TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

Hi, exited long TSM around the open 342.17 (opened 26/01 333.76)

my roth is up 1.2% right now (mostly bc of TSM)

Stonks bro. I also added a little bit of MU, TSM, and SOX yesterday

Take note where about $500bn of capex is going. It isn't going to software.
$TSM $ASML $TER $AMAT $ETN $POWL $GHM $ESE $FLS $GNRC the list goes on and on

Why not own a little of each? LRCX, ASML, TSM, KLAC have all been excellent long-term holds when it comes to chip manufacturing, design, and equipment stocks.
AI data center plays are going to be super volatile, but CRDO has had a lot of positive coverage.
MU has been great and will be until there's a supply glut again.
ASTS is an interesting space play, and there are others out there. The SpaceX IPO will be interesting to see how already publicly traded space/satellite plays get revalued. I'm personally in RKLB and LUNR for several years and have opened spec positions in ASTS, VSAT, FLY, and KTOS.

10 years a short time. All of mag 7. In terms of profitability: Google, MSFT, nflx, Amazon, aapl (10 sure, 20 maybe, 30 don’t think so), nvda (exists but won’t be hot), TSM, avgo, asml (overvalued and not not), visa, Mastercard, all of the big banks.

I really believed that MSFT would visit sub-$400 for a tiny bit of time yesterday, and then I really believed that it would hold over $400 like premarket. I'm starting to believe in my beliefs a lot less. Meanwhile SNDK, INTC, TSM, AMD, NVDA all up 4-8% just mad chillin'. Even TSLA is recovering quicker than microsoft after the world's dumbest fucking news ever. Crazy.

This might be the most basic statement, but correct me if I’m wrong. Basically any tech stock will be fucked unless it makes the components , so Nvidia and TSM should fair better than the likes of meta, msft etc?

Well, if I'm being honest, I have a guy. It's the only "I have a guy" guy I really got. My College Roommate. Best friends growing up, played ball together, FB, BB, he was too big a bitch to Wrestle! LOL... but anyway, he is a SR VP at MS and manages about 3.5B now.
He's told me TWICE to buy a stock.
2019, I was all in on Real Estate. He told me to buy NVDA. I said "I can't, trying to pay these off."
For a week, he texted, "Sell one duplex, you'll be able to pay off your entire apartment building with NVDA in 10 years."
I owed about 5M on it(I inherited some money so I started on 3rd, but I was already in LS and had worked pretty hard).
Anyway, bought 1500 shares at about 180 two splits ago. Now a 4.50 Cost Basis. He was right!
2022. "Buy AVGO." I asked about NVDA, he said, "keep buying," and then I just sold everything. Bought just 500 shares of AVGO at that time, but it was 500 a share(one split ago) and then asked what he liked and I split it up among another 1000 in NVDA at just under 400, GOOGL, AMZN, TSM, META, MSFT(not TSLA unfortunately) and a few others.
Then in April, I had BRK.b. Called him, asked. He said he didn't know how low the market would go, NVDA could hit 70, but told me to keep buying AVGO. So I bought 4750 more and AMD.
So it's been a bumpy ride lately, but a HELLUVA lot better than a landlord!
Anyway, didn't mean to come at you hard, but...I just saw someone else suggest the thing and they're MODs here and... this board doesn't always seem... totally realistic. I mean, I think we see 230 this year...maybe touch 250. Others think we'll go to 350 and really do think because NVDA has about an \~85% market share in GPUs, almost all that money goes JUST to NVDA.
I'd say a lot of it will. AMZN will invest 50B in OpenAI, that'll go to NVDA(mostly, some to AMD). They're lining up and Jensen actually advised Jassy to not buy too much Blackwell this lst year with Rubin coming out... so next years capEx will be probably larger.
Google doesn't use Nvidia for Gemini, but they do used it for their cloud.

NVDA really should be at about 200 right now... but it's somehow under 170. The market is stupid.

There are some phenomenal deals out there in the market right now if you can stomach the volatility. PYPL, ADBE, CRM, UNH, MU, AMD, TSM, ORCL, INTU, NOW, MRVL, AVGO.
The price you're paying for future cashflows should be attractive to value investors. Some of them are low growth, but amazing FCF (like PYPL) and some are high growth and amazing future cash flows (like AVGO).
Of course, none of know what the future holds, and much of the fear is that many of the software companies will slowly be wiped out by AI.
MSFT, AMZN, GOOG are the best companies out of anything I mentioned by far. However their valuation comes with a premium over the options I listed as well. I think they're fairly valued currently.

I´m more bullish for the chip and infrastructure names than the mag7, even after the drop.
MRVL, AMD, NVDA, AVGO, TSM, MU and so on will continue to flourish with the huge capex of the megacaps. ASML will also benefit but the valuation is a bit stretched there relative to the growth.

400b in capex from Google and Amazon. Guess what, they’re buying chips and memory
#$MU $TSM

Google, Amazon, and other big tech companies are planning massive CapEx, especially toward AI, data centers, and chips.
Does this make the sectors they’re spending on a good investment opportunity? Historically, is it smart to invest where the giants are pouring money, or is most of the upside already priced in?
How do you spot the real winners in these areas?
EDIT :
AI / Semiconductor & Chip Makers: NVDA, AMD, AVGO, INTC, TSM, ASML
Data Center / Cloud Hardware Providers: DELL, HPE, CSCO, ANET, EQIX, DLR
Energy & Infrastructure: NEE, SBGSY, TSLA, ENPH, SEDG

I've made 22% since January 1st, on a $140k portfolio. Went from $141k to $172k in 5 weeks. . Made it daytrading. MU, LLY, SMCI, TSM, Apple. Couple others.
Bought KO a few days ago, waiting for the earnings call. I don't get greedy, I don't gamble on options. This isn't a get rich quick scheme. I focus on making a couple percent a week. £2k-$3k adds up. Made almost $10k in one day with the SMCI gamble.
Waiting to see how far this drop will continue, especially the tech stocks. I don't hold anything long with this current administration. After I sell KO next week, I'll probably sit in cash to see how things shake out over the rest of the month.

Anthropic isn't public. So you literally can't buy the only software that is still relevant. Anthropic ASML and TSM are the only companies that matter (since nvda decided burning money with napalm was an important and valid corporate strategy). Data center part companies like micron and wdc already ran up to the tippy top

They (AMZN,GOOG,MSFT,META) are spending huge on AI infrastructure and of course this is very good for ASML,TSM,NVDA,AMD,INTL!
Take a breath and no need to stare at the tickers every minute.
Lightens your leverages and walk away, enjoy your life.

For some time, I have been planning an ideal portfolio and have reviewed many ETFs in various weights/allocations. I could easily enter into something conventional like VTI/VXUS 60/40, but within individual investments, I would never personally choose a Mag 7 NVDA or a geopolitically sensitive TSM. These stocks, and others like them, bolster the charts of many "set it and forget" portfolios.
My typical choices include defensive stocks that are embedded, mission-critical, and not reliant on hype. I plan to hold them long term with no intention of selling. What we're talking about here is obviously "value" and VTV/VEA 60/40 seems like an ideal alternative to the abovementioned. Therefore, I want to know:
* Would a VTV/VEA 60/40 portfolio be expected to significantly underperform a VTI/VXUS 60/40 portfolio over the long term?
* Is it reasonable, given my preferences, to accept that tradeoff, or is this likely a behavioral mistake (market-timing/stock-picking in disguise)?
* For someone planning to hold indefinitely, is there any strong reason to avoid a value tilt like this?
These are questions I've been asking myself and was hoping for some feedback.
When posing these questions, I must say that I'm only interested in stocks. I completely understand the importance of REITs, TIPS, and bonds, but I'm not looking to include them in this discussion.

Nvidia is really well run. They don't have crypto in their accounting. they have great fundamentals and 92% of GPU market. They know how to move people like Sam Altman by using 20 billion to remove groq as a competitor and use groq as send off to engineered inference chips down the road. If they keep executing like they have. And you and I hold like we have. On the 10 of February, TSM announces sales update. Proves everything is going well. Nvda starts popping going into earnings. Like they say, patience. But everything is connected. Hopefully crypto somehow stabilizes. Tomorrow might be rough day because amazon didn't crush. With everything going on, I think 180-190 likely. Don't worry about China one way or another. I'm buillish. I did think 200 was possible. Not sure now.

Capex and TSM drop

Costco, TSM, Verizon slightly.