TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stockNYSEADR

Tex you see the news on NVDA asking TSM to make memory chips. A bearish sentiment for MU but not something that happens overnight deff a few years. Flip side is that it shows how much memory is needed.

Mostly ETFs or index funds. Of all my investments, I've got under 5% in individual stocks that I'm trying to liquidate, but don't want to pay taxes. The only chip stock is TSM, and I only own about $7k currently (transferred most of it to a DAF earlier this year to dump it). I've tried to diversify a little away from the S&P 500 by shifting some to total market funds (still heavily S&P 500, but the extra 20% in small caps makes me feel less hostage to the magnificent 7 or whatever you want to call them). I've got about 20% in international funds.

QCOM’s price reflects them losing the iPhone business. They’re trying to pivot to AI data centers to recoup the imminent lost business, but that’s no guarantee. NVDA, TSM, and AVGO are all at really attractive prices imho and I bought a bit of all of them yesterday near close of market.

NVDA KLAC LRCX TSM ASML AMAT AVGO are my faves

TSM to make memory chips rip my port

Tweet Mirror:[DeItaone](https://twitter.com/DeItaone/status/2118706713276670261) >ANTHROPIC IPO VALUATION SLASHED AFTER AI SELLOFF > > > >Anthropic’s potential valuation has fallen from as high as $2 trillion to $1\.2–$1\.3 trillion amid a historic tech rout\. > > > >Yet prediction markets still price a 79% chance of an IPO announcement before February 2027, despite growing concerns over a del… > >[\[Twitter Image 1\]](https://pbs.twimg.com/media/HWcohCiXMAAz-CN?format=webp&name=large) Tweet Mirror:[StockMKTNewz](https://twitter.com/StockMKTNewz/status/2118706940205482058) >TSMC [$TSM](https://www.tradingview.com/symbols/TSM) IS CONSIDERING MAKING ADVANCED MEMORY CHIPS FOR THE FIRST TIME > > > >TSMC recently started drawing up plans to make 3D DRAM, an advanced type of memory chip, at the request of Nvidia, its biggest customer, per The Information\. > >[\[Twitter Image 1\]](https://pbs.twimg.com/media/HWcosf8WgAAIk3l?format=webp&name=large)

A forward P/E chart of semis went around yesterday (ARM at 71x, all the way down to MU at 4x and SNDK at 3.5x). I wanted to flip the question. Take today's market cap and trailing free cash flow: how fast does FCF have to grow every year for the next 10 years to justify the price? Reverse DCF, 9% discount rate, 10 years of growth, flat after that, closing prices from Nov 5. | Ticker | Fwd P/E | FCF growth the price needs (per year, 10 yrs) | |:--|--:|--:| | ARM | 71.3x | 39% | | INTC | 39.1x | n/a (negative FCF) | | AMD | 30.4x | 32% | | MRVL | 24.9x | 31% | | ASML | 21.9x | 18% | | KLAC | 21.7x | 20% | | LRCX | 19.1x | 21% | | AMAT | 18.7x | 20% | | AVGO | 17.5x | 22% | | TSM | 17.0x | 21% | | QCOM | 15.5x | 9% | | NVDA | 15.5x | 20% | | MU | 4.0x | 2.6% | | SNDK | 3.5x | below zero growth | What stood out to me: - NVDA and QCOM both trade at 15.5x forward P/E. NVDA's price still needs about 20% FCF growth a year for a decade, QCOM's about 9%. - The equipment makers and TSMC sit close together at 18 to 22%, while their P/Es spread from 17x to 22x. - MU needs 2.6%. SNDK trades below what zero growth would justify. So the 4x P/E isn't the market forgetting about memory, it's the market expecting peak-cycle earnings to fade. Buying MU here is a bet on how long the cycle holds. Limits, before anyone reads too much into it: - Trailing FCF. For fast growers like NVDA it lags, for MU at peak margins it flatters. - Stock-based comp isn't deducted, which makes ARM, AMD and MRVL look better than they are. - Market cap, not enterprise value, so net cash and debt are ignored. - Zero growth after year 10 is conservative and pushes the implied rates up. - Same 9% discount rate for everyone. At 10% every number goes up. - INTC has negative FCF, so no number. Not investment advice, just a different lens on the same chart. For memory names right now, do you think trailing FCF or forward earnings is the fairer basis?

Did you read the post? TSM, KLAC, NVDA, ASML. They are at the center of everything

Fuck you $TSM I stop loss and you fking pump!?

What I’m doing is if I have capital I’m going deep into picks and shovels. If you want to play it safe go with high quality names like NVDA, KLAC, TSM, SOXX. Look at MSFT and AMZN. They are near 52 week highs for one reason: THE NARRATIVE SHIFTED. What happens when the narrative shifts again? Go where the puck is going. Not where it is today

While it is great to check online websites like reddit for fun it would be sad to see people base their entire decisions behind an unverified username. Now, there is something called the "news" and it does affect stock prices. However if you do actually believe that AI is a "Bubble" that suddenly the need for more data centers will suddenly cease and TSM is going to abort building another 5 manufacturing sites as stated in their financial report then you might as well tell me robots will stop being developed. I am trying to keep this primary school level, this way even the 7 year olds commenting can luckily scroll through some sounds advice. Your weekly market orders that progressively build your long term portofolio should fill at a sweet spot today and if you had the faintest idea of building your own stock screener based on SEC data you might also blissfully realize that MU is pretty cheap right now. God bless you internet.

Don't forget TSM -27.3% (485.8  -> 353.1)

Bought VGT at $106 tumagos ang limit buy ko. Also added to TSM NVDIA AMD

Not really i had own these stocks (NVDA and INTL) for over 10 years. TSM for over a year. I have made my returns. All the splits and dividends. I no longer need that risk with no voice. I got lucky. There are many over stocks i can invest in. Just might join some venture capitalist groups and invest in small start up companies where i have a voice.

Buy in increments, and buy a diversified portfolio. Make a major part of the diversification the VOO or SPY so you have broad exposure to the S&P500 and eliminate decision making. Make the rest a basket of individual names exposed to probable fundamental parts of our future. Be patient and understand the vast majority of initial positions will be negative for a time. It is almost impossible to avoid this unless we’re in a smooth sailing bull market where everything wins. Buy fundamentally good companies who have a history of success and are exposed to growth trends. AI was a Pandora’s box that will not get resealed. It is fundamentally a part of our future in some capacity. Regulation is not a death knell; it is necessary. I don’t know when things will turn around, but this same song has played many times throughout history, just with different instruments. Everyone will tell you it’s different this time. It’s not. And you know what happens if it truly is different? Our way of life alters existentially, and your investments will not be your concern anymore. One aspect I am heavily exposed to is cybersecurity. I believe it will be as ubiquitous as car insurance and health insurance one day. CRWD, PANW are the main two I’ve built over the last 6-8 years. I also have a bit of ZS, as well as whatever cybersecurity comes with exposure to Microsoft, Google, etc. AI investments I’m following closest: NVDA, ASML, AVGO, MRVL, MU, TSM (I own all of them, some for over a decade) If you are young, I would advise trying to slowly build out something like 30% SPY or VOO, 45% basket of 15-20 fundamentally strong companies you personally believe in, 25% interest bearing cash position you can partially deploy quickly on days like today. I hold cash in SGOV a lot. Robinhood Gold is a good way to go also, presuming the annual cost of the membership doesn’t negate the interest growth. Be willing to do the homework on the companies you buy and to routinely keep up with how they’re doing. Pretend any stock you buy is actually like someone came up to you and gave you the chance to literally own the company. …because that’s what stocks technically are. Now, say you’re a homeowner, and imagine someone comes up one day and says, “I’ll give you $500,000 for it.” And, for reasons, you say, “no thanks.” Then the next day, the same person comes by and says, “hey, your neighbor’s house is falling apart. I’ll give you $250,000 for yours now.” Did anything change with your home? No. Did something major shift in the world? Let’s presume also no. In that case, it’s just what someone was WILLING to buy your house for. That’s how stocks work. If you see a stock fall because their neighbor’s house is crumbling, don’t automatically assume your stock’s house is crumbling also. Go check the fundamentals. If they’re good…probably good buying opportunity. I am not an investment advisor professionally. Best of luck to you.

Yes, market will slightly rebound but will not regain what it had. Maybe it can, let the Dems buy up the stocks (NVDA, TSM and INTC) . I will be on the sidelines watching. I made huge gains, i want to keep it that way. On fixed income, i will no longer take that risk. In addition, the attitudes of the Dems. Once they get into office they will tie up the goverment system. Spend huge quantities of time money and effort to impeach and subpoena everyone. In addition, they will not debate or get into committees to discuss issues and topics like they did with Pelosi term. As what was done in previous adminstration, Trump should pardon everyone. Maybe then they will move forward!

Still holding onto my dry powder for a while longer. I do not think everything has shaken out yet. I’m not looking for the lowest of the low, but it’s still not low enough yet. I will say what I am looking for is SWPPX and SCHD along with some ASML and TSM. None of these are at price prices I would buy them at though. Although right now, I am still DCAing SCHD now regularly.

Man boys we're so fucked ... Pls TSM save me tomorrow

MU |Metric|NVDA|AVGO|MSFT|MU|TSM| |:-|:-|:-|:-|:-|:-| |Market cap|$4.39T|$1.39T|$3.98T|$743B|$1.76T| |P/E|23.0|37.2|28.0|8.8|23.9| |Forward P/E|15.0|16.8|25.8|3.7|17.0| |PEG|0.30|0.31|1.62|0.07|N/A| |Net profit margin|63.7%|42.9%|41.2%|63.8%|51.1%| |FCF yield|2.90%|2.83%|1.51%|7.91%|2.56%|

TSM makes the chips for Nvidia, Google, Amazon, etc. Everyone sends them their plans and gets a certain amount of allocated space, and they always sell out. No one else can make cutting edge chips like they do. Even if Google develops a better chip, TSMC will make it.

TSM

I don't think so. The numbers for TSM are incredibly strong and no one can do what they do at scale.

$TSM

TSM ASML NVDA

TSM