TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

GOOG and TSM looks to be the top contribution in both brokerage and Roth. So tech heavy on those, but good scripts for long term, I am not sure abt your overall percentages. Looks decent, as long as you ensure it doesn’t go too heavy (I keep a cap at 20% irrespective of what or when - but that’s just my risk appetite, each for their own).

TSM is a great business. I own it. That said, it’s always traded a discount to its fair value due to the geopolitical risk. It’s a great investment but don’t expand the multiple to re-rate anytime soon. The China threat won’t go away and while it’s low likelihood they invade in the next decade, it’s not zero.

china dont care. that risk will always be there (i hold TSM)

Space is a genuine emerging demand driver for advanced chips, but it's not yet a significant TSMC revenue line in the way AI is. Space industry's move toward commercial scale (Starlink, Amazon Kuiper, the EU's Iris 2) represents an entirely new category of chip demand that didn't exist meaningfully five years ago. As those constellations scale and require more sophisticated onboard compute, they'll eventually need leading-edge nodes, which is TSM's category. Space X has spoken about making a fab plant in Austin, TX, but I find it unlikely they'll have much success ramping it up to speed in time (such was the case with Intel). This represents a possible tailwind near the 3-5 year point of my thesis.

MU and AMD are fine for at least 18-36 months. SNDK needs a 10:1 split to lure in more retail investors who balk at $1700. TSM? TSM is ***\_THEE\_*** global benchmark but their chart is goofy. It looks like a bunny jumping up a hill which will lure you in to wanting to time it, but just buy whenever you are ready.

Hello! It’s been about 8 months since i started investing. Currently, I DCA monthly in VTI, QQQM and VOO equally. With the tightening semis market, I’m thinking of DCA-ing SMH too. Had my eye on SOXX but i like the fact that TSM is in SMH.
Can you guys help me figure out if I’m good for a long-term investment? Or there are other ETFs i should explore?

TSM

I did a deep dive on this with Gemini.
Take this with a grain of salt, but what Gemini is telling me is that the most commonly used model models, google Gemini and anthropic Claude (which is running on AWS) are using their own training and influenced chips (ASIC)
This takes market share away from Nvidia training and inference chips.
On the training side, the newest generation ASICs are being cooled using D2C and the same cooling mechanism is also gaining ground on the inference side.
So assuming the future is D2C cooled ASIC, the play is to buy AVGO, MRVL, FLEX, VRT, TSM. On the buyer side, GOOG, AMZN and META.
Note that NVDA is still in the game but I do have a feeling that they are going to be a victim of the ASIC trend.

Indeed. I updated all of the values on May 1st, so here is that worksheet. (It appears I ranked these from 0.1 through XXX instead of using whole numbers.) So MU has a "rank" of 18.1 (181 in whole numbers) and it's in four of the five funds. Since it didn't show up in VUG, it was assigned the maximum (last place) score in the VUG fund as a penalty. It hurts, but it keeps them in contention.

A few things to mention, I already owned NVDA, TSM, AVGO and AMD prior to April 1st, so they are orange. You don't see NVDA on the list because it was filtered out due to a negative value in the 6mo column, and TSM isn't in any fund. So the remaining six yellow ones were new additions.

On May 15th I sold the rest of my NVDA as well as LRCX to buy more shares of KLAC leading up to it's 10:1 split next week as well as bought back in to ASML.

So this method isn't extremely rigid, I just used it as a guideline to identify what stocks are the ones responsible for the growth of these funds and then made my decisions from there.
https://preview.redd.it/f4h14twm9w3h1.png?width=1878&format=png&auto=webp&s=5bba016ed547044784e98389dcd04e17959de465

DRAM EOSE NVDA TSM and ALAB

I find Meta to be so interesting. I listen to a ton of podcasts on investing. Pretty much what I do all day while working out.
It is the one company I see so much different than the podcasters. I am nowhere near as bullish on Meta as Google or Amazon or TSM or Nvidia, and several others.
Heck I like MSFT a lot better than Meta.
It piques my curiosity that I see it so much different than others.

This is the crucial point many people forget. Cheap competition is everything. We saw this with GLP-1’s, Danish $NVO had a first-mover advantage, but it dumped hard after $LLY offered cheaper and more effective solutions.
$MU, $TSM and others need to hope cheap semiconductor fabs in China don’t flood the market with supply. The biggest threat for $NVDA is LLM’s moving away from GPU’s to dedicated cheaper TPU’s.

Targeting high alpha over a 10+ year horizon. Looking for feedback on asset overlap or potential over-complication. Age-24
Monthly Breakdown
**Risk Appetite:** Moderate to Aggressive
Duration - 10+ Yrs
Domestic MFs (₹20,000): Parag Parikh Flexi (₹8k) | Kotak Midcap (₹6k) | Quant Small (₹4k) | ICICI Value (₹2k)
US Stocks/ETFs via Vested ($250 \~ ₹24,000): VOO ($80), QQQM ($40), VXUS ($30) | NVDA ($20), TSM ($20), AMZN ($20), Space Tech ($20) | VRT ($10), SBGSY ($10)
Tactical ETF Basket (Executed 2x/month \~ ₹23,110 total): NiftyBees (24 Qty) | GoldCase (200 Qty) | SilverBees (12 Qty) | CPSEETF (24 Qty) | HngSngBees (4 Qty) | Nifty100EW (60 Qty) | PharmaBees (80 Qty)
Liquidity Layer (₹5,000): Recurring Deposit (RD) for short-term travel/cash buffer.
The Strategy:
US Structural Hedge: Allocating \~36% to USD assets to capture global AI/infrastructure dominance (Nvidia, TSM, Amazon, Vertiv) and hedge against INR depreciation.
Commodity Shock Absorber: \~11% of monthly flow goes straight into physical Gold/Silver to act as a defensive shield.
Questions: Is my thematic splitting in the US engine ($10-$20 slices) overkill, or does it make sense given my infrastructure thesis? Thoughts on executing the ETF basket twice a month versus full automation?

Es sind Aktien, wo ist das bitte Glücksspiel? Wenn ich vor 3 Jahren in NVDA, TSM, AVGO, AMZN und GOOGL und vor 1.5h Jahren dann noch in WD, MU, IREN und LITE Geld gebuttert habe, weil mir klar war das diese Firmen mit KI viel Geld verdienen werden, ist das dann Glücksspiel? Verrückt mit solchen Annahmen immer...

Strong moat from other revenue streams to hedge. Sony is nit receiving news headline relevancy to AI despite having backlogs for their sensors by agentic AI companies. Upcoming planned TSM cooperation. Im buying.

while the concept is compelling, in practice, MPLY seems to concentrate the usual suspects using market cap weighting, so we end up currently with about half technology, 1/4 semiconductors. about 50% currently consists of GOOG, NVDA, AAPL, MSFT, AMZN, TSM, AVGO. this seems unremarkable for a 0.79% expense ratio.

TSM is another stock that is critically important right now, the foundry that makes ai chips for NVDA. Not inexpensive( last I checked 422 but dropped down to 410 after hours) I have held it for maybe 20 months and it has increased nicely since purchasing.

Voy leer los comentarios, por q yo soy loko de nvidia es una de las que hago holding pero fuertemente pero tambn busco diversificar recién compré para entrar en la de TSM una altamente grosa en su rubro de semiconductores

TSM What are you doing after hours 😭