TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

Final adjustment. Im now holding only hold MSFT, PLTR, NVDA, VOO, VTV, SCHD, SCHY, QQQM, RKLB, MLPI, TSM. I think this aligns with my goal to be growth and Dividend focused.
Planning on primary increaseing the ETF's, reinvesting any dividends, and growing the single stocks over time. As I invest more
Thanks everyone for the advice. Any other or additional advice is welcome as well.

Memory is not cooked. The brains of our leaders who keep threatening the global supply of oil and sovereignty of Taiwan, where literally all our countries corporations fab 90% of their chips, are. Korea is critically dependent on foreign oil for power generation. Koreas markets get shocked badly by oil supply disruptions and crashed heavily with the closing of Hormuz (started to recover back to Jan levels last month). TSM isn’t going to do well if we allow China to bully Thailand and we stop selling them arms to keep rhe bully at bay.
All the drops today are around oil and geopolitics, not demand for dram. We need less drama and uncertainty and adults to be in charge so we’re kinda fucked for the foreseeable future.

It might stabilize, but the reality of the memory market says otherwise. 90% of memory production is controlled by three companies: Samsung, SK Hynix, and Micron. Not even TSM or INTC can quickly come in despite their manufacturing capability since DRAM and NAND processes have long been ignored since it was a low-margin product for so many years. Will other companies including Chinese ones eventually come in? Yeah. But until that happens, if you need memory for an AI datacenter, you only have three options and you’re not going to wait.

AMD, DRAM, TSM

I unloaded everything yesterday waiting for this glorious red day. Loading up on MU, TSM, SNDK at these bargain basement prices.

I love to know what massive moat MU have that Samsung or SKHynix or others can't compete with? They might be a fantastic company, but they're not ASML or TSM in terms of absolute monopoly with no possibility of competition in the near future.

A short and long of TSM & INTC is pretty fucking obvious over the next year. I just don’t know which is the short and which is the long.

TSM, Sony, and AMAT

Eh, you're right. I'm just being a bitch. 5K shares of AMD and 4750 of AVGO... and they're up almost \~350 and 260 in a year, I'd have been happy with AMD at 300(I was happy at 300) and AVGO at 300. So there's your Capital Gains and then some. I just thought they were longer term holds, but... now I just don't see that same upside.
I'm holding on NVDA, I still believe that's got 2X potential(maybe) and adding to MSFT and AMZN I guess(though I'm already in them, I feel like they're good, solid, safe long term holds).
I'm also going to add to TSM.

Cerebras , emerging as a competitor to NVDA , Wafer Scale Engines (WSE-3) uses the entire wafer as a Chip only produced by TSM . Already signed a Compute deal worth $20B with OpenAI . Fewer system , Is profitable , uses less power & less cooling to operate . Abu Dhabi’s Emirati Giant G42 along with Microsoft funding is making all this possible . So if the IPO is oversold & overvalued , you can always play MSFT & TSM as its major beneficiaries .

You must be new to trading options, apparently, as I am able to exercise these options ANYTIME until 5/29/26. No one claims that TSM is a bad company, but anytime anyone looks like they will lose a 25% client, it will have a short term impact. That’s all I need. Somewhere in the 390s should be a double. 😎

No but may add a little google and TSM

I’ve known about MU and MRVL since like 2022 hell I rode up AVGO and TSM a good bit too. Just me personally I think it’s way overextended by both MA and RSI like these are in extreme overbought territory. I’m bullish on a lot of thing though like for me personally energy infrastructure like BE, UUUU, FCX, GEV and then outside stuff too complete unrelated to AI. However I know for a fact at even banks they are working to compress memory usage for software to lower margin cost and dependency. You don’t think that’s happening all across major software companies? They’ll just keep paying out the ass and on top of that every single memory company wins? Someone WILL come out on top but do I believe nonstop pump? Absolutely not

Hard money: gold and bitcoin. Sovereign’s continue to buy up gold because they don’t trust US treasuries anymore. With the debt, continued spending and overall chaos coming out the US I’m sure that will continue. Bitcoin only because of the verifiable hard cap. It’s faced like 5+ drawdowns of 50% or more and has always reached new highs. The damn thing won’t die. Also, see Blackrock and Morgan Stanley. BTC isn’t going anywhere.
Non-US Equities: See point above about other countries no longer trusting the US. New trade deals and alliances are being developed right now.
AI Infrastructure: I’m only smart enough to know that $TSM is the only foundry that can manufacture the most high-tech chips. They also have to buy their equipment from $ASML. $SMH covers this for you.
AI developers: I don’t know enough about individual AI companies. I’m going to throw some “fun” money at Anthropic and Databricks after the IPO. The problem is they’re all going public after hitting valuations that would land them in the top of of the S&P500 immediately. THIS, imo, is a huge issue and I wonder about US market returns going forward. If the most innovative new companies go public so late, we won’t get to benefit from a new Google or Tesla anymore

>big incumbents with real quantum budgets like GOOGL, IBM, MSFT and AMZN, plus “pick-and-shovel” semi names like ASML, TSM, MU and LRCX that benefit if compute keeps scaling regardless.
Oh great Swami, anymore picks?

The market isn't looking at trailing eps anymore. Everything is forward looking 2-4 years and INTC has 4X to grow to match TSM. That's what's being priced in - that and the fact the US Govt is an investor and can help a little...

Parking every extra dollar into TSM and GOOG who will continue to fly.

https://preview.redd.it/uy6lw6nlak0h1.png?width=1024&format=png&auto=webp&s=4573479bd76e3d434da7e31c92b08a55af4716a3
4 TYPES OF OSAT EXPOSURE

**1. Advanced Packaging OSAT**
$ASX
$AMKR
$TSM

**2. Memory Packaging OSAT**

Powertech Technology
SK Hynix
JCET Group

**3. Test Focused OSAT**

$TER
Advantest
King Yuan Electronics

4. Optical Packaging OSAT
$LITE
$COHR
$FN

You said TSM is the “last” Semi you’d short ! It’s the first, after the APPLE/INTC News. 🤷🏽‍♂️

This week this feels like it also applies to TSM. I do realize it has had a recent rally but it does feel like it hasn't ramped up as much comparatively speaking.