed disrupt TSM’s productivity. And if it doesn’t and TSM runs over $1000/share I’ll be counting my lucky stars.

jsmooth3363

TSM is building factories in Japan and Arizona 

thepandemicbabe

There is no AI without TSM

Jolly-Seat4325

No stopping TSM

sudharsansai

You missed the best ones: TSM, MU, MSFT, AMZN and maybe APLD. A few more I'm forgetting

Sweaty_Platypus69

TSM - good choice.. not sure about Hood though..

ithastogoupfromhere

bought TSM and HOOD

SadComparison9352

P/E 200. Priced like nvidia but nowhere near nvda growth rate at its early stage. projected growth of 10-20% annually only for overall business. Terafab: still unproven and will take at least 3 yrs and billions of capex to build. Lots of execution risks . TSM is still the mature leader AMD is a better buy with GPUS AND CPUs.

_G3773_

I’m 70% long term safe (S&P500 ETF like VOO) and 30% risk. The only current stocks I have is with RKLB, HGRAF, KRKNF, CTM, and, TSM, NVDA, CHHYF. In terms of highly speculative to mid speculative, and no speculative, highly speculative is HGRAF, CTM and CHHYF for me. Only invest in highly speculative what you’re comfortable with losing.

xxxMarilee

Do you consider TSM a memory stock? I don't. I'm heavy with TSM shares and I think there will be some profit taking this week. I'm more concerned with amzn/googl/meta. I'm either go to make bank or go to the poor house.

PrestigiousPrompt293

Well, it's had earnings recently and gotten past it's own post-earnings chaos. But it seems to me the memory stocks tend to move as a block, so since WDC and SNDK have earnings this week, I figure there will be some sympathy plays in MU and TSM.

xxxMarilee

How do you think TSM is going to be affected by this weeks earnings?

PrestigiousPrompt293

Thinking of buying calls in TSM, MU or WDC on Monday with the idea to sell before the big earnings reports start dropping on Wednesday. Anyone got any thoughts on which is the better bet?

PrestigiousPrompt293

Thinking of buying calls in TSM, MU or WDC on Monday with the idea to sell before the big earnings reports start dropping on Wednesday. Anyone got any thoughts on which is the better bet?

Jolly-Seat4325

TSM is taking off.

Investor-life

TSM along with everyone else. WSE-3 on 5 nanometer. WSE-4 speculated to be on 2 nm.

stonksf

TSM isn't going to move as much its mcap already high asf

UptownSeries

Fair enough. I'm holding TSM myself so any more euphoria for the chip market is good for me too. I do hope you're right

SpongEWorTHiebOb

Google makes nothing. AMD makes nothing. TSM is their contract partner. Intel is far less reliant on TSM. Investors are starting to wake up to the fact that Intel has way more room to grow because they have their own foundries.

AKmaninNY

If you are going long on options (buying puts or calls), at a minimum, you have to get timing and price right. If you are buying short expiration dates, you have more variables to consider….. I took profits on AMZN, GOOG, MSFT long calls this week to get out of the trades before earnings (was stopped out on some and closed others). Tightened trailing stops on NVDA to lock in profits in case there is a dip. Entered trades on TSM, MU and ASML which have earnings much further in the future….Plan to re-enter AMZN, GOOG and MSFT, post IV crush…. If the market swoons due to mag7 earnings or ceasefire violations, even better. I’ll buy long calls. Overall, 2026 is a bull market until it is not.

hollow_bridge

> Google literally built its own custom CPU called Axion Google literally does not build their own cpus, TSM builds the Axios. Google designed the Axios, that's a literal big difference. AMD also only designs their chips, but unlike google AMD sells their chips; google rents their chips, again a big difference. Companies are buying chips to get away from the costs of renting chips; every chip sold by amd or others is a chip no longer being rented from google.

Low-Cartographer-429

How about seeking out TSM (Taiwan Semiconductor Manufacturing Company: TSMC): the one actually manufacturing most of the chips the other guys design (including NVDA, AMD, AMZN, etc).

Sa1amandr4

well yeah,.. 1wte vs 1dte makes a huge difference. I tried doing \~ the same thing OP did last week on TSM earnings ... didn't work Still, I'm long on AMD so I can't really complain..

Alchohol_Influencer

No, AMD, Nvidia, TSM, Intel, and Micron plus some S&P 500 and Brk-B.

RD_006

Watch TSM go brrrrr 📈📈📈

Designer_Respect4285

TSM is famously conservative with capex and they are strongly insistent that demand is real and persistent. Also, GeV just announced they have 3 years of revenue backlog and data center orders are on pace to be up 400% YoY. I'm not saying I'm confident this cycle will last for years, but I wouldn't be betting on it to pop in the next few months.

Designer_Respect4285

Told the other guy who shorted it before earnings, between TSM being sold out for forever and a day, and the CPU tailwind, I would not short Intel.

NotMe357

Who says its over? We still have big guys Earning coming up next week. Google, Apple, META, MSFT and Amazon. If they spend more money on A.I then I think AMD, NVDA, TSM and Intel will pump more.

Yncome_Mercato

Welcome to the world of investing! You're going to be addicted to it quickly. Let's look at your current investments, you need to clean that up first since there's a lot of overlap in holdings. At a quick glance QQQM, SOXQ, QQQI mostly invest in the same 10ish companies. Could your money be better allocated based on your investment theme? You already have the building blocks for it: good dividend yields and price appreciation. Use that to help guide you in your clean up. Here’s an example portfolio for you – Possible Theme: Information Technology with Monthly Dividends Possible Positions: GOOGL, META, NVDA, MSFT, AMD, TSM, AVGO, and QQQI. QQQI here serves as the monthly payer in dividends where you can then choose to either reinvest back into it or allocate it to other positions. Allocations can then waterfall down from 100% to 10% in cash. This is where you decide which positions get what percentage. Remember: Each portfolio doesn’t need to have the same theme i.e. what’s in your ROTH doesn’t have to match what’s in your taxable account.   This is not financial advice, strictly for educational purposes.

Dirtymike_nd_theboyz

Intel has some promising designs and innovations but their capacity to actually manufacture said designs is ficticious. This is a really bold play and I think the guy is way too early but I hope it works out for him. As a TSM and AMD bull I have felt for years that Intel's golden age was over.

coopermug

The only true winner here is TSM. Regardless of who buy chips from whom, NVDA, AMD, cerebras, custom chips from Broadcom or Marvell, Amazon, Google TPU, etc. TSM is still the one making them all.

Brawmethius

Well whats hard to do now is seperate what move was part of fundamentals and what part was the option chain positioning. For ASML the fundamentals actually seemed in line with the move direction maybe not magnitude; although performance was good and forecast guided up; it came with decreased margins and reducing shipments to China. I would describe the ER reaction as investors still generally bullish but see the declining market dominance and margin as a wash with other guidance up; so they are unwilling to push forward PE in valuation. This also aligns with the run up to last ER, going through a period of uncertainty and seeing a "wash", not bad not materially changing forward valuation much. For the magnitude it followed the option chain almsot perfectly with the implied move being about 7%. The chain was also positioned slightly put heavy and calls favored the OTM side, so the IV crush would have rapidly removed any hedging positions from the OTM long side faster than the short side which was more ITM and ATM (probably more actual downside postions over speculative retail postions). Overall I would say the ASML performance is bullishly positioned by the market but in a wait and see mindset not assuaged by the ER. TSM was a weirder one, I think some of the same pressures ASML saw. Little margin compression guidance up on CAPEX (implies more margin hurt later, or in general getting to the end goal is going to be more expensive than thought). But seemed overall pretty solid, maybe just general geopolitical shivers as well. The option chain move was pretty again spot on, well inside the expected move. Chain was heavily long again mostly OTM, so potentially the down was entirely mechanistic as the IV crush wipes the OTM longs here first as well.

Charlie_Q_Brown

Look at what TSM did? that company and all of its customers are saying sales are good.

KeyReaction892

What was your take on ASML and TSM beating and going down. Seems like maybe it’s one of those up is down, down is up earnings seasons?

bladzalot

Anytime one stock in a sector pops that big, everyone invests in their competitors because if the lame duck of the group can crush earnings like that, everyone else should be able to do so as well. Intel pops and everyone buys AMD, NVDA, TSM, ARM, and NVTS. Every sector is the same way, they all move in tandem...

876General

Bruv I’m up 55% for Y/Y on 95% US stocks (TSM being my Non-US concentrated position). Almost double VXUS over the same time period. There’s really no comparison to the US at this point, especially over longer time horizons

Consistent_Fish_7658

ARM is a funny one. I think they are way overpriced unless they deliver flawlessly on their plan to make their own chips and increase yearly rev by 5-6x within 5 years. META is supposed to be a huge customer for these new chips. I believe META has the test chips from ARM right now. And today META said they will be buying a ton of chips from AMZN…. So that’s odd lol. Maybe they also buy tons from ARM directly as well. The really funky part is AMZN’s chips are using ARM’s tech (ARM usually licenses out their chip tech and collects royalties). So ARM is actually competing against its own licensed out tech, but are also now trying to actually make the chips using TSM to boost rev / profits for themselves vs their old approach of only royalties.

cbusoh66

INTC singlehandedly added close to $1 trillion to the semiconductor sector when you consider what's happening with NVDA, AMD, TSM, ARM, QCOM, ASML, etc.

Celticsmoneyline

TSM sells on its Q1 earnings then runs on Intel’s earnings, unreal

PsychoCitizenX

Its not just Intel. There are a lot of companies bigger than intel that are up today that are part of the Nasdaq index. For example, AMD has a bigger market cap and is up 13%. NVDA is up 5%. TSM is up 5%.

hardcrepe

Jensen could easily do via saying Nvidia is building their own fabrication plant in the states either on their own or partnered with TSM

Alarming_Copy_4117

Don't factor in that TSM is at max capacity with orders for manufacturing booked out and all the data center competitors will need to look elsewhere for production to stay ahead. This is where Intel Foundry steps in with 18A and 14A

SighRamp

TSM nice!

iiGoodVibesii

TSM

FinePerformance1046

damn TSM really smashed through 400 just like that

Vegetable-Lemon6669

Yall think TSM keeps ripping? I’m up 11% might sell them re enter

cee3hree19

TSM hitting hard. 😭

codespyder

Forgot to buy TSM calls at market close yesterday. Frig. Missed a 3 bagger

Vegetable-Lemon6669

TSM

Traditional_Honey108

TSM gonna make 500 at this rate

EpicWhaleSquad

NVDA and TSM are scarily undervalued compared to the MAG 7

Important_Shirt_1567

Its just frusturating to see AMD,Marvell,TSM etc have no problem going up, Nvidia shareholders are like bag holders rn

Fun_Pay_992

You’re hitting on the $700 Billion question: Are we building a digital cathedral or just buying a lot of very expensive bricks? As someone tracking the macro shifts, the ROI gap is the "Elephant in the room" for 2026. While the "Picks and Shovels" guys (NVDA, AMAT, TSM) are feasting, the downstream "Gold Miners" are mostly staring at empty pans. Here is the breakdown of why the needle isn't moving yet: 1. The CapEx vs. OpEx Trap The hyperscalers are in a "Prisoner's Dilemma." If Google stops spending, Microsoft wins. If Meta stops, Amazon wins. They are forced to spend $700B+ not necessarily for immediate revenue, but for "Strategic Survival." We are currently in the most expensive infrastructure build-out in human history, surpassing even the early railroad or fiber-optic booms. 2. The "Feature" vs. "Product" Problem Most companies outside of Semi-conductors are integrating AI as a Feature, not a revenue-generating Product. Example: Microsoft Copilot adds utility, but does it justify the massive increase in seat price for every enterprise? Not yet. Until the cost-per-inference drops by another 80-90%, AI remains a high-margin cost for the customer, which kills the "Downstream" revenue line you’re looking for. 3. Valuation Distortions (The Palantir Paradox) Trading at a P/S of 86 is essentially pricing in 2030 earnings today. When 7% of the S&P 500 is tied to one chip designer, the concentration risk is astronomical. We aren't just in an AI bubble; we are in a "Liquidity Concentration" event. The Verdict: The money will eventually flow downstream, but only when the "Utility Phase" kicks in. Right now, we are building the tracks. The trains (revenue) are still in the station. If those trains don't start moving by the end of 2026, the "Infrastructure Overhang" will lead to a massive market correction.

DefiantDelta

mind you TSM is days away from getting their LNG lines rationed lmao this is a generational top

renegaderunningdog

Taiwan's securities regulator changed the rules to allow their funds to be even more concentrated in TSM.

JiffKewneye-n

well my TSM puts are destroyed. im not sure why we are pumping-- possible renewed talks? leaning toward USO calls or MELI puts.

Cantthinkofacoolnam

Amazon 🟢 Tesla 🟢 Microsoft 🟢 Google 🟢 TSM 🟢 META 🟢 Apple 🔴 Nvidia 🔴

SpecificReading8419

TSM - deploying here.

iiGoodVibesii

They kinda correlate together. I'm asking for danger. Likely will sell INTEL and let TSM ride

iiGoodVibesii

Half my portfolio is INTEL and half is TSM............ Fuck

veryveryuniquename5

amd bers gonna be praying for lisa su to say the n word on tv, ww3 and a earthquake to hit TSM just for amd to go flat today LMAO🤌

oldbutterface

Literally me. I picked up 100 shares at about $19 after watching nanagate unfold. I didnt think America would allow itself to lose global influence over the chip market. Clearly 🥭 agreed that we shouldnt be too reliant on TSM.

Ok-Poetry-4721

intel puts at open will print. No way they can just waltz in and compete with TSM

Life_Dot_7072

NVDA, TSM, GOOGL, TSLA all showing nice bounce. But is this real relief or just a dead cat before another leg down?

UsernameTaken_123

What does Intel even do lmao, arent TSM chips 10x better

fartcatmilkshake

#cant wait for Intel to continue to fail and watch NVDA AMD TSM continue to rise

Trashpanda7193

TSM kicking ass and taking names

coopermug

Am I missing something here? NVDA is also making CPU. I did buy AMD & MU and those 2 are my most profitable trades (along with TSM). But 40% of my portfolio is NVDA. It might not yield enormous return like AMD, MU, photonics (yet) but it has given me a peace of mind because I know it will go up.

Crazy_Donkies

Ive done it like 5 times this week.  GRPN, TSLZ, TSM, OKLO, BYND, and more. All moves happen premarket and after hours.  

Retropixl

They still are garbage, TSM is still light years ahead of them. They’ve been pumped up from government intervention and the AI bubble.

Retropixl

Right, when Google was an 18 PE it was a terrible buy right? Or TSM at a 20, or AMAT at a 14. I could go on, really goes to show you have no clue what you’re talking about.

Nendilo

I think NVDA has more upside but is riskier than TSM, so TSM probably less risky but less upside. TSM has a cheaper entry point right now.

-IQ200

TSM not popping with INTC and AMD is lowkey criminal. Or lagging play, free money calls? 👀

rubsdikonxpensivshit

Ton of TSM calls bought today full unusual activity style. Looked at charts and it’s looking dumpy to me. May gamble some puts anyway

losingthefarm

I own TSM, Amazon at $80. You would sell that? To buy what?

OG-Bitchslay3r

And TSM? Other than looming threats from China, seems more productive at first glance, especially with a higher dividend.

OG-Bitchslay3r

I'm giving serious consideration as to whether I should sell off NVDA entirely and dump the profits into either TSLA or TSM as a long term hold.

callsonreddit

Tickers confusing af MTSI MKSI TSM TSEM TEM STM

hermeskino715

I'm not into the whole chip industry news but If INTC is doing well, doesn't that mean NVDA has competition now? TSM and NVDA down AH right now makes me ask that question