TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stockNYSEADR

I'm a shareholder and like the company. Packaging is a bit of a bottleneck and there practically is only ASX, AMKR, or TSM packaging inhouse. TSM is swamped...so they should outsource much of this. TSM has invested in a massive plant in Arizona...and right next door is a new AMKR factory (massive). ASX isn't investing in the US...so AMKR will have a local monopoly on packing the new TSM chips that come out of AZ. Because of US onshoring rules with semis, this is actually huge. There are concerns though...AMKR's market cap is only 13B...yet the AZ facility could cost 12B. Everything hinges on this. Execution is a risk and local opposition and water restrictions have been an issue. US labor costs are high and margins from the factory once runingn could be dissapointing. That said...IMO it's a good stock. It's also very volatile...waiting for a big dip is your best bet for entrances.

So TSM or AMD? Im holding both but I have some cash that I can invest

NVDA, TSM and AMD literally at ATH lmao wym.

TSM reporting on the 15th. It’s going to pump leading up to it. I am buying more even though I have a couple of long calls. B

So, buy TSM ?

$AMD shareholders after found out $TSM $100B CapEx Increase in the US is mostly for 2nm + advanced packaging or to give @AMD even more allocation as biggest Agentic AI or CPUs winner 🚨🚨🚨

Congrats! I had a good entry for TSM using chatgpt din. I think I was asking the right questions naman. Up 40% ako since week 1 sep purchase hehe. Kamusta RKLB mo? Tinitignan ko din siya eh. Ayoko lang umentry agad dahil lang FOMO

NVDA and TSM would like a word with you.

TSM

TSM (Taiwan Semiconductor)

AMD TSM

NVDA, MU, EWY, TSM, SOXX, UMC LMND...keep waiting for rising rate to provide a tail wind. FCEL, UEC. Then the other 80% in broad based index funds, VTI, VSUX, GLDM and some extra concentrations in QQQ and a little in VOE.

I guess it doesn’t matter if you only buy and sell commission free ETFs. I still like to DCA into AAPL, GOOGL, TSM, NVDA and others. Free trades make a DCA strategy so much simpler.

MU, NLST, AMD, PLTR, TSM, SKHY, AMAT, ASML, NVDA, SIVE

NVDA AVGO VST TSM. 25ish % cash

so let me get this right: TSM goes down $1 today and my 500C goes down 10%? Fuc this shyt.

I am not an tax advisor just a dude on the internets. but your 28, be aggressive as you can be. and accept its going to go up and down... No thoughts safe/proven plan : 50% FNILX 50% + QQQM or SPMO - and just chill - FNILX since your at fidelity and they have your roth, its no fee sp500, and you can sell tax free anyway if you ever want to(Roth). If your buying extra outside your Roth 401k etc, then buy fxiax or voo etc, they can be ported easier. But the plan works for all the accounts... Going VTI is safer slightly less growth, VXUS if you think world will outperform. if you don't mind the risk, could go all in on momentum something like spmo/xmmo, in the roth, and safer elsewhere. Everyone has their own risk tolerance! For you, max your 401k and your ira, keep a 6 months savings (if you lost your job you could pay 6 months of bills) and everything else you can into a taxable. For reference: I have been using this Taxable: 40% fxiax 30%QQQM 20%SPMO 10% XMMO (I consider this safe enough as my largest holding) Roth: 100% SMH - and I am deciding where I will rotate to in the coming months, unsure most likely into more momentum. -- I prefer to go most aggressive in my roth. And I hold a handful of global and select single stocks. But I don't like having too many as the tax paperwork gets to be silly for tiny amounts of shares. But its hard not to want to hold ASML/TSM/MELI/baba ... Honestly so many options just work if you put in the money and don't mess with it, even Target_Date_Funds work. Id wager if you just invested however and don't day trade it away, your more likely going to lose it to a ex-wife than a bad fund... (Marrying the girl with the art degree from harvard and 700k in debt = bad idea, fyi) ^_^

ASTS, RKLB, NBIS, GOOG, CCXI, NVDA, GLW, SKHY, KRKNF, TSM, KTOS, JOBY

NVDA, AMZN, META, TSM, AVGO, UBER, APLD, WULF, CORZ Sold recently for profit: MSFT, NOW Looking for some non-tech to diversify. Watchlist is: SPGI, BN, RKT, QXO, STRL (kinda dependent on ai infra buildout), BLDR

Amzn mu TSM msft nvda avgo etn acmr

Apple , Google , TSM, NVidia , SMCI

The more I look at where AI infrastructure is heading, the more I think inference is going to be one of the bigger opportunities in the space. Training is what teaches the mode and inference is what happens every time you actually use it. Every question, image, search or task has to be processed somewhere, and as AI usage grows that means an enormous amount of computing demand. We are moving from people asking models one question at a time to agents making dozens of calls in the background to complete a single task, and that changes what actually matters and speed, latency and efficiency become much more important when every task starts triggering multiple inference steps. Thats where Cerebras comes into play The arcitecture is very different from the traditional GPU setup as cerebras uses 44GB of on-chip SRAM per wafer and keeps much more of the data the model needs physically closer to the compute. The easiest way to think about it is that AI chips spend a huge amount of time moving data between the processor and memory and the closer that memory is to the processor, the less waiting around there is. That is interesting to me with MU already talking about memory becoming much tighter through 2027 and 2028. Most high-end AI accelerators rely heavily on HBM, which is extremely fast memory placed alongside the chip. and Cerebras is much less dependent on it, so if HBM remains constrained, that architecture could become a much bigger advantage. They have also already secured wafer supply from TSM, which removes another obvious bottleneck and makes this increasingly about execution and how quickly they can scale into demand.. The agent angle is the biggest part of the thesis because if one request starts creating 10, 20 or 50 model calls behind the scenes, small improvements in latency start adding up very quickly. Something that saves a fraction of a second once may not matter much, but save it dozens of times inside the same workflow and suddenly it does. Sam Altman also called Cerebras a close partner pushing the frontier of speed, which gives me more confidence that this is not just another alternative AI chip story. I am also watching the lockup situation as Cerebras did not have one huge expiration date, the shares have been coming out across 11 different stages and several of the largest tranches have already passed. There can still be some supply pressure from the remaining unlocks, but I actually prefer this to one massive cliff because a lot of that selling has already started working its way through the market. Basicaly if AI keeps moving toward agents and inference demand explodes with it, Cerebras is one of the more differentiated ways I have found to play that shift. In terms of institutional flows, there have been more bullish conviction as you can see from the chart bellow https://preview.redd.it/7w2vxokeftth1.png?width=1012&format=png&auto=webp&s=9c5cd27b18240b7af98c2d09d83cf65d48997269 In terms of market positioning and market maker exposure, the picture is bullish as you can see from the nodes pointing left, especially having moved above 180 for the stock and $200 is likely to be the first target. market makers will be buying the dip as long as above $170 for now https://preview.redd.it/wjn96lafftth1.png?width=745&format=png&auto=webp&s=80493b62a8631ddbe76004302b21312b77b0ed66 Call option volumes are also picking up on $200 https://preview.redd.it/t7jxj00gftth1.png?width=736&format=png&auto=webp&s=f5cd2bda7110c1d67abf195780a1251da92ffc4d

I did FTEC + CHPS. Pretty much the same overweight of US tech, with the TSM, ASML, Samsung added parts for a lower ER. The smaller companies that are part of IXN I have covered by FZLIX.

Find the absolute leading liquid names that the institutions can pour money into in order to put risk on. The leaders. Up the most. Showing persistent relative strength. Buy as price leaves a volatility contraction/consolidation zone or conversely on a pullback to a support area like VWAP or prior chart structure. Buy renewed strength though, not as it is pulling back. Finally, if price has created a good range in one of these names, you can buy new highs if volume is confirming. Use tight stops. I trade these patterns everyday. I was in and out of all of the leaders today - TSM, ILMN, APP, TSLA, MRNA, CRBS, WDC, STX. But I lost money on balance on these trades but made a really nice haul in the name of the day, the best leader imo that accounted for my entire day - SPCX. Hope this helps!

TSM with that regard strength. I guess it just waited for me to get out so it can moon :kekh: