TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

Fundamentals are still strong, from TSM to Samsung to even IBM earnings, everything points to strong demand. Question is, is market sniffing out the info that are not in public domain or it’s just a normal (though painful) market fluctuations. No one knows but earning season will tell whether hyperscalers are cutting back or doubling down. IMO this will determine the fate of semis.

I want to buy Netflix so bad since months ago, but I blew all my money on TSM.
I'm very happy with my choice, but I want to buy more shiny new companies! (not because I want to diversify, but for fun)
I also want an advertising company, so I'll buy whatever has the biggest discount from the advertising technology companies.
And I want Microsoft! But again, no money.
Ah! \~

Ummm
Take the profit off the table and leave the initial outlay to run.
Also:
Something I've noticed with SK Hynix past week since it went live was that the ADR in the US seemed to do the opposite of what the KOSPI ticker did. Dunno if this will work out the same way (I don't own any TSM) but it's something to look for.

Patiently waiting for $500 TSM might be waiting awhile now

All the semis & memory stocks are moving together so I fail to see how $SOXX, $SMH, or $DRAM is doing any good diversifying. I think all these stocks will continue to move lower until all the leveraged ETF's both long and short work themselves out. Which means they may going bottom until many people just give up.
If you just have 1 position like $SMH; it's prolly good as any of the individual stocks. I just had 3 ETF's $SOXX, $DRAM, and $EWY over these last 3 months. I have a lower position in semis now than I did a week ago.
I needed a fresh start so I decided to DCA what I just sold into SK hynix and TSM over the next year. But I am not going to put all that cash back into semis right now & go all in right trying to time the bottom.

But what’s wild to be is that $TSM didn’t even run up into its earnings like $AVGO. $TSM had been dumping for at least a month.
$MU has been dumping post earnings too but it that was after a massive after hours and next day price jump based on those earnings.
$TSM didn’t have a run up before or even a pop in the immediate after.

Bro, fuck my goddamn life. I buy into a fucking blue chip 2T market cap stock called TSM, and I get my ass fucking handed to me. My port has literally gone down as fast as it had when I was fucking with options, and I'm in fucking stock dude. Stock.
I'm holding, but jesus christ, down 8% in 2 trading days is fucking insane work.

I just opened a position in $TSM. I sold all my semi and memory ETF's $SOXX, $DRAM, and $EWY; and I'm only going to hold SK hynix and TSM stock which I believe are the 2 best of the best.
I'm just sticking w/ these 2 stocks for my semi positions and leaving every other semi stock and ETF alone.

TSM's earnings didn't really explain yesterday's price action. Record profit, raised guidance, and higher CapEx because demand is stronger than expected are all fundamentally positive over longer term.
The decline feels more like quant funds, leverage, and forced selling which can overwhelm fundamentals in the short term. Eventually, earnings tend to matter again.
If u own a single stock, expect price wobbles, dips and peaks... should be prepared for short term volatility that has nothing to do with the business. Over time, earnings and cash flows matter far more than short-term market positioning. Or, as Ben Graham put it, "in the short run the market is a voting machine; in the long run, it's a weighing machine".

Google Finance causing TSM blip by reporting inaccurate EPS :D

Same with my positions in TSM, AA, ASYS, FSAGX,CLF.
I did get $2 in profit from selling T stock after weeks of holding. Not enough to even break a chip towards being even.

TSM at $500 in 3 months.

If TSM closes green today I will be walking with biggest boner the whole weekend.

Largely rotated out of semis and memory. Still holding some positions in AMD, NVDA and TSM but I'm tired boss. I need stuff I can forget about.

Of course. Didn’t you see that you can get memory anywhere now? Also that companies like TSM is increasing capex and making record breaking numbers? Right?

So basically me having all my money in TSM and Infineon… ill be fine right?😅

You think Mag7 reduces capex? TSM begs to differ

I'm hemorrhaging money with TSM stock and think it has huge potential gains, but I'm nowhere near this optimistic in the short term. Hope it bounces for you today, but man would I not count on it

IT does. But they don't need Micron or SK Hynix memory when they have CXMT. They don't need TSM or NVDA when they have SMIC and Huawei. They are catching up so fast in hardware, it's crazy. Even Apple wants CXMT memory. Last year Baidu had a breakthrough where they can mix and match Chinese and western chips to train AI - [https://www.tomshardware.com/tech-industry/artificial-intelligence/baidus-ai-breakthrough-can-meld-gpus-from-different-brands-into-one-training-cluster-company-says-new-tech-fuses-thousands-of-gpus-together-to-help-sidestep-shortages](https://www.tomshardware.com/tech-industry/artificial-intelligence/baidus-ai-breakthrough-can-meld-gpus-from-different-brands-into-one-training-cluster-company-says-new-tech-fuses-thousands-of-gpus-together-to-help-sidestep-shortages)

Did you sell the TSM before earnings?