TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

Crypto is why the smartest guy and best investor I know told me to invest in NVDA 10 years ago.
\*I did NOT listen to him, I didn't have the money.
I waited until 2019, spent a lot more to buy 1500 shares at 180 a share, but never in my wildest dreams did I think a company with a 110B market cap would hit 1T after a 4-1 split by May of '23!
Of course, not it wasn't running because of Crypto as you pointed out. By that time, he'd been telling me NVDA and AVGO(plus all the other obvious ones who had crashed like AMZN, META, GOOGL, MSFT, TSM, etc...).

DCA on TSM... since Jan 2026.... Today China wanrned Trump .... dont invade Taiwan....
Once China Invaded Taiwan.... Short all US Tech stock..... Win Win for all ..... LOL....

Watch our gains from TSM get absolutely annihilated.

I read the prospectus. They are another Fabless chip designer totally dependent on TSM. No long term capacity commitment from TSM. TSM fills orders on a PO by PO basis and its spare capacity. As anyone who follows the industry knows TSM has a huge backlog and little excess capacity. Their capacity is booked by NVDA, AMD and Apple for the next 2 years. Cerebras will not be able to seriously ramp production. The stock will fall back to earth once it becomes clear that they are a small niche designer without the means to produce its product in meaningful numbers. They should try to partner with Intel who has the future capacity coming online with the 14A fabs. Until they get another supplier this is a turkey.

TSM is undervalued by traditional metrics because it has probably the highest geopolitical risk of any publicly traded company, so the market bakes that it. There is a real possibility that it will be destroyed in a few years. Even Van Eck recognized that, so they created SMHX to avoid holding it directly.
The Arizona fab will take a while to come online, and they basically had to be dragged into doing so, because they wanted to keep their processes a secret. Furthermore, they were having massive culture shock issues, discovering that American workers were not interested in working 996 and were not afraid of making it known.
It's still a winner but I'd rather just hold SMH as a basket, which has many undervalued semi companies, instead of focusing on TSM as a whole. You can go even further and just buy ASML, who is the only company in the world that can make the EUV machines that TSM relies on, and it is Dutch, so there is no equivalent risk.

China invasion would only happen if China builds competition to TSM / NVDA / AMD etc. Impossible? No. Probable? Yes. Question is just how long will that take.
Couple that with US REE race. Right now China holds the reigns but once the US and allies get deep into REE, then I can see an invasion as a possibility.
Both are at least a decade+ away.

If that happens, every tech and mag 7 stock will plummet. You’re taking that risk whether you want to or not. Buffet bought TSM because it’s a great company to buy but then sold because he’s scared of China. Yet Apple is his largest position which relies on TSM… make that make sense. That’s the moment I lost faith in Berkshire

If TSM was in the US it would be 2x the price

TSM also has fab facilities in Japan, Germany and Mainland China.

Agreed on overvalued, not sure if I'd say its more grossly overvalued than any other AI company.
I got into TSM at $200, it's now doubled in about a year, do you think it's undervalued?

China invasion? That would literally spark WW3. If you think the Iran war is bad, you’re only talking about 20% of the world oil supply. While TSM produces over 90% of the world's most advanced, high-end semiconductor chips for the entire world.
Also the EU and US are China largest trading partners and why the fuck would China risk destroying their economy they’ve built over the last 30 years over some shitty Island?
I swear people need to stop believing all the BS US propaganda that they spew out cuz there always needs to an enemy to justify the $1T and soon to be $1.5T defense budget. Also name how many wars has China stated in the past 50 years vs the US? China/Vietnam and that war last as long as a cup of coffee (27 days).

TSM calls tomorrow

Ain’t no way MU stocks priced this way when TSM is the ultimate bottleneck

I'm surprised that more people haven't talked about ASML. ASML is the true "can't be replicated" company -- TSM is way ahead of the game, but they aren't the literal only ones that can produce the chips, they use ASML machines for that.

TSM

TSM is amazing…but it doesn’t exist in its current form without ASML. They’re joined at the hip.

## 📈 52-Week Highs:
The 52-Week Highs list shows stocks that have reached their highest price point in the past 52 weeks during the trading session.
| Symbol | Name | Price | Year High | Market Cap |
|:-------|:-----|:-----:|:---------:|:----------:|
| [NVDA](https://marketrodeo.com/asset/NVDA) | NVIDIA Corporation | $235.75 | $236.54 | $5.7T |
| [TSM](https://marketrodeo.com/asset/TSM) | Taiwan Semiconductor Manufacturing Company Limited | $417.72 | $421.90 | $2.2T |
| [AVGO](https://marketrodeo.com/asset/AVGO) | Broadcom Inc. | $439.79 | $442.36 | $2.1T |
| [ASML](https://marketrodeo.com/asset/ASML) | ASML Holding N.V. | $1584.51 | $1603.48 | $610.7B |
| [CSCO](https://marketrodeo.com/asset/CSCO) | Cisco Systems, Inc. | $115.53 | $119.36 | $456.3B |
## 📉 52-Week Lows:
The 52-Week Lows list shows stocks that have reached their lowest price point in the past 52 weeks during the trading session.
| Symbol | Name | Price | Year Low | Market Cap |
|:-------|:-----|:-----:|:--------:|:----------:|
| [SHOP](https://marketrodeo.com/asset/SHOP) | Shopify Inc. | $97.42 | $94.00 | $126.4B |
| [BSX](https://marketrodeo.com/asset/BSX) | Boston Scientific Corporation | $53.55 | $52.75 | $79.6B |
| [ECL](https://marketrodeo.com/asset/ECL) | Ecolab Inc. | $248.88 | $248.60 | $70.0B |
| [INFY](https://marketrodeo.com/asset/INFY) | Infosys Limited | $11.66 | $11.55 | $47.3B |
| [TRI](https://marketrodeo.com/asset/TRI) | Thomson Reuters Corporation | $79.00 | $78.60 | $34.5B |
**Source:** [52-Week Highs-Lows](https://marketrodeo.com/market-movers?tab=highs-lows)

😂 then you have zero clue about semi. Chips made with TSM latest nodes are only produced in Taiwan.
While I don’t think China will invade Taiwan anytime soon, I won’t be a surprised Pikachu if they do it this year or right after Taiwan next election outcome.

Buying and holding US tech stocks since 2021, after liquidating Australian shares (was invested in ASX 2013-21). Just crossed AUD $600k milestone, and each $100k jump is now taking less time. Thanks to compounding and high growth. Enjoying the ride!
Last year, topped up GOOGL and META, and added MU and TSM. Most recent top ups were MSFT, TSM and NVDA from Feb to mid Apr. Waiting for the next dip.
CAGRs: 59.5% (TTM), 41.2% (3Y), 20.1% (5Y), 15.7% (10Y) and 11.8% (Total).
Current portfolio: NVDA (32.5%), GOOGL (20.9%), AAPL (19.7%), AMZN (8.4%), META (8.2%), MSFT (6.9%), MU (1.8%) and TSM (1.6%).

TSM is the most important company in the world, and if China drops one errant bomb when they invade, we will have a circuit breaker before open.
But yeah, it’s the ultimate winner.