TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stockNYSEADR

# Today is Wednesday, the 14th of October ## Upcoming events for Wednesday, October 14th - Stock splits: - SKIN @ **1:20** - Expected earnings: ASML, BAC, BLK, CMTL, EDUC, EQBK, FAST, HOMB, MS, NXTT, PGR, SOTK, STT - Ex-div: AIPI, CCD, CEPI, CGO, CHAD, CHI, CHW, CHY, CPZ, CSQ, FCEF, FEPI, HYBI, IDCC, MST, MU, QDTY, QLDY, RDTY, SATA, SDTY, TSYX, YRAM - Economic events and announcements: - 3-Month Bill Auction (actual: 4.085%, previous: 4.050%) - 6-Month Bill Auction (actual: 4.200%, previous: 4.165%) - ADP Employment Change Weekly (actual: 24.80K, previous: 23.80K) - Existing Home Sales (actual: 1.5%, consensus: -0.8%, previous: -3.2%) - Existing Home Sales (actual: 3.99M, consensus: 3.95M, previous: 3.93M) - FOMC Member Barkin Speaks - Fed Collins Speaks - Fed Waller Speaks - IMF Meetings - NFIB Small Business Optimism (actual: 97.9, consensus: 98.1, previous: 98.7) - OPEC Monthly Report - Redbook (actual: 10.4%, previous: 8.6%) ## Upcoming events for Thursday, October 15th - Stock splits: - BTOC @ **1:16** - Expected earnings: AA, ALOY, BNY, BSVN, CMC, CMMB, CNS, CTW, CWBC, ERIC, FHN, IBKR, INDB, INFY, JBHT, LOOP, MAN, MRSH, PLD, PNC, PULM, SCHW, SFNC, TSM, USB, WABC, WAFD, WIT - Ex-div: BCIC, BELFA, BELFB, BPOPM, CAC, CHAD, CHCO, CMTV, CSWC, DHCNI, GAING, GAINI, GAINZ, NWFL, OCCI, OCCIM, OCCIN, OXSQG, OXSQH, PECO, REGCO, REGCP, SATA, STRC, VSEC - Economic events and announcements: - API Weekly Crude Oil Stock (previous: -2.090M) - Beige Book - CPI (consensus: 0.6%, previous: 0.4%) - CPI (consensus: 3.6%, previous: 3.4%) - CPI Index, n.s.a. (consensus: 336.65, previous: 334.98) - CPI Index, s.a (previous: 334.13) - CPI, n.s.a (previous: 0.32%) - Cleveland CPI (previous: 0.2%) - Core CPI (consensus: 0.2%, previous: 0.3%) - Core CPI (consensus: 2.5%, previous: 2.4%) - Core CPI Index (previous: 337.77) - FOMC Member Barkin Speaks - FOMC Member Bowman Speaks - FOMC Member Bowman Speaks - Fed Goolsbee Speaks - Federal Budget Balance (consensus: -29.0B, previous: -167.0B) - IEA Monthly Report - IMF Meetings - MBA 30-Year Mortgage Rate (previous: 7.49%) - MBA Mortgage Applications (previous: -4.2%) - MBA Purchase Index (previous: 145.1) - Mortgage Market Index (previous: 204.7) - Mortgage Refinance Index (previous: 515.8) - Real Earnings (previous: 0.2%) - Redbook (previous: 8.6%) - Thomson Reuters IPSOS PCSI (previous: 50.45) - US Leading Index (previous: -0.1%) ## Upcoming events for Friday, October 16th - Expected earnings: ATLO, BANF, BVFL, CFG, GLDG, HDB, HIFS, HOST, IBN, MCBS, MTB, PBAM, RBCAA, RF, TFC, TRV - Ex-div: CBRL, CHAD, GWRS, HRZN, IMMR, MDRR, MGRC, OXLC, OXLCM, OXLCN, OXLCO, OXSQ, PBHC, RGCO, SATA - Economic events and announcements: - 4-Week Bill Auction (previous: 3.980%) - 8-Week Bill Auction (previous: 3.980%) - Atlanta Fed GDPNow (consensus: 3.6%, previous: 3.6%) - Business Inventories (consensus: 0.4%, previous: 0.8%) - Continuing Jobless Claims (previous: 1,716K) - Core PPI (consensus: 0.3%, previous: 0.2%) - Core PPI (previous: 4.6%) - Core Retail Sales (consensus: 0.5%, previous: 1.4%) - Crude Oil Imports (previous: -0.053M) - Crude Oil Inventories (previous: -3.186M) - Cushing Crude Oil Inventories (previous: 0.444M) - Distillate Fuel Production (previous: 0.287M) - EIA Refinery Crude Runs (previous: 0.223M) - EIA Weekly Distillates Stocks (previous: -0.042M) - EIA Weekly Refinery Utilization Rates (previous: 0.2%) - Fed Chair Warsh Speaks - Fed's Balance Sheet (previous: 6,748B) - Gasoline Inventories (previous: 0.382M) - Gasoline Production (previous: -0.117M) - Heating Oil Stockpiles (previous: 0.668M) - IMF Meetings - Initial Jobless Claims (consensus: 195K, previous: 197K) - Jobless Claims 4-Week Avg. (previous: 198.00K) - NY Empire State Manufacturing Index (consensus: 3.20, previous: 7.60) - Natural Gas Storage (previous: 85B) - PPI (consensus: 0.5%, previous: 0.4%) - PPI (previous: 5.4%) - PPI ex. Food/Energy/Transport (previous: 0.3%) - PPI ex. Food/Energy/Transport (previous: 4.7%) - Philadelphia Fed Manufacturing Index (consensus: 26.5, previous: 37.8) - Philly Fed Business Conditions (previous: 52.9) - Philly Fed CAPEX Index (previous: 37.10) - Philly Fed Employment (previous: 11.8) - Philly Fed New Orders (previous: 29.2) - Philly Fed Prices Paid (previous: 48.60) - Reserve Balances with Federal Reserve Banks (previous: 3.022T) - Retail Control (previous: 1.4%) - Retail Inventories Ex Auto (consensus: 0.1%, previous: 0.1%) - Retail Sales (consensus: 0.3%, previous: 1.2%) - Retail Sales (previous: 5.36%) - Retail Sales Ex Gas/Autos (previous: 1.2%) ## Upcoming events for Saturday, October 17th - Economic events and announcements: - CFTC Aluminium speculative net positions (previous: -0.9K) - CFTC Copper speculative net positions (previous: 69.4K) - CFTC Corn speculative net positions (previous: 452.5K) - CFTC Crude Oil speculative net positions (previous: 99.1K) - CFTC Gold speculative net positions (previous: 210.3K) - CFTC Nasdaq 100 speculative net positions (previous: 58.1K) - CFTC Natural Gas speculative net positions (previous: -236.4K) - CFTC S&P 500 speculative net positions (previous: -154.1K) - CFTC Silver speculative net positions (previous: 23.2K) - CFTC Soybeans speculative net positions (previous: 273.9K) - CFTC Wheat speculative net positions (previous: -16.0K) - Capacity Utilization Rate (consensus: 76.5%, previous: 76.3%) - Export Price Index (previous: 0.6%) - Export Price Index (previous: 8.6%) - IMF Meetings - Import Price Index (consensus: 0.6%, previous: 0.7%) - Import Price Index (previous: 7.0%) - Industrial Production (consensus: 0.4%, previous: 0.0%) - Industrial Production (previous: 1.42%) - Manufacturing Production (previous: -0.3%) - Overall Net Capital Flow (previous: 83.70B) - TIC Net Long-Term Transactions (consensus: 125.7B, previous: -27.9B) - TIC Net Long-Term Transactions including Swaps (previous: -27.90B) - U.S. Baker Hughes Oil Rig Count (previous: 462) - U.S. Baker Hughes Total Rig Count (previous: 603) - US Foreign Buying, T-bonds (previous: -3.60B) ^^^^2026-10-14

TSM tomorrow? Is this the time for a re-rate (finally)?

ASML has like a monopoly with TSM on the machines that make semiconductors. They are quiet important.

TSM might be interesting - ER's thurs am

everyone is obsessed with Nvidia's margins and who has the best GPU, but the funny thing is Jensen doesn't actually make the physical silicon. Nvidia is fabless. they design the architecture, write CUDA, and lock in the software moat, but the heavy lifting of actually turning sand into working chips gets outsourced to TSMC, while the HBM memory stacks come from SK Hynix and Micron. it's a brilliant business model because they avoid dumping 50 billion into fab capex every few years, but it also means the real bottleneck for the entire AI cycle isn't design. it's manufacturing capacity and advanced packaging. everyone knows TSMC prints the wafers, but the real choke point right now is CoWoS packaging and high-bandwidth memory allocation. Nvidia can book all the hyperscaler orders they want, but if TSMC doesn't have enough packaging capacity or HBM yields slip, the delivery tape stalls out. which makes me wonder why so much retail money keeps blindly piling into NVDA at peak sentiment while the companies actually manufacturing the bottleneck trade at a fraction of the multiple. curious how you guys are playing this. are you just riding NVDA directly, or allocation to the foundry and memory names like TSM and MU instead?

What's a good EFT to diversify my straight holdings of NVDA and TSM

Wednesday, Oct 14 has one macro event that matters, the September CPI at 8:30 ET \[2\]\[7\]. It comes with a heavy pre-market earnings slate: ASML, BAC, MS, BLK, State Street and Progressive, plus Fastenal per one preview \[1\]\[4\]\[13\]. Fed speakers are on the calendar too, and PPI and retail sales follow Thursday \[3\]\[6\]. The Fed hiked to 3.75–4.00% in September, so a hot print matters more than usual \[13\]. **1. Catalysts** * **CPI:** Consensus is headline about +0.56–0.59% m/m, taking y/y to about 3.6–3.7% from 3.40%, driven by gasoline \[7\]\[9\]. Core is expected at +0.16–0.20% m/m and 2.4–2.5% y/y \[7\]\[8\]. Kiplinger flags a core upside surprise as the risk that could revive an October hike debate \[9\]. * **Banks:** JPM and WFC missed on revenue \[5\]. BAC, MS and BLK report before the open \[4\]. * **ASML:** Consensus is about €11.7B in sales against guidance of €11–12B \[10\]. Options imply a ±5.6% move \[1\]. **2. Names affected** |Group|Tickers|Driver| |:-|:-|:-| |Earnings, high impact|ASML, BAC, MS, BLK|Reports before the open| |Earnings, other|STT, PGR, FAST|Reports before the open| |Read-through|TSM (reports Thu), GS, JPM, C, WFC|ASML sets the AI-capex tone; banks have already reported| |CPI and rates|SPY, TLT, XLF/KRE|Rate-sensitive; the 10Y is near 5.25% \[13\]| I only pulled data for SPY, BAC, MS, BLK and ASML, the five most exposed to tomorrow's events. **3–4. Levels** These are 6-month swing pivots on closing prices, so intraday wicks are not captured. Single-touch levels (BAC, MS) are weak. |Last|Support|Resistance|SMA50|Read| |:-|:-|:-|:-|:-| |SPY|$778.01|$761.62 (−2.1%, 12 touches)|$779.09 (+0.14%, 6-month high)|$767.39|At resistance| |ASML|$1,717.76|$1,638.49 (−4.6%)|$1,723.81 (+0.35%); next $1,762.67|$1,742.54|At resistance, below SMA50| |MS|$186.64|$185.06 (−0.85%); $181.36 6-month low|$188.54 (+1.0%)|$206.43|Pinned between both| |BAC|$53.96|$53.05 (−1.7%)|$56.69 (+5.1%)|$59.60|Near support, downtrend| |BLK|$1,066.12|$1,053.80 (−1.2%, 3 touches)|$1,090.11 (+2.3%)|$1,104.90|Mid-range, near support| **5. Betting markets** * **Fed, Oct 28:** Polymarket has no change at 80.5% and a 25bp hike at 18.5% \[17\]. * **CPI y/y:** Polymarket has 3.7% at 36.0%, 3.8% at 7.8%, 3.5% at 7.0% and 3.9% at 0.7% \[16\]. The 3.6% bucket wasn't returned, so I can't say which outcome is the favorite. * **Core CPI:** Core m/m 0.3% is 30.5%, and core y/y 2.5% is 34.0% \[16\]. A 0.3% core print is the hawkish tail. * **10Y yield:** Polymarket has 5.4% by year-end at 61.5% and 5.5% at 33.2% \[21\]. Kalshi has 5.5% by Oct 31 at 13% \[21\]. * **SPY above $775 on Oct 14:** 75.5% on Polymarket, but on only $40 of volume, so treat it as a sentiment gauge \[20\]. **6. Flags (horizon: days to a week)** * **ASML, biggest mover (±5.6% implied):** Upside is a break above $1,723.81 and $1,762.67 on a Q4 or 2027 guide. JPMorgan sees preliminary 2027 guidance possibly above consensus \[11\], and the stock is 13.5% below its $1,986.87 high \[19\]. The bear point is that EPS estimates have fallen over 60 days and China is about 20% of 2026 sales \[12\]. A failed hold below the $1,742.54 SMA50 points to $1,638.49. * **MS, binary at levels:** Consensus EPS has slipped to $2.92 from $3.16, and the stock is down 8% in a month \[15\]. The low bar and Goldman's trading beat favor a squeeze toward $188.54, then $202.02. A break under $185.06 targets $181.36. * **BAC, skewed to a low bar:** The CEO guided Q3 investment-banking fees down more than 10% and trading flat \[23\], and the stock fell about 8% that week \[22\]. The stock is at $53.96, 16% below its $64.48 high \[18\]. A beat on net interest income could bounce it, but support is only $53.05 and the trend is down. * **SPY, CPI-dependent:** It sits 0.14% under its high. A soft core print (0.2% or less) opens a breakout above $779.09. A 0.3% core print, which the market puts at about 30%, or a 10Y near 5.4% \[21\] puts $761.62 in play. That is a 2.1% drop against 0.14% to the high, so the downside tail is larger than the upside. * **BLK:** Consensus EPS is $14.24 against a $13.91 print last quarter \[15\], but the stock trades at 25.9x trailing \[14\]. Moves are likely to stay inside $1,053.80–$1,090.11 unless CPI moves rates. **Net view:** I lean toward upside in ASML and MS, since both sit at levels with bars that have been reset lower. The strongest counter-argument is a hot core CPI in a hiking regime with the 10Y near 5.25% \[13\]. That hits SPY and the rate-sensitive financials first. If core prints at or below 0.2%, the upside setups carry. If it prints at 0.3%, treat the ASML and MS breakouts as failures. **Sources** * \[1\] Earnings Today: October 13, 2026 Calendar & Expected Moves — Web Search * \[2\] October 2026 U.S. Economic Calendar: CPI, Jobs & Fed | FedRateCalc — Web Search * \[3\] U.S. Economic Calendar - MarketWatch — Web Search * \[4\] Goldman Sachs Q3 2026: EPS of $17.01 Tops Expectations, Six Straight Quarters | 24/7 Wall St. — Web Search * \[5\] Bank Earnings Q3 2026: Goldman +30% Beat, JPMorgan Misses Revenue | Investing.com — Web Search * \[6\] JPMorgan Earnings Preview: Q3 2026 Bank Earnings Season — Web Search * \[7\] US CPI Prep (14th October) - FinancialJuice — Web Search * \[8\] What time is the CPI report released on Wednesday, October 14? Schedule, consensus estimates, and Fed stakes — Web Search * \[9\] September CPI Report: What the Inflation Data Could Show | Kiplinger — Web Search * \[10\] ASML (ASML) Q3 2026 Earnings Preview: Key Metrics Investors Are Watching — Web Search * \[11\] ASML: Q3 2026 Outlook – Strong Demand; Preliminary 2027 Guidance May Exceed Consensus — Web Search * \[12\] ASML's Q3 Earnings Coming Up: How Should You Play the Stock? — Web Search * \[13\] What Will Bank of America (NYSE:BAC), Morgan Stanley (NYSE:MS), BlackRock (NYSE:BLK) and State Street (NYSE:STT) Report on October 14? — Web Search * \[14\] US Banks Q3 2026 Earnings Preview: JPM, BAC, GS, WFC, C, BLK & MS — Web Search * \[15\] Wealth, Assets and Custody: What to Watch When Morgan Stanley, BlackRock and State Street Report - 24/7 Wall St. — Web Search * \[16\] Prediction markets: CPI September inflation — Source * \[17\] Prediction markets: Fed rate decision October — Source * \[18\] BAC Historical Data (6mo) — Historical Market Data · BAC * \[19\] ASML Historical Data (6mo) — Historical Market Data · ASML * \[20\] Prediction markets: S&P 500 close October 14 — Source * \[21\] Prediction markets: 10-year Treasury yield — Source * \[22\] Bank of America Stock Fell 8% Last Week After Its CEO Spoke at an Industry Conference. Here’s What He Said That Spooked Investors. | TIKR.com — Web Search * \[23\] Bank of America (BAC) Q3 investment banking fees to drop over 10% — Web Search

MU SNDK TSM AMD BROS YES THEY ARE ALL BAGS EXCEPT AMD AND TSM

Same boat, 145% thanks to AMD and TSM

Just realized ASML reports before open tomorrow. TSM reports before open on Thursday. NVDA making a run ah.

TSM or AMD

TSM EARNINGS BOUTTA REVIVE THE WHOLE MARKET TRUST :clifford: :clifford: :pepeuwu: :pepeuwu: DON'T @ ME WHEN IT HAPPENS

You. Go back to TSM jail.

NVDA, TSM, SPY are all really close to going positive on the day.

# Today is Tuesday, the 13th of October ## Upcoming events for Tuesday, October 13th - Stock splits: - FMFC @ **1:40** - Expected earnings: ACI, AZZ, BMRA, C, DPZ, FBK, FNGR, GS, JNJ, JPM, UNH, UNTY, WFC - Ex-div: CHAD, ESLT, HNDL, OZK, SATA, TBLD, YBST, YBTY - Economic events and announcements: - IMF Meetings ## Upcoming events for Wednesday, October 14th - Stock splits: - SKIN @ **1:20** - Expected earnings: ASML, BAC, BLK, EDUC, EQBK, FAST, HOMB, MS, NXTT, PGR, SOTK, STT - Ex-div: CCD, CGO, CHAD, CHI, CHW, CHY, CPZ, CSQ, IDCC, MU, SATA - Economic events and announcements: - 3-Month Bill Auction (previous: 4.050%) - 6-Month Bill Auction (previous: 4.165%) - ADP Employment Change Weekly (previous: 23.80K) - Existing Home Sales (consensus: 3.95M, previous: 3.98M) - Existing Home Sales (previous: -2.0%) - FOMC Member Barkin Speaks - Fed Collins Speaks - Fed Waller Speaks - Federal Budget Balance (consensus: -28.0B, previous: -167.0B) - IMF Meetings - NFIB Small Business Optimism (actual: 97.9, consensus: 98.1, previous: 98.7) - OPEC Monthly Report - Redbook (previous: 8.6%) ## Upcoming events for Thursday, October 15th - Expected earnings: AA, ALOY, BNY, BSVN, CMC, CMMB, CNS, CTW, CWBC, ERIC, FHN, IBKR, INDB, INFY, JBHT, MAN, MRSH, PLD, PNC, PULM, SCHW, SFNC, TSM, USB, WABC, WAFD, WIT - Ex-div: BCIC, BELFA, BELFB, BPOPM, CAC, CHAD, CHCO, CMTV, CSWC, DHCNI, GAING, GAINI, GAINZ, NWFL, OCCI, OCCIM, OCCIN, OXSQG, OXSQH, PECO, REGCO, REGCP, SATA, STRC, VSEC - Economic events and announcements: - API Weekly Crude Oil Stock (previous: -2.090M) - Beige Book - CPI (consensus: 0.6%, previous: 0.4%) - CPI (consensus: 3.6%, previous: 3.4%) - CPI Index, n.s.a. (previous: 334.98) - CPI Index, s.a (previous: 334.13) - CPI, n.s.a (previous: 0.32%) - Cleveland CPI (previous: 0.2%) - Core CPI (consensus: 0.2%, previous: 0.3%) - Core CPI (consensus: 2.5%, previous: 2.4%) - Core CPI Index (previous: 337.77) - FOMC Member Barkin Speaks - FOMC Member Bowman Speaks - FOMC Member Bowman Speaks - IEA Monthly Report - IMF Meetings - MBA 30-Year Mortgage Rate (previous: 7.49%) - MBA Mortgage Applications (previous: -4.2%) - MBA Purchase Index (previous: 145.1) - Mortgage Market Index (previous: 204.7) - Mortgage Refinance Index (previous: 515.8) - Real Earnings (previous: 0.2%) - Thomson Reuters IPSOS PCSI (previous: 50.45) - US Leading Index (previous: -0.1%) ## Upcoming events for Friday, October 16th - Expected earnings: ATLO, BANF, BVFL, CFG, HDB, HOST, IBN, MCBS, MTB, PBAM, RBCAA, RF, TFC, TRV - Ex-div: CBRL, CHAD, GWRS, HRZN, IMMR, MDRR, MGRC, OXLC, OXLCM, OXLCN, OXLCO, OXSQ, PBHC, RGCO, SATA - Economic events and announcements: - 4-Week Bill Auction (previous: 3.980%) - 8-Week Bill Auction (previous: 3.980%) - Atlanta Fed GDPNow (consensus: 3.6%, previous: 3.6%) - Business Inventories (consensus: 0.4%, previous: 0.8%) - Continuing Jobless Claims (previous: 1,716K) - Core PPI (consensus: 0.3%, previous: 0.2%) - Core PPI (previous: 4.6%) - Core Retail Sales (consensus: 0.5%, previous: 1.4%) - Crude Oil Imports (previous: -0.053M) - Crude Oil Inventories (previous: -3.186M) - Cushing Crude Oil Inventories (previous: 0.444M) - Distillate Fuel Production (previous: 0.287M) - EIA Refinery Crude Runs (previous: 0.223M) - EIA Weekly Distillates Stocks (previous: -0.042M) - EIA Weekly Refinery Utilization Rates (previous: 0.2%) - Fed Chair Warsh Speaks - Fed's Balance Sheet (previous: 6,748B) - Gasoline Inventories (previous: 0.382M) - Gasoline Production (previous: -0.117M) - Heating Oil Stockpiles (previous: 0.668M) - IMF Meetings - Initial Jobless Claims (consensus: 195K, previous: 197K) - Jobless Claims 4-Week Avg. (previous: 198.00K) - NY Empire State Manufacturing Index (consensus: 3.20, previous: 7.60) - Natural Gas Storage (previous: 85B) - PPI (consensus: 0.5%, previous: 0.4%) - PPI (previous: 5.4%) - PPI ex. Food/Energy/Transport (previous: 0.3%) - PPI ex. Food/Energy/Transport (previous: 4.7%) - Philadelphia Fed Manufacturing Index (consensus: 26.5, previous: 37.8) - Philly Fed Business Conditions (previous: 52.9) - Philly Fed CAPEX Index (previous: 37.10) - Philly Fed Employment (previous: 11.8) - Philly Fed New Orders (previous: 29.2) - Philly Fed Prices Paid (previous: 48.60) - Reserve Balances with Federal Reserve Banks (previous: 3.022T) - Retail Control (previous: 1.4%) - Retail Inventories Ex Auto (consensus: 0.1%, previous: 0.1%) - Retail Sales (consensus: 0.3%, previous: 1.2%) - Retail Sales (previous: 5.36%) - Retail Sales Ex Gas/Autos (previous: 1.2%) ^^^^2026-10-13

Down like 50% on TSM calls fuk me

blackout includes what, TSM, ASML, SNDK, WDC, STX, anything else?

Had a post that questioned whether or not I had slowed down. This is an example of when I was trading to make money. It's one week out or this year. As you can see almost all the trades are for pennies but it adds up. I don't bet and I don't gamble.If I remember correctly all these trades finish on the plus side as in I made money on all of them. I either let them expire, closed them out or rolled them(out & down, out, or I sold my protection & rolled out and down) *didn't take a loss I managed my trades.* Date / Time Type Description Fee Comm Amount 06/01/2026 01:05:14 PM Bought To Cover 7 Put WMT 06/05/26 116.00 @ $2.74 (Order # 36088) $0.10 $1.15 ($1,919.15) 06/01/2026 01:05:14 PM Bought To Open 7 Put WMT 06/26/26 108.00 @ $1.04 (Order # 36088) $0.10 $1.15 ($729.15) 06/01/2026 01:05:14 PM Sold Short 7 Put WMT 06/26/26 112.00 @ $2.22 (Order # 36088) $0.10 $1.19 $1,552.79 06/01/2026 01:05:14 PM Sold To Close 7 Put WMT 06/05/26 114.00 @ $1.45 (Order # 36088) $0.10 $1.18 $1,013.80 06/01/2026 01:06:09 PM Bought To Cover 2 Put WMT 06/05/26 115.00 @ $2.05 (Order # 36089) $0.03 $0.33 ($410.33) 06/01/2026 01:06:09 PM Bought To Open 2 Put WMT 06/12/26 109.00 @ $0.52 (Order # 36089) $0.03 $0.33 ($104.33) 06/01/2026 01:06:09 PM Sold Short 2 Put WMT 06/12/26 112.00 @ $1.28 (Order # 36089) $0.03 $0.34 $255.65 06/01/2026 01:06:09 PM Sold To Close 2 Put WMT 06/05/26 114.00 @ $1.46 (Order # 36089) $0.03 $0.34 $291.65 06/01/2026 01:09:41 PM Bought To Cover 4 Call ET 06/12/26 20.500 @ $0.04 (Order # 36093) $0.06 $0.06 ($16.06) 06/01/2026 01:16:59 PM Bought To Open 5 Put AMZN 07/10/26 230.00 @ $1.47 (Order # 36097) $0.07 $0.82 ($735.82) 06/01/2026 01:16:59 PM Sold Short 5 Put AMZN 07/10/26 235.00 @ $2.06 (Order # 36097) $0.07 $0.85 $1,029.13 06/01/2026 01:29:12 PM Bought To Open 5 Put KO 06/26/26 76.00 @ $0.65 (Order # 36100) $0.07 $0.82 ($325.82) 06/01/2026 01:29:12 PM Sold Short 5 Put KO 06/26/26 77.00 @ $0.96 (Order # 36100) $0.07 $0.83 $479.15 06/01/2026 03:00:00 AM Option Expired 4 Put PNC 05/29/26 210.00 -- $0.00 $0.00 06/01/2026 03:00:00 AM Option Expired 5 Put TSM 05/29/26 370.00 -- $0.00 $0.00 06/01/2026 03:00:00 AM Option Expired 5 Put TSM 05/29/26 375.00 -- $0.00 $0.00 06/01/2026 03:00:00 AM Option Expired 6 Put PNC 05/29/26 205.00 -- $0.00 $0.00 06/01/2026 03:00:00 AM Option Expired 4 Put JPM 05/29/26 290.00 -- $0.00 $0.00 06/01/2026 03:00:00 AM Option Expired 2 Put PNC 05/29/26 212.500 -- $0.00 $0.00 06/01/2026 03:00:00 AM Option Expired 4 Put JPM 05/29/26 280.00 -- $0.00 $0.00 06/01/2026 03:00:00 AM Option Expired 4 Call VZ 05/29/26 52.00 -- $0.00 $0.00 06/01/2026 11:05:13 AM Bought To Open 2 Put JPM 06/12/26 275.00 @ $0.46 (Order # 36057) $0.03 $0.33 ($92.33) 06/01/2026 11:05:13 AM Sold Short 2 Put JPM 06/12/26 277.500 @ $0.65 (Order # 36057) $0.03 $0.34 $129.65 06/01/2026 11:08:15 AM Bought To Cover 4 Put CRM 06/18/26 170.00 @ $0.49 (Order # 36061) $0.06 $0.66 ($196.66) 06/01/2026 11:09:12 AM Bought To Open 2 Put JPM 06/12/26 275.00 @ $0.48 (Order # 36063) $0.03 $0.33 ($96.33) 06/01/2026 11:09:12 AM Sold Short 2 Put JPM 06/12/26 277.500 @ $0.66 (Order # 36063) $0.03 $0.34 $131.65 06/01/2026 11:12:37 AM Bought To Open 5 Put GOOG 06/12/26 345.00 @ $0.90 (Order # 36067) $0.07 $0.82 ($450.82) 06/01/2026 11:12:37 AM Sold Short 5 Put GOOG 06/12/26 350.00 @ $1.37 (Order # 36067) $0.07 $0.84 $684.14 06/01/2026 11:34:12 AM Bought To Open 5 Put MCD 06/12/26 257.500 @ $0.37 (Order # 36068) $0.07 $0.82 ($185.82) 06/01/2026 11:34:12 AM Sold Short 5 Put MCD 06/12/26 260.00 @ $0.58 (Order # 36068) $0.07 $0.83 $289.15 06/01/2026 11:39:30 AM Bought To Cover 1 Call ET 06/12/26 20.500 @ $0.04 (Order # 36069) $0.01 $0.01 ($4.01) 06/01/2026 12:18:29 PM Bought To Open 5 Put PFE 06/12/26 24.500 @ $0.08 (Order # 36074) $0.07 $0.82 ($40.82) 06/01/2026 12:18:29 PM Sold Short 5 Put PFE 06/12/26 25.00 @ $0.18 (Order # 36074) $0.07 $0.83 $89.15 06/01/2026 12:19:31 PM Bought To Cover 5 Put AMZN 06/18/26 252.500 @ $3.27 (Order # 36077) $0.07 $0.82 ($1,635.82) 06/01/2026 12:19:31 PM Bought To Open 5 Put AMZN 07/02/26 240.00 @ $2.22 (Order # 36077) $0.07 $0.82 ($1,110.82) 06/01/2026 12:19:31 PM Sold Short 5 Put AMZN 07/02/26 245.00 @ $3.03 (Order # 36077) $0.07 $0.86 $1,514.12 06/01/2026 12:19:31 PM Sold To Close 5 Put AMZN 06/18/26 250.00 @ $2.66 (Order # 36077) $0.07 $0.85 $1,329.13 06/01/2026 12:19:59 PM Bought To Open 2 Put PG 07/02/26 134.00 @ $1.57 (Order # 36078) $0.03 $0.33 ($314.33) 06/01/2026 12:19:59 PM Sold Short 2 Put PG 07/02/26 135.00 @ $1.75 (Order # 36078) $0.03 $0.34 $349.65 06/01/2026 12:23:49 PM Sold Short 1 Put NLY 06/12/26 21.500 @ $0.20 (Order # 36081) $0.01 $0.17 $19.83 06/02/2026 01:10:21 PM Bought To Cover 5 Call ET 06/26/26 20.500 @ $0.16 (Order # 36114) $0.07 $0.82 ($80.82) 06/02/2026 09:50:14 AM Bought To Cover 3 Put NFLX 06/05/26 85.00 @ $1.85 (Order # 36105) $0.04 $0.49 ($555.49) 06/02/2026 09:50:14 AM Bought To Cover 2 Put NFLX 06/05/26 85.00 @ $1.84 (Order # 36105) $0.03 $0.33 ($368.33) 06/02/2026 09:50:14 AM Sold Short 5 Put NFLX 06/12/26 83.00 @ $1.44 (Order # 36105) $0.07 $0.84 $719.14 06/02/2026 09:50:14 AM Sold To Close 3 Put NFLX 06/05/26 83.00 @ $0.81 (Order # 36105) $0.04 $0.50 $242.49 06/02/2026 09:50:14 AM Sold To Close 2 Put NFLX 06/05/26 83.00 @ $0.80 (Order # 36105) $0.03 $0.34 $159.65 06/02/2026 10:53:04 AM Bought To Cover 4 Put WMT 06/12/26 116.00 @ $3.76 (Order # 36107) $0.06 $0.66 ($1,504.66) 06/02/2026 10:53:04 AM Sold Short 4 Put WMT 06/26/26 112.00 @ $2.38 (Order # 36107) $0.06 $0.68 $951.31 06/02/2026 10:53:04 AM Sold To Close 4 Put WMT 06/12/26 114.00 @ $2.38 (Order # 36107) $0.06 $0.68 $951.31 06/02/2026 11:00:45 AM Bought To Cover 2 Put WMT 06/12/26 115.00 @ $3.03 (Order # 36110) $0.03 $0.33 ($606.33) 06/02/2026 11:00:45 AM Sold Short 2 Put WMT 06/26/26 112.00 @ $2.33 (Order # 36110) $0.03 $0.34 $465.65 06/02/2026 11:00:45 AM Sold To Close 2 Put WMT 06/12/26 114.00 @ $2.40 (Order # 36110) $0.03 $0.34 $479.65 06/03/2026 02:10:12 PM Sold Short 2 Put CVX 06/18/26 175.00 @ $0.54 (Order # 36139) $0.03 $0.34 $107.65 06/03/2026 02:18:29 PM Bought To Open 2 Put PG 07/02/26 134.00 @ $1.03 (Order # 36143) $0.03 $0.33 ($206.33) 06/03/2026 02:18:29 PM Sold Short 2 Put PG 07/02/26 135.00 @ $1.23 (Order # 36143) $0.03 $0.34 $245.65 06/03/2026 03:29:42 PM Sold Short 1 Put NLY 06/12/26 21.500 @ $0.47 (Order # 36146) $0.01 $0.17 $46.83 06/03/2026 10:49:18 AM Bought To Cover 5 Put NFLX 06/05/26 84.00 @ $2.62 (Order # 36117) $0.07 $0.82 ($1,310.82) 06/03/2026 10:49:18 AM Sold Short 5 Put NFLX 07/17/26 80.00 @ $3.74 (Order # 36117) $0.07 $0.86 $1,869.12 06/03/2026 10:53:04 AM Bought To Open 1 Put IBM 06/18/26 267.500 @ $1.84 (Order # 36118) $0.01 $0.16 ($184.16) 06/03/2026 10:53:04 AM Bought To Open 1 Put IBM 06/18/26 267.500 @ $1.85 (Order # 36118) $0.01 $0.16 ($185.16) 06/03/2026 10:53:04 AM Sold Short 1 Put IBM 06/18/26 270.00 @ $2.12 (Order # 36118) $0.01 $0.17 $211.83 06/03/2026 10:53:04 AM Sold Short 1 Put IBM 06/18/26 270.00 @ $2.13 (Order # 36118) $0.01 $0.17 $212.83 06/03/2026 10:54:27 AM Bought To Open 2 Put NVDA 06/18/26 195.00 @ $1.32 (Order # 36119) $0.03 $0.33 ($264.33) 06/03/2026 10:54:27 AM Sold Short 2 Put NVDA 06/18/26 200.00 @ $2.02 (Order # 36119) $0.03 $0.34 $403.65 06/03/2026 10:57:08 AM Bought To Open 2 Put BAC 06/12/26 49.500 @ $0.38 (Order # 36123) $0.03 $0.33 ($76.33) 06/03/2026 10:57:08 AM Sold Short 2 Put BAC 06/12/26 50.00 @ $0.53 (Order # 36122) $0.03 $0.34 $105.65

TSM earnings might print

any of y’all picking up TSM before earnings

Pray for TSM down like 40% on my calls 😭😭

Bought the TSM dip

Easy day, nothing urgent. I bought back puts in AAPL and Tesla. Both were approach 50% profit in 6 days and 15 days. I opened new positions in both. I rolled a TSLL covered call out and time and up. Had to move it up, the same strike didn't exist in 11-20. I rolled covered calls in AMD and PLTR, and rolled a put in MU. Collected $3611 in premiums. I had a put in TSM that I tried to roll, to little premium and it has earnings in 3 days... on watch list. Same with replacing the TSLA put. I wanted more premium, so will work this one.

went full port TSM today ftw

Really tempted to sell a 420p on TSM on this pullback but I think it's too early