TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

I will say their is nothing wrong with holding some money in SPAXX or the like instead of trying to force an entry, even with an ETF (like 5-10% is not at all crazy right now), cash position is a position.
That said I've been eyeing XLI (industrial) hard, I think that one would be a solid place to stash some money right now honestly.
Asian ETFs too, I was in EWY (it's 50% SK hynix/Samsung by weight) before Dram was a thing, but unfortunately got out before memory went parabolic lol.
I think I'd switch that for AIA as large cap Asia exposure at this point for a bit less memory. Although it's 20% TSM and still 20% SK Hyniz/Samsung, so it's very much AI theme aligned which is a choice.
DXJ/EWJ (Japan-heavy on industrial) the main difference though is just that DXJ hedges against a weak yen and EWJ is un-hedged and will do better if the yen stabilizes or appreciates.
Latin America ETF's are also an option, but I think I'll wait a bit more personally.

Pick a philosophy and stick to it. For years.
Mine is sell shovels in a gold rush. I don’t try to find the gold. I find the companies that sell the equipment. Unfortunately, my hedge to my shovel blew up and I’m way over ledgered on Nvidia and AMD. I made a play on TSM two years ago and that is doing well too.
I literally didn’t look at my stock account since before the war with Iran. Recently looked at it and was half part WTF and happy.

Drones RKLB, UMAC. Energy GEV, NBIS, IREN, BE. Quantum RGTI, IONQ. Memory MU, SNDK, STX, WDC. Plus TSM, LRCX, AMD, INTC. (I have all)

I did a bull put spread on TSM with 45 DTE. At 26 DTE I hit 60% profit and immediately sold. These things can turn on you in a second.
If you want the shares, just buy them. If you don’t want them, sell the put and move on.
APH does look interesting though. Adding it to my watch list.

TSM homies

I remember when Buffett sold TSM when it was like $80 a share. 

I'm talking what I'm stuck with in TIAA. Absolute horseshit picks. They're all the same. All NVDA/Alphabet/TSM/META etc., just a bunch of funds with mag7s and a sprinkle of other things for diversity. I wish I could invest more ex-US and emerging markets but those funds are always stinkers in 401ks. The best I can do is global funds which are still heavily US and I'm barely 9.8% vs SPY 9.2%. But the second they put this shit in any of them I'm dumping it.
For my own Roth/Contributory and brokerage I control I'm ETFs - IVDO/AVDV/FRDM/IDV/DRAM/SIL and I'm very happy with how it's going this year. I'm crushing SPY. The only weakness is SIL but that's a long term bet I have on solid-state batteries making silver go brrr.

Inevitably essential components. Similar to INTC, AMD, TSM, NVDA

NVDA TSM and DRAM

It’s great for a long term purchase especially with their TSM relationship and investments

MU, SNDK, ORCL, FLEX, LITE, COHR, ASX, TSM, AVGO, AMD, RDDT, NVDA, PGY, SNAP, ZETA, CLS, META, SEZL, AMZN, CRDO, UNFI, EXPE, AXP, S, UNH, PATH, EFX, STX, VIAV, AMKR, PLTR, FORM, ZS.
All these are cheap along with expanding growth rate. You guys can thank me later.✌️

Going long on TTM Technologies ($TTMI)
Nvidia put out their new Bill of Goods for the Blackwell and updated costs their next Vera Rubin GPU rack.
You can see the breakdown of the various components in the article or table here.
You will see the huge increases in cost really accrue to memory (all the memory names already ran up like 1000% this year, Micron, Sandisk, Seagate, Samsung).
PCB (Printed Circuit Boards) is going to massively increase in the overall spend, up 233%.
There is pretty much one PCB public company in the US (TTM Technologies). $TTMI
All the other publicly traded PCB companies are out of Taiwan. This makes sense, as proximity to TSM where all the manufacturing takes place.
If interested, the second photo is the other PCB Taiwan companies. I don’t spend too much time playing the Asian listed companies…
$TTMI should be a huge winner as Nvidia’s Vera Rubin GPU ramps starting Q3 2026

3 companies going public for same reason and only 1 will top Anthropic.  Everyone w any common sense will hold their investment dollars - which means capex for AMD, NVDA, MU, CRWV, SNDK all unstable - winners GOOG, AMZN - TSM needs to move to US asap any investment now (AMD) huge risk - China appears empowered (record leaders visiting in few months) 

if true, wouldn't TSM be dropping like a rock from insiders who know to sell? I'm a newbie so I really don't know

LLY bull here -
Retatrutide is going to un-fuck america's fat gaping obese ass. You know how some people say "theyll never cure cancer because there is too much money in treating it"? Obesity as at that crossroad now, with retatrutide's pending approval. I believe obesity will basically be a thing of the past, atleast in 1st world countries, in the next 7 to 10 years...
Some highlights from the clinical trials... 28% bodyweight loss after 68 weeks. Reversing fatty liver and a litany of metabolic dysfunctions associated with it. Insulin resistance dissapearing. Curing knee osteoathritis. Increasing cartilege thickness by an avg of 17%.
The glucagon receptor is the next frontier you are looking for if you want to invest in glp-1's, it has been overlooked and misunderstood by the scientific community for the last 80 years since its discovery.
I am long LLY until reta gets approved (it will). I am even contemplating injecting it into myself, to lose weight and help heal a life ruining herniated disc spinal injury i sustained 45 days ago. I have two 24mg vials, the 27 guage insulin syringes, the bacteriostatic water all ready to go. Just hoping my back gets to a point where I can lift weights again before moving forward, so I can avoid any muscle wasting. Have spend inordinate amounts of time researching it, the negative side effects/risks are the same, if not less prevalent, than all the other glp1's currently on the market.
Also, LLY is positioned to be a major trailblazer in the realm of drug discovery via machine learning & AI. They happened to become wall street's golden boy, and got a huge flood of capital right around the same time where the players with the most capital win. Say what you will about AI, if there is one space this technology revolutionizes, its pharmaceuticals.
The story of how Eli Lilly discovered vancomycin in the 50s, one of the most powerful antiobiotics ever manufactured, is a great example of WHY AI will transform the space. Buncha dudes in a lab testing 5000 cultures of bacteria from dirt samples around the world, against 50,000 strains of bacteria, one by one, until a particular sample of dirt from a rainforest in borneo happened to contain the special sauce. LLY may not be the one to make the next discovery, i am not typically a bio-pharma investor, but I believe they will likely be the financial engine behind the next discover indirectly. They are the genius bio pharma investors so I just use them and only them to get exposure to the space while the rest of my port is in TSM, SATS, and MSTR 🤪

At the moment it’s been consistent TSM spreads, usually $20 wide at a delta of 15 or lower.
Depends on the volatility of the stock, recently was running SNDK, same width but at a delta of 10.
Whatever fits your risk profile. Index’s just dont yield enough premium for what I’m after.

I will say their is nothing wrong with holding some money in SPAXX or the like instead of trying to force an entry, even with an ETF (like 5-10% is not at all crazy right now), cash position is a position.
That said I've been eyeing XLI (industrial) hard, I think that one would be a solid place to stash some money right now honestly.
Asian ETFs too, I was in EWY (it's 50% SK hynix/Samsung by weight) before Dram was a thing, but unfortunately got out before memory went parabolic lol.
I think I'd switch that for AIA as large cap Asia exposure at this point for a bit less memory. Although it's 20% TSM and still 20% SK Hyniz/Samsung, so it's very much AI theme aligned which is a choice.
DXJ/EWJ (Japan-heavy on industrial) the main difference though is just that DXJ hedges against a weak yen and EWJ is un-hedged and will do better if the yen stabilizes or appreciates.
Latin America ETF's are also an option, but I think I'll wait a bit more personally.

Pick a philosophy and stick to it. For years.
Mine is sell shovels in a gold rush. I don’t try to find the gold. I find the companies that sell the equipment. Unfortunately, my hedge to my shovel blew up and I’m way over ledgered on Nvidia and AMD. I made a play on TSM two years ago and that is doing well too.
I literally didn’t look at my stock account since before the war with Iran. Recently looked at it and was half part WTF and happy.

Drones RKLB, UMAC. Energy GEV, NBIS, IREN, BE. Quantum RGTI, IONQ. Memory MU, SNDK, STX, WDC. Plus TSM, LRCX, AMD, INTC. (I have all)

I did a bull put spread on TSM with 45 DTE. At 26 DTE I hit 60% profit and immediately sold. These things can turn on you in a second.
If you want the shares, just buy them. If you don’t want them, sell the put and move on.
APH does look interesting though. Adding it to my watch list.