TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stockNYSEADR

Amzn, goog, avgo, TSM. All great prices at the moment. And pretty safe bets long term

TSM and GLW

Yes it is. So I have net of $670k. I own 115 ish stocks. Largest positions are TSM PM CNQ DUOL JPM etc

TSM will never go down again

And as part of that condition he said unless they create an entirely new form of AI they will collapse. They didn't invent a new form of AI and they didn't collapse. Are you illiterate? Sure, a bubble popping would look like what happened in 2000 or 2008. We would see valuations plummeting. In October 2025, Anthropic was valued at around 183 billion, and OpenAI at 500 billion, today it's around 1.5-2 trillion for Anthropic and 1.25 trillion for OpenAI. Not only are they worth a shitload of money, but they are being assigned an extremely high p/s ratio showing investors have faith in the company. Semicondcutor companies like TSM/AMD etc are up 100% YoY and trading are multiples that price in significant growth. No one is saying the bubble has popped.

TSM save me please 🙏🏻

TSM wants to run free

Waiting for all the "buy the dip" posts to change to "I'm selling everything." This market refuses to break down. Feels like we need a good old fashioned capitulation to wash out the remaining dip buyers and turn them into panic sellers. I'm keeping my cash for that event. Then I will look closely at GOOG, META, NBIS, TSM, MU among others.

Nothing yet. $TSM and $SPCX nibble.

Deer baby jesus, let TSM and CRWV take over the world today, by your grace Lord let it be so. Bless the hands and keyboards of the workers, may they be swift and productive. Let your will be done inside of their walls lord, build up your warring business angels all around them heavenly Father and lead them into success and prosperity. I pray this in the name of the father, the son, and the holy Spirit, Amen.

TSM is a good dip buy

Google keep dumping since last week. What if Berkshire is selling Google? 🤔 I mean....they did Paperhands TSM back in the day when it was like 60-80$. Buffett bought and hold it for a few months before sell it again lol Of course this time the new CEO who's the one that bought Google and not Buffett but....

Can we send TSM to $200

QQQM and TSM

$400K last month alone between NVDA and TSM

Yes I hear you. And this is probably a good argument not to over-allocate to international markets. But I still can’t say that I don’t want to allocate there at all. Are companies like TSM and ASML going to be highly correlated to US tech ? - Yes probably. Do I still want to own them ? - absolutely.

You could just put 20 K into TSM right now and make about 8K when it hits its high again though

I bought just couple shares of MRVL and VST today. Maybe will buy TSM. As for MU… many ppl say this is not a cyclical story anymore but it’s structural. I believe it’s still cyclical just that this cycle is longer and stronger. I have few shares of MU, I am hoping it will hit $1200-1500 next year but I def don’t believe it will reach $2500-3000 in this cycle. I’m retired and been in the market for 35 years and lived thru dot com bust. I think we have maybe 1-2 more years on this AI trade and any hint of slow down will drop the market but not like 2000. I think NVDA is a good buy here cuz they will always be the brain in AI (now getting into open models..). I got NVDA in 2020 at $10 and haven’t sold a share. I am still all in on the AI trade for now but prob will exit the party next year.

This and TSM are good buys today

This is exactly what I did with TSM. I sold covered calls for a while on shares I've owned forever, made some nice $'s, then it bounced up and they got called away (not quite sure but probably around $215 or so). I wanted them back as part of my portfolio on a dip so I sold puts around $175 which I got called on. For me and my target portfolio it was the perfect execution and a great example of the power of option trading.

I would skip the following because they either have too much debt or are too cyclical (i've invested in all of these before): VRT cylical - hard to predict future demand VST high debt NEE high debt CEG high debt ORCL high debt GEV is a better energy related play if you really want to invest in energy. Personally I stay away from TSM and invest in another AI stock (NBIS is my favorite AI stock) because theoretically the stock can go to 0 according to Claude if China were to invade Taiwan.

Skip ORCL. Reevaluate VRT, NEE, NXT. Consider adding Healthcare (LLY). Good entry prices on Google, AVGO, VST, TSM right now so I would jump the queue on these