TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stockNYSEADR

I wanted to buy MSFT when it was hated. Should have prioritized it. Missed out on such an easy +25% gain. Now I'm buying GOOG because it fell off a cliff for some reason. I bought ADBE because people hate ADBE. And I mean, REALLY hate ADBE. They are still making money. I'm not a contrarian! I wanted to buy NVDA in 2022 cuz I love GPU (didn't though), and never wanted to touch it when it was stuck at $200 (looked like a Jenga tower). I bought TSM at the recent $360 dip because they have smart people. TSM has been a boring SINE WAVE in 2026. What I hate about stocks is that time moves so slowly when your a wage slave, so it's not even fun to invest. Waiting takes forever. I hope end up investing in the right companies.

All in on TSM now the PRC are losing their cheap boards

TSM, they make the chips.

da hat man mal wieder Lust auf Börse und kauft NVDA und TSM zum Tageshöchstkurs, das muss man an so einem Tag erstmal schaffen...

They can design NVDA chips but can't build them. TSM and ASML are the ones they can't replicate yet

Isn’t that how TSM was created

TSM took a lil $10 ride down AH too

If he wants to tilt away from tech, TSM wouldn’t be the best IMO. It sways heavily with how tech performs

TSM offered him the CEO role when Morris Chang was retiring

The hyperscalers have cancelled all of their orders and TSM is closing its doors, pack it up boys, back to boomer stocks

TSM probably doesn't appreciate Jensen potentially leaking information to CCP.

My guess is Nvidia board fires him tonight and puts Colette in as interim CEO. Then they spend next month finding permanent CEO. Allows them to weather congressional storm by distancing themselves from him immediately. The medium to long term implication is Jensen will start a new semiconductor company and will get hundreds of billions thrown at him which will allow him to recruit top engineers and secure allocation from TSM and potentially Intel and SpaceX if they can deliver.

TSM doesn’t care about Jensen. Theres only one company on the planet now guaranteeing purchase orders in the hundreds of billions.

If TSM keep's their wafer allocations

|Symbol|Last Price|Change (%)|Market Cap|52-Wk High|52-Wk High Chg %| |:-|:-|:-|:-|:-|:-| |[TXN](https://finance.yahoo.com/quote/TXN/)|309.81|\+3.01%|283.095B|334.03|\-7.25%| |[ADI](https://finance.yahoo.com/quote/ADI/)|409.08|\+4.01%|198.226B|445.91|\-8.26%| |[TSM](https://finance.yahoo.com/quote/TSM/)|413.35|\+4.25%|2.143T|487.47|\-15.22%| |[AMD](https://finance.yahoo.com/quote/AMD/)|552.90|\+7.51%|906.804B|658.52|\-16.04%| |[SMH](https://finance.yahoo.com/quote/SMH/)|506.96|\+4.94%|\--|671.83|\-24.54%| |[NVDA](https://finance.yahoo.com/quote/NVDA/)|173.73|\+2.88%|4.195T|243.37|\-28.61%| |[SKHY](https://finance.yahoo.com/quote/SKHY/)|142.25|\+9.75%|1.003T|199.87|\-28.83%| |[SOXX](https://finance.yahoo.com/quote/SOXX/)|155.49|\+6.07%|\--|218.65|\-28.93%| |[AVGO](https://finance.yahoo.com/quote/AVGO/)|345.22|\+4.22%|1.648T|495.00|\-30.26%| |[QCOM](https://finance.yahoo.com/quote/QCOM/)|176.15|\+1.51%|188.93B|259.92|\-32.07%| |[MU](https://finance.yahoo.com/quote/MU/)|811.30|\+12.07%|917.924B|1,255.00|\-35.35%| |[MCHP](https://finance.yahoo.com/quote/MCHP/)|62.13|\+2.98%|33.813B|105.91|\-41.34%| |[DRAM](https://finance.yahoo.com/quote/DRAM/)|44.94|\+10.58%|\--|81.34|\-44.82%| |[ON](https://finance.yahoo.com/quote/ON/)|73.62|\+5.76%|28.659B|134.92|\-45.43%| |[AMAT](https://finance.yahoo.com/quote/AMAT/)|395.94|\+6.28%|313.534B|739.67|\-46.59%| |[KLAC](https://finance.yahoo.com/quote/KLAC/)|161.01|\+5.24%|209.79B|307.37|\-47.62%| |[MRVL](https://finance.yahoo.com/quote/MRVL/)|168.80|\+9.75%|151.88B|329.88|\-48.83%| |[ARM](https://finance.yahoo.com/quote/ARM/)|203.36|\+12.05%|217.595B|452.70|\-55.08%| |[INTC](https://finance.yahoo.com/quote/INTC/)|62.50|\+7.48%|332.023B|142.35|\-56.12%| |[SNDK](https://finance.yahoo.com/quote/SNDK/)|979.84|\+13.86%|139.115B|2,354.39|\-58.47%|

TSM calls because they still need those semiconductors?

TSM is planning to sell memory in the future? Ugh, I wish I had bought EVEN MORE TSM back when it was down to $360 recently.

Jensen was hiding an entire TSM fab and ASML EUV machine inside his laptop. It's like the police box from Doctor Who.

>The margins may be higher than ever, but the market seems unconvinced that they will last beyond the next year or two In general terms, margin improvement is good. It means you've found ways to more efficiently produce and sell your goods and services, and collect more profits. If you look at NVDA, their margins are about steady, yet their revenue and profits are soaring. What does it mean? It means they are selling more product, able to maintain the price, and there is both true and increasing demand. If you look at the memory makers wha do you see? Margins, revenues and profits are all soaring? But what does it mean? These companies are still expanding production capacity. For the most part they are selling same number of units. So the reason why all 3 metrics are going up together is simply because they are gouing the price. Going back to NVDA case; they can produce and sell more units and still maintain margin. Historically, memory and storage prices go down when there is more supply. When their new fabs come online, there will be more supply. So the matter becomes will 3 decades old commodity products retain pricing power when supply increases, bucking their forever trend? People are going to say things like you can't have AI datacenter without energy, network, storage, memory, server and the GPU. Sure all of that is true. What is also true is most of those components are considered commodities - you can buy equivalent options from multiple vendors. NVDA is not considered a commodity because it has CUDA. CUDA is the framework on which AI was developed past 10 years. It would be feasible to replace over the long run, but certainly not in the short to mid term. As such, if you need GPU, you need NVDA, and they can produce more and maintain margin. The reality is the more memory makers try to gouge on pricing, the more they encourage companies to seek alternatives. Check your news cycles; TSM is considering entering memory fab market. I know there are lot of of memory bulls on this sub who don't want to believe this. But I'll just say all of Wall Street has priced the multiples this way - it isn't just little ole me. Disclosure: I own some DRAM because I do believe the memory makers will remain highly profitable for the next 2-3 years minimum. But I do not make it a core position because there is too much uncertainty. I do hold a core position in NVDA.

Absolutely no way any of them 3x in 18 months. MU would be bigger than TSM if that happened. The peak pricing power for this memory cycle is done. 10x is just a completely fake number.

bro why is my TSM and AMD recovering way faster than my MU and SNDK

AMZN is really cheap, to the point where excellent AI growth can more than make up for the ads business, but I concur. I have a good amount of semis so I'm happy, but less than I ought to have, especially TSM.

«**HSINCHU, Taiwan, R.O.C. – November 10, 2026 -** TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for October 2026: On a consolidated basis, revenue for October 2026 was approximately NT$586.89 billion, an increase of 14.7 percent from September 2026 and an increase of 59.7 percent from October 2025. Revenue for January through October 2026 totaled NT$4,485.62 billion, an increase of 43.3 percent compared to the same period in 2025.» https://pr.tsmc.com/system/files/newspdf/attachment/382be7eb993b44afd73aa6fbcf92ac792433c7d1/October%202026%20%28E%29\_final\_wmn.pdf

part of the reason why semis are up is TSM posted their monthly report and their numbers were still going up by double digits. Buy when there's fear

Fking love Taiwan, $TSM 🚀🚀