TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

i sold TSM at $250...
avg cost was $80.... i thought i was a genius
FML

I am pretty new to this, I have invested very little into stocks maybe $200 in total over the last 4 years or so. I am trying to do my research as I look to get more involved in the stock market, specifically into ETFs. The very little I have invested has all been in individual stocks.
After doing some research I have put some money into VOO and a little into SMH as one of the individual stocks I was invested in was TSM which did well over the couple of years I held it. In total I have $400 between the two, the majority being in VOO. I would like to add $50-$100 per week into these holdings but also would like any suggestions from people with more experience in this field.
I am 24 and looking more long term holdings rather than something with super high volatility. I understand that I need to do my own research but would appreciate anyone willing to help steer me in the right direction. TIA

TSM

Fair. My WDC dipped on OpenAI reporting today, I was down as much as 2.7k (bought 1 hour early, or I would've made 3k today).
I am in meet positive now, but once it climbs a bit, I'll put in a stop loss for profit just in case. That said, what do you think of it as a long hold?
I want to capitalize on AI capex without picking an AI winner (though probably Google) by holding suppliers instead. I also have a bit of MU and TSM. I've held Nvidia, but it's been too horizonal despite massive spending.

If not for a .pdf in charge of the white house, TSM would've hit 500 today.

I bought SEMI instead of TSM because of china risk.

Nvidia, TSM, Lily, Google, Meta
AI is real but revenue generation isn't and they are the few who are doing it and are locked into moats

People are upset cause AMD,Marell and TSM captured all of the upside in the last month, while Nvidia was a hot steaming pile of dog shit and barely went back to the last all time high before dumping. So its a huge underperformer dog turd that captures no upside but all the downside.

A good portfolio to start with. If you think nvidia looks promising you might what to check out TSM and do a bit of research

I like FRDM a lot, I genuinely appreciate the kinda goofy "freedom weighting", and if you run a regression on it in PV it comes out as a quasi-factor fund itself, but it's still redundant with AVGV. For most of its life it performed not much differently from any other EM fund. It's been the beneficiary in the past 18 months of having outsize positions in Samsung, Hynix, and TSM. That's really it.
Momo is different, since Avantis screens for momentum but doesn't specifically target it I think there's an argument to use momo funds alongside AVGV. But FMTM is kinda fomoing too. It looks really impressive so far but I'd want to see a longer track record. VFMO is my favorite US momentum fund.

Looking at selling some TSM bull put spreads - maybe 5/24 at a 20 delta.
It's in in a uptrend with nice IV atm, wanting to see it head down towards the 20 SMA before opening a spread, it's had a nice little jog recently.
Will see where it opens today.

I guess it depends on what horizon you are thinking of when you say long-term. If truly long term (10+ years), my recommendation is to DCA (and DRIP) QQQ/QQQM and/or SPY/VOO (and perhaps VXUS for non-US exposure). It gives you broad exposure to the biggest companies and will grow over time.
If looking for individual stocks, my favorites are NVDA, MSFT, GOOG, AMZN, ASML, TSM and META. All are mega caps and have a strong moat, with amazing fundamentals. Again - recommend DCA/DRIP instead of timing the market with these as well.

Saw an [estimate](https://www.benzinga.com/money/tsm-stock-price-prediction) that TSM could reach $857 by 2030.
Looking at the 5Y chart, the run has already been pretty insane, but the argument is that AI + chip demand is still early.
Feels like one of those where it keeps compounding and this ends up looking obvious or expectations are getting way ahead of reality
Curious where people stand on this?

No. Thats not what im saying.
Im saying...
*the press release concerning Qualcomm and OpenAI was nothing more than an announcement "we are going to work together".. it does not affect the fundamentals of how qualcomm earns money ...and yet for bo reason the stock initially rose 15% premarket because of the word "AI".... That is an indication of an AI bubble..where if you stick "AI" on something, dumb money will bid it up...
You know decades ago, when Qualcomm eas unstoppable, anytime a company mentioned "CDMA", the stock would go up a lot too, under the hype of the digital cell phone...Those companies have gone under....
There are clear benefacyors of AI..but right now, companies that put AI into press releases causes the stock to go up for no other reason... That is by far a bubble....
The fundamentals of what affects Qualcomm's business is more impacted by Smartphone/tablet and lesser extend portable compute devices of its snapdragon suite. They are are a supplier of chips for edge computing devices .
Their business is heavily tied to mobile phone, portable compute ,and more recently automotive.
They are not a material provider of chils for infratructure and data centers like AMD and Nvidia.
Lots of things can go work with their business and every other chip business. The biggest risk for everyone is supply chain issues becusse mspr everyone almost exclusiviely counts on TSM to manufacture their processors. Almost everyone.... Except intel...

SOXX and SOXQ are both cheaper and less concentrated. SOXQ is quite new, but if you compare SMH and SOXX back to 2001, they were virtually identical until 2023. SMH did really well from 2023 to 2025 because of its huge concentration in Nvidia (and to a lesser extent TSM), and how well it did, but that's in the past. It could have easily gone a different way and there's no telling how it will go in the future.
I don't think it would make much of a difference either way mid-long term, but all else being equal cheaper and less concentrated is better.

Do you recommend as someone who is a fan of NVIDEA but also TSM that i buy SMH?
Seems pricey to me
Was gonna drop $10,000

There are many factors that determine a semi company's quarter..
I really hope you folks have taken the time to understand how these companies work...
Everybody goes through TSM. If TSM can produce enough on time, it doesnt matter what the demand is, your quarter will go to hell.
That is kind of rhe problem with Cisco right now. Demand is there, they cant keep up with demand because of the supply chain . It was in their earnings call.
While the impacts of this Iran blockade isnt going to show up in the current quarter being reported, we really dont know what the impact is to the supply chain and it isnt just oil flowing through that channel...

SMH’s index has a 20% max weight for a single large holding, and it is rebalanced quarterly. So if NVDA or TSM runs too far above the cap, the index gets reset back to the rules at the next rebalance.
That does not remove semiconductor sector risk, but it does mean SMH is rules-based, capped, and rebalanced exposure — not just unlimited single-stock concentration.

Look at how much chipmaker stocks rallied this year - TSM, MU, SNDK...
If AI hardware is in heavy demand right now, it would be wise to ask ourselves, "Who's going to USE all that hardware?"

Bought GOOG and TSM today. Google wants to make its own chips. 🤷🏻‍♂️