TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

I ran your search and TSM came top. I wonder why you are not investing in it.

this is just very early innings of AI boom innit? To capitalize the next innings would you agree DCAing in these stocks would be the safest? AMAT, TSM? What else?

The Munger quote is a classic, but applying it literally to different ponds gets messy fast when you look at the regulatory piranhas swimming around in some of them. That 10 P/E in China isn't a free lunch, it's hazard pay for the chance your entire thesis gets blown up by a single policy shift overnight.

What I've found more useful is thinking of fishing as finding the specific structure within a pond, not just jumping to a whole different lake. Even in a supposedly overfished US market, there are always pockets nobody's paying attention to, spin-offs, small caps that fell out of an index, ugly industries with clean balance sheets. The fish are there, just not in the middle of the lake where every tourist is casting a line.

The TSM example is tricky too because it's a crown jewel that both superpowers have a vested interest in keeping functional. Most Chinese companies don't have that kind of geopolitical plot armor, so the discount makes perfect sense until the risk actually materializes.

Not saying avoid international markets entirely, plenty of quality in Europe and Japan without the same binary wipeout risk. But acting like a P/E multiple is an apples-to-apples comparison across legal systems is how people end up catching a boot instead of a bass.

Going back to price hikes on CPU skus. I don't like it. Keep prices low and blow out the inventory. I like the way TSM has treated AMD. Obviously we don't know all of the details and things could have been more perfect. That said, I don't think that AMD should raise their prices on customers any more than TSM has raised prices on AMD. Relationships and power structures can fluctuate rapidly and there can also be undeniable long term trends. I trust in Dr. Su.

You have buy opportunity with google, AVGO, ARM, TSM, AMZN, BE rn

flat on call is good, means we didn't get rugged. Only company that has better earnings calls than MU is TSM, shit is going to pump so hard once Sanjay starts talking about SCAs and buybacks come december.

Yup, that's what I've been doing for years now.
Simply read the Nvidia customers: MSFT, META, AMZN, GOOGL, TSLA, ORCL, DELL, HP earnings reports.
Then read the Nvidia suppliers: TSM, MU earnings reports.
Once you've read the above, at a minimum, you're already gonna know what numbers range NVDA will put up in its earnings report 25 days later (usually Nvidia reports 25 days after big tech earnings).
Everything else reported in news headlines are just sensationalist and meant to create emotion

Anyone ....buying calls of $TSM for oct 15 q3 earnings ?

Should I sell TSM for avgo?

A few years ago i read the same about TSMC (TSM).
That means it should be steady because they can't manufacture/sell anymore than 100% right? wrong. TSM went up and up.

!Banbet TSM $500 16d

"Other names to consider: Memory: MU, SKHY Cloud / Compute: GOOG, AVGO, AMZN, NVDA, AMD, MSFT Infra / Capacity: CIFR, CRWV, SPCX, WULF, HUT, AKAM"
Out of those, in which would you invest in if you received a windfall amount of several hundred-thou$and?
Put another way, which have evidenced the most consistent returns, and which have the highest reasonable expectations over the next 1-3 years?
(I note that TSM not even on the list)

TSM and NVDA , versus other IT companies

!Banbet TSM $500 16d

Debated doing this with TSM earnings call coming on the 15th

!banbet TSM $500 17 days