TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

Long TSM 33.76

[TSM](https://www.onvista.de/aktien/TAIWAN-SEMICONDUCTOR-MANUFACTURING-CO-LTD-Aktie-US8740391003) - TSMC Taiwan Semiconductor (ADR) 📃@334.3$(-0,17% 🥱)

definitely multiple stocks, maybe 10 at a time. In addition to stocks, currencies exchanges.
Sum of each trade, #ofshares.
Also, you might check the math something looks wrong to me; I'm looking at TSM, monday opening to friday closing, 1 month looks accurate, but 6 month does not (I'm seeing an 8% return which i think is way too low).
If you wanted to add something to stand out more, add in a graph showing google search popularity at the trade times. https://trends.google.com/trends/explore?date=today%201-m&geo=US&q=tsm&hl=en-US

The taiwanese share, I am quite comfortable owning, but the adr that trade almost 20% higher? I think it is insane that people buy TSM instead of 2330 at this kind of premium

How will TSM be 250$? Explain and do a DD.

Yeah you definitely have the TSM

How bad is my timing? I somehow bought TSM above it's ATH.

I like TSM a lot as well I’ve been looking to acquire that stock. I like Broadcoms customer base though. Google, Meta, Microsoft as well as others. Broadcom has a PE of 55.7 though which does seem high and suggests the stock is overvalued. I’ll be watching the next earnings report closely.

I am big in Meta right now, but do you think Broadcom is better right now to add $ to than say, MU, ASML or TSM?

Taxable IVV, SCHD, SPYI, GLD, EPD, OMF, ENB, TSM, PEP,EPM, AMCR. I also have a corporate bond account and treasuries. SGOV for emergencies.
Tax deferred VTI,BND, SCHY, SCHP, NLY, XLV.

TSM

The government backstop started this run but they never should have been backdropped. Intel is a terribly managed company and will never catch up to TSM.

I got in on TSM very early but ASML is one I missed out on, I would love to see a *big* dip

I got in on TSM early, one of my best performers!

I ran through this thread and and recorded each stock mentioned, 81 in total. Then I asked Grok to analyze the list and rate them each for their growth potential in the next 5 years. Include the business model and growth catalysts. I'll be using it to realign my "growth first" accounts accordingly. The top 5 in order were
1 MSFT $466.70 Software giant focused on cloud computing (Azure), productivity tools (Office), and AI integrations.AI-driven growth in Azure and Copilot; projected revenue CAGR of 15%+ through 2030; partnerships with OpenAI.
2 AVGO $319.10 Semiconductor designer specializing in chips for data centers, networking, and AI [accelerators.AI](http://accelerators.AI) data center boom; VMware acquisition synergies; expected 20-25% annual revenue growth.
3 AMZN $238.80 E-commerce leader with dominant cloud services (AWS) and expanding AI/logistics.AWS AI expansion; e-commerce market share gains; tariff resilience through pricing power.
4 GOOGL $327.67 Tech conglomerate with search dominance (Google), cloud (GCP), and AI (Gemini).AI advancements in search and ads; cloud growth; undervalued relative to peers.
5 TSM $334.70 World's largest contract chip manufacturer for AI, smartphones, and [autos.AI](http://autos.AI) chip demand from Nvidia/AMD; 25% CAGR through 2029; US/Taiwan fab expansions.
Similar results for the top 59, then for 51-81 as well as some "honorable mentions" and a few others to consider. I also asked for a small bundle of ETFs that would cover most of the Top 50 but that did not work out.

VanEck Semiconductor ETF(US/EU) should continue going strong with chip demand from AI and Orbital. TSM, ASML keeps breaking ATH record. 

The only way I could see BRK as a "good buy" is if China invades Taiwan and seriously blows up TSM, or US credit-default swaps SPIKE

Market crashes. BRK scoops up the "Park Place" blue chips on the low and backstops the treasury, basically becomes Tyrell corp......great buy if that happens

Alex Honnold about to climb Taipei 101. Calls on TSM

Literally Nvidia is on sale consolidating for your pleasure right now. Keep buying it before the next leg up.
I'm eight years in and it's on sale right now. The co-design they have is unmatched. They have kicked Apple off the top on allocations with TSM, they have everything lined up to head towards a $10t market cap.

Ilike both and love Goog as a safer growth story, but Nvda literally smashes their projections every quarter. They have a much more consistent track record of earning beats than Google. If anything their projections are conservative given the demand forecast TSM just provided of 50% 3-year CAGR.
That said I think the growth story is even easier for amd so I'm long them in lieu of nvda.