TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stockNYSEADR

US already knew China was getting GPUs through Singapore. US already knew Nvidia was "turning a blind eye" to large order volumes. The realistic purpose of restrictions was always just to add hurdles. They already saw how countries continued to resell Russian oil. It was not a surprise GPUs are being resold to China. Now the US is trying to spin old news as some extreme national security risk, perhaps to pressure Nvidia into investing more into the US or face sanctions? Who knows. Worst-case scenario, that chip designs were leaked, China still needs physical equipment from ASML and TSM to even do anything with them. Definitely something fishy going on with the US.

I’m really really hoping the big outcome of this is amd scoops up more TSM allocation

Be the one to start the rally TSM go ahead a be the chosen one

TSM

How many Chinese honeypots does TSM have? More than one, likely

Honestly, TSM is another shady 💩. But yeah another bull run please

TSM reported October revenue today of NT$587bn, up 59.7% YoY, up 14.7% from September

If they walk away from TSM allocation I’m actually gonna be so happy lmao. AMD will scoop it all up 👀👀 Lisa never overguides and always hits what she says, but maybe we might actually have a blow out quarter soon 👀👀👀

>TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for October 2026: On a consolidated basis, revenue for October 2026 was approximately NT$586.89 billion, an increase of **14.7 percent from September 2026 and an increase of 59.7 percent from October 2025**. Revenue for January through October 2026 totaled NT$4,485.62 billion, an increase of 43.3 percent compared to the same period in 2025.

TSM monthly numbers in 14!

Everybody waiting for TSM monthly sale figures

No, it would have been a sick time for 0DTEs the last couple of days but I’m certain I’d have fucked it up and lost money somehow. I sold most of my holdings to do a downpayment on a home, RIP 🪦 I only hold 🪑s in AAPL, MSFT, GOOGL, NVDA, TSM, AMZN, ORCL, and XLK rn. Tryna not trade options until next year, tax bill is gonna be a fuckin mess

I am going to screenshot this and tape it over my desk. 😂 But really, what else can ya do? I’m blood red in EUV. It’s not all roses over here. But no one can tell me ASML, TSM aren’t going to be even more massive. So I persist. 🤷🏻‍♂️

Update after today's face ripper: |Symbol|Last Price|Change (%)|Prev Close|Market Cap|52-Wk High|52-Wk High Chg %| |:-|:-|:-|:-|:-|:-|:-| |[ADI](https://finance.yahoo.com/quote/ADI/)|394.75|\+8.58%|363.56|191.282B|445.91|\-11.47%| |[TXN](https://finance.yahoo.com/quote/TXN/)|295.60|\+6.58%|277.36|270.252B|334.03|\-11.50%| |[TSM](https://finance.yahoo.com/quote/TSM/)|389.73|\+3.81%|375.44|2.021T|487.47|\-20.05%| |[AMD](https://finance.yahoo.com/quote/AMD/)|509.14|\+13.38%|449.04|835.034B|658.52|\-22.68%| |[NVDA](https://finance.yahoo.com/quote/NVDA/)|178.95|\-4.12%|186.64|4.321T|243.37|\-26.47%| |[SMH](https://finance.yahoo.com/quote/SMH/)|487.44|\+5.06%|463.96|\--|671.83|\-27.45%| |[SOXX](https://finance.yahoo.com/quote/SOXX/)|146.74|\+7.48%|136.53|\--|218.65|\-32.89%| |[SKHY](https://finance.yahoo.com/quote/SKHY/)|134.05|\+5.27%|127.34|945.32B|199.87|\-32.93%| |[QCOM](https://finance.yahoo.com/quote/QCOM/)|171.55|\+3.71%|165.41|183.559B|259.92|\-34.00%| |[AVGO](https://finance.yahoo.com/quote/AVGO/)|319.66|\+8.84%|293.69|1.526T|495.00|\-35.42%| |[MU](https://finance.yahoo.com/quote/MU/)|733.01|\+6.23%|690.00|829.345B|1,255.00|\-41.59%| |[MCHP](https://finance.yahoo.com/quote/MCHP/)|61.41|\+5.24%|58.35|33.421B|105.91|\-42.02%| |[DRAM](https://finance.yahoo.com/quote/DRAM/)|41.83|\+6.46%|39.29|\--|81.34|\-48.57%| |[ON](https://finance.yahoo.com/quote/ON/)|69.08|\+9.11%|63.31|26.892B|134.92|\-48.80%| |[AMAT](https://finance.yahoo.com/quote/AMAT/)|370.82|\+11.45%|332.71|294.278B|739.67|\-49.87%| |[KLAC](https://finance.yahoo.com/quote/KLAC/)|151.47|\+9.37%|138.49|197.36B|307.37|\-50.72%| |[MRVL](https://finance.yahoo.com/quote/MRVL/)|153.81|\+8.93%|141.20|138.393B|329.88|\-53.37%| |[INTC](https://finance.yahoo.com/quote/INTC/)|59.35|\+5.45%|56.28|315.419B|142.35|\-58.31%| |[ARM](https://finance.yahoo.com/quote/ARM/)|186.67|\+6.90%|174.62|199.737B|452.70|\-58.77%| |[SNDK](https://finance.yahoo.com/quote/SNDK/)|885.90|\+6.09%|835.06|126.054B|2,354.39|\-62.37%|

TSM is considering entering because NVDA their #1 customer asked them. Smaller companies wouldnt have the luxury of asking TSM to get into the capital intensive memory sector. Just because TSM is considering doesnt mean they will actually do it. You dismissing MU/Samsung/SK Hynix moat over a rumor that may not even happen.

I have 5 short put positions, all ITM, to roll out in time this week. I put them on with optimistic credit prices. 2 filled, AMD and TSM. MU is pretty close. I sold a put in SOXX last week. It forward split so I have 3 now and at 41% profit with 39 days to expiration. I will look to close it.

There are rumors that TSM is considering entering memory fab market. If/when this happens, any chip designer such as an NVDA, can just go to them for one stop shop. The ironic thing is the more MU tries to price gouge, the more their customers are likely to push for alternatives. And their biggest customers are the biggest heavyweights out there, the ones most likely able ot make change if desired. Of course TSM memory fabs couldn't happen overnight. But stocks are priced for future value. If future profits are questionable, your valuation multiple takes a hit.

TSM or ASML. The GOD particles of the AI trade

But TSM up in premarket, because they have the real Taiwanese secrets

Just a tip for nvdia bear. The stolen tech still need $TSM LMAO WHICH IS FULLY BOOKED TILL 2028

TSM 22.96 / cash 15.01 / QQQM 12.67 / KO 12.08  / NVDA 9.25  / LLY 9.22/ SMH 8.31 / VOO 5.85 / MSFT  4.65 I know my port is all over the place,  I'm thinking about selling SMH, MSFT and share it between the other. Is there anything I should keep or sells?

I rotated from my risky semi position TSM into blue chip NVDA last week

Yes I added some Friday. GOOGL TSM, SMH, VGT..long term I think the strong will get stronger. And in time of uncertainly I’d buy mega caps. But I also have many mid size AI names that is down. It’s ok, will see what happens in 2-6 months. I’m retired but no worries

DELL, MU, SKHY, TSM, AMD, SNDK .... the only one still red is NVDA.

Will this impact other AI stock prices like TSM and ASML?