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

Rich-Badger-7601

Definitely: - US ship hits a mine in the Straight of Helmans and gets mayo'd - US targets/sinks a cargo vessel then tries to pretend it was Iran's fault instead - China invades TSM while everyone is distracted - etc

iFiredIce

TSM goin to the moon rn?

iFiredIce

TSM stay pumped for open one time

MakeOSUGreatAgain63

I’m selling a bunch of shit like AMZN and buying TSM boys

MakeOSUGreatAgain63

I’m selling a bunch of shit like AMZN and buying TSM boys

Dabbler_much

Averaging in AVGO, MSFT, GOOG, META, TSM - all 20-30% off ATH. The war doesn’t change AI/tech long term thesis, although watching out if there is a prolonged impact which may delay some of the capex commitments in a recessionary economy. Hard to stomach so much volatility though, so position sizing is as small as it can be - spread weekly vs monthly earlier

Ok_Cry7572

TSM Feb report in 6 hours

Jolly-Seat4325

China is showing it‘s a paper tiger. TSM will continue its dominance.

Jolly-Seat4325

This risk everyone is fearful of is going on 4+ years now. Since then, TSM has gone up over 190%. Just saying.

Jolly-Seat4325

In TSM sub $70’s…so I’ve taken handsome profits along the way and still holding for the long haul. Since it went up today, I need not add, but if it dips I’ll be adding. So in answer to the question….always watching and always will be buying more TSM when it warrants it.

Vivid-Ad9340

I wanted to buy TSM but the Tiawan risk was too much. Russia at war with Ukraine, then the US at war with Iran. In the Iran war, you see that even the Strait of Hormuz was crippled by just drone threats from Iran even with the US saying they will escort oil ships. But Insurance companies aren't even giving these ships the go ahead, and the ships themselves don't want to risk life over it. So Tiawan's TSM saying they're too important to the global AI movement to be seized is no longer a good enough shield. More countries are now trying to provide military escort to these ships and it will be interesting to see how it develops.

koh-op

The entire TSM supply chain

dieharddubsfan

Honestly speaking, I focus on the industries I'm familiar with. Of course, that means you could be giving up potential gains by picking stocks outside your comfort zone, but at least it saves me time and helps me avoid blind spots. Once I've filtered out a set of stocks that I have some level of comfort with, then I use a stock comparison tool to check the fundamentals and technicals. For example, recently, I'm thinking about buying more NVDA and TSM, so I would compare them with other bellwether chip companies: [Fundamentals Comparison](https://www.stock-table.com/fundamentals?public_uuid=3f01b63b-ee5e-440b-b056-6543471f3223) [Technicals Comparison](https://www.stock-table.com/technicals?public_uuid=3f01b63b-ee5e-440b-b056-6543471f3223) At least it gives me a quick sense of the relative performance of my targets and momentum compared to similar stocks. Whatever edge I can create helps.

Zestyclose-Site8164

This is possibly the worst time to buy TSM lol in fact I’m itching to short. You understand why it’s down?

Si1verange1

This, the risk to Taiwan/TSM has maybe never been greater.

iFiredIce

TSM puts at open isn't feelin too great rn

Concerned_Fanboy

Man, we are so fucked for the planned Taiwan invasion next year. No way we can make up all these munitions in time, we will just let them take it and TSM will be the official chip manufacturer of the PRC

Patrick_Atsushi

TSM

gocaps777

$TSM is a good one.

Jolly-Seat4325

TSM….near monopoly, decades of R and D and competent leadership.

MakeOSUGreatAgain63

I think TSM is a good buy rn if looking 1 year out Idk what I would buy calls on rn. Options are kinda cooked with IV I will probs sell my entire AMZN position tomorrow to throw into TSM

jmats35

Despite everything going on, AVGO just had great earnings and TSM looks like a great deal at this price.

iFiredIce

So think might grab some TSM puts in the morning for when china decides we've exhausted enough resources

looool_k_libtard

Google and TSM

External_Pattern9950

depends on your timeframe. if you are buying for 3+ years then ASML is the one i would look at first because they have a literal monopoly on EUV lithography and every chipmaker on earth needs their machines. the selloff is a gift if you have patience. TSM is the other obvious one since they manufacture for everyone and the geopolitical risk is already priced in more than it should be. for a more speculative play, LRCX and KLAC are the picks and shovels of the industry. avoid trying to catch the exact bottom. set a price you like and start a position, then add more if it drops another 10-15%. the semiconductor cycle is real and we are closer to the bottom than the top of this correction.

CampSea1101

I lol-ed at the first post: That ONDS doesn't have factories. Intel has chip manufacturing capabilities. AMD gave up on the foundry business and went to TSM. Who won the race in the end? This post has the same vibes as: Don't buy ASTS because it diluted like 10 times since 2024. ASTS has even worse numbers on paper compared to ONDS but it will continue to print mad money for the traders and investors who play that stock. Using the same logic, Nvidia would never have made it because they couldn't produce their own in-house chips, right?

fn_gpsguy

Rather than switching, consider keeping some of both. While my largest semiconductor holding is NVDA, I also own shares of AVGO, AMD, KLAC, and TSM.

IDrinkSulfuricAcid

You motherfuckers really sent TSM divvy yield over 1% again.

Firm-Public-9829

Shorts mad and will say it’s too expensive at this price but look at the history and the TSM YTD growth Like chart it’s got going from a couple weeks ago…not to mention the news about their AI concierge centers in hotels , I don’t think they’ve ever had news as such, anyways keep watch

Equivalent-Tip-3084

First it was Nvidia, which I still believe in but it grew so much that I ended up selling half my position and bought TSM since they are fabricating everyone's chips. Biden has just announced the CHIPS ACT and they were a huge recipient along with Intel, which I also purchased a few shares. I'm at about 250k in TSM at the moment. It pays a dividend which is also nice. The main fear about TSM is their location in Tawaian. People are afraid China will take the factory. However they have been diversifying their fab plants and have one in Phoenix (building 2 more I believe), Germany, Japan, and China.  Jensen Huang from Nvidia has mentioned them several times in his earnings calls saying without TSMC there is no Nvidia. They are making EVERYONES CHIPS 

Sub_Par_

My TSM calls are cooked.

Portfoliana

most interesting thing here is MU at 9.11% basically matching NVDA at 9.20%. a year ago nvda was probably 20%+ of this fund. i moved about half my smh position into individual semis back in late 2024 specifically because of that concentration risk, bought ASML and TSM directly. down maybe 11% on the swap overall but at least i control the weights now. for a 2030 hold id be careful with the tipranks targets tho. those etf consensus numbers basically just aggregate indivdual stock price targets which assume everything goes right for every holding simultaneously. not really how semis work when TSM and NVDA are competing for the same capex dollars

JuliusFIN

How the hell am I up 33% YTD when I’m mostly in semis then? I have avoided the very end of the value chain though, mostly buying things like AMD, MU, TSM, ASML etc.

BNA-mod

TSM and ASML all day everyday. All they do is collect profits from chip biz. Nobody gets chips without these two. GOOGL is a value buy at this price. PE ~28? Forget about it. Thank me in 24 months when it’s 🚀 SOFI was better last week but I do think it will continue to rise back into the mid 20’s. LLY under $1020 will pay well as an investment. Bought the unreasonable dip in APP. This will be $700-750 by EOY. On fundamentals, you should buy PICS. Corporate buyers are going to buy every dip because it’s basically PayPal for So. America. $25 near term and $60 within 2-3 years. PDI for the dividends. IBM under $300 is a given.

MyOtherActGotBanned

I honestly love not seeing TSM mentioned much in here. Makes me confident in the inverse-Reddit theory

westsidethrilla

NVDA, TSM, GOOG, GEV AI will eat the world MORE than software has over time. The amount of compute and energy needed to support that compute will be massive. FWIW there are many stocks that could be listed here. Gimme some upvotes and I’ll drop alpha 🤣

Adventurous-Rice-453

TSM

downwiththerobotbass

Does this regard not realize it’s TSM and not TSMC?

Todayjunyer

I’m adding international index at 5% or more off ath it’s a gift. TSM and Samsung are positioned very well. This maga thing will run its course and the rebound effect of global money going to Japan SK Taiwan and China for their tech building blocks will be absurd. Billions of Asians will be lifted into middle class class and the business demand there will outpace growth in s and p imo

joannson

Totally feel you on that whiplash of sentiment - it’s wild how fast things can shift! TSM’s position makes it susceptible to broader market fears, especially with energy dependency. Just goes to show how interconnected everything really is!

kktvMIN

TSM has a high demand for electrical power. Taiwan needs to import almost all of its fuel. Maybe ex-Gulf sources can step up maybe not.

Aromatic-Ad-6244

What's with TSM today? Is Taiwan under attack?

sc181818

Took increawd position in TSM MSFT NVDA VOO QQQM today. What else should we grab at discount?

joe4942

Even TSM down -6%.

4ndyp4ndy

Why is TSM down so much? Is it geopolitical risk related

Comfortable-Sky7801

TSM and MU taking a beating.

something-cheeky2022

TSM puts 2 weeks out. No way china doesn’t take advantage of Middle East situation.

Lynorisa

If it's a naval blockade, maybe, but I doubt China would risk making landfall to seize anything. TSM would probably detonate their fabs if they were about to be taken. China is better off influencing legislative votes in Taiwan through intermediaies like corporations, trading orgs, and lobby groups. Slowly accumulating leverage and economic dependency through very tiny favourable decisions.

Amebocrypto

No one is promoting anything, if all you care is about the news, fine, then people that use news to read the market knows the stocks that are valuable now, already long TSM will show my PNL when it triggers

GuiltyShirt3771

Please chairman Xi, do something so my TSM put will print

-B-H-

I’m DCA back into Microsoft, TSM, RDDT. They haven’t changed value in this chaos.

TacticalcalCactus

Quick, sell TSM because Mag 7 is about to drop a large country worth of GDP into hardware.

kool_mandate

My theory is that this is a selling opportunity in oil (maybe not today , but soon) If it was me , I wouldn’t hold those calls for longer than 1-3 weeks . I started selling covered calls on GD today and bought VOO leaps . I just read an article in the financial times about hedge funds that overweight EM equities are starting to get anxious. (Although I think selling in TSM is etf driven )

Trashpanda7193

What’s that brief spike on TSM?

MichaelJamesBurry

They got hit with indian shit that is gonna tank better invest in TSM

Comfortable-Sky7801

When do we start buying the dip? There’s some nice sales going on. NVDA, MU, TSM

SpaceCatVII

I want to buy more TSM but also seems like the perfect time for China to invade Taiwan rip

supsupman1001

tesla is not xAI, and xAI is not spacex, spacex just recently acquired xAI. nvda is heavily involved with xAI, but with xAI exponentially breaking a growth wall, they will design their own chips, direct to TSM, direct to their own ecosystem. Many people discount what AI will be capable of in a few years, and if anything Musk vision has proved that he doesn't want to rely on competitors, this will be central to how AI operates as each becomes more proprietary, and less run on a flawed NVDA common ecosystem.

wilhelm96

If the strait remains closed for more than 2 weeks Taiwan’s LNG reserves are depleted, all non essentials are shut off and TSM is proper fucked.

azk1202

It's not. That would be projecting a very American reason to want Taiwan onto a country with a very different (and far older) culture and history. The way the Chinese government acts and views things is basically like a Chinese dad - a bit too traditional, far too stubborn and sometimes quite abusive, but in general they do things for the long term or greater benefit of the people (or as retaliation after 'putting up with shit' for too long). Unless you have absolutely no exposure to East Asian culture, I think with that sort of comparison it should be easy to see that for TSM chips, the Chinese government's policy is to incentivise everyone to "study hard and become an engineer and work hard and take apart the chips until you can make better chips or you're disowned and won't receive ~~Chinese New Year money~~ grants anymore". Then for Taiwan itself, I personally find it difficult to understand although I understand where it's coming from. Taiwan is allowed to govern itself as long as it does not declare independence. China will take over if it declares independence because **they want to ensure no American military operations and bases on an island very close to major shipping ports**. This type of arrangement was agreed to by most countries decades ago. Because the Chinese government acts like a Chinese dad, 1) they're far too stubborn and unwilling to look at alternative solutions, and 2) would view going against an agreement as betrayal. It's essentially for similar reasons as to why China (and most East Asian countries) have extremely harsh laws against drug possession, usage, etc. The British turned people into opium addicts because they didn't have anything else of value to exchange for tea, used military force when the Chinese government tried to curb the issue and subsequently forced unfair treaties to be signed after 'winning the war'. It's a "history must be prevented at whatever cost" type of thing. East Asian conflicts over the past couple of centuries are pretty much all due to outside interference and Western colonialism. The last Chinese dynasty essentially went to shit because it was ruled by 'barbarians from the north' who destroyed relationships with their neighbours which subsequently allowed everybody to be invaded by Western countries and the Japanese (who had adopted Western imperialism after America threatened to shoot them all if they didn't open their ports/borders). Europe managed to grow out of doing that kind of thing but America still continuously does it to this day. Just look at Venezuela and even the shit that was pulled this weekend. Current president even makes American foreign policy and political propaganda blatantly obvious so I find it quite amazing how slow people are to catch on. Taiwan is unfortunately never going to have the chance to negotiate independence until America significantly reduces the number of military bases they have in Asia. Some countries want to be able to export and import goods without having to worry about the threat of military force if they don't cave into every American demand.

wiz0mystic

TSM is the reason they want Taiwan