TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

Nope. TSM PE Is 31 forward is 27. SKHY PE is 21 forward is 7.

TSM

it's a good idea to learn! my 0.02 is to learn as much as you can and pick one yourself. asking here is a good start to get some ideas of things to look at, but it's fun to find other unique ideas you come up with too.
i'd usually say Google is my favourite company but i havent caught up fully on their latest earnings report myself, so i dont want to say "i like google as an investment right now" because idk if i do or not yet.
same goes for some of my other favourite highly-valued stocks like TSM or AVGO. not sure what the current market's sentiment is yet myself.
a decent starting point might be to go over some of the biggest MC companies and learn about them, and how to read 10ks/earnings reports. that can help build a decent foundation to learn, and try to seek out learning materials / ask chat for a framework

time to buy NVDA and TSM

GOOG, TSM, AMD, AVGO.

Agree. If time horizon was larger than probably a good investment. But if you do buy, wait for bigger dips even though we're in one now it can go lower.

Another thing to keep in mind is that companies like ASML, TSM, AMAT, etc will be the early signals when this AI boom starts to cool down. If the COMPUTE need and data center buildout slows down, then these are the first companies that will see their sales demand begin to slow down or even go lower.

SpaceX datacenters are the biggest wildcard to me. If they can really pull this off, we have several more years to go in this AI boom. Elon Musk has accomplished things in past that nobody ever thought could be done; e.g., let's reuse rockets instead of making them for one-time (billion dollar) use space missions.

AMD, MU, TSM all defending highest 1w support levels

buy TSM

TSM ain't up all that much though.

My point is that the flow of cash is reversing. That ex US revenue is no longer a tailwind for Google since they are sending that cash plus more to TSM, Samsung, SK, etc which should now provide tailwinds for those stocks.
But whatever. The stock prices of all companies involved & the indices are already pricing in that flow of cash.

Yallz knew capes would be outta control. why yallz didn’t buy TSM at 400 or sanddick at 1450? ASML 1700? AVGO still cheap mayn.

TSM reported 30 BILLION dollars, a drop in the bucket for GOOGL

If Google raise Capex while they can't make money of A.I then the stock will go down. They invest alot of money into A.I without get any money return, then there is no reason to hold it (at least sell some % of Google shares).
People will use that money from selling Google shares and invest it in Shovel Stock like TSM, NVDA, AMD etc. Because that's where all the money from MAG7 Capex went to.
One day MAG7 will make good money from A.I then money from Shovel stocks will get back to MAG7. But right now Shovel stock is the-way-to-go.

mmm i see, anything you traded today in particular? i ended up only going long on $TSM. i turned on vwap just now on 15 minute, and it actually had a nice rejection off vwap going into 10:30 AM EST, funny enough... but overall, today was super slow

Time to buy more TSM

KOSPI and TSM are gonna tank on this tonight probably because that's the hell we live in now

MSFT and GOOGL are bags I don’t mind holding for a bit - but it’s just hilarious to watching earnings these days. I mean TSM, literally reported ONE TRILLION DOLLARS of revenue and the stock dropped -3% 😂 What are we doin here folks?

DJT is ruining my DXY devaluation trade which was doing so well. High crude oil leads to a stronger DXY. 
A stronger DXY is kryptonite for Gold. 
High crude oil prices are kryptonite for Japanese & South Korean stocks.
Luckily Google, Amazon, Microsoft & Meta haven’t stopped sending most of their FCF to Samsung, TSM, SK & Kioxia so the AI cap ex hyperspenders  are paying for support for world ex US stocks.

Everyone is expecting Semis to rise if Google announces an increase in AI cap ex during earnings tonight and Semis to fall if Google announces a cut to AI cap ex.
I tend to think when everyone is expecting the same outcome sometimes it's best to stay clear of the entire trade and wait for the dust to settle before I buy more.
I worry that there's a possibility that the trade might just be to sell both the Mag 7 AI cap ex hyperspenders & the $SOXX stocks after Google's earnings.
I'm still long semis as $VXUS, $EWJ, and $VPL are some of my largest holdings & all outperformed the $SPY due to their exposure to SK, Samsung, ASML, and Kioxia. But I sold my positions in $SKHY and $TSM at close yesterday and I am more interested in BTD in gold & silver right now to diversify away from this overcrowded trade.

I've been holding Dell for a while now. Massive jump today so probably going to unload and grab something thats been consolidating for a little bit. I havent picked it out yet. Probably NVDA, MU, Vertiv, or TSM. Out of all of those NVDA has been consolidating the longest even though it's a bitch majority of the year