TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stockNYSEADR

Wallstreet lost fundamental analyst. Nowadays analysts are meme-pumper at media. Think if BigTech not slowdown spending, buy what candies? BigTech spending for semi-chip, GPU, CPU, HBM, power, Optical switches. $NVDA $MU $AMD $INTC $KLAC $LRCX $AMAT $ASML $TSM $MRVL $COHR $QQQ Either open source model or closed source models, all need semiconductors, no escaping from advanced semi.

There has always been the possibility you're right. This is why you have to know what you're buying and what is in those funds. $VXUS will be hit if the AI cap ex bubble does pop like you think it will. But the fund's largest stock holding is $TSM @ 4.2%, Samsung @ 2% and Sk and ASML around 1.5% each. You are looking at 10% market cap in semi or AI stocks in the top 10 stocks in the fund. Now compare that to the $QQQ. $NVDA, both Googles, Microsoft, Micron, Amazon, META, and AMD come in at 36.5% market cap concentration. I'm not including Apple. Now if you bought $VT over $QQQ or $VTI those same 8 stock market caps are pushed down to approx 15 % of the fund/ETF. Now you will have to add in SK, Samsung, TSM, ASML but the AI/cap ex spending market cap stock risk is still reduced. The fact that I am now being downvoted as much as you are means that we might both be onto something here. Cheers.

Oh man TSM is VERY tasty here i'm about to fuck myself on margin.

I'm lucky to have bought early and sold close to peak with TSM.

TSM on the 200 MA. Crazy.

Boy am I glad I bought that dip on TSM Friday. What a great call. I'd only I had sold this morning instead of letting it melt back down negative. Not taking profits strikes again!

|**Stock**|**Current Price**|**ATH**|**percent to ATH**|**off from ATH**|**Market Cap**| |:-|:-|:-|:-|:-|:-| |NVDA|$206.39|$243.37|17.92%|15.19%|$4.97T| |TSM|$405.93|$487.47|20.09%|16.73%|$1.88T| |ASML|$1,562.71|$1,999.96|27.98%|21.86%|$611.87B| |SMH|$520.63|$671.83|29.04%|22.51%|\-| |SKHY|$150.51|$199.87|32.80%|24.70%|$779.60B| |**AMD**|**$486.78**|**$658.52**|**35.28%**|**26.08%**|$794.66B| |MU|$853.28|$1,255.00|47.08%|32.01%|$964.28B| |AVGO|$329.59|$495.00|50.19%|33.42%|$1.57T| |MRVL|$178.35|$329.88|84.96%|45.93%|$156.41B| |LRCX|$232.72|$438.50|88.42%|46.93%|$290.71B| |STX|$606.95|$1,145.00|88.65%|46.99%|$139.19B| |AMAT|$387.74|$739.67|90.76%|47.58%|$307.76B| |SNDK|$1,118.08|$2,354.39|110.57%|52.51%|$161.62B| |ARM|$202.72|$452.70|123.31%|55.22%|$216.69B| |INTC|$62.03|$142.35|129.49%|56.42%|$329.76B| |WDC|$348.34|$799.87|129.62%|56.45%|$130.33B| |CRWV|$52.79|$187.00|254.23%|71.77%|$29.12B|

TSM and GFS are up ffs. This action on AMD is down right manipulation/stupid.

TSM just stay up goddamn it. China isn’t invading you it’s okay

TSM at current valuations probably, too strong of a company to be at that stock price

Was between buying NVDA or TSM at their lows on Friday before close... Went with TSM, which of course is dumping all of its recovery while NVDA keeps going up. Nice 1 regard.

Why $TSM ??? Why do you want to be a follower !!!!

Core: VOO, VEA, VWO, QQQ Some for dividends: O, VNQ, VNQI, SCHD, BND Satellite: TSM

Is it? Who is TSM paying out to? Or micron or SanDisk? Or Samsung? Or apple? Where's the circle there?

And TSM has a 30 pe ratio and is the most important company in the world for ai

AI gonna have a 50% bounce this week before black swan event with Anthropic IPO. NVIDIA and TSM are going to $0.

Every once in a while I pick a top comment or post from what seem like reddit trading experts and see what their recommended stocks have done in the last year or so. No ill will, I am not listing the user's handle, just pointing it out in the hopes that it helps someone. Below if from a top post from a top contributor 10 months ago. All % are YTD. Just sold: GOOGL (-10% YTD) Holding: AMD (+135%), ADBE (-28%) and AMZN (+4%) Currenty buying: PYPL (-2.35%), PINS (-25%), MELI (-20%), NU (-30%), BN (-14%) and betsson (-40%) May buy: UBER (-20%), META (-6%), MU (+227%), MRVL (131%), TSM (33%), FOUR (-36%) and DLO (-10%)

Dont sleep on TSM or ASML.

Last 93 years, always after midterm, market spikes \~ 18–20% in the next 6 months. When there is a war, even after midterm markets gave higher returns in 6 months. Heading buybacks & $NVDA earnings time. $SPX $NDX $QQQ $MU $PG $FDX $STX $AMD $LITE $MRVL $TSM $ASML & banks $JPM $GS $MS $C $WFC $BAC & $NKE $PG $MO $FDX $CLX time to load all for next 6 months ride Here is 1974-2022, you can check 1930 to 1974 https://preview.redd.it/8jkj2wmsk0zh1.png?width=970&format=png&auto=webp&s=0f1130b5e292c7ae151822ba90cb3264c5f50622

Barring a Chinese invasion of Taiwan, TSM is the company I worry the least about.

\~$1.1M portfolio: 1.25 BTC (\~$100k, largest position), mega-cap tech (NVDA, MSFT, AAPL, GOOGL, AMZN, META, AVGO, TSM), VOO/QQQ/VGT, blue chips (JPM, V, MA, BRK.B, COST, LLY, JNJ, KO, HD), plus a little SCHD and SGOV. Most top holdings yield under 1%, and BTC yields nothing. I'm up 54%, so any rotation means a tax bill. Goal: $30k/yr in dividends over the next few years without torching the gains. \- Sell BTC first since it pays nothing, or keep it as the growth sleeve and trim tech? \- Sell and rotate, or just redirect new money and dividends into SCHD and dividend growers? \- Which blue chips would you keep as-is?