TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stockNYSEADR

Bought VGT at $106 tumagos ang limit buy ko. Also added to TSM NVDIA AMD

Not really i had own these stocks (NVDA and INTL) for over 10 years. TSM for over a year. I have made my returns. All the splits and dividends. I no longer need that risk with no voice. I got lucky. There are many over stocks i can invest in. Just might join some venture capitalist groups and invest in small start up companies where i have a voice.

Buy in increments, and buy a diversified portfolio. Make a major part of the diversification the VOO or SPY so you have broad exposure to the S&P500 and eliminate decision making. Make the rest a basket of individual names exposed to probable fundamental parts of our future. Be patient and understand the vast majority of initial positions will be negative for a time. It is almost impossible to avoid this unless we’re in a smooth sailing bull market where everything wins. Buy fundamentally good companies who have a history of success and are exposed to growth trends. AI was a Pandora’s box that will not get resealed. It is fundamentally a part of our future in some capacity. Regulation is not a death knell; it is necessary. I don’t know when things will turn around, but this same song has played many times throughout history, just with different instruments. Everyone will tell you it’s different this time. It’s not. And you know what happens if it truly is different? Our way of life alters existentially, and your investments will not be your concern anymore. One aspect I am heavily exposed to is cybersecurity. I believe it will be as ubiquitous as car insurance and health insurance one day. CRWD, PANW are the main two I’ve built over the last 6-8 years. I also have a bit of ZS, as well as whatever cybersecurity comes with exposure to Microsoft, Google, etc. AI investments I’m following closest: NVDA, ASML, AVGO, MRVL, MU, TSM (I own all of them, some for over a decade) If you are young, I would advise trying to slowly build out something like 30% SPY or VOO, 45% basket of 15-20 fundamentally strong companies you personally believe in, 25% interest bearing cash position you can partially deploy quickly on days like today. I hold cash in SGOV a lot. Robinhood Gold is a good way to go also, presuming the annual cost of the membership doesn’t negate the interest growth. Be willing to do the homework on the companies you buy and to routinely keep up with how they’re doing. Pretend any stock you buy is actually like someone came up to you and gave you the chance to literally own the company. …because that’s what stocks technically are. Now, say you’re a homeowner, and imagine someone comes up one day and says, “I’ll give you $500,000 for it.” And, for reasons, you say, “no thanks.” Then the next day, the same person comes by and says, “hey, your neighbor’s house is falling apart. I’ll give you $250,000 for yours now.” Did anything change with your home? No. Did something major shift in the world? Let’s presume also no. In that case, it’s just what someone was WILLING to buy your house for. That’s how stocks work. If you see a stock fall because their neighbor’s house is crumbling, don’t automatically assume your stock’s house is crumbling also. Go check the fundamentals. If they’re good…probably good buying opportunity. I am not an investment advisor professionally. Best of luck to you.

Yes, market will slightly rebound but will not regain what it had. Maybe it can, let the Dems buy up the stocks (NVDA, TSM and INTC) . I will be on the sidelines watching. I made huge gains, i want to keep it that way. On fixed income, i will no longer take that risk. In addition, the attitudes of the Dems. Once they get into office they will tie up the goverment system. Spend huge quantities of time money and effort to impeach and subpoena everyone. In addition, they will not debate or get into committees to discuss issues and topics like they did with Pelosi term. As what was done in previous adminstration, Trump should pardon everyone. Maybe then they will move forward!

Still holding onto my dry powder for a while longer. I do not think everything has shaken out yet. I’m not looking for the lowest of the low, but it’s still not low enough yet. I will say what I am looking for is SWPPX and SCHD along with some ASML and TSM. None of these are at price prices I would buy them at though. Although right now, I am still DCAing SCHD now regularly.

Man boys we're so fucked ... Pls TSM save me tomorrow

MU |Metric|NVDA|AVGO|MSFT|MU|TSM| |:-|:-|:-|:-|:-|:-| |Market cap|$4.39T|$1.39T|$3.98T|$743B|$1.76T| |P/E|23.0|37.2|28.0|8.8|23.9| |Forward P/E|15.0|16.8|25.8|3.7|17.0| |PEG|0.30|0.31|1.62|0.07|N/A| |Net profit margin|63.7%|42.9%|41.2%|63.8%|51.1%| |FCF yield|2.90%|2.83%|1.51%|7.91%|2.56%|

TSM makes the chips for Nvidia, Google, Amazon, etc. Everyone sends them their plans and gets a certain amount of allocated space, and they always sell out. No one else can make cutting edge chips like they do. Even if Google develops a better chip, TSMC will make it.

TSM

I don't think so. The numbers for TSM are incredibly strong and no one can do what they do at scale.

$TSM

TSM ASML NVDA

TSM

I'm glad you posted this because TSM has crashed and I'm down 15%, I was considering panic selling. Are you still going to hold? This thread has convinced me to hold and wait it out even though I'm terrified of losing more, so far down $500

I bought more TSM, MU, AMD, NVDA, XMMO, VGT, SPMO, GARP. It's like supermarket sweep. This is a phenomenal buying opportunity for tech. It's going to be like a loaded spring.

I can never buy enough TSM

If China invaded Taiwan, it is world war 3, and the price of TSM is the least of our worries. It will be a stock market crash worse than 1929, and the entire world would be preparing for war. If that happens, don’t worry about your brokerage and start stockpiling canned foods.

TSM GOOGL NVDA META

Honestly both are fantastic companies trading at very attractive levels right now. TSM is probably "safer" in that it can exist without Nvidia but not the other way around. But if AI as an investment thesis were to break down TSM would be just as hard hit.

So calls on TSM?

TSM. I think is a good time to add on my position

TSM PE is like 25 TTM, they are growing 41% YoY. Not overvalued at all

Hell yeah, I also own a ton of BRKB. They also like GOOG a lot and have a much higher cost basis than I do, and higher than GOOG is trading today. They also sold TSM at $80. I still believe all of these companies will be winners. Anthropic? OpenAI? CRWV? I am not betting on them.

|**Stock**|**Current Price**|**ATH**|**percent to ATH**|**off from ATH**|**Market Cap**| |:-|:-|:-|:-|:-|:-| |NVDA|$181.60|$243.37|34.01%|25.38%|$4.38T| |TSM|$353.10|$487.47|38.05%|27.56%|$1.59T| |ASML|$1,356.65|$1,999.96|47.42%|32.17%|$526.89B| |SMH|$447.73|$671.83|50.05%|33.36%|\-| |SKHY|$123.90|$199.87|61.32%|38.01%|$656.81B| |**AMD**|**$404.40**|**$658.52**|**62.84%**|**38.59%**|**$660.17B**| |AVGO|$291.53|$495.00|69.79%|41.11%|$1.39T| |MU|$656.39|$1,255.00|91.20%|47.70%|$742.65B| |AMAT|$319.25|$739.67|131.69%|56.84%|$253.36B| |LRCX|$185.20|$438.50|136.77%|57.77%|$231.35B| |STX|$466.53|$1,145.00|145.43%|59.26%|$107.10B| |MRVL|$133.55|$329.88|147.01%|59.52%|$117.26B| |ARM|$166.72|$452.70|171.53%|63.17%|$178.06B| |INTC|$52.25|$142.35|172.44%|63.29%|$277.71B| |SNDK|$806.43|$2,354.39|191.95%|65.75%|$114.75B| |WDC|$267.63|$799.87|198.87%|66.54%|$100.18B| |CRWV|$43.66|$187.00|328.31%|76.65%|$24.08B|

I mean yeah I have a good core, but also a bunch of momentum ETFs, plus some GOOG AMZN AAPL TSM NBIS BE RKLB etc. I never "full port" a damn thing like you filthy animals.