TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

TSM has two sites in America as well that are about to go online. They are throwing it up really fast.

If I knew 100 percent that China would invade taiwan next year, what should I buy other than far out of the money TSM and NVDA puts

TSM and Intel at ATH and it's only tuesday, this market is crazy

AMD TSM

NBIS AMD QQQ TSM all time highs again really

Quick question : invest in SMH or two of AVGO/TSM/MRVL/AMD/INTC ? 

Damn, and here I thought I was being risky by investing my leftover title loan money to invest in TSM during the two month interest free grace period. I should be using it on my Credit card debt but that doesn't trigger an interest payment until mid July.

Microsoft, MU, ASTS, TSM, SMH, Rivian

After a long time, it's actually above 10%. My living costs were 2758 EUR for June 2026, and I think I can go even lower. I'm planning some investments around the house, but probably not in the following few months. So it's a good time to build reserves before that.
My dividends were 395 EUR, but mostly from the annual payer XTB.WA. I'm 36 years old, my market loss in June was -6.28% (it's fine, it was +12% in May).
To disclose my portfolios, here are my positions:
Growth: (9868.HK,ADBE,ADYEN.AS,ALGN,ALSTI.PA,AMZN,BABA,BIDU,BYDDY,BYND,CDR.WA,CELH,CROX,CRSP,CRSR,CRWD,DDOG,DUOL,ENPH,FB,FSLY,FTCV,GOOG,GOOGL,GRE.MC,HIMS,HUYA,IBKR,ILMN,INPST.AS,INT.ST,KER.WA,LMND,META,MQ,NET,NFLX,NIO,NOW,OKTA,ONDO.L,OTGLY,PLTR,PLUG,PYPL,QLYS,SEDG,SMR,SPIR,SPOT,TDOC,TSLA,TTCF,TTD,U,UBER,UPST,VFF,VYGVF,WISE.L,XPEV,ZNGA)
Dividend portfolio: (AAPL,ABBV,ADM,AFSI,ALLY,ASML.AS,B4B.DE,BA,BAC,BBWI,BKNG,BMY,BNS,BNS.TO,BTI,CAH,CL,CMI,COST,CP.TO,CRM,CTL,CVS,D,DAL,DG,DIN,DIS,EIX,EOAN.DE,EV,EVO.ST,F,FDS,FF,FL,FLO,GEO,GILD,GIS,GPC,HBH.DE,HRL,IBM,IIPR,INTC,ITW,JNJ,JPM,KHC,KMB,KMI,KO,KR,LB,LUMN,M,MA,MMM,MO,MPW,MS,MSFT,NEE,NHI,NKE,NOW,O,OHI,ONL,PEP,PG,PM,POOL,QCOM,SBUX,SKT,SO,SPG,STOR,STX,T,TGT,TSM,UNP,UPS,V,VER.VI,VFC,VZ,WBA,WBD,WEC,XEL,XTB.WA)
**What portion of your expenses would be covered by dividends? Include Age pls :)**

SLS, DRTS,TSM,KEEL

That’s great and I will make even more down the road! I hope it shoots TSM up too

Theres actually a newish etf from Vanguard, VDG.which is very close. It covers developed\* ex US growth, so its missing TSM but many of the other holdings are spot on

I don't know if you're being serious, but Nvidia makes more than just GPUs. Inferior engineering? Rubin going from a 4 reticle design to a 2 reticle design was the physics limitation of CoWoS. If Nvidia can't get TSM to produce a 4 reticle die for Nvidia it's unlikely they will for everyone else. Well, Intel has EMIB, and Nvidia invested 5b into them at a critical time. I'm sure they will redesign for EMIB if they have to pull the trigger or we wait until CoPoS to come out and if it means 1-2 quarters of delay then it is what it is. That's not going to kill them.
AMD sells CPUs, and GPUs. Now they have some small networking stuff w/ Pensado. OK that's about it.
They're the largest networking company in the world, bigger than the rest of them combined. Do you know how many networking companies there are?
Groq LP3 for inference. Vera CPU racks. STX racks. Bluefield DPU. It's all codesigned to work together. The Mellanox acquisition was the greatest move Nvidia ever made. Nvidia leveraged the network for everything to work.
AI Clouds, Industrials and Enterprise (ACIE) is where Nvidia expects the largest growth.
I'm extremely bullish on Nvidia right now, mostly because Collette Kress said they saw what was coming and pre-purchased memory quarters in advance. So yeah, in the short term visibility, which you normally don't get btw (1 full year), they have lots to do after, but as they are raking it in faster than everyone else, they can spend it. They are the largest buyer in the market by far.
FWIW, AMD has never sold a full rack system yet, and Helios is still a bit far out. Nvidia had similar challenges w/ Blackwell's ramp.

I’ll have to check them out. This put me at 15k in the S&P 500
I plan on selling 21 shares next year if AMD hits $750 a share. I will be investing in TSM and QQQ I think. Plus visa

Looking to add short slowly to every semi & memory & semi tool stocks
Even to $NVDA $MU $SPCX $SNDK $WDC $INTC $AMD $AMAT $LRCX $ASML $TSM $ON $MRVL $SMCI $SMTC $SMH $QQQ $SPY until Q2 earnings over.
Bank earnings coming soon for Q2, that drives all exit same time from same ETF. Inflation at 4.2%, interest rate high, earnings pain soon catch reality

TSM has a long ways to run yet. If you looking to invest elsewhere and can’t wait, unload NVDA, but I’d hold onto to TSM.

I’m in the same boat but up 300% on TSM and 200% on NVDA. Feels like VOO might be a good pivot.

I full ported TSM calls in Jan 2025 ($221)
sold on april fools day for like a 60% loss ($146)

tsm sits happy at $450+ now

Should I leave TSM and NVDA?

TSM price target moved to 580, we going to see crazy pumps from algos on this