TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

My neighbor works for a pretty big fund and she told me they went all in on SK Hynix and TSM at the top and they are trailing SPX by -20% ytd and their biggest client withdrew like 8b or something

|**Stock**|**Current Price**|**ATH**|off from ATH|
|:-|:-|:-|:-|
|NVDA|$194.11|$236.54|17.94%|
|TSM|$384.03|$479.00|19.83%|
|SMH|$519.92|$671.83|22.61%|
|**AMD**|**$443.60**|**$584.73**|24.14%|
|AVGO|$377.78|$495.00|23.68%|
|STX|$768.90|$1,145.00|32.85%|
|MU|$802.88|$1,255.00|36.03%|
|SPOT|$508.02|$785.00|35.28%|
|AMAT|$454.92|$739.67|38.50%|
|LRCX|$264.41|$438.50|39.70%|
|WDC|$462.95|$799.87|42.12%|
|MRVL|$174.26|$329.88|47.17%|
|ARM|$237.02|$452.70|47.64%|
|SNDK|$1,039.81|$2,354.39|55.84%|

TSMC FOLLOWING JAPAN EARTHQUAKE: WE ARE INSPECTING EQUIPMENT AT KUMAMOTO FAB, AND CONDUCTING RECOVERY. WE EXPECTS INSPECTIONS AND CALIBRATIONS TO TAKE SOME TIME. $TSM ...
God lost money on semis too

just waste management, the company (WM).
PS: i was just kidding, im not going full Bboomer yet, but i did cut out memory (RIP) but keeping some semis TSM, NVDA (as 'value' semis).

Fuck my life dude. I buy the dip and it keeps on FUCKING DIPPING.
I don't buy the dip, and of course it fucking V's.
Fuck my goddamn life and fuck TSM/TSMX

I don’t mind holding the bag but I doubt I’ll buy any more. The long-term prospects feel good to me. Same with TSM. I’m generally not buying much in the way of semis or memory otherwise.

I'm literally fucking retarded dude. Fuck TSM/TSMU/TSMX. You goddamn fucks. They always wait for me to buy in then absolutely fucking shit the bed.

I'm fucked dude.
I saw TSM rocket after hours, so I bought into TSMU, just did a market order. I got fucked on the fill and now I'm down bad, and now it's overnight and I can't sell this shit until open tomorrow. And TSM is going back down.
I got fucked bros. I got fucked.

NVDA, MU, and TSM earnings still insane.

A lot of people including myself discussed Micron sub $100 because of the importance of memory and the oligopoly in the sector.. AMD was selling at <20x fPE in 2022. TSM was low teens PE in 2022. There were plenty of good entry points for chip stocks. Now is harder to justify given the uncertainty in future spend and earnings.

I just looked up TSM and looking into who holds major positions in it.
Its all institutions. I am OK with this dip because if those people haven't used retail as an exit to liquidate the position that means they know the stock has to go back up to 900 a share.
Looking forward to FED announcement this week.
I am calling it, by Friday the war will be back on and oil and gas will spike. Not that any of this shit matters cuz the price at the pump isn't reflective of the current situation.

Oh weird ontop of micron, TSM and Google all saying demand is crazy and capex is going up through 2027 easily, every AI adjacent company so far has reported stellar earnings. Almost like this is a forced liquidation event to clear out all the huge margin within semi/AI sector. Hmm.

bought light into TSM & ORACLE today

here we go with the "STX will make or break memory" moment and fairy tales. just like TSM and ASML saved semi's right? yeah remember that? yeah that was fun.

Why are you not applying the Boglehead principals of long term investing and checking your portfolio constantly?
If you invested a few weeks ago your ETF going down is just noise in the wind. Stay the course long term.
I'll give you an example now that you mention investing in semis. I saw a headline earlier today, but I'm only digging into my portfolio specifics to respond to your post.
I bought ASML shares in March & April and it's down 4.5% today, but overall I am up 15%. I also bought TSM in March and despite being down 2.25% today (and July 10 dividend is down 8%!) overall I am up 12%.

So analysts say TSM target is 500+
What timeline they looking at cuz based on the last month Semi stocks are fucked this year.
Elections adding more noise to the market.

TSM and GOOG

TSM and NBIS. AMD calls

TSM is rallying

"the market doesn't believe..." Who is the entity--the market? Analysts project. Burry has a short interest. Longs a trusting. Earnings and guidance have consistently supported growth. The 'hyperscalers' keep increasing capex because they see returns on their investment. Topdog is still Nvidia and TSM and ASML. Next gen is out. It's sold out. Who to listen to? Every intra-quarter since you have had NVDA has seen this price turbulence, right?