TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

MRVL:
\- Took +1.51 profit on the long leg of my MRVL covered ccs,
\- Rolled the short leg up and out from 9/18 240c to 9/25 245c for net 1.25 credit
\- BTO a new long 9/25 250c @ 5.20.. pricey and basically means I rolled the original ccs for a debit lol
BYC RDDT 11/20 135p +42% (2 days). Just trimming a quick win. Leaving several more to burn down.
STO AFRM 10/16 62.5 @ 1.98
STO TSM 9/25 IC: 405/415/450/455 @ 3.17
STO MRVL 9/25 210p @ 3.47

TSM struggling to keep it up

I recently received some money from a motorcycle accident settlement and have about $8,000 left to invest. I’ve never really had money like this before, and I don’t have family or friends who know much about investing, so I’ve been trying to learn everything myself. It gets overwhelming fast.
I’m looking at both 1–5 years and 10+ years. I’m okay with some risk and currently looking at VTI, NVDA, TSM, ASML, VRT and BE.
If you had $8,000 left to DCA, how would you approach it? And for someone building a portfolio from scratch, roughly how many individual stocks would you recommend owning before it becomes over-diversified or too hard to manage?
I’d really appreciate the reasoning and downside too, not just ticker recommendations.

TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for August 2026: On a consolidated basis, revenue for August 2026 was approximately NT$514.81 billion, an increase of 10.1 percent from July 2026 and an increase of 53.3 percent from August 2025. Revenue for January through August 2026 totaled NT$3,386.87 billion, an increase of 39.3 percent compared to the same period in 2025.

I agree the past does not strictly dictate the future. I wonder at what point past performance does indicate a future trend because people do rely on the past to promote ex-US etfs. If we continue to see the US market diverge from the ex-US whole for another couple decades, what would happen?

I am doubtful the AI boom started in March 2025 because large language models were setting the foundation in 2020-2021 and ChatGPT launched in 2022. 2025 was Trump's liberation day where a major wave of tariffs went into effect.
Samsung, SK Hynix, ASML, TSM, etc ex-US tech stocks and infastructure have remarkably helped lead ex-US etfs as you said.
Picking markets if done well by region seems very profitable just like picking individual stocks. The trick really does boil down to the selection being done well.

Why ORCL NVDA and TSM SO LOW BRUH???!!!

I think someone hit the red button no matter what.. TSM is reportedly up 50 percent growth this earnings report and down like 3 bucks right now ow..,

So you wanna go all in TSM? And have $43500 sitting around like that?
I would rather buy calls instead..

TSM 9/18 ATM put pays 2% @ bid price. EUV 9/18 ATM put pays 1.8% @ bid price.

Isn’t same risks with individual stonks? And TSM puts giving way less premiums as compared to EUV (biggest holding in this etf)

Nice pop on TSM of about $1.5

Ah, let them eat cranberries. It seems most of what I read is fake news--don't pay for it or heed it. If Nvidia keeps making huge sums and keeps reinvesting it to protect it's moat, we should be fine. We also know Nvda is going to hit 250 this new quarter--strong hunch imo. I'm terrible at predicting short term prices. Can't beat it's under 30 P/E. Same with TSM...just over 31 P/E/. The lowest analyst supposedly is at 275. I think I'll hold.

No one is denying that $VTI or US stocks have vastly outperformed ex-Us stocks over the past 4 decades. But unfortunately past performance does not indicate future results.
Ever since the AI boom started in March 2025, world ex US or $VXUS has outperformed $VTI. I expect that to continue as long as the AI cap infrastructure boom continues. Samsung, SK hynix, ASML, TSM, etc are selling the most valuable picks & shovels that the world's most valuable companies will buy at any price in the AI cap ex gold rush.
If you would pick region specific such as $VPL, $EWY, $EWT, and $EWJ you would see even higher gains vs $VTI and $VXUS. The entire world ex US isn't exactly the same.

It's not obvious that more efficient models will lead to less need for compute. In fact, the incentive is the opposite. If you have a very smart cutting-edge model, you will be inclined to make an extra push to give it as much compute as you possibly can, to see what it can do. It's unlikely anyone is going to stop improving their compute capacity once they get smarter models, UNLESS they run out of money. :-) So assuming companies still have (or can borrow) money to spend, most likely scenario is that both will happen. Models will become more efficient, while the compute capacity gets scaled up simultaneously, resulting in smarter and more capable AI. That's the plan essentially.
As per reasonably valued companies benefiting from this, that's an easy one: MU, SKHY and TSM. But that is assuming the buildout lasts for another 5-6 (or more) years and does not blowup as the available capital runs out. So tread carefully and do not YOLO.

A lot of stuff happening Tomorrow. Inflation stuff and TSM sales report. There is usually a pullback late trading day prior to ppi and cpi, but I expect good stuff from TSM--nothing unusual so far. Yeah, war stuff too.

what do people think of TSM

This is the kind of stock I look to buy. That's how I ended up in HOOD, GOOG, BULL, NVDA, AMD, TSM, WULF, QCOM...and now KLAR, TME, NIO (again), GRAB (yuck).

AIS is a personal fav, because it’s less concentrated in one thing. That cuts both ways of course, but apprx 66 holdings. Largest weights in SK, MU, AMD, Marvel, TSM. All the familiar names but a handful of others.

I know. I have that pos of a stock lol that and TSM but TSM is slightly better

Gotta love a market that values SPCX the same as TSM