TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stockNYSEADR

AMZN is really cheap, to the point where excellent AI growth can more than make up for the ads business, but I concur. I have a good amount of semis so I'm happy, but less than I ought to have, especially TSM.

«**HSINCHU, Taiwan, R.O.C. – November 10, 2026 -** TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for October 2026: On a consolidated basis, revenue for October 2026 was approximately NT$586.89 billion, an increase of 14.7 percent from September 2026 and an increase of 59.7 percent from October 2025. Revenue for January through October 2026 totaled NT$4,485.62 billion, an increase of 43.3 percent compared to the same period in 2025.» https://pr.tsmc.com/system/files/newspdf/attachment/382be7eb993b44afd73aa6fbcf92ac792433c7d1/October%202026%20%28E%29\_final\_wmn.pdf

part of the reason why semis are up is TSM posted their monthly report and their numbers were still going up by double digits. Buy when there's fear

Fking love Taiwan, $TSM 🚀🚀

I'm really hopeful that NVDA calls are a great long-term play from here. But I'm also really resentful that I sold my TSM calls that I picked up at like 360 & 365 and sold all too quickly. A gain, but it would be huge by now. Meanwhile my account is tied up hoping NVDA doesn't explode. I'm so dumb, but so smart (but so so dumb)

TSM, I was up 50% just a month or so ago. But still a strong company and still up.

Two things: 1/ Generally, where there is smoke there is fire. If Jenson is willing to cheat on his wife, what other stuff is he cheating on? 2/ The big players like Amazon, Google are designing their own chips at a substantial cost reduction. The magic is TSM, not NVDA.

My portfolio is 95% TSM. Just 11 shares and 4 calls of NVDA. But if you look at TSM is not even being affected by this NVDA news, so they know it's all some sort of bullshit going on, nothing else.

Could have just bought a call option with a year expiration. Say 180 strike price. Cost you 2500 roughly. But you have a year to hit that price. It probably will hit it before 17th and if you cashed out then, you make 500. If it doesn't, you have a year left minus a week. You could hold it til this shit passes over. Say it hits 225 in 3 months....you make between 3100 and 3400 net after feels. Options are interesting. Just did a tsm call with expiry the 20th nov and strike 400. I'm crazy but TSM is crazy good stock. I made about 750 on one contract and sold before the strike was hit due to the theta stuff.

This is a wrong assumption because NVDA does not actually produce their products. For a cheaper option to become available you would need to secure contracts with a fab, a huge moat to get over. Once you have the proof of concept you will also need to secure enough production to have a large impact on the market. TSM is booked through the end of the decade. I don’t deny that it will happen but I would say it is much further away than you imply.

US already knew China was getting GPUs through Singapore. US already knew Nvidia was "turning a blind eye" to large order volumes. The realistic purpose of restrictions was always just to add hurdles. They already saw how countries continued to resell Russian oil. It was not a surprise GPUs are being resold to China. Now the US is trying to spin old news as some extreme national security risk, perhaps to pressure Nvidia into investing more into the US or face sanctions? Who knows. Worst-case scenario, that chip designs were leaked, China still needs physical equipment from ASML and TSM to even do anything with them. Definitely something fishy going on with the US.

I’m really really hoping the big outcome of this is amd scoops up more TSM allocation

Be the one to start the rally TSM go ahead a be the chosen one

TSM

How many Chinese honeypots does TSM have? More than one, likely

Honestly, TSM is another shady 💩. But yeah another bull run please

TSM reported October revenue today of NT$587bn, up 59.7% YoY, up 14.7% from September

If they walk away from TSM allocation I’m actually gonna be so happy lmao. AMD will scoop it all up 👀👀 Lisa never overguides and always hits what she says, but maybe we might actually have a blow out quarter soon 👀👀👀

>TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for October 2026: On a consolidated basis, revenue for October 2026 was approximately NT$586.89 billion, an increase of **14.7 percent from September 2026 and an increase of 59.7 percent from October 2025**. Revenue for January through October 2026 totaled NT$4,485.62 billion, an increase of 43.3 percent compared to the same period in 2025.

TSM monthly numbers in 14!

Everybody waiting for TSM monthly sale figures

No, it would have been a sick time for 0DTEs the last couple of days but I’m certain I’d have fucked it up and lost money somehow. I sold most of my holdings to do a downpayment on a home, RIP 🪦 I only hold 🪑s in AAPL, MSFT, GOOGL, NVDA, TSM, AMZN, ORCL, and XLK rn. Tryna not trade options until next year, tax bill is gonna be a fuckin mess

I am going to screenshot this and tape it over my desk. 😂 But really, what else can ya do? I’m blood red in EUV. It’s not all roses over here. But no one can tell me ASML, TSM aren’t going to be even more massive. So I persist. 🤷🏻‍♂️

Update after today's face ripper: |Symbol|Last Price|Change (%)|Prev Close|Market Cap|52-Wk High|52-Wk High Chg %| |:-|:-|:-|:-|:-|:-|:-| |[ADI](https://finance.yahoo.com/quote/ADI/)|394.75|\+8.58%|363.56|191.282B|445.91|\-11.47%| |[TXN](https://finance.yahoo.com/quote/TXN/)|295.60|\+6.58%|277.36|270.252B|334.03|\-11.50%| |[TSM](https://finance.yahoo.com/quote/TSM/)|389.73|\+3.81%|375.44|2.021T|487.47|\-20.05%| |[AMD](https://finance.yahoo.com/quote/AMD/)|509.14|\+13.38%|449.04|835.034B|658.52|\-22.68%| |[NVDA](https://finance.yahoo.com/quote/NVDA/)|178.95|\-4.12%|186.64|4.321T|243.37|\-26.47%| |[SMH](https://finance.yahoo.com/quote/SMH/)|487.44|\+5.06%|463.96|\--|671.83|\-27.45%| |[SOXX](https://finance.yahoo.com/quote/SOXX/)|146.74|\+7.48%|136.53|\--|218.65|\-32.89%| |[SKHY](https://finance.yahoo.com/quote/SKHY/)|134.05|\+5.27%|127.34|945.32B|199.87|\-32.93%| |[QCOM](https://finance.yahoo.com/quote/QCOM/)|171.55|\+3.71%|165.41|183.559B|259.92|\-34.00%| |[AVGO](https://finance.yahoo.com/quote/AVGO/)|319.66|\+8.84%|293.69|1.526T|495.00|\-35.42%| |[MU](https://finance.yahoo.com/quote/MU/)|733.01|\+6.23%|690.00|829.345B|1,255.00|\-41.59%| |[MCHP](https://finance.yahoo.com/quote/MCHP/)|61.41|\+5.24%|58.35|33.421B|105.91|\-42.02%| |[DRAM](https://finance.yahoo.com/quote/DRAM/)|41.83|\+6.46%|39.29|\--|81.34|\-48.57%| |[ON](https://finance.yahoo.com/quote/ON/)|69.08|\+9.11%|63.31|26.892B|134.92|\-48.80%| |[AMAT](https://finance.yahoo.com/quote/AMAT/)|370.82|\+11.45%|332.71|294.278B|739.67|\-49.87%| |[KLAC](https://finance.yahoo.com/quote/KLAC/)|151.47|\+9.37%|138.49|197.36B|307.37|\-50.72%| |[MRVL](https://finance.yahoo.com/quote/MRVL/)|153.81|\+8.93%|141.20|138.393B|329.88|\-53.37%| |[INTC](https://finance.yahoo.com/quote/INTC/)|59.35|\+5.45%|56.28|315.419B|142.35|\-58.31%| |[ARM](https://finance.yahoo.com/quote/ARM/)|186.67|\+6.90%|174.62|199.737B|452.70|\-58.77%| |[SNDK](https://finance.yahoo.com/quote/SNDK/)|885.90|\+6.09%|835.06|126.054B|2,354.39|\-62.37%|

TSM is considering entering because NVDA their #1 customer asked them. Smaller companies wouldnt have the luxury of asking TSM to get into the capital intensive memory sector. Just because TSM is considering doesnt mean they will actually do it. You dismissing MU/Samsung/SK Hynix moat over a rumor that may not even happen.