TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

This is an extremly horrible take. S&P 500 is up 90% from 10/2023. No one is pulling out of equities not even smart money.
>ce openai and anthropic losses hit the books and debt holders get scared, the AI trade will unwind
However, they are growning, and turning profitable. This whole AI is a bubble is getting nonsensical. TSM already confirmed they are fully booked until 2030. Good chance demand for semi continues into the next decade. Lisa Su who is the most conserative of CEO's says demand will likely last until 2030, which will most likely creep into 2031, and 2032.

MU TSM SNDK AMD

Dang they’re really fighting over 2c over at TSM

I sold my TSM calls for a 30% loss and now they’re up 400%

MU TSM SNDK AMD

This is an extremly horrible take. S&P 500 is up 90% from 10/2023. No one is pulling out of equities not even smart money.
>ce openai and anthropic losses hit the books and debt holders get scared, the AI trade will unwind
However, they are growning, and turning profitable. This whole AI is a bubble is getting nonsensical. TSM already confirmed they are fully booked until 2030. Good chance demand for semi continues into the next decade. Lisa Su who is the most conserative of CEO's says demand will likely last until 2030, which will most likely creep into 2031, and 2032.

MU TSM SNDK AMD

Dang they’re really fighting over 2c over at TSM

I sold my TSM calls for a 30% loss and now they’re up 400%

MU TSM SNDK AMD

Been digging into the AI infrastructure + semi stack after seeing a few threads on long-duration AI bets. Here’s every ticker I’ve seen floated so far in these discussions (cleaned up and de-duplicated):
**AI / Data-center infra**
* NBIS – Nebius Group
* APLD – Applied Digital
* KEEL – Keel Infrastructure
* WYFI – WhiteFiber
* BE – Bloom Energy
* WULF – TeraWulf
* HIVE – HIVE Digital
* CIFR – Cipher Mining
* IREN – Iris Energy
* BTDR – Bitdeer Technologies
Bonus: Teradata (TDC)
**Semis / connectivity / equipment**
* NVDA – NVIDIA
* AMD – Advanced Micro Devices
* AVGO – Broadcom
* TSM – TSMC
* ASML – ASML
* MU – Micron
* WDC – Western Digital (SNDK now rolled into this)
* MRVL – Marvell
* MXL – MaxLinear
* CRDO – Credo Technology
* ICHR – Ichor Holdings
* LITE – Lumentum
* AAOI – Applied Optoelectronics
* AXTI – AXT
* APH – Amphenol (some wrote “AMPH”)
* LRCX – Lam Research
* INTC – Intel
* NVTS – Navitas Semiconductor
* ASX – ASE Technology
**Hyperscalers / platforms**
* GOOG – Alphabet
* META – Meta Platforms
* MSFT – Microsoft
* AAPL – Apple
* AMZN – Amazon
**Other tech / enablers**
* PLTR – Palantir
* HPE – Hewlett Packard Enterprise
* FROG – JFrog
* VST – Vistra
* VRT – Vertiv
**Speculative / non-core names that keep popping up**
* RDDT – Reddit
* SOFI – SoFi
* GME – GameStop
* JOBY – Joby Aviation
* NOK – Nokia
* FCEL – FuelCell Energy
* FLNC – Fluence Energy
A few tickers in the wild (CRWV, RAM, KORU, DVLT, NEAR, NUAI, SIVEF) are unclear or likely typos — if you know what they’re meant to be, call them out.
**My new angle:** I’ve been eyeing **Teradata Corp (NYSE: TDC)**. They’re pushing hard into enterprise AI with their Autonomous Knowledge Platform and “Teradata Factory” for on‑prem / hybrid AI workloads. Valuation looks cheap vs a lot of the AI hype (low single‑digit P/E), but it’s a slower-growth, enterprise software story rather than a pure GPU/cloud infra play.
**Questions for the thread:**
1. If you had to pick 5–10 names from the list above to hold for 20 years, what’s your core basket and why?
2. Does TDC fit alongside these as a “data + AI governance” pick, or is it more of a value trap / legacy EDW story in your view?
3. Any other AI-adjacent names I’m missing that belong in a long-duration portfolio (especially in data, power, or networking)?
Not financial advice - just collecting high-conviction ideas and stress-testing my own thesis.

TSM is so underrated.

I regret not full porting at $100. I had the chance & I put a lot but I should've put everything 😭 Everything was going crazy at the time like nvidia & TSM but for some reason AMD wasn't. I knew it was going to skyrocket eventually.

SPY, TSM, CAT, GOOGL, NVDA, JNJ, LMT, LLY, RTH, O, GDX, MSFT, BND, AIRR, VEA, and VSS.
I think these stocks here could be my foundation I build off of starting my investing journey. Im pretty new to this but im doing my research and starting off with steady reliable growth, and some diversity.
Have not seen crazy growth, but im in this for the long term
I have a certificate that expires early next year, and I cant wait to dump that in once I've ready learned more about stocks.
Would love recommendations if you have any.