TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stockNYSEADR

I started out with simple etfs like spy or voo...then because of my job i saw first hand how AI can change improve efficiency of companies, then I decide to study and buy only individual stocks of AI companies ...nothing fancy or obscure, just 10 or so big names everyone knows about, and my account gained 40%, 55%, 50% last three years, and this year will likely be another 40%...it's been a crazy buy...what can be more easy when companies like TSM are cheaper than Walmart. Good luck to you

INTEL going to pump on ASML and TSM earnings.

Everyone is talking about the geopolitical risk but China and America know that any harm of TSM will destroy the world's economy. Who knows with Trump tho

It's not just the TSM factories. The entire supply chain is in TW. Even the US factories depends on parts and supplies from TW.

Some implied moves for the kick-off of the 3Q earnings season (up or down idiot) - 53 companies reporting: $JPM: 3.58% $BAC: 3.99% $JNJ: 3.59% $ASML: 6.07% $BLK: 5.14% $GS: 4.72% $TSM: 4.26% $WFC: 4.72% $MS: 4.49% $ACI: 11.66% $UNH: 7.17% $AA: 6.92% $IBKR: 5.52% $SCHW: 4.35% $C: 4.13% $PNC: 4.07% $USB: 4.06% $PGR: 3.56% [https://www.optionmillionaires.com/implied-moves-earnings-next-weekoct-12th-oct-16th-53-companies-reporting/](https://www.optionmillionaires.com/implied-moves-earnings-next-weekoct-12th-oct-16th-53-companies-reporting/)

TSM is good, because you don't need think about who will win more NVDA, AMD or AVGO. Or where to bet CPUs, ASICs or GPUs. All of them need TSM to make their chips.

'China risk aside' The geopolitical risk is existential to Taiwan and TSMC. It's no joke. That said, I have TSM as 10% of my portfolio. The company is just too good too well managed, and I sm willing to take the risk. I think if nothing happens geopolitical wise, it can 3x from here within next few years. Good luck to you

TSM would probably surpass Amzn by market cap in 3 years. Their market share in the chip industry is still increasing.

TSM is a chip fabricator and there is no direct neck to neck competition and its a slow moving stock. wealth generator for sure

Yes, I do believe the upside in nvidia given the current stock price is higher than in TSM.

NVDA wouldn’t go to 0. TSM very well could if it would be captured by a foreign power

|Metric|Nvidia (NVDA)|TSMC (TSM)| |:-|:-|:-| |Trailing P/E|28.99×|29.68×| |Forward P/E|18.96×|20.27×| |Market cap|$5.54T|$2.07T|

I rather go full nvidia then spreading my investment into TSM for the moment. Nvidia is both valued way lower and have way higher growth.

How the fuck are you down on TSM 😂

I’ve gone with this and it is performing very well: Palantir (PLTR) 8.5% Alphabet (GOOGL) 8.25% Apple (AAPL) 8.25% ASML (ASML) 8% Taiwan Semiconductors (TSM) 8% Amazon (AMZN) 7.5% Broadcom (AVGO) 7.5% Micron Technology (MU) 7.5% Nvidia (NVDA) 7.5% Tesla (TSLA) 7.5% Robinhood (HOOD) 7.25% SpaceX (SPCX) 7.25% Constellation Energy Cooperation (CEG) 7%

TSM going to lift Intel to 120 on its earnings.

TSM needs to revive my intel calls next week

TSM getting the pump because Terafab?

Are my 12/18 TSM 470 calls cooked? Earnings next week and I’m already down 20%….

i'd buy an etf or if you're feeling frisky buy a combination that suits you of all the semiconductor and power delivery stocks (TSM, AAPL, NVDA, AMD, MU, etc)

ASML Wednesday and TSM Thursday are the two I care about. Between them you get a read on AI chip demand from the equipment side and the foundry side in the same week. If TSM guides strong, it's a tailwind for the whole semi complex. If ASML's orders disappoint, that could cool things off fast. Banks on Tuesday will set the tone for the broader market first though.

look at that wick on TSM

TSM has earning next week on 10/15. I think SEMIs are going to be weak as a group until then.

$TSM been pumping, got a chance to enter the other day on a small pull back only for the market to just say fuck it. I could never win bruh, make some decent change just to watch it all evaporate in 2 hours 😒😒😒

$TSM doesn’t even wanna give me a chance 😞😰