TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stockNYSEADR

I did FTEC + CHPS. Pretty much the same overweight of US tech, with the TSM, ASML, Samsung added parts for a lower ER. The smaller companies that are part of IXN I have covered by FZLIX.

Find the absolute leading liquid names that the institutions can pour money into in order to put risk on. The leaders. Up the most. Showing persistent relative strength. Buy as price leaves a volatility contraction/consolidation zone or conversely on a pullback to a support area like VWAP or prior chart structure. Buy renewed strength though, not as it is pulling back. Finally, if price has created a good range in one of these names, you can buy new highs if volume is confirming. Use tight stops. I trade these patterns everyday. I was in and out of all of the leaders today - TSM, ILMN, APP, TSLA, MRNA, CRBS, WDC, STX. But I lost money on balance on these trades but made a really nice haul in the name of the day, the best leader imo that accounted for my entire day - SPCX. Hope this helps!

TSM with that regard strength. I guess it just waited for me to get out so it can moon :kekh:

## 📈 52-Week Highs: The 52-Week Highs list shows stocks that have reached their highest price point in the past 52 weeks during the trading session. | Symbol | Name | Price | Year High | Market Cap | |:-------|:-----|:-----:|:---------:|:----------:| | [NVDA](https://marketrodeo.com/asset/NVDA) | NVIDIA Corporation | $238.90 | $240.10 | $5.8T | | [TSM](https://marketrodeo.com/asset/TSM) | Taiwan Semiconductor Manufacturing Company Limited | $485.80 | $487.44 | $2.5T | | [CRWD](https://marketrodeo.com/asset/CRWD) | CrowdStrike Holdings, Inc. | $272.67 | $274.23 | $277.6B | | [PBR](https://marketrodeo.com/asset/PBR) | Petróleo Brasileiro S.A. - Petrobras | $24.14 | $24.76 | $155.6B | | [FTNT](https://marketrodeo.com/asset/FTNT) | Fortinet, Inc. | $184.13 | $184.61 | $135.1B | ## 📉 52-Week Lows: The 52-Week Lows list shows stocks that have reached their lowest price point in the past 52 weeks during the trading session. | Symbol | Name | Price | Year Low | Market Cap | |:-------|:-----|:-----:|:--------:|:----------:| | [PEP](https://marketrodeo.com/asset/PEP) | PepsiCo, Inc. | $125.65 | $124.22 | $171.6B | | [MCD](https://marketrodeo.com/asset/MCD) | McDonald's Corporation | $233.04 | $229.20 | $165.6B | | [SNY](https://marketrodeo.com/asset/SNY) | Sanofi | $39.51 | $39.19 | $94.9B | | [BNH](https://marketrodeo.com/asset/BNH) | Brookfield Finance Inc. | $14.59 | $14.12 | $91.8B | | [AON](https://marketrodeo.com/asset/AON) | Aon plc | $272.05 | $266.49 | $57.7B | **Source:** [52-Week Highs-Lows](https://marketrodeo.com/market-movers?tab=highs-lows)

Not OP but that data center project in Texas is basically space X’s version of being NVDA, MU, and TSM/Intel all at once. Being from Texas and being able to have been to both his space X sites and Tesla plant…. One thing Elon does deliver on is building these gigantic buildings. It’s much more than rockets.

Whole book: $11,196.43, up $148.52 (up 1.36%) since Friday's close, counting the weekend's crypto and Kalshi action. The Kneeler went 24 for 24 on Sunday. It bets on surefire wins and takes advantage of NFL gaps in Kalshi markets. Kinda didn’t want to share this one so I can take more of the volume but it’s almost guaranteed wins. With $150 allocated, across 24 bets it cycled $523.76 through those contracts and got $544.26 back. After $1.36 in fees, that's about $19 on the day. Business As Usual, $2,633.05, up $59.47 (up 2.31%), best dollar day. It holds the S&P 500 and switches into UPRO, a 3x leveraged S&P fund, when New York weather reads normal for the season on Kalshi's temperature markets. Monday was one of those days. It bought UPRO at $151.47 right after the open and rode the day levered. First of the Month, $1,045.07, up $25.52 (up 2.50%). Its turn of the month leverage window closed today. It bought UPRO at $150.07 on Sept 24 and sold it at $153.63 two minutes before today's close, +2.4% on the levered leg, about $24. It's back in plain SPY until the next turn of the month. FAANG+ Momentum, $2,549.95, up $30.83 (up 1.22%). Sold AMZN and GOOGL, bought AAPL, META and NVDA. High Profile Congress, $469.86, down $1.63. A new batch of disclosures meant a full rebuild: out of AVUV, FSLR, IJR, OTIS, WMT and WPM, into AAPL, AMGN, GOOG, HD, MSFT and NFLX. That also ends the FSLR saga from the last two posts. It sold the rest at $172.65. Crypto Rotator, $209.93, up $7.58 (up 3.75%) over the weekend. It's been holding AVAX since Sept 29 at $11.38. AI Picks & Shovels, down $8.50 (down 0.78%), the worst equity day. It reweighted out of AMD, ANET, Micron and some NVDA and into DELL, MRVL, SMCI and TSM.

amazon and google are user facing end product companies, nvidia products are necessities to tech companies. Along with TSM, ASML etc

P/E is 30.28 TSM has upcoming earnings next week and a sales report on the 10th of Oct. All the analysts on Google Finance say buy. Maybe someone can fabricate an analyst to say sell or hold....

I need suggestion on TSM ...if anyone did some digging and are playing that stock ..can you please DM me ?

can TSM please hit $500??

anyone playing TSM earnings ? or holding calls ? .....any opinions ?

How about TSM?

$TSM

"Could" depends entirely on how much risk you want to take. NVDA/MSFT/AAPL/TSM/V/MA would give you a good base to sell come CC on's. 500k margin should be able to stay quite conservative selling puts and pull in another $10k/mo.

$TSM getting out of my reach 👿

Account size- $1.4m with portfolio margin. Also have tax advantaged accounts but don't want to mention them as we don't want to incur any withdrawal penalties on this (we're late 30s, early 40s so a long way from being penalty free on those) Major expenses- mortgage $6.5k/month, followed by property tax $11k/year. No other debts. Taxes - all federal. No state dividend, no short term or long term cap gains. Holdings - 70% VOO, 30% NVDA/MSFT/AAPL/TSM/V/MA. Haven't bought individual stocks since \~2021, just been buying VOO. Experience- on and off for 10+ years mostly selling naked puts and occasionally cash secured (mostly the former as I mostly DCA'd into VOO so cash holdings was mostly in banks). \~45 DTE, 15-20 delta when IV% was 30-50% on these stocks, always avoiding earnings. Buy back at half profit or rarely more. But I was pretty busy so I'd typically only spend \~10 minutes during lunch on this and could go months long without even logging into the brokerage. I don't have enough to quit entirely and live off dividends (I guess I could in a lower COL part of the country, but we're in upper medium COL in a west coast, near the ocean part of the country) but this is where my question **on how much could I realistically make on selling options given the above info?**

A strong DXY/USD puts pressure on international stocks and a weaker DXY lifts international (ex-US) stocks. The AI cap ex data center build out is leading to ex US outperforming US indices. Google, Amazon, Microsoft, and Meta are spending their entire 2026 FCF plus additional debt on AI data center cap ex. A majority of that money is going to Samsung, SK hynix, ASML, TSM, etc. As long as the AI data center cap ex infrastructure build out continues, $VXUS (ex-US) will continue to outperform $VTI (US) and $VPL, $EWY, $EWJ, and $EWT will outperform $VXUS. You are simply following the flow of money.

I just calls TSM. Now inverse me or whatever

TSM fuken LEGIT

new ath for TSM

TSM climbing towards earnings, such a nice buy earlier this month at 420

Wish I held those $TSM calls.

TSM absolutely pumping, new ath in pre market lmao

Feels like this sub has plenty of gold and TSM

NVDA and TSM want to break out