TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stockNYSEADR

I bought SMH in early 2026, when I wasn't sure which of it's holdings to buy. At the time I already owned NVDA and AMD, but after more research I picked up MU, TSM, ASML, and later Dell. Turns out, TSM and ASML returned about the same as the ETF. But MU and Dell blew SMH away. If you owned any name mentioned, you'd be doing really well for the year. But hindsight is 20/20. Stock picking can be rough and if you're not sure or comfortable with doing the research and have high conviction, ETFs are certainly a safer choice.

Well I now have a 40k TSM position. Not what I was expecting but was just buying into the dip and kept adding. Guess it’s better to buy into red candles.

Pls $TSM I need an oil change and spark plugs, don’t do this 😰😰

happy to continue adding TSM at these prices

Holy fuck $TSM always do this when I full port

Elon talking to TSM

$TSM frying me 😒😒

>" I own over a dozen stocks that have beaten the S&P 500 index during the time I have owned them, and that's for years, not 11 months. My best performer, NVDA, is up +4,978%. My $5,600 investment is worth $284,434. Again, just because *you* are bad at investing in individual stocks after 11 months doesn't mean other people can't be successful at it. " Your NVDA example is a once and a life time example in a once in a lifetime market bullrun, most investors won't be able to catch these spectacles in the market, unless they hold a few amount of stocks and go all in and catch these speciticals. These are also clinical stocks they can drop any second with a market correct, NVDA,DELL,TSM,LITE,ASX,AMD as examples are the only ones holding up in the market while the whole semi space got annihilated from July. While ETFs are at ATHs and/or 5-6% from ATHs. > All it takes is a few big winners to more than make up for the losers and supercharge a portfolio. The ratio and winner compounding to do this takes a lot of luck, which the average investor won't know how to do. Unless you are choosing a small portfolio of winners every time and going all in on those winners. Your only going to do this also by choosing clinical stocks too, aka the current sector trend. > Wrong again, Mr. Expert after investing for 11 months. You can use growth-focused ETFs and/or 20-30 individual stocks. All it takes is a few big winners to more than make up for the losers and supercharge a portfolio. Once again you are pushing the ratio agenda, this works in theory bigger wins compound over years mean even bigger gains, but this only works with clinical stocks, heavy investing and picking winner stocks and then allocating into other winner stocks. Unless your a genius the average person won't be able to compound like that. As I mentioned before Hedges can't even beat the market over a long period of time. Just because you made it big with NVDA, as well did a lot of others doesn't mean you wont get smoked in the future by thinking you have a chip on your shoulder thinking you can do it again. No one can predict the stock market and it will take your money and run. I caught MU and SNDK early 200s back in Nov, threw in a small investment, did I think it would run as much as it did, no. Telling investors to compound winners is the answer yes, but winners are slim here and there, you will only beat the market by having winner after winner compound and only by being in the clinical sectors. Telling new investors to do this is playing with fire. ETFs have a history of recovering and telling investors take your winners to other winners is flawed because no one can predict the future, and your most likely going to get smoked trying to chase winners that might not happen. Look at everyone chasing MU,SNDK in June, market corrected hard af, all the investors for Bloomberg were saying MU would be 3000, could still be true but ETFs are already near ATHs while most tech stocks either never recovered. Lastly, I wish the best for you because trying to chase the next NVDA is going to smoke you in the long run. NVDA,MU,SNDK are once and a life time moves, chances are you will be chasing that move again and your only going to make money again on a move like that if you not only catch the next 10000x play but also go majority in.

TSM Anyone ???????

Is TSM is good buy now ...can anyone tell me ur take on TSM ?

That’s what they do. Just hold and hold during these swings. TSM is up about 50% this year so patience is key, even with the explosive growth of this great company

$TSM 😞😞😒😒😒

# 1. AI Computing Infrastructure & Specialized Providers * **NVIDIA Corporation ($NVDA)** — *NASDAQ* * **Focus:** The dominant backbone of AI compute, providing enterprise GPUs, rack-scale systems (such as Blackwell/Rubin generations), and the CUDA software ecosystem required for training and running large AI models. * **CoreWeave ($CRWV)** — *Private/Public market tracking* * **Focus:** Specialized GPU cloud provider purpose-built for heavy AI training and inference workloads. * **Super Micro Computer ($SMCI)** — *NASDAQ* * **Focus:** High-performance server and storage solutions optimized for massive AI data center deployments. * **Maase Inc. ($MAAS)** — *NASDAQ* * **Focus:** An AI-centric digital systems provider and operator focused on building high-performance distributed computing infrastructure, model deployment, and enterprise token-based AI computing services. # 2. Semiconductor Foundries & Hardware Components * **Taiwan Semiconductor Manufacturing Company ($TSM)** — *NYSE* * **Focus:** The world’s leading contract chipmaker, manufacturing advanced sub-nanometer chips for major AI designers like NVIDIA and AMD. * **Advanced Micro Devices ($AMD)** — *NASDAQ* * **Focus:** Develops high-performance data center GPUs (such as the MI series) designed to scale enterprise alternatives for AI model training. * **Broadcom Inc. ($AVGO)** — *NASDAQ* * **Focus:** Supplies networking chips and custom AI accelerators (XPUs) critical for moving massive volumes of data inside AI clusters. * **Arm Holdings ($ARM)** — *NASDAQ* * **Focus:** Architect of power-efficient processor designs increasingly integrated into AI-centric client and server systems. # 3. Hyperscale Cloud & Infrastructure Platforms * **Alphabet Inc. ($GOOGL)** — *NASDAQ* * **Focus:** Operates Google Cloud alongside custom AI TPU chips and the Gemini ecosystem, integrating high-performance computing directly across enterprise and consumer apps. * **Microsoft Corporation ($MSFT)** — *NASDAQ* * **Focus:** Powers enterprise AI at scale via Azure cloud data centers and integrated AI Copilots. * **Amazon.com****, Inc. ($AMZN)** — *NASDAQ* * **Focus:** Through AWS, provides managed AI infrastructure services via Amazon Bedrock alongside proprietary Trainium and Inferentia silicon.

Some people are worried about the invasion of China. I personally buy TSM stocks.

When TSM results ?

So why not just buy TSM stock 🤣

I think the biggest thing you’re missing is that 3 days of paper-trading gains don’t tell you whether the strategy works. $9,500 on $350k feels great, but it’s noise. That same concentration could easily be down $50k+ later. You’re 36, have a family of four depending largely on your income, and already have a pension. You don’t need to swing for the fences with this money. For example, I might think about something like 70–80% in broad market index funds, 10–20% in bonds/cash depending on your needs, and 10–15% in individual stocks like NVDA/AMD/AVGO/TSM if you really want the AI/semiconductor exposure. You still get meaningful upside if your thesis plays out, without making your family’s inheritance dependent on a handful of companies. The goal shouldn’t be to make $350k grow quickly. It should be to let it compound for decades without one bad bet wrecking your financial security.

(In order of concentration): MSFT, GOOG, META, AMZN, TTWO\*, TSM, AVGO, SPOT \*Looking to drop TTWO next time it rallies and spread into remaining holdings. Got caught up in GTA6 hype and bought some in April—got greedy instead of locking in some quick gains. Everything else is a long-long-term hold barring anything crazy.

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