TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

Nah, friday.
Today TSM rallied thanks to announcement regarding packaging development and the amazon google earnings. Now I'm only down 3% from my entry point.
I need it to go green so I can exit before the AI bubble pops.

I don't fucking get it. How the fuck can META miss earnings and drop like 10-ish % with a weak out look. And AAPL, the most valuable company in the world, can grow some insane numbers, for such a mature company, beat earnings expectations, and drop 8-9% at the lowest?
That's some grade A bullshit. And what's more bullshit is that I got fucked on both of them. Totally missed out on fucking AMZN and MSFT. Just got fucked on AAPL and META. And TSM and GOOGL for their earnings, for that matter.

Fuck my goddamn life dude. Got smoked on META calls, got smoked on AAPL calls.
How in the fuck am I 0 for 2, when MSFT and AMZN are ripping to the fucking heavens???? When I played MSFT And AMZN the last 2 earnings, I GOT FUCKED.
Oh yeah, and I got fucked on TSM earnings a few weeks ago, and GOOGL earnings last week.
How in the actual fuck does this happen, that everything that I touch dies?
Then there are half brain retards out there full porting into MU or SNDK calls yesterday and waking up to a fucking million dollars today.
What the actual fuck dude.

Send it the public financials for stocks I'm considering as an .xls- I have a pro sub - and it comes back with its analysis.
It's actually been amazing prediction-wise for TSM and INTC...least until this week...though I'm not sure anyone saw that coming

Guys I have chickened out. Today I took the market upturn to sell most of my semiconductor and tech positions close to $600K. Sold out: NVDA, VRT, MRVL, TSM, ETN, ORCL, GOOGL, AVGO, NOW, CRM. Still holding: AAPL, MSFT and AMZN. Am I an idiot?

ADRs always trade at a premium look at TSM

I've been selling when I break even. That's like a gain to me. How pathetic is that. After multi-day losses, one just needs time to relax and regroup. That's said, I only broke even on Avgo today. Waiting to see if TSM will do it for me.

Is this a joke? Only 1 of the top 7 holdings is a memory stock.
**Nvidia (NVDA)** — Not memory
**TSMC (TSM)** — Not memory
**Broadcom (AVGO)** — Not memory
**AMD (AMD)** — Not memory
**ASML (ASML)** — Not memory; supplies manufacturing equipment
**Texas Instruments (TXN)** — Not memory
**Micron (MU)** — **Memory**

Situational Awareness, sells entire book.
As semi crash possible push to margin call deleverage, as margin requirements skyrocketed.
Another Archegos like crash for semi collapse last 3 week.
Funds soon risk manage $STX $SNDK $WDC $AMD $INTC $AMD $AMAT $LRCX $TSM & sell semi

TSM says they are developing a packaging thingy magig to compete with intel

Really? Even TSM? It’s down like 25% from ATH while releasing its best quarter results of all time. To me, that’s a screaming buy at sub 400.

Need TSM and MU to recover a bit now

TSM and Samsung around 2T market cap. INTC at 600-800b market cap for the only US advance semi foundry seems reasonable to me. I'm full port aswell

Sigh dude.
Got fucked on TSM. Got fucked on META.
MSFT which I got fucked on over all of June, fucking rockets, and of course I'm not in it.
Fuck my life dude. I'm 20k in the hole as of right now, probably going to be further down tomorrow and into next week.
My life is fucking shit dude.

AMD, SCHD, VOO, TSM. That order of priority

Still waiting for TSM for bounch back.

Tomorrow? Going bargain hunting in semiconductors. There is value there if you look for it. AVGO is hanging out at 23x NTM, NVDA is 19x, ASML is \~28x, TSM is \~17x. Very attractive entry for some very strong moats.

Nvidia is trying to pivot but companies are actively trying to avoid the Nvidia tax. However, it isn't as easy to escape as you think as TSM can't produce XPUs fast enough. Google's TPU business is about to thrive with a massive rise in 2027 shown in Broadcom's financials. However, Marvell is forecasting their business will grow but at a much slower scale before doubling in 2028. So, while the XPU boom is going to occur it will take awhile before Microsoft and Amazon can get their chips at scale

$IDVO holds $TSM, as well as a bunch of other international dividend growers. It runs a covered call strategy on these individual stocks but only on a fraction of the total holdings so there’s still solid equity exposure.
Days where the price is sustained under $41 are few & far between. Even today wasn’t too negative as a whole…

Me looking at SanDisk, MU, AMD, Nvidia, DRAM, and TSM; knowing full well it's plummeting, but ready to fall on those knives