TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stockNYSEADR

$NVDA there is no AI bubble, until $NVDA earnings drops. Right now $TSM can’t meet demand, $NVDA earnings skyrockets, on to $MU gave $52 Billion revenue few weeks back. So AI bubble noise story is not real, AI changing all performance at every sector

Both...sold off some GOOG, VEU and VOO...bought some TSM, MU, EWY and NVDA...as well as QQQ. Just risking up while things are a little lower. Regret selling Google ...maybe buy a tiny amount to scratch the itch.

What do you think about TSM rebounding?

I do believe if we see a blue sweep, which we all know is highly probable, we're going to see more volatility. At the same time, that mango asshat is still president, and even IF he wasn't, is this really a market any rational person would want to plunge short on? Stay away from large short positions guys. Your account/heart/mind/emotions and entire nervous system will thank you greatly for it. Best advice, find the companies you want to trade now, and prepare to plunge 2-3 months out when the knife hits the ground and begins to quiver. I've been eyeing AMZN and TSM. Pure AI plays may not be the best idea anymore. Who knows though.

wondering if TSM is gonna come down farther, might grab shares

Yeah I don’t think we disagree overall. I think I was misunderstanding your implication and vice versa. Was just saying you can be diversified with stocks (Or even less), and there’s also the fact that diversification isn’t necessarily the best alpha generator, as you suggested it’s more of insurance against extreme downside, a sort of capital preservation method. I don’t really think I’ll beat the index over a long time period. I have bought several high-conviction individual stocks during this ostensibly once-in-a-lifetime AI infra buildout that I think offer attractive r/r. META, AMZN, TSM, NVDA and some power/DC/colo names - not exactly bespoke investments, but ones we all own thru index funds. I just want to be overweight as many/all of them are undervalued I think. These are very much buy-and-holds,and I don’t plan to actively trade much (although recent trades - MSFT, NOW, IREN - have done quite well though I don’t expect that to contribute consistently and indefinitely).

I've been buying the dip but it keeps dipping! I bought MU, AVGO, MRVL, NBIS, SPCX, AMD, TSM and INTC. Sold META.

It is always about TSM tho. No one use Intel . Hate to say it

Chips are very reliant on TSM

TSM still potential?

Google, TSM, NVDA, ORCL (smaller position on mrvl, arms and intc)

Five Chip Stocks Drove 60% of the Selloff **Nvidia led in dollar terms. Its shares fell only 3.6%, yet that move erased about $185 billion**, because Nvidia is worth close to $5 trillion. Intel fell nearly eight times as hard in percentage terms. However, it lost less money, about $138 billion. TSMC dropped 5.4%, wiping out roughly $108 billion. Broadcom slid 5.5% and AMD sank 9.7%, and each shed about $90 billion. Company Change Market value lost: **Nvidia Corp. (NASDAQ:NVDA) -3.6% $185 billion** Has ER on 11-17-2026! Intel Corp. (NASDAQ:INTC) -28.4% $138 billion Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) -5.4% $108 billion Broadcom Inc. (NASDAQ:AVGO) -5.5% $90 billion Advanced Micro Devices Inc. (NASDAQ:AMD) -9.7% $90 billion Top five combined $610 billion Updated by 11:35 a.m. ET. Source: TradingView

I just opened a position in $TSM as well. One of us will be right. Cheers

Avgo TSM VTI

SNDK has CXMT concerns, more impressed w SKHY. Fully agree on GOOG and FIX. Market is punishing companies with excessive debt and execution risk. These companies are exceptional at execution and provide crucial bottlenecks (GOOG compute, SKHY massive RAM bottleneck, FIX addresses skilled labor bottleneck) and while I'm not as familiar with Lam, materials is obviously a bottleneck and growth market as well, just further down the supply chain. I have also been a long term enthusiastic TSM shareholder for all the same reasons. The supply chain is still dealing with far more demand than supply.

This sell off is a lot more than I was expecting... pretty brutal. AMD is down almost 12% today, TSM down 6.6, ASML down 8% apparently we don't need chips any more.

Yea TSM down = the ship has a hole in it and is taking in water fast

> By 11:35 a.m. ET, 23 of the **world’s largest chipmakers and equipment suppliers had shed about $1.01 trillion across Wall Street and Asia. Nvidia Corp. (NASDAQ:NVDA), Intel Corp. (NASDAQ:INTC), Advanced Micro Devices Inc. (NASDAQ:AMD), Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) and Broadcom Inc. (NASDAQ:AVGO) alone accounted for $610 billion of that, or about 60%.** > The trigger was Intel. Its shares plunged 28.4% to $65.92 after the chipmaker’s fourth-quarter outlook landed well short of expectations. If the drop holds, it would be the stock’s steepest one-day fall since July 1974. > > Five Chip Stocks Drove 60% of the Selloff > Nvidia led in dollar terms. Its shares fell only 3.6%, yet that move erased about $185 billion, because Nvidia is worth close to $5 trillion. > Intel fell nearly eight times as hard in percentage terms. However, it lost less money, about $138 billion. > TSMC dropped 5.4%, wiping out roughly $108 billion. Broadcom slid 5.5% and AMD sank 9.7%, and each shed about $90 billion. > GOOG is on a huge discount $82 off from its recent highs, just a few weeks ago.🔥sale 😉

How many times am I gonna buy the dip on TSM

TSM and BE

I like to hear that, right after I sold all my TSM for more AMD!

TSM leaps are looking tasty.

Made 800% on TSM puts placed as insurance on Wednesday.

TSM has worked with CBRS for nearly a decade bring that wafer ti market. I believe in TSM engineer vs an overnight report. Look up Zeta debunk Culpers report.

But I thought Foundry was a TSM competitive force of US exceptionalism