TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

Investing or holding amd right now is less about CPU and more about how much of the data center GPU pie crust they get to nibble on. A tech podcast I listen to had a really good point i never personally considered. As everyone is trying to grab all things data center, be it asic or gpu, every company is limited by its TSM allotment. Jensen could sell out every wafer tsm can produce but TSM has to supply apple, broadcom, amd etc. So AMD may be getting sales by default, because they dont have a huge waitlist. They are a comparatively small player in that data center space, but it has a much larger impact on their earnings. Near term that is the bull case long term that is the bear case. Something to consider

1. TSM 2. Goog 3. Amzn 4. Avgo 5. Crcl

TSM already printing, is up 6.7% on taiwan stockexchange. I have crypto stock perps

TSM, CAT and VRT

yeah 2 years ago lol. literally two different POTUSes
you know how much up a stock like SDSK is up in that time? NVDA? TSM? fuck man look at SPY itself. time fucking flies

TSM

Just invested €7,500 evenly between GOOG, AVGO and TSM. plan on holding for at least 10 years. Are these picks good enough long term holds?
Apologies for simplicity of the question, genuinely super new to investing

Not sure the exact weighting but I have the total stock market, large cap growth index, and I also hold 3% in MSFT stock on top of those to get a little extra weight. The other single stocks I hold are TSM, NVDA, GOOGL, TSLA, AMZN, and PLTR, all because I want extra weight in those companies.

Value. He’s a bargain hunter. He’ll go after a company when the fundamentals are right but the macros are wrong. When it makes money regardless of the market, but the market has it priced wrong. He’s also the backstop to all backstops, he’s sitting on the largest cash pile of all time outside the US Govt (well, he’s parked in TBills so essentially he’s supporting the US Govt) - he’s not gonna blow his load on small time banks with bad fundamentals and mild corrections. He bought energy companies in the last downturn when COVID rocked the market, and APPL/TSM when the logistics were tight. That’s the play he goes for. With the entrenched oil market his holds on Chevron and Occidental are looking good. 
Could he have made oodles more? Sure. But he’s not Warren fucking Buffet cuz he’s trying to double his money every stupid turn. 

Exactly what someone told me about NVDA and TSM three years ago. Might as well be verbatim.
If you think tech is done innovating and integrating itself into business and society, post your short.

If Nvidia has supply issues, it is certainly more true that AMD will have supply issues. TSM will always favor their biggest customer (Nvidia) and the memory companies: Mu, Samsung and SNDK make memory according to Nvidia's specifications. I think SNDK is especially tied to Nvidia. Their is also a copper bottleneck in supply that favors Nvidia. AMD is sneaking into the picture but it's not so simple to meet the demand out there.

Wtf are you talking about??? Bribes TSM? You're right it must be corrupt bribes and not the fact that the demand for their chips is astronomical even with increased competition from ASICs and AMD.

Nvidia were never irreplaceable in the chain like ASML or TSM. They were early, but that advantage doesn’t last forever.

buy NVDA MU ASML TSM and energy infrastructure. Fucking obviously.

Yea I was not patient enough with TSM, MU, or AMD and it still pisses me off 

TSM has time and room to run

(TSM) stock is currently favored by investors, with an average 12-month price target of $387–$465. This indicates strong potential for continued growth from its current $390+ range, fueled by the high demand for AI.
But yeah an invasion could change it or they just take it for themselves like oil.

BWXT, GEV, and RYCEY for power generation.
ASML, KLAC, AMAT, LRCX, and TSM for the complete picks and shovels of semiconductors.

Most people are still bullish on AI, so names like NVDA, TSM, AVGO, AMD are where a lot of attention is. Then you’ve got second-layer plays like PLTR or even healthcare like LLY getting traction. These have been on my radar right now on tryLattice.

Look into TSM. Some of the ones like SMH are extended. TSM is in a cup 5% buy zone. Buy and enjoy the gains.