TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stockNYSEADR

You. Go back to TSM jail.

NVDA, TSM, SPY are all really close to going positive on the day.

# Today is Tuesday, the 13th of October ## Upcoming events for Tuesday, October 13th - Stock splits: - FMFC @ **1:40** - Expected earnings: ACI, AZZ, BMRA, C, DPZ, FBK, FNGR, GS, JNJ, JPM, UNH, UNTY, WFC - Ex-div: CHAD, ESLT, HNDL, OZK, SATA, TBLD, YBST, YBTY - Economic events and announcements: - IMF Meetings ## Upcoming events for Wednesday, October 14th - Stock splits: - SKIN @ **1:20** - Expected earnings: ASML, BAC, BLK, EDUC, EQBK, FAST, HOMB, MS, NXTT, PGR, SOTK, STT - Ex-div: CCD, CGO, CHAD, CHI, CHW, CHY, CPZ, CSQ, IDCC, MU, SATA - Economic events and announcements: - 3-Month Bill Auction (previous: 4.050%) - 6-Month Bill Auction (previous: 4.165%) - ADP Employment Change Weekly (previous: 23.80K) - Existing Home Sales (consensus: 3.95M, previous: 3.98M) - Existing Home Sales (previous: -2.0%) - FOMC Member Barkin Speaks - Fed Collins Speaks - Fed Waller Speaks - Federal Budget Balance (consensus: -28.0B, previous: -167.0B) - IMF Meetings - NFIB Small Business Optimism (actual: 97.9, consensus: 98.1, previous: 98.7) - OPEC Monthly Report - Redbook (previous: 8.6%) ## Upcoming events for Thursday, October 15th - Expected earnings: AA, ALOY, BNY, BSVN, CMC, CMMB, CNS, CTW, CWBC, ERIC, FHN, IBKR, INDB, INFY, JBHT, MAN, MRSH, PLD, PNC, PULM, SCHW, SFNC, TSM, USB, WABC, WAFD, WIT - Ex-div: BCIC, BELFA, BELFB, BPOPM, CAC, CHAD, CHCO, CMTV, CSWC, DHCNI, GAING, GAINI, GAINZ, NWFL, OCCI, OCCIM, OCCIN, OXSQG, OXSQH, PECO, REGCO, REGCP, SATA, STRC, VSEC - Economic events and announcements: - API Weekly Crude Oil Stock (previous: -2.090M) - Beige Book - CPI (consensus: 0.6%, previous: 0.4%) - CPI (consensus: 3.6%, previous: 3.4%) - CPI Index, n.s.a. (previous: 334.98) - CPI Index, s.a (previous: 334.13) - CPI, n.s.a (previous: 0.32%) - Cleveland CPI (previous: 0.2%) - Core CPI (consensus: 0.2%, previous: 0.3%) - Core CPI (consensus: 2.5%, previous: 2.4%) - Core CPI Index (previous: 337.77) - FOMC Member Barkin Speaks - FOMC Member Bowman Speaks - FOMC Member Bowman Speaks - IEA Monthly Report - IMF Meetings - MBA 30-Year Mortgage Rate (previous: 7.49%) - MBA Mortgage Applications (previous: -4.2%) - MBA Purchase Index (previous: 145.1) - Mortgage Market Index (previous: 204.7) - Mortgage Refinance Index (previous: 515.8) - Real Earnings (previous: 0.2%) - Thomson Reuters IPSOS PCSI (previous: 50.45) - US Leading Index (previous: -0.1%) ## Upcoming events for Friday, October 16th - Expected earnings: ATLO, BANF, BVFL, CFG, HDB, HOST, IBN, MCBS, MTB, PBAM, RBCAA, RF, TFC, TRV - Ex-div: CBRL, CHAD, GWRS, HRZN, IMMR, MDRR, MGRC, OXLC, OXLCM, OXLCN, OXLCO, OXSQ, PBHC, RGCO, SATA - Economic events and announcements: - 4-Week Bill Auction (previous: 3.980%) - 8-Week Bill Auction (previous: 3.980%) - Atlanta Fed GDPNow (consensus: 3.6%, previous: 3.6%) - Business Inventories (consensus: 0.4%, previous: 0.8%) - Continuing Jobless Claims (previous: 1,716K) - Core PPI (consensus: 0.3%, previous: 0.2%) - Core PPI (previous: 4.6%) - Core Retail Sales (consensus: 0.5%, previous: 1.4%) - Crude Oil Imports (previous: -0.053M) - Crude Oil Inventories (previous: -3.186M) - Cushing Crude Oil Inventories (previous: 0.444M) - Distillate Fuel Production (previous: 0.287M) - EIA Refinery Crude Runs (previous: 0.223M) - EIA Weekly Distillates Stocks (previous: -0.042M) - EIA Weekly Refinery Utilization Rates (previous: 0.2%) - Fed Chair Warsh Speaks - Fed's Balance Sheet (previous: 6,748B) - Gasoline Inventories (previous: 0.382M) - Gasoline Production (previous: -0.117M) - Heating Oil Stockpiles (previous: 0.668M) - IMF Meetings - Initial Jobless Claims (consensus: 195K, previous: 197K) - Jobless Claims 4-Week Avg. (previous: 198.00K) - NY Empire State Manufacturing Index (consensus: 3.20, previous: 7.60) - Natural Gas Storage (previous: 85B) - PPI (consensus: 0.5%, previous: 0.4%) - PPI (previous: 5.4%) - PPI ex. Food/Energy/Transport (previous: 0.3%) - PPI ex. Food/Energy/Transport (previous: 4.7%) - Philadelphia Fed Manufacturing Index (consensus: 26.5, previous: 37.8) - Philly Fed Business Conditions (previous: 52.9) - Philly Fed CAPEX Index (previous: 37.10) - Philly Fed Employment (previous: 11.8) - Philly Fed New Orders (previous: 29.2) - Philly Fed Prices Paid (previous: 48.60) - Reserve Balances with Federal Reserve Banks (previous: 3.022T) - Retail Control (previous: 1.4%) - Retail Inventories Ex Auto (consensus: 0.1%, previous: 0.1%) - Retail Sales (consensus: 0.3%, previous: 1.2%) - Retail Sales (previous: 5.36%) - Retail Sales Ex Gas/Autos (previous: 1.2%) ^^^^2026-10-13

Down like 50% on TSM calls fuk me

blackout includes what, TSM, ASML, SNDK, WDC, STX, anything else?

Had a post that questioned whether or not I had slowed down. This is an example of when I was trading to make money. It's one week out or this year. As you can see almost all the trades are for pennies but it adds up. I don't bet and I don't gamble.If I remember correctly all these trades finish on the plus side as in I made money on all of them. I either let them expire, closed them out or rolled them(out & down, out, or I sold my protection & rolled out and down) *didn't take a loss I managed my trades.* Date / Time Type Description Fee Comm Amount 06/01/2026 01:05:14 PM Bought To Cover 7 Put WMT 06/05/26 116.00 @ $2.74 (Order # 36088) $0.10 $1.15 ($1,919.15) 06/01/2026 01:05:14 PM Bought To Open 7 Put WMT 06/26/26 108.00 @ $1.04 (Order # 36088) $0.10 $1.15 ($729.15) 06/01/2026 01:05:14 PM Sold Short 7 Put WMT 06/26/26 112.00 @ $2.22 (Order # 36088) $0.10 $1.19 $1,552.79 06/01/2026 01:05:14 PM Sold To Close 7 Put WMT 06/05/26 114.00 @ $1.45 (Order # 36088) $0.10 $1.18 $1,013.80 06/01/2026 01:06:09 PM Bought To Cover 2 Put WMT 06/05/26 115.00 @ $2.05 (Order # 36089) $0.03 $0.33 ($410.33) 06/01/2026 01:06:09 PM Bought To Open 2 Put WMT 06/12/26 109.00 @ $0.52 (Order # 36089) $0.03 $0.33 ($104.33) 06/01/2026 01:06:09 PM Sold Short 2 Put WMT 06/12/26 112.00 @ $1.28 (Order # 36089) $0.03 $0.34 $255.65 06/01/2026 01:06:09 PM Sold To Close 2 Put WMT 06/05/26 114.00 @ $1.46 (Order # 36089) $0.03 $0.34 $291.65 06/01/2026 01:09:41 PM Bought To Cover 4 Call ET 06/12/26 20.500 @ $0.04 (Order # 36093) $0.06 $0.06 ($16.06) 06/01/2026 01:16:59 PM Bought To Open 5 Put AMZN 07/10/26 230.00 @ $1.47 (Order # 36097) $0.07 $0.82 ($735.82) 06/01/2026 01:16:59 PM Sold Short 5 Put AMZN 07/10/26 235.00 @ $2.06 (Order # 36097) $0.07 $0.85 $1,029.13 06/01/2026 01:29:12 PM Bought To Open 5 Put KO 06/26/26 76.00 @ $0.65 (Order # 36100) $0.07 $0.82 ($325.82) 06/01/2026 01:29:12 PM Sold Short 5 Put KO 06/26/26 77.00 @ $0.96 (Order # 36100) $0.07 $0.83 $479.15 06/01/2026 03:00:00 AM Option Expired 4 Put PNC 05/29/26 210.00 -- $0.00 $0.00 06/01/2026 03:00:00 AM Option Expired 5 Put TSM 05/29/26 370.00 -- $0.00 $0.00 06/01/2026 03:00:00 AM Option Expired 5 Put TSM 05/29/26 375.00 -- $0.00 $0.00 06/01/2026 03:00:00 AM Option Expired 6 Put PNC 05/29/26 205.00 -- $0.00 $0.00 06/01/2026 03:00:00 AM Option Expired 4 Put JPM 05/29/26 290.00 -- $0.00 $0.00 06/01/2026 03:00:00 AM Option Expired 2 Put PNC 05/29/26 212.500 -- $0.00 $0.00 06/01/2026 03:00:00 AM Option Expired 4 Put JPM 05/29/26 280.00 -- $0.00 $0.00 06/01/2026 03:00:00 AM Option Expired 4 Call VZ 05/29/26 52.00 -- $0.00 $0.00 06/01/2026 11:05:13 AM Bought To Open 2 Put JPM 06/12/26 275.00 @ $0.46 (Order # 36057) $0.03 $0.33 ($92.33) 06/01/2026 11:05:13 AM Sold Short 2 Put JPM 06/12/26 277.500 @ $0.65 (Order # 36057) $0.03 $0.34 $129.65 06/01/2026 11:08:15 AM Bought To Cover 4 Put CRM 06/18/26 170.00 @ $0.49 (Order # 36061) $0.06 $0.66 ($196.66) 06/01/2026 11:09:12 AM Bought To Open 2 Put JPM 06/12/26 275.00 @ $0.48 (Order # 36063) $0.03 $0.33 ($96.33) 06/01/2026 11:09:12 AM Sold Short 2 Put JPM 06/12/26 277.500 @ $0.66 (Order # 36063) $0.03 $0.34 $131.65 06/01/2026 11:12:37 AM Bought To Open 5 Put GOOG 06/12/26 345.00 @ $0.90 (Order # 36067) $0.07 $0.82 ($450.82) 06/01/2026 11:12:37 AM Sold Short 5 Put GOOG 06/12/26 350.00 @ $1.37 (Order # 36067) $0.07 $0.84 $684.14 06/01/2026 11:34:12 AM Bought To Open 5 Put MCD 06/12/26 257.500 @ $0.37 (Order # 36068) $0.07 $0.82 ($185.82) 06/01/2026 11:34:12 AM Sold Short 5 Put MCD 06/12/26 260.00 @ $0.58 (Order # 36068) $0.07 $0.83 $289.15 06/01/2026 11:39:30 AM Bought To Cover 1 Call ET 06/12/26 20.500 @ $0.04 (Order # 36069) $0.01 $0.01 ($4.01) 06/01/2026 12:18:29 PM Bought To Open 5 Put PFE 06/12/26 24.500 @ $0.08 (Order # 36074) $0.07 $0.82 ($40.82) 06/01/2026 12:18:29 PM Sold Short 5 Put PFE 06/12/26 25.00 @ $0.18 (Order # 36074) $0.07 $0.83 $89.15 06/01/2026 12:19:31 PM Bought To Cover 5 Put AMZN 06/18/26 252.500 @ $3.27 (Order # 36077) $0.07 $0.82 ($1,635.82) 06/01/2026 12:19:31 PM Bought To Open 5 Put AMZN 07/02/26 240.00 @ $2.22 (Order # 36077) $0.07 $0.82 ($1,110.82) 06/01/2026 12:19:31 PM Sold Short 5 Put AMZN 07/02/26 245.00 @ $3.03 (Order # 36077) $0.07 $0.86 $1,514.12 06/01/2026 12:19:31 PM Sold To Close 5 Put AMZN 06/18/26 250.00 @ $2.66 (Order # 36077) $0.07 $0.85 $1,329.13 06/01/2026 12:19:59 PM Bought To Open 2 Put PG 07/02/26 134.00 @ $1.57 (Order # 36078) $0.03 $0.33 ($314.33) 06/01/2026 12:19:59 PM Sold Short 2 Put PG 07/02/26 135.00 @ $1.75 (Order # 36078) $0.03 $0.34 $349.65 06/01/2026 12:23:49 PM Sold Short 1 Put NLY 06/12/26 21.500 @ $0.20 (Order # 36081) $0.01 $0.17 $19.83 06/02/2026 01:10:21 PM Bought To Cover 5 Call ET 06/26/26 20.500 @ $0.16 (Order # 36114) $0.07 $0.82 ($80.82) 06/02/2026 09:50:14 AM Bought To Cover 3 Put NFLX 06/05/26 85.00 @ $1.85 (Order # 36105) $0.04 $0.49 ($555.49) 06/02/2026 09:50:14 AM Bought To Cover 2 Put NFLX 06/05/26 85.00 @ $1.84 (Order # 36105) $0.03 $0.33 ($368.33) 06/02/2026 09:50:14 AM Sold Short 5 Put NFLX 06/12/26 83.00 @ $1.44 (Order # 36105) $0.07 $0.84 $719.14 06/02/2026 09:50:14 AM Sold To Close 3 Put NFLX 06/05/26 83.00 @ $0.81 (Order # 36105) $0.04 $0.50 $242.49 06/02/2026 09:50:14 AM Sold To Close 2 Put NFLX 06/05/26 83.00 @ $0.80 (Order # 36105) $0.03 $0.34 $159.65 06/02/2026 10:53:04 AM Bought To Cover 4 Put WMT 06/12/26 116.00 @ $3.76 (Order # 36107) $0.06 $0.66 ($1,504.66) 06/02/2026 10:53:04 AM Sold Short 4 Put WMT 06/26/26 112.00 @ $2.38 (Order # 36107) $0.06 $0.68 $951.31 06/02/2026 10:53:04 AM Sold To Close 4 Put WMT 06/12/26 114.00 @ $2.38 (Order # 36107) $0.06 $0.68 $951.31 06/02/2026 11:00:45 AM Bought To Cover 2 Put WMT 06/12/26 115.00 @ $3.03 (Order # 36110) $0.03 $0.33 ($606.33) 06/02/2026 11:00:45 AM Sold Short 2 Put WMT 06/26/26 112.00 @ $2.33 (Order # 36110) $0.03 $0.34 $465.65 06/02/2026 11:00:45 AM Sold To Close 2 Put WMT 06/12/26 114.00 @ $2.40 (Order # 36110) $0.03 $0.34 $479.65 06/03/2026 02:10:12 PM Sold Short 2 Put CVX 06/18/26 175.00 @ $0.54 (Order # 36139) $0.03 $0.34 $107.65 06/03/2026 02:18:29 PM Bought To Open 2 Put PG 07/02/26 134.00 @ $1.03 (Order # 36143) $0.03 $0.33 ($206.33) 06/03/2026 02:18:29 PM Sold Short 2 Put PG 07/02/26 135.00 @ $1.23 (Order # 36143) $0.03 $0.34 $245.65 06/03/2026 03:29:42 PM Sold Short 1 Put NLY 06/12/26 21.500 @ $0.47 (Order # 36146) $0.01 $0.17 $46.83 06/03/2026 10:49:18 AM Bought To Cover 5 Put NFLX 06/05/26 84.00 @ $2.62 (Order # 36117) $0.07 $0.82 ($1,310.82) 06/03/2026 10:49:18 AM Sold Short 5 Put NFLX 07/17/26 80.00 @ $3.74 (Order # 36117) $0.07 $0.86 $1,869.12 06/03/2026 10:53:04 AM Bought To Open 1 Put IBM 06/18/26 267.500 @ $1.84 (Order # 36118) $0.01 $0.16 ($184.16) 06/03/2026 10:53:04 AM Bought To Open 1 Put IBM 06/18/26 267.500 @ $1.85 (Order # 36118) $0.01 $0.16 ($185.16) 06/03/2026 10:53:04 AM Sold Short 1 Put IBM 06/18/26 270.00 @ $2.12 (Order # 36118) $0.01 $0.17 $211.83 06/03/2026 10:53:04 AM Sold Short 1 Put IBM 06/18/26 270.00 @ $2.13 (Order # 36118) $0.01 $0.17 $212.83 06/03/2026 10:54:27 AM Bought To Open 2 Put NVDA 06/18/26 195.00 @ $1.32 (Order # 36119) $0.03 $0.33 ($264.33) 06/03/2026 10:54:27 AM Sold Short 2 Put NVDA 06/18/26 200.00 @ $2.02 (Order # 36119) $0.03 $0.34 $403.65 06/03/2026 10:57:08 AM Bought To Open 2 Put BAC 06/12/26 49.500 @ $0.38 (Order # 36123) $0.03 $0.33 ($76.33) 06/03/2026 10:57:08 AM Sold Short 2 Put BAC 06/12/26 50.00 @ $0.53 (Order # 36122) $0.03 $0.34 $105.65

TSM earnings might print

any of y’all picking up TSM before earnings

Pray for TSM down like 40% on my calls 😭😭

Bought the TSM dip

Easy day, nothing urgent. I bought back puts in AAPL and Tesla. Both were approach 50% profit in 6 days and 15 days. I opened new positions in both. I rolled a TSLL covered call out and time and up. Had to move it up, the same strike didn't exist in 11-20. I rolled covered calls in AMD and PLTR, and rolled a put in MU. Collected $3611 in premiums. I had a put in TSM that I tried to roll, to little premium and it has earnings in 3 days... on watch list. Same with replacing the TSLA put. I wanted more premium, so will work this one.

went full port TSM today ftw

Really tempted to sell a 420p on TSM on this pullback but I think it's too early

my best buys YTD: MU ASML TSM MSFT. counting only positions at like >= $50K.

10/14 $1030c $MU. Got fleeced by $TSM

Fair. That’s the bet. Macro can suck, TSM can still print. I’m holding the shares and betting earnings finally wakes the stock up.

TSM isn’t going to move while AI trade stalls. Much better to accumulate shares. They’re an excellent company but macro sucks.

Ain't the elon corps betting big on TSM/Intel making them tons of memory/storage in terafab? Shouldn't they also be dumping if memory is dumping, since if the concern is oversupply driving down costs then the potential gain from terafab is lower?

# Today is Monday, the 12th of October ## Upcoming events for Monday, October 12th - Stock splits: - DFLI @ **1:8** - MDCX @ **1:50** - NIVF @ **1:4** - NXGL @ **1:20** - POAS @ **1:15** - ZBAO @ **1:50** - Expected earnings: MSS, NCPL, RMCF ## Upcoming events for Tuesday, October 13th - Stock splits: - FMFC @ **1:40** - Expected earnings: ACI, ARTW, AZZ, BMRA, C, DPZ, FBK, FNGR, GS, JNJ, JPM, UNH, UNTY, WFC - Ex-div: CHAD, ESLT, OZK, SATA, TBLD - Economic events and announcements: - IMF Meetings ## Upcoming events for Wednesday, October 14th - Expected earnings: ASML, BAC, BLK, EDUC, EQBK, FAST, HOMB, MS, NXTT, PGR, SOTK, STT - Ex-div: CCD, CGO, CHAD, CHI, CHW, CHY, CPZ, CSQ, IDCC, MU, SATA - Economic events and announcements: - 3-Month Bill Auction (previous: 4.050%) - 6-Month Bill Auction (previous: 4.165%) - ADP Employment Change Weekly (previous: 23.80K) - Existing Home Sales (consensus: 3.97M, previous: 3.98M) - Existing Home Sales (previous: -2.0%) - FOMC Member Barkin Speaks - Fed Collins Speaks - Fed Waller Speaks - Federal Budget Balance (previous: -167.0B) - IMF Meetings - NFIB Small Business Optimism (previous: 98.7) - OPEC Monthly Report - Redbook (previous: 8.6%) ## Upcoming events for Thursday, October 15th - Expected earnings: AA, ALOY, BNY, BSVN, CMC, CMMB, CNS, CTW, CWBC, ERIC, FHN, IBKR, INDB, INFY, JBHT, MAN, MRSH, PLD, PNC, PULM, SCHW, SFNC, TSM, USB, WABC, WAFD, WIT - Ex-div: BCIC, BELFA, BELFB, BPOPM, CAC, CHAD, CHCO, CMTV, CSWC, DHCNI, GAING, GAINI, GAINZ, NWFL, OCCI, OCCIM, OCCIN, OXSQG, OXSQH, PECO, REGCO, REGCP, SATA, STRC, VSEC - Economic events and announcements: - API Weekly Crude Oil Stock (previous: -2.090M) - Beige Book - CPI (consensus: 0.6%, previous: 0.4%) - CPI (consensus: 3.6%, previous: 3.4%) - CPI Index, n.s.a. (previous: 334.98) - CPI Index, s.a (previous: 334.13) - CPI, n.s.a (previous: 0.32%) - Cleveland CPI (previous: 0.2%) - Core CPI (consensus: 0.2%, previous: 0.3%) - Core CPI (consensus: 2.5%, previous: 2.4%) - Core CPI Index (previous: 337.77) - FOMC Member Barkin Speaks - FOMC Member Bowman Speaks - FOMC Member Bowman Speaks - IEA Monthly Report - IMF Meetings - MBA 30-Year Mortgage Rate (previous: 7.49%) - MBA Mortgage Applications (previous: -4.2%) - MBA Purchase Index (previous: 145.1) - Mortgage Market Index (previous: 204.7) - Mortgage Refinance Index (previous: 515.8) - Real Earnings (previous: 0.2%) - Thomson Reuters IPSOS PCSI (previous: 50.45) - US Leading Index (previous: -0.1%) ^^^^2026-10-12

Your LMT experience is the useful lesson here. 20% in one stock means one bad stretch drags the whole portfolio, which is exactly what you’re seeing. A simple rule a lot of people use: cap any single stock at 5-10% of the portfolio and keep the index as the core. If you want TSM, make it a small one-time buy under that cap instead of adding it to your weekly buys. Let the weekly money keep going to CSPX. Also, “it’s been low for a few days” isn’t much of a signal on its own. If you buy, decide now what would make you sell (the thesis breaks, or it grows past your cap) so a dip doesn’t turn into another LMT.

TSM for sure. AI capex is still booming, while bank margins are facing rate pressures.

TSM. Only concern is "priced for perfection." Beats might not be enough anymore — we saw that with Samsung. But TSM's the one name I'd actually hold through it.

Earnings week looks packed, especially with JPM, BAC, and TSM reporting-definitely worth watching how their results shape broader market sentiment.

JPM, BAC and TSM are the top picks this week. Where are you placing your bets?

ASML > TSM tho, no?