TSM

Bagholder4lifez

Don't touch SOXL today. TSM is literally sitting on the 200 MA. NVDA just a few cents under. AMD will be on crack cocaine because of the earnings (still over the 200 MA). AVGO, QCOM, INTC and a few others are way under the 200 MA. Do leveraged DOW or Russell if it's your thing.

Diimelo

I keep buying and selling TSM 430s, I'll check 420s

f0king

I'm holding TSM 420s .... Dated at the end of Nov. Reeee

Puzzled-Question-156

Avoid shitcos that have a high probability of going to 0. Examples are CRWV, OKLO, IREN, etc. Buy stocks with strong cash generation, ideally the cash generation capability shouldn't be affected by the bankruptcy of shitcos (Among AI stocks TSM is somewhat safe from AI going bust because the consumer chip demand would simply replace data center chip demand). I like gambling, but it has to be in my favor. Buying stocks that I know would not work in the long term is a bad deal.

codespyder

Been up and down 2.5% on TSM while I’ve been asleep. Im like Mr bean when he passed out on a roller coaster

autumnbreeznleaves

I got a bit of cash since I sold SK and TSM positions before close instead of my Gold position which is the only thing green rn. I think this is an overreaction AH's b/c nearly everyone is overweight in tech & semis stocks rn.

OilBull

Fuck it. 100 shares NVDA TSM GLW AAOI loaded.

octopus_serenader

is TSM still one of the GOATs?

pab_guy

NVDA MSFT GOOG TSM MU are all worthless?

octopus_serenader

i just want to know how this affects TSM

Brat_Roleplay

Do you think TSM and NVDA are good ways to play AMD indirectly?

f0king

Ok I guess TSM is declaring bankruptcy?? Absolutely PLUMMETING

nah_bro_not_interest

buying KLAC LRCX ASML TSM SNDK and a few others.

aBadBandito

Invest in semiconductor fabricators (TSM/Samsung/Intel). This is such a technologically advanced process that there is a huge moat around new market entrants (baring China subsidized entities, but they are still (hopefully) years behind what advanced western fabs can produce). The reason this tech is so important is that it is done using reflected light to cut traces into semiconductor wafers. To ELI5, these traces are the physical pathways that electrical signals signals take to make it to their destination. These destinations are used for logic operator decisions like add/subtract/divide/etc. That is for simplistic terms the hardware basis for all AI (and non AI digital applications as well). The reason the light is used to make these traces is that they are so small (fractions upon fractions the size of a human hair) that mechanical processes like extruding conductive material directly onto/into the wafers are no longer pheasable. Thus, arguably the most advanced piece of technology humans have ever made is used to pack millions/billions of these onto very small wafers that fit into processors inside of your computer/iphone/servers. Being smaller means you can pack more of them, making your computer/phone/server more powerful and capable of performing more complex logic faster. Again, Important as AI is all a mathematical algorithm that is calculating statistical probabilities. Outside of the semi fabs themselves, one company makes the piece of equipment used to make the light traces, ASML (another potentially good investment). Outside if these, memory is another hardware that is required for AI and also uses some of the aforementioned advanced processes. MU/SKHY to name the big ones.

octopus_serenader

Is TSM still a good buy and hold or is it gonna bleed?

octopus_serenader

hmm should i buy more TSM or AAPL. feels like AAPL gonna fall more.

f0king

Just going to keep holding these TSM calls forever watching it bounce between 400-406

f0king

God if TSM could just hit 440 today. A teensy weensy 10% pop is all we want.

unhappyreach_

I'm a long-term Intel shill, so I'm very biased I feel that once the customers start being announced, it pops again, but with that said, it could retrace more. Don't believe the trolls that say Intel can't produce on the same level as TSM. They aren't right now, but they will. Plus the packaging tech and the wafer material blah blah they are cooking. The US Gov needs chips that are not produced in the China zone for security purposes

Cilantro_Larry

If it comes down by 10%, I'll buy more. TSM is by far my favourite company in the AI sphere, along with NVDA, ASML, and AVGO.

Spac55

After 12000 strikes in Iran war, just few more days strike here and there, how big impact to market? Just to make media noise, scare market & increase volatility. All companies have strong earnings $SPY $QQQ $NVDA $MU $KLAC $TSM $AMZN $GOOG $META $MSFT Midterm & Q4 buyback time

Not_A_Spi

TSM, NVDA and ASML are all major players in the semiconductor industry, so if they all started falling that sharply, the entire market would probably be in trouble.

BladeFireQ

TSM, NVDA and ASML will never dump like crazy in a day because they are the structure of the Semis history, if you see one of those -10% you will see the entire market bleeding like crazy, the only new that I see making that happen is Recession or the Hypers saying that AI is shit and they won't be putting more money into it

SanDisk_Made_Me_Rich

There are several supply chain issues on the horizon from a lack of domestic energy strategy (Nuclear Grid Investment and Alternate Power sources to supplier manufacturing capacity which is limited. When you have TSM ASML NVDA as well as numerous other suppliers saying 'sold out' someone is not getting their goods. These are natural roadblocks to achieving the spend targets. Then add on the self-induced NIMBY efforts and the outright moratoriums and you have a recipe for China to take the lead. They have built the power infrastructure that we need and they don't have the political roadblocks.

autumnbreeznleaves

There has always been the possibility you're right. This is why you have to know what you're buying and what is in those funds. $VXUS will be hit if the AI cap ex bubble does pop like you think it will. But the fund's largest stock holding is $TSM @ 4.2%, Samsung @ 2% and Sk and ASML around 1.5% each. You are looking at 10% market cap in semi or AI stocks in the top 10 stocks in the fund. Now compare that to the $QQQ. $NVDA, both Googles, Microsoft, Micron, Amazon, META, and AMD come in at 36.5% market cap concentration. I'm not including Apple. Now if you bought $VT over $QQQ or $VTI those same 8 stock market caps are pushed down to approx 15 % of the fund/ETF. Now you will have to add in SK, Samsung, TSM, ASML but the AI/cap ex spending market cap stock risk is still reduced. The fact that I am now being downvoted as much as you are means that we might both be onto something here. Cheers.

Bagholder4lifez

Oh man TSM is VERY tasty here i'm about to fuck myself on margin.

Educated_Citizen

I'm lucky to have bought early and sold close to peak with TSM.

Bagholder4lifez

TSM on the 200 MA. Crazy.

f0king

Boy am I glad I bought that dip on TSM Friday. What a great call. I'd only I had sold this morning instead of letting it melt back down negative. Not taking profits strikes again!

f0king

MSOS responding to the midterm erections. TSM reportedly bankrupt and shutting down?? Only reason I can think of for the massive sell-off (down over 0.15% today).

codespyder

TSM just stay up goddamn it. China isn’t invading you it’s okay

f0king

Was between buying NVDA or TSM at their lows on Friday before close... Went with TSM, which of course is dumping all of its recovery while NVDA keeps going up. Nice 1 regard.

Indra_Sx

Why $TSM ??? Why do you want to be a follower !!!!

Midget_Molester10

And TSM has a 30 pe ratio and is the most important company in the world for ai

looool_k_libtard

AI gonna have a 50% bounce this week before black swan event with Anthropic IPO. NVIDIA and TSM are going to $0.

d3r3k1449

Yeah I’m down $25K across varied retirements after the last two weeks…but that’s all gains from the past 8 months and not all of it either. I also sold my own Intel and TSM stock 3 weeks ago in RH three weeks ago for a profit of 120 and 350%, respectively (both held over a year the latter for three).

Spac55

BigTech are global companies. They have a big cash flow, generating from consumers using them globally AI companies don’t need government bailouts. They can modulate their spending, don’t need government money at all. All adopt AI use; $SPY $QQQ $NVDA $MU $KLAC $TSM all go up

Miserable-Hotel7561

TSM carrying harder than a backpack while that call just leaks money

zendaddy76

I usually look at forward pe and 250 day moving average. If macro environment looks ok, I add to my positions where I have conviction. But this is in my Roth and I’m holding for at least 10 years. I started doing this in 2016 and have outperformed VT by 82% in my “play money account” (which I limit to about 100k). You can’t win them all, but the pullbacks in 2018, 2020, 2024 (tariff tantrum) and 2025 (Iraq war) did wonders for my individual positions. That said, 90% of my investments are in VT or TDFs. This year I’ve added to MRVL, AMD and TSM in April, CRWD in July, MSFT in August, and Google and AMZN on Friday (first time buying AMZN). I still hold AAPL (my first stock pick in 2016, followed Buffet) and NVDA from 2020. Play the long game and be patient. I’ll be retiring 3 years early bc of my winners. 👍🏽

Spac55

$NVDA there is no AI bubble, until $NVDA earnings drops. Right now $TSM can’t meet demand, $NVDA earnings skyrockets, on to $MU gave $52 Billion revenue few weeks back. So AI bubble noise story is not real, AI changing all performance at every sector

abandoned_idol

Same. That's why I bought Adobe. They have good news in earnings, but everybody hates them for some reason. I bought Adobe at $234 and it's the only stock that isn't down today :3 TSM? Down. Google? Down. Meli? Down. I'll never touch Apple, even though it is clearly the best stock to own. I'm allergic to Apple.

WritesWayTooMuch

Both...sold off some GOOG, VEU and VOO...bought some TSM, MU, EWY and NVDA...as well as QQQ. Just risking up while things are a little lower. Regret selling Google ...maybe buy a tiny amount to scratch the itch.

MojoRisin909

I do believe if we see a blue sweep, which we all know is highly probable, we're going to see more volatility. At the same time, that mango asshat is still president, and even IF he wasn't, is this really a market any rational person would want to plunge short on? Stay away from large short positions guys. Your account/heart/mind/emotions and entire nervous system will thank you greatly for it. Best advice, find the companies you want to trade now, and prepare to plunge 2-3 months out when the knife hits the ground and begins to quiver. I've been eyeing AMZN and TSM. Pure AI plays may not be the best idea anymore. Who knows though.

octopus_serenader

wondering if TSM is gonna come down farther, might grab shares

davidbigham

It is always about TSM tho. No one use Intel . Hate to say it

Locus_In_Quo

Five Chip Stocks Drove 60% of the Selloff **Nvidia led in dollar terms. Its shares fell only 3.6%, yet that move erased about $185 billion**, because Nvidia is worth close to $5 trillion. Intel fell nearly eight times as hard in percentage terms. However, it lost less money, about $138 billion. TSMC dropped 5.4%, wiping out roughly $108 billion. Broadcom slid 5.5% and AMD sank 9.7%, and each shed about $90 billion. Company Change Market value lost: **Nvidia Corp. (NASDAQ:NVDA) -3.6% $185 billion** Has ER on 11-17-2026! Intel Corp. (NASDAQ:INTC) -28.4% $138 billion Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) -5.4% $108 billion Broadcom Inc. (NASDAQ:AVGO) -5.5% $90 billion Advanced Micro Devices Inc. (NASDAQ:AMD) -9.7% $90 billion Top five combined $610 billion Updated by 11:35 a.m. ET. Source: TradingView

autumnbreeznleaves

I just opened a position in $TSM as well. One of us will be right. Cheers

Arrowhead_Pride15

SNDK has CXMT concerns, more impressed w SKHY. Fully agree on GOOG and FIX. Market is punishing companies with excessive debt and execution risk. These companies are exceptional at execution and provide crucial bottlenecks (GOOG compute, SKHY massive RAM bottleneck, FIX addresses skilled labor bottleneck) and while I'm not as familiar with Lam, materials is obviously a bottleneck and growth market as well, just further down the supply chain. I have also been a long term enthusiastic TSM shareholder for all the same reasons. The supply chain is still dealing with far more demand than supply.

Same-Competition-413

Yea TSM down = the ship has a hole in it and is taking in water fast

Locus_In_Quo

> By 11:35 a.m. ET, 23 of the **world’s largest chipmakers and equipment suppliers had shed about $1.01 trillion across Wall Street and Asia. Nvidia Corp. (NASDAQ:NVDA), Intel Corp. (NASDAQ:INTC), Advanced Micro Devices Inc. (NASDAQ:AMD), Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) and Broadcom Inc. (NASDAQ:AVGO) alone accounted for $610 billion of that, or about 60%.** > The trigger was Intel. Its shares plunged 28.4% to $65.92 after the chipmaker’s fourth-quarter outlook landed well short of expectations. If the drop holds, it would be the stock’s steepest one-day fall since July 1974. > > Five Chip Stocks Drove 60% of the Selloff > Nvidia led in dollar terms. Its shares fell only 3.6%, yet that move erased about $185 billion, because Nvidia is worth close to $5 trillion. > Intel fell nearly eight times as hard in percentage terms. However, it lost less money, about $138 billion. > TSMC dropped 5.4%, wiping out roughly $108 billion. Broadcom slid 5.5% and AMD sank 9.7%, and each shed about $90 billion. > GOOG is on a huge discount $82 off from its recent highs, just a few weeks ago.🔥sale 😉

Independent_Shock_15

How many times am I gonna buy the dip on TSM

Alive_Signal1722

TSM leaps are looking tasty.

Alive_Signal1722

Made 800% on TSM puts placed as insurance on Wednesday.

ethereal3xp

TSM has worked with CBRS for nearly a decade bring that wafer ti market. I believe in TSM engineer vs an overnight report. Look up Zeta debunk Culpers report.

Asleep_Emphasis69

But I thought Foundry was a TSM competitive force of US exceptionalism

73ven3leven

Things should start to turn around next week after elections. It is just what usually occurs. If not, well then it might not be a crash, but it sure is on downward trend. Do believe it is more of a correction because of TSM or TSMC. They make all the chips for everyone. Stock is severely underpriced imo. Always post great earnings, but like you said, a correction. At some point, it might not be, and it's getting close.

codespyder

[Me holding NVDA and TSM calls right now](https://y.getyarn.io/4875fa0d-a010-4503-ba2c-91ac91a1f03c_text.gif)

Indra_Sx

These credit cards are going to have to pay themselves because horyyy shit. All it takes is one day and one stock. I have $TSM calls but they die cause of $INTC 👿👿

Bagholder4lifez

Wow just wow. Stick to NVDA and TSM.

Alive_Signal1722

I am going to hold nothing but TSM and jusdt swing them options when it ebb and flows...I trust no other stock at this point

Sea_Ebb4695

Everybody loves dumping the FAANGs and the hyperscalers. But no one’s dumping TSM or ASML 🧐🧐🧐🧐curious….

Indra_Sx

And I thought I was safe playing $TSM. This entire year has been a struggle to just keep my head above water. Think I’m done for now 😒😞

octopus_serenader

hmmm add more to TSM and AAPL now or wait?

Ok_Cry7572

you missed today's flow, here's the 6 most unusual trades from the session 🚨 >$META Dec 800P: $52 MILLION+ of puts >$MU calls: $11.4M in the first 10 minutes, led by a $6.7M Jan '27 550C block. Call Wall now moved to 1000 >$QQQ: $11M in Nov 715C + Mar '27 805C >$TSM Dec 440C: 7 call sweeps worth $6.1M >$AMGN Jan '28 420C: $4M opening call orders >$TSLA Nov 380C/400C: $19M+ call stack this morning

Designer_Respect4285

How do you lack this much self awareness? Why are you incapable of admitting you were wrong and instead try to shift the goal posts? You wrote something 100% objectively wrong, something easily verifiable, I corrected you. You then were objectively wrong again, about something easily verifiable, I again corrected you. Now you just change the subject. You say I don't know what's going on, but you are the only one who has demonstrated they don't even know the basics. Nothing I have said has been incorrect or in anyway demonstrated I don't know what's going on since all I've said was that you were wrong, which you were. I have 4.2 million invested, 90% of it in index funds, the rest in TSM, ASML, and SK Hynix which I've made a substantial return on. In what way am I a bagholder?

mightyblend

I like TSM long term but as someone above said, if it's too big a slice for your port then I say trim away. Gains are gains.

VoidMageZero

Depends how big TSM in relative to your overall portfolio. If you feel like it's gotten too big and you want to swap it out, then yeah trimming some can make sense. Nothing wrong with taking gains.

guidoharley

i’m holding TSM now and around 53% up right now. should i sell it and move it to ETF like VOO?. i feel like TSM doesn’t make significant move in the last 6month

codespyder

Up 50% on my TSM Jan calls. Sell or nah? I’m thinking nah

VariousHighlight4430

$TSM is reportedly getting ready to raise prices on CoWoS advanced packaging by up to 20%, according to Taiwanese media.

codespyder

TSM bby why you gotta do me dirty at close like that

rocier

TSM going outta business

VeridionMarkets

Quick cross-check on how Congress has been positioned in this trade, from House and Senate transaction filings since Aug 1 (ranges as printed): * **NVDA:** 5 sale lines from 4 members (Booker, Whitehouse, Meuser, Cisneros) vs 1 purchase (McGuire) * **MSFT:** 8 sale lines from 6 members vs 4 purchase lines from 3 * **TSM:** 3 purchases (Fields, Cisneros, Allen), 0 sales * The President’s latest OGE 278-T also lists an **NVDA sale of $500K–$1M** dated Aug 21. It’s a small sample, and the filings show what and when, not why. Plenty of it is probably rebalancing. Still, if $2.1T of data center capex is real, it’s interesting that the buying is at the fab level, not the GPU or hyperscaler names.

Bagholder4lifez

NVDA and TSM might be ok from here.

TreGet234

Micron is already dumping massively and likely will never see its ATH ever again. TSM is still holding up surprisingly well. The SaaS stocks like NOW could dump at any moment but for now it probably makes sense to stay long (panic sell if they suddenly go vertical and never look back). At least those are all profitable unlike those other 3 that are effectively just meme stocks. Meme stocks can make you money but you really don't wanna hold them too long after they go parabolic.

DrJanitor55

Getting advice from reddit is the same. Im doing well with NOW, TSM, and Micron but currently a loser with SLS, HOVR, ASTS, and a few others

Micheal_Hancho

The secret to sucksex is buying TSM. :happy: :happy: :happy:

MtGloomy0420

That’s hilarious…my $NVDA, $MSFT, $AMD, and $TSM shares completely dismantled your theory.

abandoned_idol

I'm really happy that all the money leaking out of AI is pouring into Adobe for some reason. I wasn't expecting Adobe to go up this soon after buying it. I bought TSM because they are really smart and make the components of what goes onto computers. I don't really care for AI either way, but I like that it puts more money into TSM.

Diimelo

TSM will never go down again

Designer_Respect4285

And as part of that condition he said unless they create an entirely new form of AI they will collapse. They didn't invent a new form of AI and they didn't collapse. Are you illiterate? Sure, a bubble popping would look like what happened in 2000 or 2008. We would see valuations plummeting. In October 2025, Anthropic was valued at around 183 billion, and OpenAI at 500 billion, today it's around 1.5-2 trillion for Anthropic and 1.25 trillion for OpenAI. Not only are they worth a shitload of money, but they are being assigned an extremely high p/s ratio showing investors have faith in the company. Semicondcutor companies like TSM/AMD etc are up 100% YoY and trading are multiples that price in significant growth. No one is saying the bubble has popped.

Rosella2562

TSM save me please 🙏🏻

Diimelo

TSM wants to run free

f0king

Deer baby jesus, let TSM and CRWV take over the world today, by your grace Lord let it be so. Bless the hands and keyboards of the workers, may they be swift and productive. Let your will be done inside of their walls lord, build up your warring business angels all around them heavenly Father and lead them into success and prosperity. I pray this in the name of the father, the son, and the holy Spirit, Amen.

Diimelo

TSM is a good dip buy

NotMe357

Google keep dumping since last week. What if Berkshire is selling Google? 🤔 I mean....they did Paperhands TSM back in the day when it was like 60-80$. Buffett bought and hold it for a few months before sell it again lol Of course this time the new CEO who's the one that bought Google and not Buffett but....

South-Atmosphere-264

Can we send TSM to $200

alberthoffman420_

You could just put 20 K into TSM right now and make about 8K when it hits its high again though

ybl84f1

This is exactly what I did with TSM. I sold covered calls for a while on shares I've owned forever, made some nice $'s, then it bounced up and they got called away (not quite sure but probably around $215 or so). I wanted them back as part of my portfolio on a dip so I sold puts around $175 which I got called on. For me and my target portfolio it was the perfect execution and a great example of the power of option trading.

OptionsHuduga

if u waited till LRCX reported to know that the AI trade is dead then u r certified retardium. did you not see what happened with ASML and TSM? they reported great weeks back and the market didn't give a f.

Indra_Sx

$TSM please, you don’t have to follow $MU

Beerplz94

i don't know about SPCX but look at TSM lmao

ThanklessWaterHeater

I’m just offering that patience is an excellent strategy. If they’re in the red on TSM, they won’t be for long. If they hold.

JudgeCheezels

He threw 5b into INTC because the mad king told him to bend the knee. Of course it acts as an insurance policy, but without a certain individual he wouldn’t have put 5b into Intel. Jensen is balls deep in TSM otherwise, he’d probably put his entire company’s fortune into TSM if he’s allowed to. Everything else you said I mostly agree with.

GlennThomas_

The part you flagged, forgetting what would make you wrong, is the real problem, and it's fixable without new software: \- Earnings calendar for just your tickers: most brokers and Yahoo/Google Finance let you get earnings-date alerts on a watchlist. For US companies, EDGAR lets you get email alerts on new filings, so you'd have seen the Aecom 8-K the day it dropped. \- A one-page "thesis sheet" per holding: why you own it, 2–3 metrics that matter (your TSM overseas gross margin number is a perfect example), and the specific level or event that would make you sell. Date it. \- A pre-earnings ritual: the day before a report, re-read the sheet and write what you expect. Afterwards, compare. That stops you deciding based on whatever mood you're in when you finally notice. \- Weekly sweep: 13 positions × 1 minute: any filing, guidance change, or move above your threshold? If not, close the tab. With 13 names it's very manageable once the thesis lives next to the alert instead of "somewhere".

Crumpet-Blue19

TSM 400k

Dry_Shirt7120

All in on $TSM. Taiwan won’t be invaded, right guys? https://preview.redd.it/hd5wrbqxwpwh1.jpeg?width=1179&format=pjpg&auto=webp&s=c372f7c139e7d6758ebfeb7500f3fb95de92e060

Dry_Shirt7120

$TSM giving me the tism

Alive_Signal1722

TSM, you are welcome in my bed anytime.

codespyder

Fly TSM, you beautiful bastard