TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

I think you’re good, honestly. I prefer SMH over VGT because I think exposure to TSM is way more valuable. SMH could be your actual core if you’re fine with the volatility. If not then QQQM could be that

"TSM and AVGO feel way more like actual businesses" FEEL LIKE ACTUAL BUISNESSES??? they are the best of the best - you should maybe spend your time at a casino in Vegas

Why is the TSM ADR margined at 30% for me but the direct 2330 Taiwan listed stock is 100% margin requirement?

I've been "investing" since the mid-00's, retired in 2019, and was using advisors up through December 31, 2022 Over all those years I was frustrated at my advisors not being more aggressive or making - any - trades to captre the market movement. I don't mean actively day trading, I just mean making adjustments.
For most of my life I was a photojournalist. This means I love to read the news (Wall Street Journal, Washington Post...) and I'm extremely observant of people and what they're doing. So when Covid was in it's early-early stages and cruise ships were being denied port and international flights were being cancelled - I had to ask my advisors "why are we holding on Carnival and Delta? They're about to get kicked in the teeth." They told me not to panic sell. As it kept progressing and we were told to stay home, I asked them "Seriously, why aren't we selling Delta and Carnival and buying in to Amazon and UPS? Everyone is online shopping now because they have to." They told me "nobody has a crystal ball".
They eventually DID sell both positions but not until they had dropped nearly -50% in value rather than days/weeks before the drop started. I was absolutely livid and they tried to blame me like "OKAY FINE! But you're selling at a loss!" (Well, not when I told them to sell right?)
At the same time there was news about semiconductor shortages in the automobile industry. I'm not that far from Kentucky Motor Speedway and there were stories in the local papers showing hundreds of thousands of pickup trucks sitting there waiting for some "chips" of some sort before they could be finished, shipped and sold. So I started to look in to the semiconductor industry and the supply chain to figure out why this was so crippling for them. Then I discovered how prevalent semiconductors were/are in our daily life.
After I fired the advisors, the first thing I did was rebalanced everything. 90% was in high cost mutual funds and ETFs that were lagging well behind the S&P500 so they got dumped immediately and I put 50% in to VOO and the rest I spread around between AMD, AMAT, ETN, ASML, TSM and KLAC as well as a few other non-related stocks I can't remember right now. The "AI Boom" hadn't even started yet. These were all decisions I made from just reading about the chip shortages. The AI boom was just a happy surprise. NVDA, INTC, MU and AVGO were doing okay but they weren't standouts to me yet. But thankfully, since I was so heavy in to that industry - and reading the news - I did manage to get in to all of them relatively early (2023-2024) when they still had plenty of room to go up.
TL:DR, After being relatively stagnant for many years, I'm up \~400% over the last four.

None of quantum computing companies is profitable. I wouldn’t call them scams but they aren’t far from it.
PLTR, AVGO, and TSM are absolutely solid companies making insane profits; however, they are all priced sky high at the moment. They are worth watching until the next panic but I personally wouldn’t buy them right now - of course, I own all three.

Just hold for longer, set a trailing stop, maybe 20%, if you’re worried about losing money. Or sell 1/2 at ATH and keep the rest. I’ve successfully used this strategy with some big wins (MSFT since 98, AAPL since 2012, NVDA since 2020, currently holding AVGO AMD TSM MRVL GOOG - all with trailing stops that haven’t triggered, still riding them on the way up). Also I bought META when PE was low, around 200 a share, these aren’t dogshit stocks if you hold for longer and have conviction. Tha said, 90% of my money is VT and chill, 10% play money is for fun.

Great manager. I went with SOXX though for more balance. SMH is heavy nvidia TSM if I remember correct. Soxx gave me more equal amd and others.

The "shittier" index I'm in consists of ASML, TSM, BABA, TCEHY, NVO...yea I'll take that over the circus that is SPY.

bro solid list you got here. a mix of "build the pickaxe" plays and pure speculation. here is my honest breakdown after tracking these.
Quantum (IONQ & QBTS) — watchlist only for now.
I know the growth numbers look insane like IONQ grew revenue 755% to $65M but they are still burning $330M a year. QBTS has weak sales too only $2.9M. The whole sector lives on government grants right now like the $2B quantum fund but these companies will be burning cash for years. Too risky to bet big on. Keep them on a watchlist.
Palantir (PLTR) — solid but expensive.
The business is growing fast 71% guidance for 2026 and earnings keep beating estimates. But the price is just too high. It trades at a P/E near 150 while NVDA trades at 41 despite similar growth rates. People call it the next Nvidia but the valuation leaves almost no room for error. A pullback would hurt.
Broadcom (AVGO) — the real AI winner.
This is the pick for me. AI revenue is exploding up 106% to $8.4B in Q1 alone with next quarter projected at $10.7B. Total revenue forecast at $22B for Q2 thats 47% annual growth. Citi called it the top semi pick for 2026 with a $500 target. Strong profitable business not just hype.
TSMC (TSM) — the foundation of AI.
TSMC builds everything for Nvidia Broadcom AMD. AI demand is "extremely robust". Shares are up 33% YTD. The only risk is margin pressure from overseas fab expansion and Taiwan geopolitics. A solid long term hold but maybe not the fastest grower.
The Next Nvidia?
Broadcom is the best positioned. It supplies all the hyperscalers unlike Nvidia which is more concentrated. Palantir valuation makes it hard to see Nvidia-like returns from here. I do my research with Runable just pulling financials and tracking analyst targets for all my picks.
My take: Buy Broadcom. Hold TSMC. Watchlist Palantir. Skip quantum for now till they prove they can make money not just burn it.

Think the biggest issue is that fabrication for the CPUs takes from fabrication of GPUs.
In the end it all comes down to TSM.

This sounds nice in theory, but people chase "next Nvidia" way harder than they ask "how much hype is already priced in?"
Not gonna lie, I'd personally put QBTS and IonQ in watchlist territory for now. TSM and AVGO feel way more like actual businesses, while quantum still feels early enough that you're kinda betting on a future story more than fundamentals.

I've been researching a few high-growth/speculative tech stocks recently and wanted to get some opinions from people here who follow the sector more closely. I currently have investments in the FTSE All-World (Acc) but want to diversifya bit more.
The main companies I've been looking at are:
lonQ (10NQ)
D-Wave Quantum (QBTS)
Palantir (PLTR)
Broadcom (AVGO)
TSMC (TSM)
I'm especially interested in the long-term potential of quantum computing companies like lonQ and D-Wave. understand they're still early-stage, unprofitable, and highly speculative, but the projected growth rates and future market potential seem huge if quantum computing becomes commercially viable over the next 10-20 years.
Palantir also caught my attention because of its Al/data analytics positioning and strong projected growth, although the valuation seems pretty aggressive already.
For those with more investing experience: Do you think these are genuinely strong long-term investments? Are quantum computing stocks still too early/risky to invest in seriously?
Which of these would you actually buy vs just keep on a watchlist? Do you see any of them becoming the "next Nvidia"-type winner, or is that mostly hype?

Alright degenerates, here’s the tape: NVDA is still the big dog, but QCOM (+10.87%) and AMD (+2.31%) are ripping harder in the short term. AVGO and TSM are the sneaky silent winners, not sexy, but they print when hyperscalers start throwing money at infrastructure. Translation: it’s not just GPUs anymore, the whole supply chain is getting paid.
According to getagent, toss in the Trump admin’s $2B quantum computing initiative under the CHIPS & Science Act. Nine quantum firms just got a fat government check. That’s not meme hype, that’s real R&D cash. Quantum isn’t replacing AI, it’s strapping a rocket booster on it.
So how do you play it?
* NVDA/MSFT = anchor bags. They’re the benchmark, the safe(ish) exposure.
* QCOM/AMD/AVGO/TSM = momentum plays. This is where quantum hype overlaps with actual hyperscaler spending.
* GOOGL = boring but durable. Cash cow with AI optionality.
* Pure quantum names = lotto tickets. Size small, but don’t ignore them, government money can turn “speculative trash” into “moonshot” overnight.
watching how capital moves from NVDA into QCOM or AMD is how you catch the next pump before it hits TikTok.
Quantum isn’t killing AI, it’s juicing it. With $2B in U.S. funding now live, the play is to anchor in AI infrastructure, sprinkle quantum adjacent names, and keep a few lotto tickets in the back pocket. Don’t overexpose, but don’t sleep on it either.

GOOGL DRAM TSM AMD AMZN NBIS BRK.B
Google and Amazon also have anthropic and spacex exposure

I will say their is nothing wrong with holding some money in SPAXX or the like instead of trying to force an entry, even with an ETF (like 5-10% is not at all crazy right now), cash position is a position.
That said I've been eyeing XLI (industrial) hard, I think that one would be a solid place to stash some money right now honestly.
Asian ETFs too, I was in EWY (it's 50% SK hynix/Samsung by weight) before Dram was a thing, but unfortunately got out before memory went parabolic lol.
I think I'd switch that for AIA as large cap Asia exposure at this point for a bit less memory. Although it's 20% TSM and still 20% SK Hyniz/Samsung, so it's very much AI theme aligned which is a choice.
DXJ/EWJ (Japan-heavy on industrial) the main difference though is just that DXJ hedges against a weak yen and EWJ is un-hedged and will do better if the yen stabilizes or appreciates.
Latin America ETF's are also an option, but I think I'll wait a bit more personally.

Pick a philosophy and stick to it. For years.
Mine is sell shovels in a gold rush. I don’t try to find the gold. I find the companies that sell the equipment. Unfortunately, my hedge to my shovel blew up and I’m way over ledgered on Nvidia and AMD. I made a play on TSM two years ago and that is doing well too.
I literally didn’t look at my stock account since before the war with Iran. Recently looked at it and was half part WTF and happy.

Drones RKLB, UMAC. Energy GEV, NBIS, IREN, BE. Quantum RGTI, IONQ. Memory MU, SNDK, STX, WDC. Plus TSM, LRCX, AMD, INTC. (I have all)

I did a bull put spread on TSM with 45 DTE. At 26 DTE I hit 60% profit and immediately sold. These things can turn on you in a second.
If you want the shares, just buy them. If you don’t want them, sell the put and move on.
APH does look interesting though. Adding it to my watch list.

TSM homies

I remember when Buffett sold TSM when it was like $80 a share.