TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stockNYSEADR

Core: VOO, VEA, VWO, QQQ Some for dividends: O, VNQ, VNQI, SCHD, BND Satellite: TSM

Is it? Who is TSM paying out to? Or micron or SanDisk? Or Samsung? Or apple? Where's the circle there?

And TSM has a 30 pe ratio and is the most important company in the world for ai

AI gonna have a 50% bounce this week before black swan event with Anthropic IPO. NVIDIA and TSM are going to $0.

Every once in a while I pick a top comment or post from what seem like reddit trading experts and see what their recommended stocks have done in the last year or so. No ill will, I am not listing the user's handle, just pointing it out in the hopes that it helps someone. Below if from a top post from a top contributor 10 months ago. All % are YTD. Just sold: GOOGL (-10% YTD) Holding: AMD (+135%), ADBE (-28%) and AMZN (+4%) Currenty buying: PYPL (-2.35%), PINS (-25%), MELI (-20%), NU (-30%), BN (-14%) and betsson (-40%) May buy: UBER (-20%), META (-6%), MU (+227%), MRVL (131%), TSM (33%), FOUR (-36%) and DLO (-10%)

Dont sleep on TSM or ASML.

Last 93 years, always after midterm, market spikes \~ 18–20% in the next 6 months. When there is a war, even after midterm markets gave higher returns in 6 months. Heading buybacks & $NVDA earnings time. $SPX $NDX $QQQ $MU $PG $FDX $STX $AMD $LITE $MRVL $TSM $ASML & banks $JPM $GS $MS $C $WFC $BAC & $NKE $PG $MO $FDX $CLX time to load all for next 6 months ride Here is 1974-2022, you can check 1930 to 1974 https://preview.redd.it/8jkj2wmsk0zh1.png?width=970&format=png&auto=webp&s=0f1130b5e292c7ae151822ba90cb3264c5f50622

Barring a Chinese invasion of Taiwan, TSM is the company I worry the least about.

\~$1.1M portfolio: 1.25 BTC (\~$100k, largest position), mega-cap tech (NVDA, MSFT, AAPL, GOOGL, AMZN, META, AVGO, TSM), VOO/QQQ/VGT, blue chips (JPM, V, MA, BRK.B, COST, LLY, JNJ, KO, HD), plus a little SCHD and SGOV. Most top holdings yield under 1%, and BTC yields nothing. I'm up 54%, so any rotation means a tax bill. Goal: $30k/yr in dividends over the next few years without torching the gains. \- Sell BTC first since it pays nothing, or keep it as the growth sleeve and trim tech? \- Sell and rotate, or just redirect new money and dividends into SCHD and dividend growers? \- Which blue chips would you keep as-is?

Yeah I’m down $25K across varied retirements after the last two weeks…but that’s all gains from the past 8 months and not all of it either. I also sold my own Intel and TSM stock 3 weeks ago in RH three weeks ago for a profit of 120 and 350%, respectively (both held over a year the latter for three).

Average returns after midterm are always higher during wartime midterm, compared to peacetime. See $SPX 24 midterms across 93 years data attached, see it. Opportunity to load again $TSM $MRVL $TSEM $INTC $RDDT $GOOG $AMZN $META $ILMN $TWLO $SKWY $DDOG $DRAM $NVDA $MU $SNDK $QCOM $COIN , all beaten down stocks. https://preview.redd.it/osdpd5oa6wyh1.png?width=945&format=png&auto=webp&s=35b1eca45228ed6c4f23cd434a4239262ad21271

Me too - I've had AI engine totally confabulate ticker symbols! But I've also had sincere & honest human friends suggest TSMC vs TSM. If you view AI as a crowd-source-engine, sometimes-inaccurate assessor and expect to RE-EVALUATE it;s comments by other sources - then you are 100% fine. It's not the infallable pope of rome - and neither is it the [toss-off-hunch-meister.It](http://toss-off-hunch-meister.It) assesses all the info out there and gives a (crowd-source) POV. My personal investment strategy is 1000% anti-herd. AI engines do a masterful job of assessing/describing herd mentality.

BigTech are global companies. They have a big cash flow, generating from consumers using them globally AI companies don’t need government bailouts. They can modulate their spending, don’t need government money at all. All adopt AI use; $SPY $QQQ $NVDA $MU $KLAC $TSM all go up

TSM carrying harder than a backpack while that call just leaks money

LOL same but I also added Marvell and TSM

Yes, it might be smart to keep some of it in less risky investments rather than 100% in S&P 500 or TSM, at least until you know your own risk tolerance.

Last weekend and Thursday I posted option reads on 18 tickers for people, a low delta put and a covered call on each, all expiring yesterday. Here's how every one finished. 31 of 36 expired worthless. 5 got hit: RDDT $130 put. Stock went from $144 to $92 after earnings, down 36%. Flagged: earnings before expiry, IV over 100%, downtrend. MRNA $215 call. Stock ran 11% to $222. Flagged: IV over 100%. SKHY $145 call. Up 9% to $149 after earnings. Flagged: earnings before expiry. TQQQ $66 put. Dropped 9% Friday. Flagged: 3x leveraged. SOFI $17 put. Slid to $16.76. Flagged: high beta, downtrend. Every miss had a red flag on it. But being fair, flags aren't a crystal ball. IREN had 7 flags and a health score of 15 out of 100, and both sides expired worthless. ASTS had 7 flags and was fine too. The other honest part: 86% sounds great until you do the math on RDDT. That put paid about $325 and would have cost around $3,500 to close. One bad week can wipe out a lot of good ones. The two cleanest names, NVDA and TSM, no flags and no earnings, both expired worthless with room to spare. My takeaway: the flags don't tell you what will go wrong, but when something did go wrong, it was always one of the flagged ones. Skipping earnings weeks alone would have dodged the biggest loss.

Bought some SMH, SOXX, CRDO, ALAB, COHR, TSM, VST (held up relatively well). Will keep eyes on MRVL and LITE next week

I usually look at forward pe and 250 day moving average. If macro environment looks ok, I add to my positions where I have conviction. But this is in my Roth and I’m holding for at least 10 years. I started doing this in 2016 and have outperformed VT by 82% in my “play money account” (which I limit to about 100k). You can’t win them all, but the pullbacks in 2018, 2020, 2024 (tariff tantrum) and 2025 (Iraq war) did wonders for my individual positions. That said, 90% of my investments are in VT or TDFs. This year I’ve added to MRVL, AMD and TSM in April, CRWD in July, MSFT in August, and Google and AMZN on Friday (first time buying AMZN). I still hold AAPL (my first stock pick in 2016, followed Buffet) and NVDA from 2020. Play the long game and be patient. I’ll be retiring 3 years early bc of my winners. 👍🏽