TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

First ROTH-IRA / ROTH-IRA / ROTH IRA !!!!!!!!!!!!!!!!!!!!!!
My ***HUSAH*** **Stocks** (acronym for Hold unless something assholish happens) no stop losses on these: AAPL, AMZN, ASML,, COST, META, MSFT, TSM, WMT The big 8 each either a monopoly or 50%+ in their field.
I would then go for the quantum field if I were young.: I am 63 First don't be an ass PUT IT IN A ROTH-IRA!!!!! **Quantum computing now is where A.I. was in 2021.** I got in 3-5 years ago when they were literal penny stocks: RGTI avg $0.56; QBTS avg $0.78; IONQ avg. $6.00; QUBT avg. $1.65; ARQQ avg $4.25. I made way over $ 6 figures + in profits and still sitting on a lot of stock but I want to travel, daughter's wedding and $50k wedding gift for house deposit (gave before marriage as in her name, it's a layer don't want to think that way but you have to)
Last year picked up XNDU, INFLQ, QNT, and its picks shovel IBM, META, AMZN, MSFT, AXTI avg $3.54 and so on. Screw the ETF QTUM go for each stocks: the whole field as when one hits and mixing A.I, with Quantum computing the Earth done for *(Arnold will be coming for us)* so you might as well have a year of a Pluto 100,000% return and get a few babes for the end and do what Al Bundy would do. "*Al you just made $16million what are you going to do?" "*

Sold half of NOW with a tiny gains.. Golly that lot used to be around -40%. Moving most of it to TSM and GE then maybe a third of it sits in money market. Im just happy to not take an L this time.

First ROTH-IRA / ROTH-IRA / ROTH IRA !!!!!!!!!!!!!!!!!!!!!!
My ***HUSAH*** **Stocks** (acronym for Hold unless something assholish happens) no stop losses on these: AAPL, AMZN, ASML,, COST, META, MSFT, TSM, WMT The big 8 each either a monopoly or 50%+ in their field.
I would then go for the quantum field if I were young.: I am 63 First don't be an ass PUT IT IN A ROTH-IRA!!!!! **Quantum computing now is where A.I. was in 2021.** I got in 3-5 years ago when they were literal penny stocks: RGTI avg $0.56; QBTS avg $0.78; IONQ avg. $6.00; QUBT avg. $1.65; ARQQ avg $4.25. I made way over $ 6 figures + in profits and still sitting on a lot of stock but I want to travel, daughter's wedding and $50k wedding gift for house deposit (gave before marriage as in her name, it's a layer don't want to think that way but you have to)
Last year picked up XNDU, INFLQ, QNT, and its picks shovel IBM, META, AMZN, MSFT, AXTI avg $3.54 and so on. Screw the ETF QTUM go for each stocks: the whole field as when one hits and mixing A.I, with Quantum computing the Earth done for *(Arnold will be coming for us)* so you might as well have a year of a Pluto 100,000% return and get a few high-end babes for the end and do what Al Bundy would do. "*Al you just made $16million what are you going to do?" "*

I made money on TSM deep ITM put spreads doing this once, until someone exercised them to capture the interest on the cash lol and then I got smashed with broker fees that eradicated my gains.

Lol then you should try holding AVGO and TSM

I have no idea what you're talking about with TEAM.
Sure:
MSFT, NVDA, SNDK, RDDT, EQT, TSM, NFLX, FSLR, SCHW, NRDS.

I just sold some TSM this morning, not because I think it's a bad buy but that my money could be used better elsewhere (VFLO). I added a quarter of what I sold to SMH which I told a wee position in. I have a few hundred dollars of DRAM that I won't be horribly upset if I lose. I also hold some metals, infrastructure and electrification upstream of the overall industry, the metals of which have done quite well (AG and COPP) of late.
I probably won't be expanding my semiconductor positions for now. Long term they're great, but I think it's a bet to assume we're going to get another big AI hype like surge (regardless of semiconductor fundamentals) again in this market cycle. Could certainly happen but eh. I'm making very decent returns in my core holdings and for now would rather expand those. I do stand by the thesis that long term semiconductors are going to do well, but market and business reality are not always the same so I think it's a less quality buy to park my money in right now. Semiconductors are 13% of my portfolio right now.

I'm buying SpaceX, Google and TSM

I was all cash on Monday, thought buying back yesterday was a great idea, but there are a lot of AI stocks that just are not finding a bottom still today.
NVDA seems to be doing better than most but that also makes me think it has more room to fall. Guess I should have bought Walmart instead of going full port on TSM.

Thanks. I also own NVDA, GOOG, and TSM; more than the value of my VXUS but a lot less than the value of my VTI.

I guess the reason that TSM spooks me is the possibility that its disruption would ripple through non-Taiwan stocks that are dependent on it for their manufacturing. Apple, Nvidia, AMD, Qualcomm, Broadcom…

NVDA, TSM, SPCX, GS, META, GOOG, HD, BEP, PFE, UNH, V

This I know because I have 250shares of TSM. I'm getting beaten up really bad today.

What's going on about TSM damn

Based on IV, this TSM drop this morning is much more severe than the drop in SNDK

Increased my $TSM position by 50% after that 3% selloff this morning. Stock seems too good right now at that price.

1. Find a stock that looks not totally insane and is at least in my budget.
2. Ask myself if this stock is undervalued or if it could survive a market correction (how much correlation to index etc)
3. Determine what the big institutions holding the position are
4. Hmmm and haw for a while undecided when to enter.
5. Enter finally I enter and then you hope it goes up.
6. Negative swings suck but DCA and not panick selling has been key to management of my losses. Example...iv seen my TSM shares dip bad due to the quake and selloff but it corrected and I exited with a tiny profit. Am currently out of semis....I think they have long term value but this AI bubble uncertainty has me hoping I can grab a bigger chunk of shares if the stock drops way down.

For Cisco it was gross margin. 66.3%, down 210bps, because hyperscaler AI hardware is way lower margin than the old enterprise and software mix. Stock was up 60% on the year going in on the AI story, then the print showed what that revenue actually does to the P&L.
That's kind of the rule though. The line that matters is whichever one could break the reason the stock is priced where it is, not the biggest number. Which is also why there's no checklist, it's different for every company. Your TSM number was already the method.

That is the trade-off with cap-weighted EM right now. If you want less TSM, you usually need to accept either an ex-Taiwan product, a more actively filtered fund, or a less representative EM basket overall. I would decide whether the real goal is broad EM exposure or reducing one specific geopolitical risk, because those can lead to different funds.

Cisco last Wednesday: revenue 17.25b against 16.8 expected, EPS beat, net income up 51%, record fiscal year. Guidance well above consensus, the next quarter revenue guided 18B, the stock fell 8% and still didn't recover though
So the print was good, the guidance was better and the market disagreed. Which means the thing that mattered wasn't in the headline numbers at all, and in left trying to work out what it was and whether it's relevant to why I'd own it.
I do this every quarter, read the release, the coverage, the takes and by the end I know a lot of things about the company but still can't say whether the reason for holding it is intact.
The thing that helps, when I actually do it is writing down beforehand what I'm watching, I had a number for TSM on overseas fab margins, when the print came , the question was just "did it hit that", two min rather than an evening.
The problem is that I only do this some of the time, and sometimes I'm not even looking at the things I should
Anyone actually knows what to look for consistently, it would save me so much time!