TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

I only own a few individual stocks - Apple, Microsoft, Alphabet, Berkshire, TSM, and JPM.
No thanks on meta and Tesla. nvidia I just don’t know. All the other companies have been successful for decades. Nvidia has only really been top notch for a few years now.

This stock is truly a diamond in the rough. Please have a look at the thematics regarding this industry and the recent deald this company has made (TSM on their arizona plant). Sure this is not as volatile or popular as the trendy stocks, but this is a true company that have very very strong fundamentals. I urge you to have a look at the Q£ report. Very strong numbers.

TSM Showing Bullish Momentum - Quant Model Projects +1M Target

TSM is about to skyrocket. I mean I guess as NVDA goes up so does TSM 

Not a buy over $1000 and when (not if) China replicates the technology, it’s over.
It’s the same bet as TSM but with a longer horizon.

VOO 50%, GOOG 25%, NVDA 10%, MSFT 10%, TSM 5%

Closed my TSM 300 call today steady result from a simple thesis

It seems we just have 2 broad classes - first is going by historical performance of US based SP500 and second is saying past performance does not dictate the future. Both accounts are correct.
I am more of an individual stock picker, however same parameters apply when I choose to invest in individual companies or a broad based ETF such as VOO/SPY or VXUS. What is the underlying that I'm actually buying? And what is the outlook going forward?
In terms of VOO/SPY, I am buying large growth equities with global presense and industry dominance still growing top line 13-20% in the like of MSFT AMZN GOOGL META and something growing sustiantialy faster in the likes of NVDA and even AVGO. These are amongst the top weights that carry the index.
In VXUS, aside from TSM what exactly do you have that is high growth? ASML has slowed quite a bit, but I think the growth will start again. What you have is a lot more mature and slower growing companies such as SAP NSRGY AZN NVS LVMUY SSNLF. Even SHOP is making moves that would that seem to indicate they want to rehome to US which would take them out of VXUS and into SP500 and NAS100.
So for future growth, which basket are you choosing and more optimistic about? I buy and invest where my money is going to grow - that's the whole point - not for geopolitical issues.

Genuinely question, TSM is still barred from making chips for them, how do they make the “advanced chips”?

Have you got rid of the cycle because they have withdrawn from the consumer-level market and will they be synchronized with NVDA and TSM?

TSM better break 300 cause I’m fucked if not

I’m FI at around the same number as you. My portfolio is 30% VOO, 15% SCHD, 5% each in GOOG, TSM,
10 % MAIN, 15% DIVO, 10% in international markets, and 10% bonds. I don’t touch the principal, I just live off the dividends. I have no debt, no kids, and my mortgage is fully paid off. I’m based in SEA.
For me, life is comfortable enough but not lavish. I don’t have any expensive hobbies, I eat out on weekends, and I don’t drink. Since I was born and raised in SEA, I live a simple, local lifestyle. I deliberately avoid the rat race.

HOOD, FIG, TSM

A. Many Graham Defensive and enterprising stocks are mid to large caps. TSM, when Buffett bought it, was one of them for example.
B. These kinds of strategies are easy to screen for, and rely on the group result to cover for any particular losers that may get caught in the net.

Actually I have 250k in divy stocks that bring me 26k.
I do sell call options on the shares that are higher to position better. Little risky with QQQI, IWMI, SPYI, ISPY, VZ,MO, TSM,STRC.STRF,JEPI,JEPIQ. I have 250k spread out with these stocks. I have more shares in QQQI and IWMI. Then I do shorts with mag 7 stocks to pick up some cash. Made 12k on AMD and a few bucks with NVIDIA and Apple as well as others. My other Schwab account I keep VOO and VTI and a shit ton in cds to stay safe since I received a good rate at 5%
Its going to expire soon and prob put it in VTI and VOO. I have some stink orders down on BTCI for $43.75 and a few others . I learned it is the most important part, THE ENTRY

Why not TSM

AMZN, MU, Nvidia, Microsoft, Google, AMD, Meta, TSM, Nebius, Iren, Coreweave.

With apologies to BCG's Growth Share Matrix, I present my version for evaluating public stocks.
Using Zacks.com’s stock screener, I downloaded all public stocks with: (1) a market cap above $100 billion, (2) an operating margin above 0%, and (3) a sales growth forecast above 0%. This screen gave me 118 stocks (including the Class B shares for GOOG/L). I then put those stocks in a scatter plot to identify the Stars.
With no surprise, the semiconductor stocks NVDA and AVGO were the furthest into the Star region. PLTR, HOOD, LLY and TSM also made the cut. MA, APP and V are examples of high operating margin but lower revenue growth stocks.
For my Value Points calculation, I like stocks that have a combined operating margin and projected revenue growth of at least 40 (above the blue line). This could include Stars, Cash Cows and Question Marks.
Once I’ve identified the good companies, the next step, of course, is to determine whether they currently are overvalued, undervalued or appropriately priced. We will run that analysis on individual stocks over the coming weeks.

I ran it through an LLM. Here's OP's post reformatted for clarity:
----
# My Reddit Stock Picks Experiment: A Year in Review
## Background
80% of my portfolio is in the S&P 500, but I wanted to be more aggressive while I'm younger. I knew I could afford to gamble a bit, so in January 2025, I bought 11 of the most-mentioned stocks on various investing subreddits. There were some I didn't invest in for personal reasons, and I didn't put the full 20% into these picks—I still have cash on the sidelines.
---
## My January 2025 Picks (11 Stocks)
| Stock | Return |
|-------|--------|
| NVDA | +32% |
| PLTR | +141% |
| ASTS | +241% |
| RKLB | +97% |
| AMD | +80% |
| SMCI | +15% |
| BBAI | +66% |
| AUR | -27% |
| BTC | -4% |
| HIMS | +56% |
| TEM | +124% |
**Average Return: +74.64%**
---
## Most-Mentioned Stocks This Year (22 Stocks)
| Stock | Return |
|--------|--------|
| NVDA | +32% |
| PLTR | +141% |
| AMD | +80% |
| TSM | +46% |
| ORCL | +31% |
| ASML | +57% |
| AVGO | +68% |
| VRT | +60% |
| NBIS | +221% |
| CRWV | +120% |
| SOFI | +96% |
| ASTS | +241% |
| RKLB | +97% |
| LUNR | -42% |
| [Redacted] | -84% |
| [Redacted] | -68% |
| IREN | +327% |
| HOOD | +234% |
| BBAI | +66% |
| RDDT | +41% |
| BABA | +86% |
**Average Return: +88.09%**
---
## Benchmark Comparison: ETFs & Mag 7
| Investment | Return |
|------------|--------|
| SMH (Semiconductor ETF) | +48.87% |
| SOXX (Semiconductor ETF) | +42.70% |
| DTCR (Data Center ETF) | +28.69% |
| Mag 7 (Average) | +24.87% |
| VOO (S&P 500 ETF) | +17.31% |
| SPY (S&P 500 ETF) | +17.28% |
### Mag 7 Individual Returns
| Stock | Return |
|-----------|--------|
| NVDA | +32% |
| Microsoft | +15% |
| Amazon | +4% |
| Google | +69% |
| Meta | +12% |
| Tesla | +20% |
---
## My Takeaways
Although both groups of Reddit picks performed well, the market and Redditors were fearful more often than they were positive. More importantly, **history is not an indicator of future performance**, and as many have been saying for the past few years, we're due for a pullback. That pullback may come today or in five years—no one knows.
The skeptic in me believes that while the trend may continue, you never know:
- Who will continue their growth
- Who will falter
- Who will be the next big thing
- Who will ink big deals
- Who will run out of money
- Whose tech will become superior or inferior
All that to say: **a tech ETF might be safer than choosing the wrong individual stocks**. And the S&P 500 is safer than those.
---
*What conclusions do you draw from this?*

Been trying tell the weak hands this for so long. Everything is bound to TSM. Either investTSM or NVDA. You won’t be wrong