TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

I've been selling when I break even. That's like a gain to me. How pathetic is that. After multi-day losses, one just needs time to relax and regroup. That's said, I only broke even on Avgo today. Waiting to see if TSM will do it for me.

Is this a joke? Only 1 of the top 7 holdings is a memory stock.
**Nvidia (NVDA)** — Not memory
**TSMC (TSM)** — Not memory
**Broadcom (AVGO)** — Not memory
**AMD (AMD)** — Not memory
**ASML (ASML)** — Not memory; supplies manufacturing equipment
**Texas Instruments (TXN)** — Not memory
**Micron (MU)** — **Memory**

Situational Awareness, sells entire book.
As semi crash possible push to margin call deleverage, as margin requirements skyrocketed.
Another Archegos like crash for semi collapse last 3 week.
Funds soon risk manage $STX $SNDK $WDC $AMD $INTC $AMD $AMAT $LRCX $TSM & sell semi

TSM says they are developing a packaging thingy magig to compete with intel

Really? Even TSM? It’s down like 25% from ATH while releasing its best quarter results of all time. To me, that’s a screaming buy at sub 400.

Need TSM and MU to recover a bit now

TSM and Samsung around 2T market cap. INTC at 600-800b market cap for the only US advance semi foundry seems reasonable to me. I'm full port aswell

Sigh dude.
Got fucked on TSM. Got fucked on META.
MSFT which I got fucked on over all of June, fucking rockets, and of course I'm not in it.
Fuck my life dude. I'm 20k in the hole as of right now, probably going to be further down tomorrow and into next week.
My life is fucking shit dude.

AMD, SCHD, VOO, TSM. That order of priority

Still waiting for TSM for bounch back.

Tomorrow? Going bargain hunting in semiconductors. There is value there if you look for it. AVGO is hanging out at 23x NTM, NVDA is 19x, ASML is \~28x, TSM is \~17x. Very attractive entry for some very strong moats.

Nvidia is trying to pivot but companies are actively trying to avoid the Nvidia tax. However, it isn't as easy to escape as you think as TSM can't produce XPUs fast enough. Google's TPU business is about to thrive with a massive rise in 2027 shown in Broadcom's financials. However, Marvell is forecasting their business will grow but at a much slower scale before doubling in 2028. So, while the XPU boom is going to occur it will take awhile before Microsoft and Amazon can get their chips at scale

$IDVO holds $TSM, as well as a bunch of other international dividend growers. It runs a covered call strategy on these individual stocks but only on a fraction of the total holdings so there’s still solid equity exposure.
Days where the price is sustained under $41 are few & far between. Even today wasn’t too negative as a whole…

Me looking at SanDisk, MU, AMD, Nvidia, DRAM, and TSM; knowing full well it's plummeting, but ready to fall on those knives

/b/ros. I feel kind of sick.
I'm down over 20k on TSM/TSMX and META/METU.
I'm not rich and while this isn't rent money, it's not money I can just light on fire and feel nothing about.
Fuck my life dude. I supported MSFT through the last 2 earnings and got fucked. The one time I didn't, is the one where it fucking rockets.
Fuck my life dude....

Dude I'm fucking pissed. I got fucked by MSFT last earnings report. So I sat this one out and got into META instead this time.
MSFT fucking rips 8% and META fucking SHITS THE FUCKING BED 10%.
What the actual fuck dude.
And I'm getting fucked on my TSM/TSMX position because of a fucking earth quake????? What the fuck kind of time line is this.

this guys said we are at first level of support: [NVDA Stock - Its Now or Never.. (NVDA/AMD/TSM/AVGO)](https://www.youtube.com/watch?v=k8f01Iw_hFU)

it looks like TSM is now available for ISA investors. Could you please confirm?

Calls on TSM since Korea keeps breaking circuits

You might be surprised by the number of stocks dependent on the mag7 that will move in sympathy to them.
International stocks like TSM, ASML, SK Hynix, Samsung, Kioxia, and similar are very sensitive to hyper scaler capex for example and hold top positions to many international etfs.
US Mid and small cap growth etfs also have a good chance that they will fall in sympathy to the mag7. It is likely better to look at value and quality etfs in these fields that have a lower beta than 1.