TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

All AI spending scam backfire many. $MSFT $META $AMZN $GOOG and OpenAI & Anthropic spending, that’s why all need to pump semi last 4 years, $TSM $NVDA and now $MU $DRAM and few
See how much OpenAI, Anthropic burning cash
2025 burning: 44 Billion
2026 burning: 41 Billions
At 39 Trillion debt, how long big billions burning cash hold, even AI use is fun, without any profitability.
https://preview.redd.it/w2yspnl4sr8h1.png?width=752&format=png&auto=webp&s=f9cbd73ddb70d048d1a3d87e775a0ecd9f79f963

I bought SNDK, the WDC, then MU and finally TSM. I also have a biotech stock but the wild child is definitely SNDK and WDC with MU coming on strong and TSM being the level headed one. So far so good at 257% YTD.

Still holding Marvell, ARM, Intel and TSM and no idea when to take more profits. Every time I did they went up higher so I literally stopped selling anything 😂

Every bubbles has limited time.
When AI bubbles burst, $11-15 Trillion possibly wipes out from equity & debt.
1987, 2000, 2008, every time debt load, higher interest rate, overstretched stocks, cause for collapse.
$35 Trillion concentrated in few.
$NVDA $TSM $AMD $MU $QQQ $SPY, think what happens next, when 10 Trillion wipeout
Saw here how $INTC $QCOM $CSCO wiped from peak 2000-dotcom, 80% Nasdaq dropped
https://preview.redd.it/zx2t47nylq8h1.jpeg?width=778&format=pjpg&auto=webp&s=90ffb5d910a3431be561b3aea9c0b836cb2aa5f2

INTC really hasn't done jack. They have signed some big contracts and have our government partially behind them, but carrying out their ambitious fab build out is still a dream and as far as producing a significant amount of chips to cause headway, that's a long time away if ever. Elon's mega fab factory is an elonvision so there's a good chance that may never come about. The place to put your money is TSM if your interested in chip production

Nvidia TSM Google CRDO MU SNDK CIEN SKHYNIX will all outperform whatever crap index etf funds you buy

There's no DRAM ETF but you can copy a pie or make your own.
In my GIA I made a small DRAM pie recently. It's done well.
https://preview.redd.it/tpiy2g12fl8h1.jpeg?width=1206&format=pjpg&auto=webp&s=fe70cfcb3fb5a25b3997324e03fa4474dc6c128b
In my ISA I added some tech/dram using two ETFs, SEMI (includes TSM) and FLRK (For SK HYNIX) but I also adding more MU and ASML

How I changed my strategy with similar frustrations, I have been buying almost ITM long calls, like a year out. Buy almost ITM TSM call a year out and thank me in 11 months.

Just be aware that 30% of the weighting in EEM is concentrated in 3 stocks - TSM, Samsung and SK Hynix.
IEMG is less concentrated since it includes small caps. It has good volume on the ETF but I have not examined the options.

Let's try if China bots will attack me. Xi is a pussy not take TSM

Xi is so stupid. TSM is just low hanging fruit for him

Onto (ONTO)
Jabil (JBL)
Taiwain Semiconductor (TSM)
Hewlett Packard (HPE)
Fabrinet (FN)
Ely Lily (LLY)

Watching for \~10-15% dips to scale in some potential entries.

Bro what are you talking about, nobody thinks NVDA is going to 5X this year, they are literally printing money, up 80% in net revenue YOY. The semis are the only companies actually turning a profit right now during this insanity. AMD, INTC, TSM, these are extremely important and the only thing that is actually making money right now

ASMU TSM SMCI for the MU proxy play
#7D Checkers

The TSM calls made me pretty wealthy as well. Smart move

Nvidia I get. But I hope Apple isn't pricing in 5 years of growth. That's brutal. 
I've been in semis for a decade. They have the perception of being cyclical, but in my experience only RAM, storage, etc has been that way. Demand was pretty predictable up until the AI boom, but the stocks still had peak and trough levels of enthusiasm.
I remember when some of the chip stocks had 4% dividends, Broadcom and TSMC sspecifically.
But now, people are buying memory stocks as though it's in the same class as chips and is suddenly proprietary..
I own a small amount of Seagate, but that's it. I've held AMD, TSM, NVDA and Broadcom for a decade, even a little LRCX or AMAT, but have never wanted to touch things like MU, MRVL, etc.
At this point, while I'm not currently buying anything, I'll continue to hold what I have, as I always have. There's rumors that as growth slows down for Nvidia, it'll apply its cash flow into dividends and cease to be a growth stock. But if it's still worth $4T that's probably fine. I'm not worried about it. I'll be at the age I could use steady dividends again

Going to sell my one TSM 280c leap for 15k and buy 100 more shares INTC so I can one of you regards an over priced call.

TSM ATH lol