TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

TSM, XOM

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).

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

Maybe I fucked up in not buying TSM today.

Both. 2 of my top 4, the other being NVDA and TSM.
Technically, TSM is biggest, but only because it’s actually gone up the last 3 months.

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

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).

mostly been picking up bits of TSM on the way down

From the notes this appears to be a growth oriented watchlist centered on AI and semiconductors The main focus is on the computing power supply chain including NVDA MU AVGO TSM and ASML while also positioning in nuclear energy and AI hardware AI glasses as potential next stage themes Overall the strategy leans toward long term trend investing entering positions on pullbacks within predefined buy ranges which clearly reflects a theme driven approach combined with phased position building

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.

WHAT THE FUCK IS TSM doing.

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

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

Can a single heatmap really uncover short-term opportunities? I’ve got my eyes on NVDA, TSM, and AMD today...

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

TSM drilling hard

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

So poots on TSM and NVDA

TSM $1.8T

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