TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stockNYSEADR

ASML TSM GOOG

TSM

TSM, WISE, MELI, AXON, NTRA, PL, ETN, NVDA

bought more meta, after other hyperscalers ran up. Probably buy significant amount of QQQ/TSM/ASML or other tech focused names next week if we see more downside

VTI/VXUS + pick 5 long term forever holds (NVDA/TSM/GOOG etc)

SMH, TSM, GOOGL, ORCL

The only ai dip I’d buy is NVDA and TSM

TSM

NvDA TSM VHStapes

SMH, TSM, ASML, NVDA, NBIS

I bought some more leaps and ITM for TSM.

Their manufacturing is in the US. Not Micron. Important distinction. Anyway, that was years ago. My (by far) largest position back then was TSM. So holding Micron and Intel was my way to (somewhat) hedge the Taiwan risk exposure. Basically my take was: if Taiwan and China escalate tensions to the point of no return, at least I still have Intel and Micron. I gave up on Intel long time ago, but I never gave up on

TSM

ASML sells machines to TSM who sells wafer production capability to NVDA who sells GPU to customer.

Bought some AMZN and TSM. Sold my APP on the pop. Should have held another day, but the cash was put to good work

Why not TSM?

I am only buying NVDA, TSM and NBIS and up on all 3 positions with a cash pile in case I get lower. I am a good gambler

I don’t have any cash which is driving me nuts. Would be backing up the truck on NVDA, TSM, and WULF big time

Update after today's recovery: |Symbol|Company Name|Last Price|Change (%)|Prev Close|Market Cap|52-Wk High Chg %| |:-|:-|:-|:-|:-|:-|:-| |[TXN](https://finance.yahoo.com/quote/TXN/)|Texas Instruments Incorporated|278.46|\+0.11%|278.15|253.576B|\-16.97%| |[ADI](https://finance.yahoo.com/quote/ADI/)|Analog Devices, Inc.|363.56|\+0.83%|361.01|176.169B|\-18.47%| |[TSM](https://finance.yahoo.com/quote/TSM/)|Taiwan Semiconductor Manufacturing Company Limited|375.68|\+6.39%|353.10|1.946T|\-23.03%| |[NVDA](https://finance.yahoo.com/quote/NVDA/)|NVIDIA Corporation|187.32|\+3.15%|181.60|4.507T|\-23.31%| |[SMH](https://finance.yahoo.com/quote/SMH/)|VanEck Semiconductor ETF|465.00|\+3.86%|447.73|\--|\-30.94%| |[AMD](https://finance.yahoo.com/quote/AMD/)|Advanced Micro Devices, Inc.|449.15|\+11.06%|404.40|736.465B|\-31.81%| |[QCOM](https://finance.yahoo.com/quote/QCOM/)|QUALCOMM Incorporated|165.00|\+5.26%|156.75|176.989B|\-36.36%| |[SOXX](https://finance.yahoo.com/quote/SOXX/)|iShares Semiconductor ETF|136.79|\+3.71%|131.90|\--|\-37.56%| |[AVGO](https://finance.yahoo.com/quote/AVGO/)|Broadcom Inc.|295.04|\+1.20%|291.53|1.402T|\-40.67%| |[MCHP](https://finance.yahoo.com/quote/MCHP/)|Microchip Technology Incorporated|58.35|\-10.02%|64.85|31.685B|\-44.91%| |[MU](https://finance.yahoo.com/quote/MU/)|Micron Technology, Inc.|694.84|\+5.86%|656.39|780.682B|\-45.02%| |[ON](https://finance.yahoo.com/quote/ON/)|ON Semiconductor Corporation|63.31|\+0.49%|63.01|24.646B|\-53.08%| |[KLAC](https://finance.yahoo.com/quote/KLAC/)|KLA Corporation|139.44|\+7.43%|129.80|180.447B|\-54.94%| |[AMAT](https://finance.yahoo.com/quote/AMAT/)|Applied Materials, Inc.|334.38|\+4.74%|319.25|264.042B|\-55.02%| |[MRVL](https://finance.yahoo.com/quote/MRVL/)|Marvell Technology, Inc.|141.98|\+6.31%|133.55|127.047B|\-57.20%| |[INTC](https://finance.yahoo.com/quote/INTC/)|Intel Corporation|56.54|\+8.21%|52.25|299.128B|\-60.46%| |[ARM](https://finance.yahoo.com/quote/ARM/)|Arm Holdings plc|175.29|\+5.14%|166.72|186.843B|\-61.43%|

I’m camping out on my positions, and may even buy more AMD, Intel and TSM while the prices are down. I’m also going to free up some money for the Anthropic IPO. The only thing that has ended is the irrational enthusiasm for AI plays.

We'll see. For the record I only own $SKHY and $CAT that I added yesterday. Now my entire $VXUS port got wrecked yesterday since world ex US ETFs are now the same as semi indexes I guess. Just wait until reddit discovers the $QQQ is basically a $MAGS index. But that's also why $CAT and other electrical equipment stocks have been getting wrecked. I should have added $TSM, $JCI, Carrier Global, and Lennox as stocks I will buy next. AI is the future and Robotics will be next. We are not going back to 2019 anymore than we will go back to 2003. That genie is out of the bottle and we have entire countries that are all in that have their printing press to finance this cap ex build out.

Thanks, I have not seen that, I am in and out today with projects. Interesting request however. A lot of overlap and I am sure TSM could do it if they wanted. Until recently, not much margin in memory.

I think they can design them but not make them. Hence TSM is the actual part of the cycle they can’t clone yet.

Tex you see the news on NVDA asking TSM to make memory chips. A bearish sentiment for MU but not something that happens overnight deff a few years. Flip side is that it shows how much memory is needed.

Mostly ETFs or index funds. Of all my investments, I've got under 5% in individual stocks that I'm trying to liquidate, but don't want to pay taxes. The only chip stock is TSM, and I only own about $7k currently (transferred most of it to a DAF earlier this year to dump it). I've tried to diversify a little away from the S&P 500 by shifting some to total market funds (still heavily S&P 500, but the extra 20% in small caps makes me feel less hostage to the magnificent 7 or whatever you want to call them). I've got about 20% in international funds.