TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stockNYSEADR

hmmm add more to TSM and AAPL now or wait?

Hmm.. I'm a bit stuck in some things now. BTC covered calls on GOOG and MRVL so the shares are going to be dead money for a while (not capitulating yet). I'm keeping my GOOG Jan'28 300p. Freed up capital by cutting some things short: \- NVDA Apr'27 180p for +<10%, \- sold some TSM, and \- BTC AFRM Nov 70p for \~20% gain Unfortunately, I already have as much exposure to RDDT as I want pre-earnings and the lotto calls aren't cheap enough for me at the moment at least. Outside of that, I've already been moving more to cash and index funds.

House members filed 12 stock trades in their disclosures between Oct 19 and Oct 25: 7 buys ($119K–$310K) and 5 sells ($152K–$330K) by 3 members. The law only requires ranges, so these are low/high ends. The biggest ones: - **Michael A. Rulli (R-OH)** sold **GOOG**, $50K–$100K (traded Oct 16). He sits on the Energy and Commerce committee, which covers Alphabet's industry. - **Jonathan L. Jackson (D-IL)**, all on Sep 28 in a joint account: bought **DDOG** and **EL** ($50K–$100K each), sold **VSAT** and **WMT** ($50K–$100K each), bought **GH** ($15K–$50K) - **Cleo Fields (D-LA)** bought **NVDA** (Oct 1) and **TSM** (Oct 9), $1K–$15K each Worth noting: Jackson's trades are from Sep 28 but were only reported in late October. Members get up to 45 days to disclose. All of this comes straight from the House Clerk's Periodic Transaction Reports. It doesn't show *why* anyone traded, just what and when. I put every trade in a free page you can filter by party, amount or member (no sign-up): https://kcnebula.com/congress-stock-trades-2026-w43/ Anyone else watching the Energy & Commerce members specifically?

Would rather own TSM, ASML and SK Hynix.

So i’m 19, currently at a military training environment, getting paychecks every 1st and 15th of the month (≈1.2k per.) I started investing almost a month ago. My mom recommended me to open a Roth IRA account and so far i’ve invested $5,600 into QLD because. That is the only EFT I have investments in for my Roth IRA account. It’s pretty volatile but I heard if you’re young and can don’t need the money immediately, you should hold it. I’ve also heard that holding QLD long term might not be too beneficial. Anyways I don’t really know what I’m doing and also if I should have a volatile EFT in my Roth IRA. I would assume you should have safe investments for a Roth IRA? I also have a brokerage account where I’m holding AAOI, AVGO, NBIS, TSM, and VRT. I’ve invested 1.2k in each one of them roughly the same amount. Yes, I know I need diversification, but I’m not sure how to. You see all these big names and AI companies, so that’s all you’re exposed to. I bought all those stocks during the massive dip/inflation around a week ago. Any tips on diversifying my stock portfolio, what I should invest in more or less, things to look out for? I’m willing to put in a lot of time to research and practice investments, I’m just not sure where or what exactly to look for.

What? 7 companies? Here's a 2 year return on a basket of large cap tech stocks: * NVIDIA (`NVDA`): +110% * Meta Platforms (`META`): +105% * Alphabet (`GOOGL`): +70% * Apple (`AAPL`): +40% * Amazon (`AMZN`): +38% * Microsoft (`MSFT`): +26% * Tesla (`TSLA`): +22% * Taiwan Semiconductor (`TSM`): +120% * Broadcom (`AVGO`): +135% * Palantir Technologies (`PLTR`): +260% * Micron Technology (`MU`): +115% * SK Hynix (`000660.KS` / `HXSCF`): +140% * Arista Networks (`ANET`): +110% * Vertiv Holdings (`VRT`): +175% * Dell Technologies (`DELL`): +105% * Arm Holdings (`ARM`): +115% * Constellation Energy (`CEG`): +150% * Vistra Corp (`VST`): +285% * GE Vernova (`GEV`): +190% * Quanta Services (`PWR`): +110% * Super Micro Computer (`SMCI`): +105% * Bloom Energy (`BE`): +130% * Astera Labs (`ALAB`): +165% * Credo Technology Group (`CRDO`): +180% * Marvell Technology (`MRVL`): +105% * Coherent Corp (`COHR`): +125% * Lumentum Holdings (`LITE`): +110% * Applied Digital (`APLD`): +140% * Innodata (`INOD`): +220% * SoundHound AI (`SOUN`): +130% But yeah, 7 companies.

you missed today's flow, here's the 6 most unusual trades from the session 🚨 >$META Dec 800P: $52 MILLION+ of puts >$MU calls: $11.4M in the first 10 minutes, led by a $6.7M Jan '27 550C block. Call Wall now moved to 1000 >$QQQ: $11M in Nov 715C + Mar '27 805C >$TSM Dec 440C: 7 call sweeps worth $6.1M >$AMGN Jan '28 420C: $4M opening call orders >$TSLA Nov 380C/400C: $19M+ call stack this morning

How do you lack this much self awareness? Why are you incapable of admitting you were wrong and instead try to shift the goal posts? You wrote something 100% objectively wrong, something easily verifiable, I corrected you. You then were objectively wrong again, about something easily verifiable, I again corrected you. Now you just change the subject. You say I don't know what's going on, but you are the only one who has demonstrated they don't even know the basics. Nothing I have said has been incorrect or in anyway demonstrated I don't know what's going on since all I've said was that you were wrong, which you were. I have 4.2 million invested, 90% of it in index funds, the rest in TSM, ASML, and SK Hynix which I've made a substantial return on. In what way am I a bagholder?

Thanks for the list! Three of four that I ran earlier this month. TSM files as a foreign company (20-F), which my tool can't read. **AVGO** (price $339 as of Oct 15): 🔴 🟢 🟡 🟢 🔴 → doesn't pass my filter An exceptional business (return on capital 336%, FS-Score 9/10, revenue +24% last year), but at a 2.3% earnings yield the price assumes far more than my DCF's 8% growth: fair value $122 vs $339. **GOOGL** (price $333.90 as of Oct 21): 🟡 🟡 🔴 🟡 🔴 → doesn't pass At 26x operating earnings it's more than twice its industry median (12.0x). Even with 12% cash-flow growth for 10 years, the DCF lands 55% below the price. Financials are through June, and they report tonight, so I'll update after. **META** (price $703.23 as of Oct 21): 🔴 🟢 🔴 🟡 🔴 → doesn't pass Still very profitable (31% return on capital), but the FS-Score shows momentum slipping: return on assets fell from 22.6% to 16.5% and cash flow relative to assets from 19.6% to 12.6%. Financials are through June, before last week's results. None of the three is cheap by these measures. All three are great businesses, but my filter is about price as much as quality. Do these match how you see them?

If I was considering chips, I’d definitely invest in the ETF. I’m not currently in vested in chips, but have in the past. The problem with chips is that every company is always trying to build a better mousetrap. About 10 years ago, Intel was #1, selling for about $60 a share. The top chip spot then went to AMD, then TSM and for the last few years, Nvidia. Intel dropped to the teens and was on its deathbed when it made a comeback to almost 100 because of AI and the demand for chips. Knowing that someone is going to build a better mousetrap, I’d definitely do the ETF.

I'm buying some LRCX AMAT and KLAC CEG today. Maybe more TSM.

SOXQ. But I do hold TSM individually as well.

GOOGL, NVDA, ASML, KLAC, TSM All tied to AI rush, ASML and KLAC have full monopolies and TSM has a 70% monopoly in its sector. GOOGL and NVDA have maintained above 50% profits for a year, idc if that number cuts in half it is absurd for trillion dollar companies to make that much.

Worth remembering SMH is a concentrated, cap-weighted fund, so a big chunk of it rides on a handful of names like NVDA and TSM. That's great on the way up, but it also means the fund behaves more like a bet on a few chipmakers than on "semis" as a whole. If the concentration bothers you, SOXX spreads the weight more evenly. Either way, semis are cyclical, so long sideways stretches like this one are normal. Sizing it as a satellite next to a broad index core makes the drawdowns a lot easier to sit through.

TSM

NVDA, TSM and MU plus SMH, if you believe in AI for the long term. Just my 2 cents. Not recommendations.

Split it between TSM and ASML, both have a crazy moat and will be there in 10 years.

I like TSM long term but as someone above said, if it's too big a slice for your port then I say trim away. Gains are gains.

Depends how big TSM in relative to your overall portfolio. If you feel like it's gotten too big and you want to swap it out, then yeah trimming some can make sense. Nothing wrong with taking gains.

i’m holding TSM now and around 53% up right now. should i sell it and move it to ETF like VOO?. i feel like TSM doesn’t make significant move in the last 6month

Up 50% on my TSM Jan calls. Sell or nah? I’m thinking nah

$TSM is reportedly getting ready to raise prices on CoWoS advanced packaging by up to 20%, according to Taiwanese media.