TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

What are your top 5 holdings? I'll go first.
1. MELI
2. GOOGL
3. LLY
4. GE
5. NFLX / META / NU / JPM / TSM / RYCEY / NOW (depending on the day, each at 4 - 4.5%)

Is it immodest of me to say I’m up biggly today on TSM calls?

How's your experience of trading TSM? the premiums took a cliff!

I think you could be underestimating the pricing power that companies like TSM and ASML will continue to have. They won't be the biggest winners, but substantial winners unless maybe AI gets orders of magnitude more efficient.

BTC TSM 10/2 385p +50% (2 days)
BTO SPY 0DTE 771/773c @ $0.33 (already sold one and letting the others ride a bit)

I like TSM

What happened to TSM?

Before you buy any stock or ETF you should look at the fundamentals of the company (revenue, debt, earnings, etc) and then think about what unthinking future of that company and the industry they are in.
I’ve owned Nvidia in the past. And it appears their short term future (maybe a year) is good. The reason I got out was two points. 1) is there an AI bubble. I think so, but I’m not sure. 2) Nvidia makes the fastest chips right now. But in my long investment career, I’ve seen chips change dramatically. About 10 years ago Intel was #1, they were followed by AMD, the TSM and now Nvidia.
In the chip world, everyone is trying to build a better mousetrap (faster, better, cheaper) chip. While Nvidia holds that position now, I’m not sure how long they will hold it. Take a look at Intel in 2021 it reached $57. It dropped below $20 in 2025. It took until early 2026 to get back and exceed the 2021 price.

I bought SK Hynix last year because every CEO and tech analyst was screaming from the rooftop that there was going to be a serious memory shortage and to me the price didn't seem to reflect that. I also guessed that the extent of the AI infrastructure cap ex would exceed expectations, but not with high confidence. I continue to hold that belief going forward, but not with high confidence.
I'm concerned about SK Hynix losing market share though and as someone without genuine expertise, it's a little difficult for me to discern why, if the trend will continue, and to what extent it's priced in. I believe SK Hynix has gone from something like 64% share of HBM and 39% share of DRAM last year to 250% and 25% respectively this year.
I'm tempted to move my money from SK Hynix into my other two main non index fund holdings, TSM and ASML. With those two, while it would be beneficial to have it, I don't feel like I need the technical expertise to evaluate if they will gain or lose market share, I can trust in their moat and reputation for high level execution.
I get that memory demand will likely remain high, and that at a PE of 6, SK Hynix is already pricing in a lot of risk/downturn, but everyone knows demand will remain high. Demand being high also in general tends to attract competition, a sector can be booming and those within the sector can perform quite poorly. While memory fabrication does have a moat, we have seen this start to play out. CXMT for instance has over doubled wafer production since the release of the first version of Chat GPT.

Full ported TSM/IREN calls 🚀🚀🚀

Fucking $MU & $TSM

No TSM there, the largest chip manufacturer in the world…but Intel is 😂🤡

It's a second order spend, when Meta etc wants to build a data center they would pay these companies, NVIDIA etc would then pay TSM to make chips

I like those names specially Googl, TSM, and NVDA. I would also suggest AMZN, Meta, MSFT, AMD, Sofi, reddit. I personally like to be well diversified, so I have about 70 names in my port.

May I ask. Where is TSM?

Couple issues with the math. Groq wasn't acquired for $20B, that was a rumored valuation. And the 150x bandwidth comparison is misleading since you're comparing on-chip SRAM bandwidth to off-chip HBM bandwidth, which are fundamentally different bottlenecks. Real world token throughput doesn't scale linearly with raw SRAM bandwidth because interconnect latency between 25,000 chips becomes the dominant constraint, not memory bandwidth per chip.

The TSMC capacity argument is more interesting though. If SRAM-heavy inference chips gain real traction, N3 wafer allocation becomes a genuine bottleneck. But that's a big "if" since Groq still hasn't demonstrated cost-competitive inference at scale against Nvidia's ecosystem.

What's your position here? The thesis seems to point toward TSM as the picks-and-shovels play regardless of which architecture wins.

I am considering Dec’28 deep in the money LEAPS for similar reasons. \~90 delta provides close to 1.5-2x leverage for TSM/NVDA/GOOGL. Relatively boring but good upside potential. You can create a LEAPS ladder as further expiration dates become available.

I’m not much of a WSB guy, late to the party sadly but enjoy reading the banter on here so thought I’d share my plan to hear opinions, both positive and negative!
I’m very pro tech despite bubble talks and my overall investment plan is to focus more on monopolistic type stocks that are medium risk - so Apple is out as it’s in my view low risk / low growth for example.
I’m trying to turn 300K into 1M in the next 5 years so it needs to be aggressive but not all or nothing.
I know crap all about options and puts and the like so I’m purely long term buy hold type investor.
With that in mind here is what I’m doing, which is dollar cost averaging for the next 4 months or so, first of the month buying allotments.
The stocks I’m buying are: TSM / NVDA / MP / GOOGL / ASML. Very boring my WSB standards but I’m hoping it will achieve my goal with some safety net in place.
This is all savings, no margin and I’ve been investing since about 16 (50+ now) and made just 13% last 12 months which is below the NASDAQ and I’ve been sitting in cash too long being too paranoid about crashes which is costing me.

MSFT, GOOGL, META, NVDA, AVGO, AAPL, AMD, MU, TSM, etc.
It's not a bubble but rather a long term buildout. There are many others, but I would consider many to also be speculative.

Ok. Seems the US is pushing domestic sources of rare earths... This doesn't make TSM a little risky?