TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

Well I had 60% vti, 20% tsm and 10% vgt. Now, it sold majority of TSM and VTI and dumped it into VGT. I’m hoping it’s just a glitch but the percentages of my pie changed as well. I just really hope it’s resolved because 1. I’m not trying to pay taxes on that right now and 2. This is a buy and hold for 30 years account and they fucked me

Sector ETFs like REMX, very long term holdings like MSFT and TSM, international markets like AVDV, and a few others that have been riding the AI wave. Riskier assets will have much less % in my portfolio.

I generally agree with the sentiment of this. I am also going heavily into the AI and space sectors. AI more on hardware side with NVDA, AMD, TSM. And then RKLB, LUNR, ASTS. I like UUUU as my low-conviction energy hedge in the nuclear space.
While I agree that space is a booming sector, i dont necessarily thing orbital data centers is the next step. Current data centers are drawing huge amounts of power specifically for cooling. While energy in orbit may be cheap, cooling chips and hardware in space is a different beast. Theres no medium for heat to dissipate in. Not saying its impossible, but the energy you gain from being in orbit wont outweigh how much more you need to spend on cooling.
Not to mention the radiation degrading all computer components much faster. And if there is an issue with an orbital data center, you cant really send a technician in to fix it. I think orbital manufacturing is practical for some products like pharma, bio science, materials, etc. but i dont see orbital data centers being economically superior to terrestrial ones for at least a decade if not longer.

TSM can you go back up. Thanks

GlobalFoundries seems well positioned with fabs in:
- New York
- Vermont
- Dresden
- Singapore
> GlobalFoundries ( GFS ) maintains a diverse manufacturing footprint across three continents to ensure supply chain resilience.
>
> As a "Trusted Foundry" for the U.S. government, they specialize in feature-rich semiconductor manufacturing rather than the leading-edge 3nm/5nm processes dominated by TSM

Keep half for emergencies and use the other half for investment. Of course, if you’d like to learn more about investing, feel free to reach out to me，I think VOO and TSM are both solid choices.

I mainly buy GOOG/TSM

\^\^ Please look into this. You very likely will have an S&P or Total (US) Market Index -in this plan-that you can invest in instead of this particular Target Date Fund. Just bring up the list of possible investments, find the column with ER (expense ratio) and sort by that. You want to use the ones that are around .02-.08 roughly \*\*assuming you have any.\*\* If you do have an S&P 500/TSM Index, chnge your investments to that & diversify/adjust your asset allocation in your accounts outside of this plan- if you don't know what that means - read up.

TDF's are not necessarily bad at all (they are easy & do diversity & automatically get more conservative towards retirement) but you really want one that is an "Index" target date fund -like your vanguard one- what will have a much smaller expense ratio. This one is not.
That said- even if every single fund you have available is NOT an index fund (extremely unlikely) it's still worth it to invest in your 401k to capture any sort of match.

TSM

Micron swings like every night and TSM just sits there all sad.

You do understand that TSM produces all of the chip companies you listed that cannot get it done. TSM makes all of the chips for all of the major companies Apple, Nvidia, AMD, Qualcomm, MediaTek, and Broadcom. TSM is the pick axe, jean maker, shovel maker, and tent maker for the modern day AI gold rush. It does not matter who wins the AI race TSM has its hands on all of the companies.

This is good. At 21 you want to make more risky investments like individual stocks. That’s a nice safe set of companies as well. I have been investing for 10 years now and the top companies stocks have given double the profits of that of VUAG. The will be plenty of opportunity in your 30s to start playing it safe with ETFs when you will have a huge base with all the big stocks.
I would also look at Google, Meta, Amazon, Broadcomm, TSM, AMD if you are focusing on AI. Good luck!

I would change the list and pick TSM 😂 but if I had to pick… NVDA, AMD, GOOG

BTD when a bull can't be found on reddit, trim & sell a little bit when a bear can't be found on reddit.
None of us can predict the future & it always helps to get lucky too. But I started selling & trimming a little bit Wednesday. I'm not planning on selling more; but I am also not buying indices at these ATH's.
$NFLX and $TSM earnings show IMHO that the market is still pricing for perfection in retail's fave stocks. I have a hard time seeing the short term upside from here. But, indices almost always move higher over long periods of time so you never want to be too bearish.

Unlikely to matter for Broadcom. They're supply constrained by TSM and Google will take all the TPUs they can get.

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.