TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

INTC. TSM. GOOG.

TSM, AMD, ASTS.

ABBV, ASML, TSM

TSM, NVDA and SCHG

TSM, ALAB, MU

MU tied with TSM
NVDA (2x less than respectively MU or TSM)

MU AMZN TSM

Spy TSM dram

CEG UUUU KLAC TSM LRCX ASML GLW MU SNDK and a little APLD have been my recent purchases. I swing trade pretty aggressively and don't mind 50% drawdowns, so check yoself and proceed wit caution.

options flows are heavily favoring MSFT. Its one of the few tech stocks with amazing fundamentals that isnt massively overinflated right now.
also AVGO, PLTR, NVDA, TSM

I’m no tech genius, but everyone says this company is almost TSM level vital. I’m holding a small bag, looking to add, not dump. 

Google, TSM, AVGO, more MSFT maybe 

The new-gen but boring ones: MU, NVDA, TSM, DAVE (too high now), and companies that profit from cheap gas, companies that can profit from medical AI, energy companies that can fund datacenters, semicons (maybe but timing is important), quantum companies (too soon), and keep an eye on weak businesses that might profit if Democrats gain power-of-the-purse again.
Just DO NOT make the mistake of staying in a losing stock if there is a better stock that can make your money back quicker.
It's America, we are still free for now! You get to choose your own gamble !!!!

I sold a bunch of TSM shares to buy drugs so same

SMH, the TSM exposure is pretty important, I’d say

The supply chain doesn’t exist yet and most robot makers are private companies and will be vertically integrated, so the only real way to invest in it is directly in the robot makers - who are mostly private. You can try HUMN and KOID but they’re mostly Chinese companies. ARKVX has a little figure AI. TSLA is obvious but you’re also buying cybercab and Tesla vehicles, not exclusively robots (cybercab technically is a robot though).
Good news is AI is an indirect play on robots (the brain). So pretty much any AI company or AI etf will do, NVDA and TSM especially

Are you worried about Intel taking TSM returns away ?

TSM, DB, NWG,AA,T, and some etf's.

I’m sure they will. Idk how as I wasn’t at the meeting but I believe you. Microsoft is my current favorite and fully believe I should put as much in as possible. It’s like how I felt about TSM 5 years ago

All big semis are now subject to huge volatility. Just look at TER and LRCX as well which in past typically didn'tmove like an AMD/MU/NVDA/AVGO/TSM/ASML.
But it happens in both directions. KLAC was in the $240's to start last week and hit $300. So basically it took a round trip in a short 4 day week to start/end at \~$248/235.