TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

After a long time, it's actually above 10%. My living costs were 2758 EUR for June 2026, and I think I can go even lower. I'm planning some investments around the house, but probably not in the following few months. So it's a good time to build reserves before that.
My dividends were 395 EUR, but mostly from the annual payer XTB.WA. I'm 36 years old, my market loss in June was -6.28% (it's fine, it was +12% in May).
To disclose my portfolios, here are my positions:
Growth: (9868.HK,ADBE,ADYEN.AS,ALGN,ALSTI.PA,AMZN,BABA,BIDU,BYDDY,BYND,CDR.WA,CELH,CROX,CRSP,CRSR,CRWD,DDOG,DUOL,ENPH,FB,FSLY,FTCV,GOOG,GOOGL,GRE.MC,HIMS,HUYA,IBKR,ILMN,INPST.AS,INT.ST,KER.WA,LMND,META,MQ,NET,NFLX,NIO,NOW,OKTA,ONDO.L,OTGLY,PLTR,PLUG,PYPL,QLYS,SEDG,SMR,SPIR,SPOT,TDOC,TSLA,TTCF,TTD,U,UBER,UPST,VFF,VYGVF,WISE.L,XPEV,ZNGA)
Dividend portfolio: (AAPL,ABBV,ADM,AFSI,ALLY,ASML.AS,B4B.DE,BA,BAC,BBWI,BKNG,BMY,BNS,BNS.TO,BTI,CAH,CL,CMI,COST,CP.TO,CRM,CTL,CVS,D,DAL,DG,DIN,DIS,EIX,EOAN.DE,EV,EVO.ST,F,FDS,FF,FL,FLO,GEO,GILD,GIS,GPC,HBH.DE,HRL,IBM,IIPR,INTC,ITW,JNJ,JPM,KHC,KMB,KMI,KO,KR,LB,LUMN,M,MA,MMM,MO,MPW,MS,MSFT,NEE,NHI,NKE,NOW,O,OHI,ONL,PEP,PG,PM,POOL,QCOM,SBUX,SKT,SO,SPG,STOR,STX,T,TGT,TSM,UNP,UPS,V,VER.VI,VFC,VZ,WBA,WBD,WEC,XEL,XTB.WA)
**What portion of your expenses would be covered by dividends? Include Age pls :)**

SLS, DRTS,TSM,KEEL

That’s great and I will make even more down the road! I hope it shoots TSM up too

Theres actually a newish etf from Vanguard, VDG.which is very close. It covers developed\* ex US growth, so its missing TSM but many of the other holdings are spot on

I don't know if you're being serious, but Nvidia makes more than just GPUs. Inferior engineering? Rubin going from a 4 reticle design to a 2 reticle design was the physics limitation of CoWoS. If Nvidia can't get TSM to produce a 4 reticle die for Nvidia it's unlikely they will for everyone else. Well, Intel has EMIB, and Nvidia invested 5b into them at a critical time. I'm sure they will redesign for EMIB if they have to pull the trigger or we wait until CoPoS to come out and if it means 1-2 quarters of delay then it is what it is. That's not going to kill them.
AMD sells CPUs, and GPUs. Now they have some small networking stuff w/ Pensado. OK that's about it.
They're the largest networking company in the world, bigger than the rest of them combined. Do you know how many networking companies there are?
Groq LP3 for inference. Vera CPU racks. STX racks. Bluefield DPU. It's all codesigned to work together. The Mellanox acquisition was the greatest move Nvidia ever made. Nvidia leveraged the network for everything to work.
AI Clouds, Industrials and Enterprise (ACIE) is where Nvidia expects the largest growth.
I'm extremely bullish on Nvidia right now, mostly because Collette Kress said they saw what was coming and pre-purchased memory quarters in advance. So yeah, in the short term visibility, which you normally don't get btw (1 full year), they have lots to do after, but as they are raking it in faster than everyone else, they can spend it. They are the largest buyer in the market by far.
FWIW, AMD has never sold a full rack system yet, and Helios is still a bit far out. Nvidia had similar challenges w/ Blackwell's ramp.

I’ll have to check them out. This put me at 15k in the S&P 500
I plan on selling 21 shares next year if AMD hits $750 a share. I will be investing in TSM and QQQ I think. Plus visa

Looking to add short slowly to every semi & memory & semi tool stocks
Even to $NVDA $MU $SPCX $SNDK $WDC $INTC $AMD $AMAT $LRCX $ASML $TSM $ON $MRVL $SMCI $SMTC $SMH $QQQ $SPY until Q2 earnings over.
Bank earnings coming soon for Q2, that drives all exit same time from same ETF. Inflation at 4.2%, interest rate high, earnings pain soon catch reality

TSM has a long ways to run yet. If you looking to invest elsewhere and can’t wait, unload NVDA, but I’d hold onto to TSM.

I’m in the same boat but up 300% on TSM and 200% on NVDA. Feels like VOO might be a good pivot.

I full ported TSM calls in Jan 2025 ($221)
sold on april fools day for like a 60% loss ($146)

tsm sits happy at $450+ now

Should I leave TSM and NVDA?

TSM price target moved to 580, we going to see crazy pumps from algos on this

Get TSM. Equally good fundamentals, steady style, but actually is rising. Good alternative to NVDA.

TSM price target 590 from BoFA - i swear they just buy calls the week before then pick a new number and start the algo pump because its ripping

QQQ up almost +2%, TSM +4%, NVDA: 🤪

Unlike TD Ameritrade, Schwab does not do DRIFT for TSM. Inconvenient, but the rest is okay.

Good points. The key difference from dot-com is that the infrastructure layer — NVDA, TSM, AVGO — is actually profitable and cash-flowing. Dot-com infrastructure companies were burning cash with no path to profitability. The risk now is more in the application layer where hundreds of AI SaaS companies are racing to build on top of commoditizing models. That’s where I’d expect the shakeout. Hardware spending becoming structural is a real thesis though — data center capex cycles are much longer than software cycles.

In the past 10 years SaaS stocks have enjoyed good growth and strong returns, many of them have PE 40-60, P/S 10-20, look at PLTR, NOW, etc. They used to be the darling of the tech world. Nobody said nothing about software bubble. SaaS were unprofitable for many years, burning cash and raising prices until they become profitable. The common complain is high valuations yet valuations remain so high for many years until the rise of AI.
Now with the rise of AI and semiconductors, people immediately said its a bubble. Many semi stocks actually have SaaS-like valuations like PE 20-60, etc although some outliers have PE 100++. Yes the rise seems very sudden , too fast too furious but it may be because the breakthrough in AI tech is quite sudden with the introduction of GPT in 2022 and the entire world realize AI will be transformative .
Look at TSM, Nvda, Avgo their valuations is quite reasonable with strong margins and growth.
what if this is a new shift from software to hardware? what if this is the new normal? Hardware spending becomes less cyclical and more structural?

When $PLTR market cap higher than $XOM, crashed 40%
When $MRNA market cap higher than $BMY, crashed 80%
Now semi market cap, sky high.
Look $AMAT market cap higher than $CVX even net income way low
$MU $SNDK $STX $WDC $KLAC & many in $SMH $QQQ hyped &pumped,when $TSM cut tools

$TSM and $ASML