TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

Anyone concerned about supply? Will AMD secure enough from HBM suppliers and TSM for more exponential growth in 2028?

You are technically correct the majority of stocks in VOO, SPMO, and SMH act internationally in that the companies address activity to mutliple countries.
Cruian will play tricks with words. He doesn't mean technically international stocks but a considerable allocation to exUSA stocks. The entirety of your small exUSA stock allocation is in SMH for companies like TSM and ASML for example. VOO for the S&P500 and SPMO for S&P500 momentum do not include exUSA stocks.
ExUSA stocks have their periods of relative performance and underperformance just like USA stocks. There is no fault if you view practical geopolitical events reasonably and assess concerns that there will be long term middle east and continental conflict that will interrupt exUSA economic growth or even if you saw the korean KOSPI, Japan's Nikkei, and China's market crashes and behavior are too much risk for your financial goals.

I recommend Taiwan Semi conductor TSM. They are the only Semi company that hasn’t seen the ridiculous gains or losses and they are years ahead of competition in chip fabrication technology and they make chips for almost everyone (nvidia, apple, amd, arm, etc.. except for intel). I predict they will be the next Micron or Sandisk. The biggest risk is China invading Taiwan but that scenario has been seen by many as a very likely catalyst to WWIII and in that case the market will crash anyway.
Rn i only hold 4 shares but am buying with each dip around $400.

Okay since this is a weekend discussion thread and everyone is chatting shit:
What's people's thoughts for Monday futes / open? I'd suspect no news or good news on iran tomorrow. But who knows? The US cannot and will not tolerate oil prices this high. I'm not betting against the US.
Some good sells on semis yesterday. But the fall is right where the 20 weekly is, especially on TSM, arguably next to NVDA in the sector. Intel had good earnings. I think we get a pump next week, what's everyone's thoughts?

TSM 500 EOY

So according to you, AVGO doesn’t make their own silicon
And they don’t pay TSM to make their silicon
Kay

TSM good earnings: falls of a cliff
INTC good earnings: falls of a cliff
Time to step away.

Anyone concerned about supply? Will AMD secure enough from HBM suppliers and TSM for more exponential growth in 2028?

You are technically correct the majority of stocks in VOO, SPMO, and SMH act internationally in that the companies address activity to mutliple countries.
Cruian will play tricks with words. He doesn't mean technically international stocks but a considerable allocation to exUSA stocks. The entirety of your small exUSA stock allocation is in SMH for companies like TSM and ASML for example. VOO for the S&P500 and SPMO for S&P500 momentum do not include exUSA stocks.
ExUSA stocks have their periods of relative performance and underperformance just like USA stocks. There is no fault if you view practical geopolitical events reasonably and assess concerns that there will be long term middle east and continental conflict that will interrupt exUSA economic growth or even if you saw the korean KOSPI, Japan's Nikkei, and China's market crashes and behavior are too much risk for your financial goals.

I recommend Taiwan Semi conductor TSM. They are the only Semi company that hasn’t seen the ridiculous gains or losses and they are years ahead of competition in chip fabrication technology and they make chips for almost everyone (nvidia, apple, amd, arm, etc.. except for intel). I predict they will be the next Micron or Sandisk. The biggest risk is China invading Taiwan but that scenario has been seen by many as a very likely catalyst to WWIII and in that case the market will crash anyway.
Rn i only hold 4 shares but am buying with each dip around $400.

Okay since this is a weekend discussion thread and everyone is chatting shit:
What's people's thoughts for Monday futes / open? I'd suspect no news or good news on iran tomorrow. But who knows? The US cannot and will not tolerate oil prices this high. I'm not betting against the US.
Some good sells on semis yesterday. But the fall is right where the 20 weekly is, especially on TSM, arguably next to NVDA in the sector. Intel had good earnings. I think we get a pump next week, what's everyone's thoughts?

TSM 500 EOY

So according to you, AVGO doesn’t make their own silicon
And they don’t pay TSM to make their silicon
Kay

TSM good earnings: falls of a cliff
INTC good earnings: falls of a cliff
Time to step away.

idk, i know theres benefits, but maybe its not where i am positioned. semis have already ran up, could be AI ROI is now in the enterprises they are currently being implemented across?
for instance Healthcare and Financials have been looking better risk to reward, considering they can start unlocking the benefits of AI for business.
earnings from GS, JPM, and BLK all pumped while, semis dumped, INTC, AVGO, TSM

Cerebras is as volatile as SNDK what are you talking about? Literally was up 14% on Thursday and still closed flat. This isn’t a value play, it’s not a safe bet. A stock like TSM is probably what you’re looking for.

AVGO does not pay TSM as well. Google pays both AVGO and TSMC. And TSMC further pays a fraction of those increased profits to ASML for expansion. But AVGO does not funnel that to anyone else unlike TSMC. Learn the supply chain correctly

Down 5% in TSM....my ASYS position is so red iv stopped reading the % lost.

The one risk for growth names in AI adjacent companies was capex might slow. Google and TSM said “lmao absolutely not, we’re spending more through 2027” and yet all of those stocks are getting obliterated.

AI names getting nuked because…. Google and TSM said AI capex is only going to go up through 2027. And then Jensen defended compute demand… so neoclouds all fall. Alright.