TSM

Whole_Use8878

Decided to sell half my msft holdings and all amzn holdings and swap into MU, NVDA and TSM today. I've been bullish on msft, goog and amzn, but realised that NVDA and tsm are safer and will grow in synch with these tech giants but at a faster pace, because the reliance of growth of these tech companies has become reliant on their ai capabilities that NVDA and TSM automatically win if the tech giants win, but don't necessarily lose if one or more of the tech giants lose (the Capex is real).

Icy_Acanthisitta7741

Literally anything (most of the high players) you bought 2 years ago got this much raise. Intel, nvda, msft, ALOY, TSM. PLTR... etc...etc...

No_Current3675

Maybe I fucked up in not buying TSM today.

Visible_Ad_2271

Damn the main capital of big tech with the HQs of Apple, Google, Meta, Amazon, TSM, Nvidia where all the CEOs live and all the chips are manufactured, the great country of the United States of Iran is getting attacked…no wonder markets are crashing, RIP big tech….it all makes sense….our beautiful stock market can‘t prosper while Iran is getting attacked, Iran is such an influencal part of our world….oh man Mr. President please help

Whole_Use8878

Decided to sell half my msft holdings and all amzn holdings and swap into MU and RDDT after the drops today. Obviously higher risk, particularly with rddt but with a far greater probability of a huge rebound compared to msft or amzn. The logic being that at the current value rddt and MU realistically can only drop another 40% max before hitting a hard value floor unless some kind of fundamental catalyst changes things. However this is unlikely and the probability of a bounce back is significantly higher. When MU and RDDT bounce back they bounce back much harder than the huge mega caps. I think now is a great opportunity to take advantage of the volatility of these stocks with some of the risk mitigated. Also, swapped a lot into NVDA and TSM I've been bullish on msft, goog and amzn, but realised that NVDA and tsm (also holding) are safer and will grow in synch with them but at a faster pace, because the reliance of growth of these tech companies is so reliant on their ai capabilities that NVDA and tsm automatically win if the tech giants win, but don't necessarily lose if the tech giants lose (the Capex is real).

boofybutthole

mostly been picking up bits of TSM on the way down

boofybutthole

I've been picking up tiny fractions of TSM as it drops, that's been my only real plan so far. this market is a bit too whacky

BiblicalAss

TSM sub 330 ! its the end!

TowelOld743

If china invades Taiwan TSM will go to 0, it's because they, like most East and South Asian nations are extremely dependent on middle eastern oil, Philippines have enough for about 45 days, then they'll be out of oil.

Maximum-Cash7103

WHAT THE FUCK IS TSM doing.

Visible_Ad_2271

Especially MSFT, GOOGL and META are free money rn. if TSM goes down further them also.

No-Insurance100

My TSM puts are printing today. Taiwan is gonna be out of fuel and helium within a week. The question is whether they stop chip production or force the population to have daily blackouts to keep the lights on at TSM plants

Maximum-Cash7103

TSM and Google made me feel invincible last year. Now? Straight regarded

JiffKewneye-n

TSM drilling hard

hermeskino715

My TSM puts been waiting for Gyna to do something for the past 2 yrs If they haven't done anything after Venezuela, then they ain't doing shit

teh_herper

So poots on TSM and NVDA

Focux

Let me guess, you also skipped TSM because of the “China risk” that western media keeps pumping out right?

WiseAct446

Being as this is r/investing, we're all free to read the article and decide how to invest. Some will be right and some will be wrong. It will be fascinating to see which of these opinions pan out. As for me, I'm long on the chip supply chains that fuel the AI boom. Feel free to check back in 6 months and 1 year to see if this is a momentary disruption or something that actually prevents the manufacture of AI chips and negatively affects the stock price of TSM, NVDA, AVGO, and ARM.

JahBoiFloyd

I bought TSM and NRG off some reddit advice and those are up 210% and 150% from when I bought.

Subymoa

puts on TSM ?

El_mae_tico

$TSM Will fall soon under Chinese gov... I thought they were taking Taiwan this month... It's good for everyone that at least he tries... Everyone hates Musk, but in this case, we need this to work ( all but China)

mrtomd

This is good for multiple companies: $NVDA, $QCOM, $TXN, $MU, $NXPI, $AVGO, $ADI, etc. The question is: how much $TSM will try to f... it and block suppliers like $ASML providing the machines.

Tradingland

ATOM FAB news due any day. NVDA INTC AMD TSM BRCM MU SNDK AMAT

Beetlejuice_hero

Also American company vs Euro. With maybe ASML & TSM excepted, non-American stocks just suck. Goes far beyond just pharma.

Trashpanda7193

Any explanations as to why TSM up today

A55BAG

Semis that do circular financing AMD, NVDA, AVGO are in a 6M long downtrend. Semis that only take cash like TSM and ASML have been only going up.

No_Bookkeeper6275

TSM will definitely go down due to poor forecasts of Q2. Check out 15th May expiry puts if you have the patience.

No_Bookkeeper6275

Taiwan will not run out of minerals but TSM will definitely deprioritize its low margin products to cater to the AI demand as long as possible. The issue will not be helium but chemicals like photoresists that suppliers like Sumitomo Chem and Shin-Estu Chem produce specifically for them - These companies have already declared Force Majeure for majority of their committments due to lack of Naphtha from Middle East

JiffKewneye-n

im apparently going to die by the hypothesis (unproven) that Taiwan is going to run out of minerals and therefore TSM will crater.

Tradingland

ATOM Wink wink. Game changing semiconductor technology for trillion dollar industry. INTC TSM NVDA AMD BRCM

Trashpanda7193

TSM the only green thing I have in my port

JiffKewneye-n

TSM really wants to sink source: i have puts

CriticalAnybody6686

Good thing I have them.. and NVDA, TSM, and AMD. I like getting fucked in every hole possible

Tradingland

ATOM Final FAB result due any day for game changing semiconductor manufacturing. NVDA INTC ATML TSM MU SNDK BRCM TXN SOXL. Previous all time high 47.

NotMe357

"Investing.com-- NVIDIA (NASDAQ:NVDA) may redesign its next-generation Feynman artificial intelligence chip platform due to limited production capacity at contract chipmaker TSMC (NYSE:TSM), a report from Taiwan’s Economic Daily News showed on Monday."

wilhelm96

TSM getting sodomized

Raslatt

TSM is a great one. I own the stock. However, if you’re looking to diversify SMH holds TSM, it’s a bit more diversified and you can sock money and leave it there. 20% of my portfolio is in SMH for your reference.

JiffKewneye-n

i took profit on my TSM 300 P exp 4/10. made about 80 percent, but i can't shake the feeling that this was a blunder. i have a spy put going for tomorrow, but i should have reloaded TSM puts on the late rally.

rick2882

I've bought more MU and TSM over the past week. Admittedly, I'm also holding a 3x Short ETF (SQQQ) and bought UCO (oil). I'm playing both sides so that I will always come out on top.

HEK293INVAX

RedditAdvice : The street is just thinking OIL price yet the LNG price affects industries across the rest of the world too, and N.A. LNG is much cheaper than everywhere else, EU and ASIA is more than double the U.S. price, the "energy spread" acts as a structural subsidy giving U.S. based industry a clear cost advantage to others. Historically it has been as much as 5x higher. **Chemicals & Fertilizers, Heavy Manufacturing -i**nexpensive gas-fired electricity for domestic investment in steel, glass, and plastic-resin production for exports and culling the overseas competition both domestically and abroad. TheEnergyWar will continue till morale improves. I speculate Russia, Turkey, Iran and Houthis with Chinese tech support for this new Axis of Opportunity. This is volatility off the charts brewing. $EONR $TSLVF is all I own. Am sidelined from everything else now yet see major upside in XLF next week along with Energy sectors, XLU is not favoured as much as many companies are tied to AI and that could be indirectly and directly affected from Israel (INTC) and Taiwan (TSM). It's a stock pickers market now, no indices for me, thankyou. AI&I

WiseAct446

There are all sorts of things that COULD happen. From a helium supply standpoint, it could mean other suppliers (as well as the US) bring on additional capacity. It doesn't mean AI chip production will decrease. AI chips will be the LAST chips TSM stops manufacturing. The US alone produces sufficient helium to ensure a sufficient supply for those chips.

fartymctoots

Yeah exactly this. I’m well ahead, but I bought NVDA forever ago, TSLA as well, and got in TSM at 7 bucks lol. Holding those and trimming over time has been very profitable, but the rest of my portfolio is just okay. Idk if I’ll ever be able to do that again. I’m also not chasing it. I’m just trying to do smart consistent things at this point.

SpaceCatVII

TSM better buy tbh

5256chuck

I ain't looking. I'm still DCAing all my solid stocks (all the way down) but I'm definitely NOT interested in anything new to consider. My solids? AAPL, BRK.B, COST, GOOGL, IAU, NVDA, RKLB, TSLA & TSM. These, too, shall rise again!

Immediate-Movie6837

TSM will die so China can live.

First-Button-2297

Im down 1% combo of SCHD, SPY, NVDA, TSM, EEMA, VEA as holdings. Other portfolio is flat to slightly up...holding Cash and writing weekl y CSP's on low delta options.

ai-moderator

#TLDR --- **Ticker:** TSM **Direction:** Down (Straight to zero) **Prognosis:** Buy $120 Puts expiring 4/17 **Catalyst:** WW3, calm seas, and self-destructing semiconductor fabs **Military Credential:** Armchair Admiral / Tom Clancy novel aficionado

farnesebull

TSM is going to zero before the end of April. The weather window opens in a few days, China only has two weather windows a year, April or October, to have calm enough seas to attempt to take Taiwan. US interceptor missiles are quietly being moved to Middle East to replenish allies and ourselves against Iran. We will not have enough to defend our assets in Asia which makes it tough calculus for us if they move on Taiwan. This is China's best chance in decades to take Taiwan. TSM literally has their factory rigged to blow if China tries to take Taiwan. Puts are lottos here.

OxCart69

TSM puts this weekend guys

Scribble_Box

Been doing this with leaps for a while now. AMD, Google, apple, nvda, Adobe, OXY, TSM, SNAP, UNH etc. Biggest holdings rn are Google and Amazon. Down a bit on those currently and quite a few others, but I'm still up 51% on the year lol.

givemeanappple

Photonics is the future. Once photonic transistors are mass adopted, there could be a huge shift away from electronics. So in my insane opinion, LITE could go to $10,000 a share. Even at that price, lite would still only have a market cap half that of TSM. In the future, if lite reached TSM value (1.76 T), it would put it's share price at around $25,000 a share. Speculating is fun.

Scribble_Box

I sold some OXY leaps that I was in since the Maduro shenanigans. Sold the news when the Iran war kicked off. Should have held lol. Sold Adobe for a nice gain, as well as apple, TSM and a couple others. I'm holding a bunch more. Lots of Google, Amazon, nvda, meta, and Healthcare. NVO and UNH. Those last two are hurting lol.

JiffKewneye-n

i chose not to sell my TSM put when it was +500 percent at bell open today. ugh

UnObtainium17

I bought that dip, but sold all of it too soon. I thought there was no point in holding ASML, AVGO and TSM.

greg_r_

Yeah lol. Ignore the copers. LLMs are here to stay for the foreseeable future. MU, NVDA, ASML, LRCX, and TSM are all great options(heh) over a \~3-4-year timeline.

rjb_jr

As Sean Strickland, philosopher, would say…here’s the thing you guys. I can’t imagine China not taking the opportunity in a few more weeks to blockade Taiwan. TSM will go to 0 and Intel/AMD etc will go to a bazillion. Yes? No?

wrongrobertpatrick

Kinda funny that TSM kicked Tesla out of the mag 7 and he’s like I’m building my own chip fab 🤷🏻‍♂️

intjester-5

Don’t know, don’t really care. There must always be a bear case in investing or there’s no opportunity to be bullish. If everyone can already see the value, then no one’s selling and the price has already risen. You have to buy what nobody wants when nobody wants it. Find an investment with a bear case you can live with. I can’t live with China threatening Taiwan - that’s your opportunity to buy TSM cheaper. Piper doesn’t like DRTS last week? That’s extending my opportunity to get in lower on DRTS. Long term the truth will come out. DRTS could absolutely need to raise again. But they have so much leverage now that I don’t believe it will be through an unfavorable straight dilution. Treating them like every other binary outcome biotech is a lazy failure to think. Japan will start to bring in some as-yet-unknown amount of revenue. Maybe the cash runway is longer than it looks on the balance sheet? Maybe the bears are correct that it’s shorter. But DRTS have publicly stated that big pharma is now at attention. They can choose and negotiate a partnership (or any number of financial options) among many suitors from a position of tremendous strength. If they were desperate to do a deal it could have been done already.

JiffKewneye-n

i have TSM puts. when do i get to retire?

Scrogwiggle

I know this is retarded, but I wanna buy long dated TSM puts for the inevitable china attack. Doing it soonish seems like a good idea with the us depleting its missile supply and being preoccupied with Iran. My buying these puts will insure that nothing will happen till they expire :(

Pin-Last

YES… or 50/50 w/ TSM

iFiredIce

Yet TSM is still up lol Pretty people just didn't like Jensen's lying yesterday

yakuzademon893

TSM calls

AdAny631

Everything goes to zero. We get all our leading edge chips from TSM fabs in Taiwan. The ones in Arizona are a node behind. In Taiwan they call it the “Silicon Strategy”. Make yourself so valuable to the rest of the world that they will defend you against a Chinese attack.

GuiltyShirt3771

Calls on TSM. America and China buying chips like no tomorrow.

Initial_Alfalfa243

Buy TSM, what do u think?

Rare-ish_Birb

I guess this means 500 billion in revenue for TSM too.

Devastaytah

Who got insider info of when Chyna invades Taiwan so I can load up on TSM puts

Initial_Alfalfa243

TSM yes or no?

Devastaytah

How regarded are TSM weekly puts rn

Jacobpapi

TSM next

cuccifer

Short TSM

louis-debroglie

China threatening Taiwan is going to send TSM to $0 and all AI stocks with it.

ub3rm3nsch

In my personal opinion? TSM.

HairlessChest

TSM Calls

AccountOfMyAncestors

Assume you have the thesis that china will make their move on taiwan this year or next year. What's the highest, risk adjusted way to profit on this? Long dated puts on TSM, way OTM? Or on NVDA?

Traditional_Ad_2348

Is it? American fabs were shut in favor for cheaper foreign labor and far less restrictive regulations. Why would TSM build in America with less favorable economics unless they were coerced by subsidies? We wasted our tax dollars on frivolous side quests like subsidies for electric cars instead of bolstering our domestic manufacturing for chips and critical mineral supply chains. Now we don’t have enough energy supply for factories let alone electric cars and data centers.

Traditional_Ad_2348

You Need to start thinking about the fabs in the U.S. There aren’t many and they don’t produce current iterations of AI chips, but constraints drive innovation. We have most all of the fabless chip designers that can design new chips to be produced by INTC, GFS, and the Arizona TSM fab. We have Micron for memory chips and a Samsung fab in Texas. WOLF is a domestic SiC fab. TXN has a Fab for GaN chips. SKYT is a fab that makes chips for defense applications. QUBT has a TFLN fab for photonics applications and RGTI has their own fab for quantum chips.

Wide_Air_4702

It's stunning to me that TSM didn't begin this build out sooner.

Wide_Air_4702

TSM is rapidly building new fabs outside of Taiwan, but they should have started that process 5 years sooner so that it wouldn't be an issue today.

PrincessNausicaa1984

This is a really underrated point. NVDA at 35x forward basically assumes TSMC keeps humming along at full capacity indefinitely. If TSM gets a geopolitical discount, why doesn't the company that literally can't sell GPUs without them? The risk just gets laundered through the supply chain and somehow disappears by the time it reaches the end customer's valuation.

AccountantHorror8243

Fair point, it's definitely not an unknown risk. But I'd argue the mispricing isn't in TSM itself - that discount is well established. It's more that the downstream companies (NVDA, the hyperscalers) trade like the supply chain is a given, when they're just as exposed. TSM gets the geopolitical haircut but the companies that completely depend on it don't.

Nightkill02

!Banbet TSM 320 1m

Chief-Sheed

Probably on some TSM & AMD

HugeAd5056

If he was in MU and SNDK he’d be up more than that. AVGO just a bit more than double from April 2025. TSM tripled, GOOG doubled barely at one point. NVDA doubled from 88. So many things if you bought the dip in April and held like a fiend.

Flynn_Kevin

All my tech stocks gone today. AMD, NVDA, INTL, TSM. I'm loaded on GLD, SLV, and cash to settle on Monday.

jnas_19

delist $TSM

jnas_19

delist $TSM

ElkQuiet1541

what is happening with TSM? yesterday was down -4% already

Consistent-Tank7654

TSM puts will print unfortunately

iFiredIce

Because TSM is a company that is actually fundamental to the world with an insane moat that only really took off in the past 5 years due to AI yet only did \~180% return while RH is RH and they pulled 400% in less than a year last year. RH is good, I use it as my main broker and am long on it overall. But at the same time fidelty, webull, moomoo, etc. all exist that do roughly the same task at hand; RH has no real moat and the world wouldn't really change that much without them existing whereas the same can't be said for TSM. All I'm really saying is I find it wildly funny how anyone is really surprised that HOOD is going down in this environment when it was obviously incredibly overvalued for the past 6 months. Even at current P/E ratio of 37.14 *after* the biggest part of the cool off it's sitting almost exactly the same as NVIDIA. Does anyone here honestly believe HOOD is going to be as profitable as NVIDIA over the next handful of decades??

iFiredIce

All you whining about HOOD need to realize it did 400% from start of '25 to october last year. For reference TSM has only returned about 180% in 5 years time and they are literally one of the biggest companies in the world

g____19

TSM!

III-V

China going to get Taiwan for free while the US is out of missiles and their ships elsewhere Not that they're ready to make a move tomorrow, but if the US is distracted with Iran long enough, I'm buying puts on TSM

Competitive-Elk9326

Ya TSM got smoked today

tired_ani

FICO dead , MELI dead, TSM dead My portfolio DEAD

UnObtainium17

I actually like all of them long term, I am holding on. MELI, EMBJ I got in recently, I like my cost basis, just have to let it play out. TSM, RYCEY and NU I got in years ago and still a solid business with strong growth. META, I have that. MSFT, used to be my biggest holding but sold half bit by bit months ago. Looking into buying the dip if the trend continues.

cforb92

Finally got into TSM today, been wanting in for awhile

sharkenleo

Anyone know if there was news on TSM?

Bossanova12345

Investing in individual stocks is fine, if they are good compounding companies. You need to do some research. It’s history, competition, recent news, look up its CAGR, Beta, PE and other metrics. But especially lately, lots and lots of companies outperform the SP500, and will continue to do so. My biggest returns past 6 months are STRL, GEV, TSM. But mostly my investments are VEA VWO VUG