TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stockNYSEADR

## Biggest Semiconductor Losers — October 9–16, 2026 | Ticker | Company | Weekly Change | |---|---|---:| | AAOI | Applied Optoelectronics | -31.07% | | INDI | indie Semiconductor | -30.00% | | ICHR | Ichor Holdings | -29.71% | | AEHR | Aehr Test Systems | -28.40% | | SMTC | Semtech | -27.00% | | UCTT | Ultra Clean Holdings | -25.65% | | COHR | Coherent | -25.50% | | COHU | Cohu | -25.49% | ## Major Semiconductor Stocks | Ticker | Company | Weekly Change | |---|---|---:| | AMAT | Applied Materials | -19.28% | | MRVL | Marvell Technology | -17.24% | | LRCX | Lam Research | -17.22% | | ALAB | Astera Labs | -16.48% | | MU | Micron Technology | -14.59% | | INTC | Intel | -14.18% | | AMD | Advanced Micro Devices | -13.05% | | AVGO | Broadcom | -9.07% | | TSM | Taiwan Semiconductor | -8.98% |

I currently own KOF (Mexico). The only other individual EM stock I’ve owned was TSM but it’s went up so much it’s not much of a dividend.

AVGO. Unfortunately, I think I’m back in EUV. 😂 Longterm thesis remains strong. ASML, TSM crushed and raised guidance. Absolutely hammered this week. DRAM I rode up and dumped back in June. Eyes back on it as well.

TSM all the way

Like the TSM did on Thursday, right?

Bought small positions last couple days in AAOI, ALAB, AVGO, CBRS, LITE. COHR, INOD, MRVL, STRL, TSM, VST

The dip has nothing to do with TSM, look at the rest of the market, there's a lot of fear right now. TSM isn't in any danger but will still be punished if investors think other AI stocks are in danger or overvalued.

TSM for me. Also NVDA.

I loaded up on MU, TSM, MRVL, NBIS this past week. Put a small position into CRWD.

IQE TSM ALAB AMD

And TSM. Those are the three I bought

TSM

TSM INTC PLTR

ASML and TSM will carry on this entire world, but they're not american companies... So i will say LRCX, AMD or AMAT

I’m okay letting it all go to 0. You want to invest in anything else? Just buy benchmark then. You want to make fucking money? AI. Did you guys see the fucking flying car? SKHY, NVDA, TSM, ASML, SOXX, AMAT, LRCX, MU, SNDK. Then if you want to hedge buy MSFT, AMZN, GOOGL, META. You guys think there are going to be more or less computers in 1y? 5y? If you truly believe AI sucks then go 100% puts and short.

I bought TSM today. Best of breed and down almost 20% from its all time high. May go lower like the chip stocks seem to be doing but I will keep buying more if so.

I don’t think buying NVDA/TSM is automatically the mistake. The bigger change was going from 50% cash to basically fully invested and concentrating even more into the same general tech/AI theme. With only a 2-year horizon, that’s the part I’d think hardest about. Two years can be plenty of time for great companies to still be underwater if valuations compress or the cycle turns. If you still like all four businesses, I wouldn’t make the next decision based on today’s price action. I’d ask whether you’d be comfortable holding this exact portfolio through a 25–30% drawdown. If the answer is no, the position sizing is probably the issue, not necessarily the companies. Personally I’d rather trim back to a cash level that lets me sleep and keep some dry powder than force myself into an all-in/all-out decision.

There is no bubble, The PE of tech companies is still reasonbable. Indian equities look like bubble due to low growth and elevated PE. Google is trading at only 18, Amazon at 21, even TMSC is only 29. | Company | Ticker | Current P/E Ratio | Market Cap | |---|---|---|---| | \*\*NVIDIA\*\* | NVDA | 28.99 | $5.53T | | \*\*Apple\*\* | AAPL | 38.61 | $4.90T | | \*\*Alphabet\*\* | GOOGL | 17.66 | $4.30T | | \*\*Microsoft\*\* | MSFT | 29.79 | $3.97T | | \*\*Amazon\*\* | AMZN | 21.11 | $2.83T | | \*\*Taiwan Semiconductor\*\* | TSM | 28.88 | $2.05T | | \*\*Meta Platforms\*\* | META | 27.06 | $1.83T | | \*\*Broadcom\*\* | AVGO | 46.17 | $1.72T | | \*\*Tesla\*\* | TSLA | 354.35 | $1.51T |

In my view, Avgo is good right now. Buy one shares every 10% down. Google is good at 280. Amazon at 200. Microsoft at 360. Meta at 600. Space X at 90. Tesla at 250. TSMC at 290. NVDA at 170. If we are going down, let's SMASH these things down 🔨 I really dont think that it will be that bad. Folks (Investors) need to have discernment to differentiate the difference between cash generating businesses and those who do not have much levers of probability. Even amongst the neo clouds, Nebius and Iren are much better ran enterprises. In my view, this is a coreweave problem and not the Ai popping. The proof is in the pudding. ASML and TSM had great earnings with great guidance. If we are slowing down, they will know first. I think about it as "if the bakery is slowing down, we will not buy as much ovens and will not need as much maintenance as our own ovens are not utilized as much," But again, I'm probably wrong like I always am.

Almost had a clean week. AMZN Calls all week, except for puts on Thursday. NVDA calls helped on Monday. NKE calls did not help on Monday. TSM calls put in with on Thursday. ETHA and TQQQ shares had me down bad so the P/L doesn't do TSM justice. Friday absolutely 🤬 me. Most tech down all week, saw some divergence on INTC weekly and went in large. Tanked. Exited. Entered again near EOD on what I thought was a reversal. To be continued next week. #moomoo

Depends on ur time horizon. The longer u hold TSM, the closer u get to the date when China will nationalize them. I like NVDA and imo, any price here or lower is an opportunity for people wanting to invest in the picks and shovels of AI to back up the truck. But dont listen to me because I dont give financial advice and I'm wrong probably more than right. Yet I do make $$$ by stopping out on bad investments early before going insolvent.

If you bought them for the long term, you'll be fine. Both NVDA and TSM are top notch companies. They may go down for some time but in the longer run you would be fine.

For a short term trade, who knows. For a long term investment, go with the leaders, that is NVDA, TSM and MU. I also like GOOG and TSLA for non-semiconductor stocks as long term investment.

I loaded up on NBIS, TSM, GEV and MU today. Godspeed.

What is your basis for saying the bubble has ‘popped’. What have you read other than doomers posts in Reddit. S&P is down 1.83% this week. Up 14.25% in the last year. NVDA is up 17.32% in 1Y, AMD is up 122.9% in 1Y, TSM is up 32% in 1Y, AAPL 38% 1Y. Hell, PLTR is still up almost 2% 1Y. If you bought last week when everything was at all time highs and have lost some money, just let it sit there, wait for it to go green, and get out. If you can’t handle the volatility, and that’s fine, it’s not for everyone. I just want to know why you think we are at the end of the AI race when it hasn’t even started yet.