TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

$SPY $QQQ strong Q2-earnings coming.
This Iran war is almost feels like Ukraine war, market digest and move on.
$MU got $42 Billion revenue. Means $165 Billion annual revenue rate for $MU
$SNDK $WDC $STX $ASML $AMAT $TSM $NVDA $LRCX $ARM $SMH $QQQ $SPY
AI never going away

In fairness the whole world economy & markets have pumped up by money printing. But that's why when I am asked if I am concerned that $VXUS is being propped up by Samsung, ASML, TSM, and SK; I say yes. But those stocks make up less than 10% of the market cap of $VXUS vs $VTI being at 37% tech/Mag 7 stocks.
Everything will get hit if this bubble pops. But I don't think people are looking at what is in what they own and are buying.
This is what people are missing about today vs dot com. It wasn't the shit tech stocks that crashed the market. It was that everyone owned the same 6-10 stocks and they made up over 35% of the $SPY. If everyone owns the same damn stocks and they all start to fall then who is gonna buy when everyone is selling the same 6-10 stocks when they sell their index funds???

TSM news friday

AMD, NVDA, TSM

TSM is always carrying his sloppy dead weight friends GOOG and MSFT. Should have been all in

Top 5 holdings make 50% percent of my port. NVDA, MU, CRWV, APLD, TSM.

Even if Broadcom gets the deal. Whether TSM has room for manufacture the chip is another problem. I recall their capacity is capped out until 2028 both 2 and 3 nm.

I keep investing in SCHG, TSM, and GOOG with my spare cash. Have started putting more in MSFT lately as well.

You think that's bad? Look at $VLUE, +20% only on MU. Some of iShares EM value and non value ETF have 30% of their holdings in TSM, Samsung and Hynix.
The only way to avoid this is going for dividends instead of value sadly.

TSM tortillas

I keep investing in SCHG, TSM, and GOOG with my spare cash. Have started putting more in MSFT lately as well.

I don’t do timing the market but Im also a long term investor, not a hold a couple weeks or month and sell regardless how the market moves gambler…
So If you do your research and believe in the fundamentals of a company, it’s a great time to buy/invest in MU.
Personally I feel institutional investors are manufacturing a Dip currently. By amplifying "AI Bubble" narratives via media, they create panic selling, triggering retail to sell off their positions or crush the options market. This forces a 15% to 20% correction, allowing institutional funds to accumulate shares at a discount price right before the massive HBM4 revenue wave later this year.
Note: NVDA / TSM only began fabbing Rubin GPU in early June and first shipments are scheduled for later this month / fall. Meaning the revenue from HBM4 chips hasn’t even been reported on earnings.
AND NVDA roadmap has Rubin Ultra scheduled for 2027, The Feynman Architecture for their new 3D stack and brand new-rosa cpu for 2028, and The Rosa Feynman Era from 2029-2030.
So keep believing the news cycle that AI buildout is done or HMB4/HBM5 will go through the normal cyclical cycle as traditional DRAM.
Me, Im gonna accumulate as much stocks in MU and soon SK Hynix when it’s available to invest on 7/10.

But the market is doing well. The world is not just the option of all in on GME or all in on AI and semis. Outside of Reddit there are many great companies, or just basic ETFs.
Also:
Which?
Semis:
Biggest Semiconductor ETF (SMH) is down 3.7%
NVDA is up. TSM is down 5%. DRAM is down 6%.
AI:
Google is up, msft is up, amzn is up. Meta is up. Every hyper scaler is up.
But even if they were down day-to-day does not matter.

I'm 80% World ex US if you add in Gold. $VXUS is my largest position and I am well aware that most of the gains this year have come from ASML, TSM, Samsung & SK. But at the end of the day $VXUS has 21% tech market cap weight vs $VTI 36.95% tech market cap weight.
I find it hilarious that people are fleeing to the Mag 7 cap ex spenders or $VTI as a flight to safety. It might work. But you are less diversified and have a much higher tech market cap concentration than the foreign markets you are claiming have hit their tech peak.
Any way Cheers & good luck.

Guys i just bought TSM calls and it's still dropping. I thought I could catch the knife

I'm not a professional, but I've out fairly large bets on MSFT, GOOGL, and AMZN, those are my long term compounders I expect to hold a long time. If they dip, buy more.
Smaller bets on TSM, AVGO, NVDA, MRVL and ALAB are my shorter term holdings which I'm hoping to see some big growth out of still but are notably higher risk.

Like AMSL, TSM, AGX, BE, GLW... These are going to rebound quick. Buy the dip. Take the gains.

No idea what that acronym or abbreviation is alluding to (i.e., in finance, TSM is Treasury Stock Method; or, it is the ticker symbol for Taiwan Semiconductor Manufacturing company)? Explain . . .

NVDA has better fundamental. Buf if you want a safe alternative to NVDA try TSM. Equally good fundamental. Or better, if your main concern is AI bubble then buy something else entirely, like gold or resources.

How much TSM?