TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

Bers in big trouble with asml forecast increase 30 minutes ago and TSM coming a day later to say they are sold out through 2027. Don’t fight a bull market. Use hedges and ride dat thing

TSM gonna run like a crack head chasing a chicken

I just sold a side business and put 100% of the proceeds into my regular brokerage account, with about 10% going to SCHF (although this is a small portion of that account, < 5% overall). I do also own some international stocks outright like TSM and SKHY. In my main 401(k) international is just under 25% of holdings. I don’t rebalance and let it grow naturally. I didn’t rollover and keep my new 401(k) separate, and that is currently no international, but I’ll likely change that once I see real concern the US market is slowing. So overall international is probably about 16-17% of my portfolio if you include all stocks and ETFs, and a slightly higher percentage of just ETF holdings.

I think we all have a little bit of the TSM

TSM is already known since they release monthly reports, but management comments can move the market.
ASML just signals demand, and between TSM, INTC, and now SPCX' Terafab, it's going to be blowout report.

Finna get dicked by ASML and then by TSM on back to back days haha

prolly TSM - they got the volume and scale with quantity of demand from semis. ASML scales with new factories.. which matter, but are more lumpy and grow slower than pure gpu/memory/cpu etc

which earnings is more important, ASML or TSM?

I just looked at the charts and top holdings, SK MU AMD TSM and the etf itself SEMI double and triple topped meaning its mega run was being exhausted. You then had big drops and choppy price action following it after. MU TSM and SK are in descending wedge channels the only exception is AMD that is ascending. If they break above the resisting trend line than it's bullish

ASML and TSM earnings gonna send SaaS back to the stone ages again (I’m a ServiceNow bag holder)

ASML first, then TSM

Rotate to TSM?

We can't decide for you. Have you set a loss amount for yourself at which you sell and move on? Have your thesis for the stock changed? Not because of price action, but other information?
If you think supply keeps lagging, then you should think through how firms in QQC benefit or not from it, and how that is (or is not) a different bet than MU.
You should be at most at -20% from ATH, no? You may also have taken too much risk for what is best for you. It might be good to think about moving to a more traditional, and perhaps boring, low-cost diversified ETF.
For what it's worth, if you have the appetite for the risk and that it is money you can afford to lose, I personally try to wait at least through one earnings call, during which I hold the stock for the entire quarter, when I feel emotional about a placement.
But only do that if you are OK with the associated risk, and you think your thesis is still good.
CGI just reported lower-than-expected earnings or revised their earnings forecast downward, don't exactly recall which, because their customer is investing more in capex/hardware. ASML and TSM earnings are coming soon. So there is a way for you to wait a few days to settle your mind and gather information. Good luck.

And here is $TSM report -- [https://app.erina.ai/r/q5xU0DNxh7](https://app.erina.ai/r/q5xU0DNxh7)

TSM

$TSM or $GLW

So really, bad news for IBM with overspending, is really good news for NVDA, TSM, MU, and SNDK?
That money is flowing right into those company's pockets

Well...Yesterday we got the news about Big Guys are buying the Memory dips and today CPI was good and tomorrow PPI should be cook good too. Big Guys are probably done buying so they let us know.
If ASML Earning (before the market open Wednesday) then we should pump nicely. If TSM's Capex guidance is good then we should pump hard until next week.
TACO will differently help us on the way to ATH.
Then its all up to Google (Earning next week Wednesday).

So....with IBM getting fucking rocked today, is that bad news for semis? Should I be worried about my TSM position? I'm baaallllls fucking deep in this shit.
I mean, they just posted great numbers for June, that should extend to their earnings call? Or is that priced in, and any hint of hesitation and TSM goes into the shitter as well?

Playing GOOG, QCOM, CAMT, SMCI, and MRVL earnings in July and August. Some I have been in for a while, added qcom,camt, and mrvl earnings call positions on the pull backs. Hoping for some pull through after TSM earnings call outlines demand that cannot be met through 2027….taking more short dated risk than I typically do. Wish me luck