TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

30B annual revenue brother. This is just telling me to buy more MU, SOXL, and TSM based on their current growth curves.

First off, congrats on getting started at 26 and committing €500 a week. That's a strong amount to invest consistently, and consistency is usually more important than finding the perfect stock picks.
Looking at your allocations, I'd personally consider putting a larger percentage into VUAG or other broad market funds. Your AI/Tech, Defense, and Quantum buckets have a lot of exposure to individual companies, which can offer higher upside but also much higher risk. The Quantum bucket especially is very speculative at this stage.
I like the core holdings such as VUAG, BRK.B, MSFT, ASML, and TSM. If your goal is long-term growth, you might consider making your index fund allocation an even larger portion of the portfolio and treating the sector-specific buckets as satellite positions around that core.
Overall, I think you're off to a solid start and have clearly put thought into the structure. The biggest thing is staying consistent and avoiding the temptation to constantly change your plan.
I've also picked up some useful investing insights and portfolio discussions from the community linked on my profile if you're interested in seeing different perspectives.

Ummm. Just look at the performance for almost any time period which proves the international stocks significantly underperform US stocks, with a few standout individual stocks (eg ASML, TSM). The only time recently that international stocks have come close to out performing was last year during the tariff tantrum where people overreacted and pulled money out us stocks. This year has proven them to be very dumb to have done that. This is especially true if you’re putting money into a bunch of under performing European stocks.

has TSM minted the platinum chip yet?

Conclusion: TSM is terribly undervalued

SPCX being more valuable than TSM is actually unbelievable
If SPCX ceases business tomorrow a few people lose internet
If TSM ceases business tomorrow we end up in fallout new vegas

Have a pretty decent understanding of the stock market but didn’t have the funds available to commit to it long term until now.
I now have €500 available to invest per week. I plan to put €250 into a Retirement bucket (€150 in VUAG, €30 in BRK.B, €20 in JNJ, €20 in PG, €17.50 in COST and €12.50 in KO).
€150 into an AI / Tech bucket (€37.50 in NVDA, €33 in MSFT, €27 in ASML, €27 in PLTR and €25.50 in TSM).
€50 into a Defense / Energy bucket (€11 in LMT, €9 in RTX and €10 XOM, SHEL and NEE.
€50 in a Quantum bucket (€15 in IONQ, €12.50 in QBTS, €10 in RGTI, €7.50 in QUBT and €5 in HON.
Would really appreciate any feedback on the buckets and the weighting of the relevant holdings or if any holding should be replaced / removed.
Thank you all in advance🙂

Don't recall PayPal reaching 200b in revenue with 50% core operating margins and growing 30% though (or swap the numbers as 130b and 60% operating margins for TSM)

| Rank | Company | Total Market Cap | TTM Price-to-Sales (P/S) Ratio |
|---|---|---|---|
| 1 | Nvidia (NVDA) | $5.13 Trillion | ~ 19.8x |
| 2 | Alphabet / Google (GOOGL) | $4.52 Trillion | ~ 10.4x |
| 3 | Apple (AAPL) | $4.35 Trillion | ~ 9.6x |
| 4 | Microsoft (MSFT) | $2.96 Trillion | ~ 8.6x |
| 5 | SpaceX (SPCX) | $2.50 Trillion | ~ 129.5x |
| 6 | Taiwan Semiconductor (TSM) | $2.29 Trillion | ~ 9.5x |
| 7 | Broadcom (AVGO) | $1.88 Trillion | ~ 14.5x |
| 8 | Meta Platforms (META) | $1.52 Trillion | ~ 6.2x |
| 9 | Tesla (TSLA) | $1.15 Trillion | ~ 14.8x |
| 10 | Amazon (AMZN) | $1.08 Trillion | ~ 3.5x |
"The data in this chart indicates that the retardation is terminal. I'm so sorry."

| Rank | Company | Total Market Cap | TTM Price-to-Sales (P/S) Ratio |
|---|---|---|---|
| 1 | Nvidia (NVDA) | $5.13 Trillion | ~ 19.8x |
| 2 | Alphabet / Google (GOOGL) | $4.52 Trillion | ~ 10.4x |
| 3 | Apple (AAPL) | $4.35 Trillion | ~ 9.6x |
| 4 | Microsoft (MSFT) | $2.96 Trillion | ~ 8.6x |
| 5 | SpaceX (SPCX) | $2.50 Trillion | ~ 129.5x |
| 6 | Taiwan Semiconductor (TSM) | $2.29 Trillion | ~ 9.5x |
| 7 | Broadcom (AVGO) | $1.88 Trillion | ~ 14.5x |
| 8 | Meta Platforms (META) | $1.52 Trillion | ~ 6.2x |
| 9 | Tesla (TSLA) | $1.15 Trillion | ~ 14.8x |
| 10 | Amazon (AMZN) | $1.08 Trillion | ~ 3.5x |

NVDA, AMAT, and TSM

TSM

Currently in money markets as I don't know how liquid I need to be, so I'm in FDRXX.
I guess the question is do you think the bubble pop will hit international markets hard as well or are you willing to put your capital in that market as a hedge.
As usual WSB would argue for 0DTE options on biotech and oil.
I'm not fearful of risk but am managing it by buying stocks or ETF's with strong underlying value.
Dropped my last paycheck into TSM cuz even if AI disappeared overnight we still need semiconductors.
As all famous retards say: this is not financial advice. Past performance is not a reliable indicator of future results....if it was we would have a money printer in everyone's hands.

I see so many posts discussing if they should buy MSFT, NVDA, MU , Intel, TSM, AMD etc, but almost none discussing the thesis behind these companies: will there be sustained AI adoption at the enterprise level.
In my admittedly novice opinion, investors in tech should be spending their time figuring out that capabilities of AI models, their use cases, how much value they are delivering to companies etc. It doesn't matter what kind of margins or cash flow they have right now, or if MSFT "looks cheap". If MSFT is spending all of its free cash flow on AI data centers and demand doesn't materialize, their stock price is fucked. Even the picks and shovels companies, sure they get paid right now either way, but even the lower PE names like TSM/NVDA are being priced for \~18-20% fcf growth for a decade. Sure you can bet that the cap ex cycle can continue for a while without strong AI adoption, but not indefinitely.
What do you guys think are the best sources of information for this kind of stuff? I've been reading semi analysis, academic studies, mckinsey reports, looking at gov procurement and darpa.

SPCX having a higher market cap without turning a profit than TSM which has a pretty reasonable PE ratio of just under 38 is such a joke it's unbelievable.

Just a year? AVGO, NBIS, or TSM. I know it’s an ETF but FTEC is also solid for longer term growth.

AMD, INTC, MU, QCOM, MRVL, TSM, ARM, TXN and probably many more

TSM, SMCI, GLW, SNDK, WDC
second tier positions worth a look

Why buy ASML over TSM? I feel like TSM has way more upside with the one downside which is geopolitical risk

TSM