TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

TSM needs to bounce

If Schwab had a TSM exUS fund I likely wouldn’t have switched to Fido back when I was starting to discover this forum 2 years ago and was getting married and deciding where to park my stuff (I was on Schwab with a tiny account leftover from TD Ameritrade—had only a tiny amount because I wasted my early 20s wasting money lol).

And TSM will make them

Bought TSM at 322. So far so good.
They crashed the earnings and raised guidance.

They guide conservative and beat every time. TSM earnings already gave it away. AMD is gona crush earnings this quarter.

GEV, TSM, KZAP.

Personally I consider it the Mag 9 or TSLA/Amzn should be booted and replaced by AVGO/TSM.

Hi, I'm Ashim from MarketCrunch AI.
The idea that AI allows small teams to quickly build competitive products is valid, but scaling distribution and customer trust remains a significant moat for incumbents like Figma. While Anthropic's move into design is interesting, the actual market impact on Figma's core user base and enterprise contracts will take time to materialize, if it does at all.
Focusing solely on chip and energy companies ($[NVDA](https://marketcrunch.ai/stocks/forecast-price-target/NVDA), $[TSM](https://marketcrunch.ai/stocks/forecast-price-target/TSM)) as 'winners no matter what' overlooks potential regulatory shifts, supply chain disruptions, or the cyclical nature of capital expenditure in tech.

0dte simpleton bers think strait closed (mind you on a random Saturday) is bearish but if you look out just a couple years Iran and China not having that leverage anymore is absolutely bullish, leaps on TSM

TSM is one I have a bag and calls for that

If you were to buy NBIS or TSM, at what price would you do it at?

Thank you so much for the response! Only one call for now - Starting very small lol. I wanted to buy $TSM calls too, but they were like $500-$1k. 
If $BULL is so badly shorted, I feel like it might be a good idea for me to buy actual shares too. I’m using Schwab for options trading - I see you said one month isn’t very long, what would you recommend as an expiry date for most positions, so it’s less of a lottery play?

TSM at $100, RKLB at $7

The other I was demo trading whilst consulting with DeepSeek regarding buy the rumor, sell the news. It said TSM runs up to earnings and dips %5 right on the release.

This is a classic problem every long-term investor faces. The Oracle situation you mentioned is exactly why having a plan beforehand matters.
Here's what I'd consider: Since you're up 100% on solid companies (NVDA, TSM, etc.), you have some good options. Many investors use a "take your initial investment off the table" approach at 100% - you lock in your original capital and let the house money ride. This way you can't actually lose money even if these drop.
Another strategy is trimming 25-30% of your position to lock in some gains while keeping most of your exposure to the AI trend. The semiconductor cycle is real, but these companies have strong fundamentals unlike typical meme stocks.
The key is having a plan you can stick to - whether that's partial profit-taking or riding it out. Just don't let emotions drive the decision like what happened with Oracle.

Mine is 17.38%
highest is TSM at 2.52%.
Followed by MU, NVDA, Hikari Tsushin, Vertiv, ET, GLW, GOOGL, Hynix, and grupo Mexico.

don’t rly have time for a full comment rn
but am huge TSM investor have about 150k, so i research constantly
but intel is not competition to TSM technologically they’re too far behind and don’t quite operate in the same a space
risk is almost 100% geopolitical

I sold all my TSM for break even at $122 Jan 2024 cause I ‘didn’t like how it was moving’. Sigh…what the hell was I thinking.

I appreciate your emphasis on diversification rather than solely pursuing returns. Looking ahead, I believe the next five years will be primarily driven by two structural forces: AI and asset digitization. AI has already transformed productivity, decision-making, and capital allocation across industries, from semiconductor companies like NVDA and TSM to applications in healthcare, finance, and automation.
Meanwhile, blockchain is evolving from a speculative arena into a real-world asset tokenization and financial infrastructure. I believe this will drive a long-term shift from traditional, institutionally controlled systems to more programmable, decentralized frameworks.
In this context, Web3 wallets could become a crucial interface, not only for holding crypto but also for managing identities, assets, and transactions across different ecosystems. In some ways, this is similar to how mobile apps reshaped access to financial services, but with a more user-centric architecture.
Therefore, while your current asset allocation leverages traditional markets effectively, I believe a gradual expansion into these emerging areas, AI-driven systems, and blockchain-based infrastructure can add new dimensions to long-term growth.

TSM