TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stockNYSEADR

I've been buying the dip but it keeps dipping! I bought MU, AVGO, MRVL, NBIS, SPCX, AMD, TSM and INTC. Sold META.

It is always about TSM tho. No one use Intel . Hate to say it

Chips are very reliant on TSM

TSM still potential?

Google, TSM, NVDA, ORCL (smaller position on mrvl, arms and intc)

Five Chip Stocks Drove 60% of the Selloff **Nvidia led in dollar terms. Its shares fell only 3.6%, yet that move erased about $185 billion**, because Nvidia is worth close to $5 trillion. Intel fell nearly eight times as hard in percentage terms. However, it lost less money, about $138 billion. TSMC dropped 5.4%, wiping out roughly $108 billion. Broadcom slid 5.5% and AMD sank 9.7%, and each shed about $90 billion. Company Change Market value lost: **Nvidia Corp. (NASDAQ:NVDA) -3.6% $185 billion** Has ER on 11-17-2026! Intel Corp. (NASDAQ:INTC) -28.4% $138 billion Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) -5.4% $108 billion Broadcom Inc. (NASDAQ:AVGO) -5.5% $90 billion Advanced Micro Devices Inc. (NASDAQ:AMD) -9.7% $90 billion Top five combined $610 billion Updated by 11:35 a.m. ET. Source: TradingView

I just opened a position in $TSM as well. One of us will be right. Cheers

Avgo TSM VTI

SNDK has CXMT concerns, more impressed w SKHY. Fully agree on GOOG and FIX. Market is punishing companies with excessive debt and execution risk. These companies are exceptional at execution and provide crucial bottlenecks (GOOG compute, SKHY massive RAM bottleneck, FIX addresses skilled labor bottleneck) and while I'm not as familiar with Lam, materials is obviously a bottleneck and growth market as well, just further down the supply chain. I have also been a long term enthusiastic TSM shareholder for all the same reasons. The supply chain is still dealing with far more demand than supply.

This sell off is a lot more than I was expecting... pretty brutal. AMD is down almost 12% today, TSM down 6.6, ASML down 8% apparently we don't need chips any more.

Yea TSM down = the ship has a hole in it and is taking in water fast

> By 11:35 a.m. ET, 23 of the **world’s largest chipmakers and equipment suppliers had shed about $1.01 trillion across Wall Street and Asia. Nvidia Corp. (NASDAQ:NVDA), Intel Corp. (NASDAQ:INTC), Advanced Micro Devices Inc. (NASDAQ:AMD), Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) and Broadcom Inc. (NASDAQ:AVGO) alone accounted for $610 billion of that, or about 60%.** > The trigger was Intel. Its shares plunged 28.4% to $65.92 after the chipmaker’s fourth-quarter outlook landed well short of expectations. If the drop holds, it would be the stock’s steepest one-day fall since July 1974. > > Five Chip Stocks Drove 60% of the Selloff > Nvidia led in dollar terms. Its shares fell only 3.6%, yet that move erased about $185 billion, because Nvidia is worth close to $5 trillion. > Intel fell nearly eight times as hard in percentage terms. However, it lost less money, about $138 billion. > TSMC dropped 5.4%, wiping out roughly $108 billion. Broadcom slid 5.5% and AMD sank 9.7%, and each shed about $90 billion. > GOOG is on a huge discount $82 off from its recent highs, just a few weeks ago.🔥sale 😉

How many times am I gonna buy the dip on TSM

TSM and BE

I like to hear that, right after I sold all my TSM for more AMD!

TSM leaps are looking tasty.

Made 800% on TSM puts placed as insurance on Wednesday.

TSM has worked with CBRS for nearly a decade bring that wafer ti market. I believe in TSM engineer vs an overnight report. Look up Zeta debunk Culpers report.

But I thought Foundry was a TSM competitive force of US exceptionalism

Things should start to turn around next week after elections. It is just what usually occurs. If not, well then it might not be a crash, but it sure is on downward trend. Do believe it is more of a correction because of TSM or TSMC. They make all the chips for everyone. Stock is severely underpriced imo. Always post great earnings, but like you said, a correction. At some point, it might not be, and it's getting close.

[Me holding NVDA and TSM calls right now](https://y.getyarn.io/4875fa0d-a010-4503-ba2c-91ac91a1f03c_text.gif)

These credit cards are going to have to pay themselves because horyyy shit. All it takes is one day and one stock. I have $TSM calls but they die cause of $INTC 👿👿

Wow just wow. Stick to NVDA and TSM.

I am going to hold nothing but TSM and jusdt swing them options when it ebb and flows...I trust no other stock at this point

Everybody loves dumping the FAANGs and the hyperscalers. But no one’s dumping TSM or ASML 🧐🧐🧐🧐curious….