TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

What happened to TSM

Semis got crushed. SOXX dropped 20% off the June 22 peak, QQQ bled about 8% in the same stretch. Monday flipped the script fast, QQQ +1.9%, SOXX +5.5%, INTC and COHR both up 6-7%, and even the big names NVDA, AMD, MU, AVGO each tagged around +2%.
So now what. SOXX is still sitting 16% below the June high. One green day doesn't fix that.
The two camps I keep seeing: JPMorgan calling it a momentum rebound off oversold levels, BofA framing it more as a summer sentiment reset that needs earnings to confirm. Taiwan export orders came in at +59.4% YoY, smashed the +49.5% consensus. TSM flagged a pricing increase of up to 10% in 2027. Supply chain signals are actually decent.
Pulled the chart on moomoo and SOXX still looks like it needs to reclaim a lot of ground before this stops feeling like a relief rally.
61% Of fund managers in the latest BofA survey don't expect AI capex to get cut this year. That's the bull case in one line. But if earnings this week disappoint, that thesis gets tested hard.
Been adding back into semiconductor names on the dip. Am I early, or did I already miss the snap-back?

Honestly, the fact that you already spotted the high risk tolerance as the thing to watch puts you ahead of most people asking this. That's most of the battle right there. Stay that self aware and you won't be the one bailing at the bottom.
Here's how I'd think about the retirement side. Your Roth, 401k and HSA are all FSELX, so those accounts are really one big semi bet, stacked right on top of the semis you already own in taxable through NVDA, TSM, AVGO and ASML. Want to stay aggressive but keep it to 1-2 funds? I'd let a broad core like VTI or FSKAX do the heavy lifting, then add a small AVUV slice as the piece that actually zigs when tech zags. Keeps your risk appetite. Just without every account moving the same way on a red week.

In my taxable brokerage I hold AAPL, NVDA, MSFT, TSM, AVGO, ASML, AMZN, GOOGL and PSI. Roth IRA, 401k, and HSA all hold FSELX. Really my goal is to diversify my retirement accounts, I don’t want to be sector focused. During last week’s sell off it made me realize I need to stop chasing the dopamine excitement boost if I want to stay committed long term. I also want to keep it simple 1-2 funds max. I understand there may be some overlap, however I’m ok with it depending on the funds stated objective. I do have a high risk tolerance which I believe is my weakness.

I, 22m, just graduated college with my degree in computer science. I’m looking for advice on how to invest for the future. I’m starting my first job in a couple of weeks making about 81k pre-tax, and my employer offers a 5% 401k match. Everyone says to max your Roth which I plan to do, but I have no idea how to invest what I’m putting in there. So much talk about diversification, some people say VOO, VTI, QQQM, I’ve even heard people saying to target dividend ETFs for Roth (which doesn’t make sense to me) and it all has my head spinning. I bought some individual stocks about 4 years ago which did well so I’m sitting at about $3k in my brokerage account, I bought TSM, KEP, and NVDA. Total initial investment about $1k. Was thinking about liquidating those stocks and buying an ETF instead but unsure if that’s the right move.
My question is this: what should I buy in my roth and how should that be diversified (if at all), and should I liquidate my individual stocks to buy ETFs in my brokerage account? If not, what ETFs should I target for the future?

Missed out on INTC and TSM today :/ what y’all got your eye on for tomorrow?

TSM, AVGO, MU

it is odd. im sure geopolitical but TSM produces the vast majority of Marvell's products. If TSM goes, we all go...

Higher debt load, now $TSM bump price again for higher material cost

I really wish TSM would do a split

$NVDA $MU $AMD $AVGO $TSM $INTC $SNDK $STX $WDC hype burst like 2000 dotcom.
AI debt load collapse many banks, without profit, many loan under water now.
Interest rate at high, pain intensification next.
$IBM 25% drop in a day.
$KKR $APO $BLK $BX Watch how redemption ?
Watch

GOOG, SCHG, and TSM. All high growth and I’m looking for a long-term (20+ years).

TSM to 469

None of these, but TSM

Well I bought the dip (Kioxia/TSM), I'm not just saying it now.

At 71, I am not an advisor and don't mind some risk: for income quartertly SCHD and VOO, monthly O, and MAIN. Speculative and I cashed out most for a nice gain, but still holding a few shares is TSM (Taiwan Semi). 

Buy TSM

$TSM has held talks with clients about TSMC increasing its prices by as much as 10% in 2027 - Nikkei

TSM is safer, because they increase prices +10% starting next year.

It’s probably stupid to say which is a better company since they both are great. But I just agree where people are valuing each company at this time.
Come election time you better hope that South Koreans elect someone in line with the US interest. Micron on the other hand will be “courted” from both left and right.
Not sure if the word “courted” rings the same tone for Micron/INTC and SKHY/TSM/Samsung. It feels to me more like forced or pressured into making those decisions.