TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stockNYSEADR

Ok I guess TSM is declaring bankruptcy?? Absolutely PLUMMETING

buying KLAC LRCX ASML TSM SNDK and a few others.

Invest in semiconductor fabricators (TSM/Samsung/Intel). This is such a technologically advanced process that there is a huge moat around new market entrants (baring China subsidized entities, but they are still (hopefully) years behind what advanced western fabs can produce). The reason this tech is so important is that it is done using reflected light to cut traces into semiconductor wafers. To ELI5, these traces are the physical pathways that electrical signals signals take to make it to their destination. These destinations are used for logic operator decisions like add/subtract/divide/etc. That is for simplistic terms the hardware basis for all AI (and non AI digital applications as well). The reason the light is used to make these traces is that they are so small (fractions upon fractions the size of a human hair) that mechanical processes like extruding conductive material directly onto/into the wafers are no longer pheasable. Thus, arguably the most advanced piece of technology humans have ever made is used to pack millions/billions of these onto very small wafers that fit into processors inside of your computer/iphone/servers. Being smaller means you can pack more of them, making your computer/phone/server more powerful and capable of performing more complex logic faster. Again, Important as AI is all a mathematical algorithm that is calculating statistical probabilities. Outside of the semi fabs themselves, one company makes the piece of equipment used to make the light traces, ASML (another potentially good investment). Outside if these, memory is another hardware that is required for AI and also uses some of the aforementioned advanced processes. MU/SKHY to name the big ones.

hmm should i buy more TSM or AAPL. feels like AAPL gonna fall more.

God if TSM could just hit 440 today. A teensy weensy 10% pop is all we want.

One simple thing some put sellers overlook on deep underwater assigned shares is that they can switch to a different stock if they want. And if they’re in a taxable account, this has the added benefit of harvesting the losses for tax benefit. I got hammered recently on INTC. But instead of deciding “do i sell INTC calls” or “do I roll into a lower INTC strike” or any other action plan involving INTC, I just sold the INTC and bought some TSM to take its place. Now I’ll think about selling calls on TSM, or selling the TSM and selling a new CSP promising to buy it back at a lower price, etc. To be clear, I’m not recommending or un-recommending any stock here, just mentioning that some people think “now I’m stuck with INTC” in this story. This isn’t true, and for the tax situation may be an outright bad idea. And similar argument holds for deep ITM puts.

Facilities damaged by war? TSM announced a scorched earth failsafe where production would be destroyed and unable be up and running if China invaded. That would permanently wipe your money out whilst you slept and never be able to be recovered as the company would just suicide itself.

I'm a long-term Intel shill, so I'm very biased I feel that once the customers start being announced, it pops again, but with that said, it could retrace more. Don't believe the trolls that say Intel can't produce on the same level as TSM. They aren't right now, but they will. Plus the packaging tech and the wafer material blah blah they are cooking. The US Gov needs chips that are not produced in the China zone for security purposes

After 12000 strikes in Iran war, just few more days strike here and there, how big impact to market? Just to make media noise, scare market & increase volatility. All companies have strong earnings $SPY $QQQ $NVDA $MU $KLAC $TSM $AMZN $GOOG $META $MSFT Midterm & Q4 buyback time

KLAC LRCX TSM ASML

TSM, NVDA and ASML are all major players in the semiconductor industry, so if they all started falling that sharply, the entire market would probably be in trouble.

TSM, NVDA and ASML will never dump like crazy in a day because they are the structure of the Semis history, if you see one of those -10% you will see the entire market bleeding like crazy, the only new that I see making that happen is Recession or the Hypers saying that AI is shit and they won't be putting more money into it

There are several supply chain issues on the horizon from a lack of domestic energy strategy (Nuclear Grid Investment and Alternate Power sources to supplier manufacturing capacity which is limited. When you have TSM ASML NVDA as well as numerous other suppliers saying 'sold out' someone is not getting their goods. These are natural roadblocks to achieving the spend targets. Then add on the self-induced NIMBY efforts and the outright moratoriums and you have a recipe for China to take the lead. They have built the power infrastructure that we need and they don't have the political roadblocks.

Wallstreet lost fundamental analyst. Nowadays analysts are meme-pumper at media. Think if BigTech not slowdown spending, buy what candies? BigTech spending for semi-chip, GPU, CPU, HBM, power, Optical switches. $NVDA $MU $AMD $INTC $KLAC $LRCX $AMAT $ASML $TSM $MRVL $COHR $QQQ Either open source model or closed source models, all need semiconductors, no escaping from advanced semi.

There has always been the possibility you're right. This is why you have to know what you're buying and what is in those funds. $VXUS will be hit if the AI cap ex bubble does pop like you think it will. But the fund's largest stock holding is $TSM @ 4.2%, Samsung @ 2% and Sk and ASML around 1.5% each. You are looking at 10% market cap in semi or AI stocks in the top 10 stocks in the fund. Now compare that to the $QQQ. $NVDA, both Googles, Microsoft, Micron, Amazon, META, and AMD come in at 36.5% market cap concentration. I'm not including Apple. Now if you bought $VT over $QQQ or $VTI those same 8 stock market caps are pushed down to approx 15 % of the fund/ETF. Now you will have to add in SK, Samsung, TSM, ASML but the AI/cap ex spending market cap stock risk is still reduced. The fact that I am now being downvoted as much as you are means that we might both be onto something here. Cheers.

Oh man TSM is VERY tasty here i'm about to fuck myself on margin.

I'm lucky to have bought early and sold close to peak with TSM.

TSM on the 200 MA. Crazy.

Boy am I glad I bought that dip on TSM Friday. What a great call. I'd only I had sold this morning instead of letting it melt back down negative. Not taking profits strikes again!

|**Stock**|**Current Price**|**ATH**|**percent to ATH**|**off from ATH**|**Market Cap**| |:-|:-|:-|:-|:-|:-| |NVDA|$206.39|$243.37|17.92%|15.19%|$4.97T| |TSM|$405.93|$487.47|20.09%|16.73%|$1.88T| |ASML|$1,562.71|$1,999.96|27.98%|21.86%|$611.87B| |SMH|$520.63|$671.83|29.04%|22.51%|\-| |SKHY|$150.51|$199.87|32.80%|24.70%|$779.60B| |**AMD**|**$486.78**|**$658.52**|**35.28%**|**26.08%**|$794.66B| |MU|$853.28|$1,255.00|47.08%|32.01%|$964.28B| |AVGO|$329.59|$495.00|50.19%|33.42%|$1.57T| |MRVL|$178.35|$329.88|84.96%|45.93%|$156.41B| |LRCX|$232.72|$438.50|88.42%|46.93%|$290.71B| |STX|$606.95|$1,145.00|88.65%|46.99%|$139.19B| |AMAT|$387.74|$739.67|90.76%|47.58%|$307.76B| |SNDK|$1,118.08|$2,354.39|110.57%|52.51%|$161.62B| |ARM|$202.72|$452.70|123.31%|55.22%|$216.69B| |INTC|$62.03|$142.35|129.49%|56.42%|$329.76B| |WDC|$348.34|$799.87|129.62%|56.45%|$130.33B| |CRWV|$52.79|$187.00|254.23%|71.77%|$29.12B|

TSM and GFS are up ffs. This action on AMD is down right manipulation/stupid.

TSM just stay up goddamn it. China isn’t invading you it’s okay

TSM at current valuations probably, too strong of a company to be at that stock price

Was between buying NVDA or TSM at their lows on Friday before close... Went with TSM, which of course is dumping all of its recovery while NVDA keeps going up. Nice 1 regard.

Why $TSM ??? Why do you want to be a follower !!!!