TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

Long Term (5+ Years) Core Candidates: NVDA, TSM, ASML or AVGO
I have held HUGE NVDA (8+ years) and large TSM (5+ years). Still like both for next 5+ years. You can choose your favorite Semi stocks, if you are confident for their long term perspective
Build up large position DCA (every 3% down) SLOWLY
The size of the investment depends on your personal situation, your financial situation, knowledge and confidence on semiconductor technology, and more importantly, your financial and physiological strength, how much volatility you can take…you must be able to sleep well, and do not need to watch them every day or even every week
Don’t take any profits if it is NOT larger than 50% and if it is NOT LONG TERM
After you build up large enough enough positions, do the followings: BTFD - Buy The Fucking Dip; TTFH - Trim The Fucking High; KTFC - Keep The Fucking Cores
Shoot for multi-bagger performance and eventual all house money investment forever
Warnings: a. not suitable for people who do not have financial strength and stomach to endure up and down, up to 50% or more b. For the core holdings, don’t worry about short term performance. Focus on long term compound growth. Do what you plan to do. Be disciplined!
Stay tuned for more semi trade discussions

My top performing international stocks:
Ticker - Country - 10 year total return
(for comparison the 10 year total return of VOO is +318.85% and of VXUS is +152.11%)
* SHOP - Canada - +3,995.38%
* ASML - The Netherlands - +1,619.32%
* TSM - Taiwan - +1,646.49%
* GRMN - Switzerland - +634.19%
* GFI - South Africa - +720.54%
* WPM - Canada - +430.11%
* CCJ - Canada - +1,020.07%
https://stockanalysis.com/stocks/compare/shop-vs-asml-vs-tsm-vs-grmn-vs-gfi-vs-wpm-vs-ccj-vs-voo-vs-vxus/?r=MAX
All of those individual international stocks outgained both VOO and VXUS over the past 10 years.

if you're serious you might want to hedge a bit. MU or TSM are sort of high beta VOO, it's all one trade.

I know this is mostly a YOLO sub but I’ve got $50k in cash I need to get into the market. Thinking like $40k/$45k just VOO and then bet on one or two individual stocks. Thinking MU or TSM. Any other thoughts?

AXON, OUST, RYCEY, TSM, and GOOGL

I've been on this ride more than once.
I'll give you a suggestion, next time a fund like this opens up, put everything you can scrap into an international fund. Expense Ratio is higher, but it won't matter in the long run.
Buy lumpsum and SIP both. I have a 30K SIP into ICICIPru Nasdaq 100 Index Fund and 5K into this Edelweiss US Tech Eq FoF. My SIPs are scheduled for 10th, so maybe this is the last SIP into Edelweiss Fund for now.
ICICIPru's SIP is the last one to keep going and I'm glad I selected a somewhat higher number for it. I believe this will pay me handsomely later on.
I calculated this a little while ago. I have some 35% of all my equity investments in US Funds. And this has kept me sane over the last 2 years where our market has been flat.
Funds I own, in the decreasing order of invested amount :
Navi TSM US Equity Passive FoF, Navi Nasdaq100 US Equity Passive FoF, ICICIPru Nasdaq 100 Index Fund, Motilal Oswal Nasdaq 100 FoF, Mirae Asset NYSE FANG + ETF FoF, Edelweiss US Tech Eq FoF.
My XIRR in these funds is between 23% and 49%.
Obviously, this is a unique case and maybe the Indian Markets will have a steller decade ahead, beating US Equities, but I'm sleeping well knowing my eggs are not in one basket.
This is the most straightforward way to invest into international funds, so I'll buy whichever fund will accept my order going forward.
My portfolio size is too small to matter in for LRS. I'm not entirely sure of how IndMoney, etc work for investing in US Equities. End of the day, I'm happy all my investments are with one Broker and Zerodha gives a very nice comprehensive excel sheet and my CA know how to handle it. Keeps like simple.

What? Find companies with promising drugs in early trial phases. Hi risk, high reward. But if the drug fails you will lose like 90% of your investment.
Dude - pick a different stock. TSM is, IMO, the best long term play out there. You can probably buy it under $410 next week although if we have another bull run i expect it to go to $440+. They are the most important company in the world.

PLTR, META, TSM, MU, GS, GOOG.

Core Holdings: NVDA, TSM or ASML/AVGO
Momentum Trades: AMD, ARM, MU or MRVL
AMD Trade: buy \~ $500, Trim \~ $550, Dump \~ $600
MU Trade: buy \~$820, Trim \~ $1100, Trim more $1300, hold the rest for long term
Note: Elon put his big money on where his big mouth is. NVDA Rubin is the best, AMD is a 2nd tier semi company. Plus CPU is a much lower margin business compared to GPU and memory. ARM architecture will win over large portions of CPU market within 2 years.
We don’t pay for OpenAI’s and Meta’s “free shares “! They have to come up with their own money to buy AMD’s chips.

Today, some easy stuff, 2 short puts in AVGO closed, they had been rolled 4 times, closed for a 57% profit of $3600.
I sold 2 Puts in TSM to open $385 Strike, Exp 9/25, delta -.34, $10.25, premium received $2050, lower ROC than I usually do, 20.4% but, okay for me as I am long term bullish.
I also sold a call in TSLA against my shares. $360 strike, Exp 9-18, delta -0.29, premium received $825.

TSM

Creditability: a. retired semiconductor veteran from one of the most important semiconductor companies, if it is not THE most important one b. Very successful long term semi investor/trader
Long term semi core holdings: NVDA (8+ years), QCOM (10+ years), TSM (5+ years)
Key semi trading stocks: AVGO, AMD, ASML, ARM, AMAT, ALAB, CRDO, NXPI, ON, TXN, SOXL/SOXS
Directional Investment Theory: a. All semiconductor stocks are cyclical, but over long term, semiconductor, in general, goes much higher, outpacing pretty much all sectors, that’s why semiconductor should be an important part of anyone’s LONG TERM INVESTMENT STRATEGY b. Identify core holdings and trading stocks, treat them accordingly c. BTFD/TTFH
Investment Strategies: a. Hold large core holdings for the long term (5+ years) b. Trade momentum semi stocks to take advantage of short term ups and downs c. Use 3x ETF SOXL/SOXS for more beta and small hedge
Warnings: a. not suitable for people who do not have financial strength and stomach to endure up and down, up to 50% or more b. For the core holdings, don’t worry about short term performance. Focus on long term compound growth. Do what you plan to do. Be disciplined! c. Don’t take any profits if you don’t have at least 50% long term gains. Shoot for multi-baggers. In fact, all my long term semi core holdings are multi-baggers, in the case of NVDA, 10+ baggers
Stay tuned for more detailed investment and trade discussions

LEGACYPLC WEEKLY INSIDER ACTIVITY REPORT
Week of August 01-07, 2026 | Sector Lead

DATA NOTE
Source: connected finance\_insider\_transactions Form 4 export, queried with a one-month lookback and filtered by filing date to August 01-07, 2026. The connector returned reported names, transaction codes, shares, reported value, and filing date, but it did not expose officer/director titles, SEC accession URLs, or 10b5-1 annotations; titles are therefore shown as "title not provided" and context is limited to the filing data. No US market holiday occurred during this coverage window.

NOTABLE FILINGS THIS WEEK
\- ADI: Two insiders reported sales. ROCHE VINCENT (title not provided) sold 10,000 shares for $3,630,000, filed August 04, 2026. STATA RAY (title not provided) reported 19 separate sales totaling 2,832 shares and $1,070,395.48, filed August 06, 2026, covering transactions dated August 04-05. Together, the two insiders reported 12,832 shares sold for $4,700,395.48. The source does not identify whether these sales were made under 10b5-1 plans, so the filing pattern is descriptive rather than directional.
\- KLAC: A two-insider selling cluster was reported. WILKINSON MARY BETH (title not provided) sold 18,097 shares totaling $3,521,170.05 across filings dated August 04-05, 2026. KIRLOSKAR VIRENDRA A (title not provided) sold 6,069 shares totaling $1,180,370.35 across the same filing dates. Combined reported sales were 24,166 shares for $4,701,540.40. The same filings also included numerous F-INKIND entries, which are non-market ownership changes and were not counted as open-market sales here.
\- TSM: TIEN BOR-ZEN (title not provided) reported a purchase of 1,000 shares for $73,060, filed August 04, 2026. This was the only open-market purchase in the seven-day window; the connector does not provide plan or title details.
\- QCOM: ACE HEATHER S (title not provided) reported a sale of 3,200 shares for $470,528, filed August 03, 2026. This was a single-insider sale in the window, and the source does not identify whether it was plan-based or compensation-related.
\- TER: JOHNSON MERCEDES (title not provided) reported a sale of 166 shares for $59,452.90, filed August 04, 2026. This was a single, relatively small reported sale; no plan annotation was provided.

Routine non-market entries: The export also showed F-INKIND, A-AWARD, M-EXEMPT, and zero-value ownership records in LRCX, ENTG, INTC, TSM, and WOLF. These were not treated as buys or sells. Insider selling is often routine and can reflect compensation, tax withholding, or pre-arranged plans; it should not be framed as bearish by default. Open-market purchases made with personal funds are generally the more informative signal, but this data pull does not identify funding source or plan status.

PILLAR READ
Meaningful activity was concentrated in the Workhorses and Toolmakers pillars: ADI showed a two-insider selling cluster, while KLAC showed the week's other two-insider selling cluster and TER reported one sale. Foundries had the only open-market purchase, at TSM, while Architects activity was limited to one QCOM sale. Overall, the week was selling-heavy and otherwise scattered, with no broad-based purchase cluster.

QUIET NAMES
12 of 21 tracked names had no reported Form 4 filing during the August 01-07, 2026 window.

DISCLAIMER
For informational and educational purposes only. Not financial advice. Insider transactions are disclosed via SEC Form 4 filings and reflect legally reported activity, not a signal to buy or sell.

Samsung is years behind TSM, TSM is A GROWING MONOPOLY