TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

Smart money knows China is going into Taiwan next year. you just gotta read between the lines. After that no more TSM chips, as Taiwan government has C4 planted on all their Fabs and a finger on the detonator trigger.

Holding. Intel is living off govt cheese, hope, and deals that haven't even been signed.
News of Apple seeking Intel also dropped TSM, picked up more on a discount. Means more capacity for other customers that command higher margins.

Still time to get in IMO. ASML KLAC NVDA TSM even MU. Just don't get greedy. Take profits. Good luck to us all, bruh.

My largest positions are Google, Apple, Amazon, MSFT and TSM and I‘m barely even green today while the Nasdaq is up 2%…this market is absolutely insane. A few barely part of the Nasdaq companies are carrying the entire index every. single. day. MU, Intc, Qcom all up 10+% every. single. day. Insane.

INTC adds 100Billion marketcap because of the Apple deal and TSM doesn’t lose any marketcap. The math ain’t mathing

3 more years. Personally I own FSELX from Fidelity, which is basically the same, w/o TSM.

hi! I am a 20M college student with a part-time job. I plan to be in school till my PhD so it will be some while until I have a high paying full-time job. I have been investing for 2 years now (my mom made me open my brokerage account when I turned 18) and she gave me $500 to invest. ever since then, by earning for myself for about 2 years now, I have been able to reach a portfolio value of \~$5K through monthly contributions of my own. it’s not a lot but I am slowly adding to it. I am fortunate that my college costs are taken care of by my parents and so I will graduate with no debt.
I have been advised to open a Roth IRA but I honestly don’t make enough yearly to contribute entirely and I don’t know much on how to get started there or if it’s useful for me at the moment.
I expect to make roughly 9K this summer from an internship and did consider putting lump sum into my portfolio but then comes the question of whether it’s better off for me to use that money for myself or to be a little frugal and put it all into my investment account. Need for HYSA? emergency account?
one of my doubts was whether I am too aggressive in my strategy and if I should pull back so that I don’t experience much volatility. my picks have only been broad tech (FTEC) and semiconductor companies (AMAT, TSM, ASML, AVGO, LRCX, KLAC) along with a general SPYM ETF and a little bit of VXUS and BRK.B. Yes, I am aware of the overlap in my portfolio and I decided I am okay with being concentrated in a few companies.
But I am open to hearing ways in which I could learn whether my strategy is ill-informed or if it requires tweaking. Please feel free to critique my choices, most of you have been in the market longer than I have.
thanks and happy Friday!

TSM is developing a new factory in phoenix arizona fyi

TSM will not be the first victim. They are the largest. They make the most expensive chips. The stock is stretched though.

TSM is in a healthy uptrend. You were right to play a consolidation. Take your profits. I wouldn't bet against a chip maker long term until the bubble starts showing signs of bursting.

I hope you are aware of the current Geopolitical situation and that appears to impact margin and supply. Trump’s visit to China next week will also be big as TSM will undoubtedly be addressed, as well (China taking Taiwan back). I’m anticipating less and less reliance on TSM’s unique fab product for the US for that very reason. Again, my 2 cents.

Umm do you know what supply constraints mean for a company like TSM?

Forced hands. Intel is headed towards $1 trillion.
Nvidia bought so much of TSM's 3nm production and CoWoS capacity that forced AMD to get additional 2nm capacity at Samsung.
Apple just got squeezed into going to Intel even if the margin/yields are worse just to sell product.

Add to that margin pressure and continued competitive pressure from INTC and SAMSUNG. Remember, the US is attempting to get rid of its reliance on TSM by bringing manufacturing to the US as China is preparing to take over Taiwan. My 2 cents

heartbroken as an TSM investor💔

This is so fucking stupid. Nasdaq up over 2% and yet TSM is red, Google flat, Microsoft red. Growth tech stocks red. AI infrastructure red. Intel up 18% after a dog shit quarter. Sandisk and micron up another 13%.

Any reason why TSM is dumping?

TSM tanking and INTC mooning. What’s the news?

TSM investors spooked

LMAO intel tanking TSM but nobody cares BUY BUY BUY!!!