TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

1 in 46 newborns in Taiwan has a TSMC parent, call on TSM, apparently their employees are doing fucking well.

Just realized I should have added details. Semis did most of the heavy lifting like AMD, AMAT, TSM. Been holding semis since 2018 and bought heavy at every downturn. Had other wins like SAN, NEM and OXY. Mostly a concentrated portfolio

I have CAT, SPY, LLY, JNJ, GOOGL, AAPL, RTH, AMZN, VTV, INTC, AIRR, VOOG, SCHB, GDX, LMT, VHT, MSFT and TSM.

SPY, LLY, JNJ, GOOGL, AAPL, RTH, AMZN, VTV, INTC, AIRR, VOOG, SCHB, GDX, LMT, VHT, MSFT and TSM.

Do you think could possibly bullish for TSM. I think america cancels arms deal to taiwan and semiconductors moon in response

Dividends: NVDA: 0.47% | CME: 1.89% | TPL: 0.65% | V: 0.71% | TSM: ≈1.1% | VRSN: 1.09% | BAM: 4.38% | RGLD: 0.76% | MA: 0.61% | FUTU: ≈2.39% irregular dividend.

NVIDIA standing out at a remarkable 63.66% TTM net margin and a $5.14T market cap. The broader theme is clearly AI and digital infrastructure: NVIDIA and TSMC combine extraordinary profitability with strong YTD gains, while Visa and Mastercard demonstrate that high-margin, asset-light payment networks can remain powerful compounders outside the AI trade. Current industry data also shows semiconductor demand continuing to surge, with global semiconductor revenue reaching a record $425B in Q2 2026.
What is particularly interesting, however, is the **dispersion in performance**. TSMC (+30.79%), VeriSign (+24.14%) and Texas Pacific Land (+22.59%) have significantly outpaced the broader market, while Brookfield Asset Management (-12.76%) and Futu (-37.74%) highlight that high margins alone do not guarantee strong share-price performance. The timing is notable: investors are becoming more cautious about the enormous AI spending cycle, with semiconductor stocks recently experiencing sharp volatility

The 4 losers were ones that could not be rolled for a credit. The just went too far ITM.
I favor tech. Current trades: TSLA, SMH, SOXX, AMD, AVGO, MU, DRAM (experiment), TQQQ.
Past: Same plus TSM, SPCX, TSLL, PLTR, SOFI (made good money but avoid), MSTR, ETSY (avoid), META, SPY.
I have traded these tickers over and over.

1 in 46 newborns in Taiwan has a TSMC parent, call on TSM, apparently their employees are doing fucking well.

Just realized I should have added details. Semis did most of the heavy lifting like AMD, AMAT, TSM. Been holding semis since 2018 and bought heavy at every downturn. Had other wins like SAN, NEM and OXY. Mostly a concentrated portfolio

I have CAT, SPY, LLY, JNJ, GOOGL, AAPL, RTH, AMZN, VTV, INTC, AIRR, VOOG, SCHB, GDX, LMT, VHT, MSFT and TSM.

SPY, LLY, JNJ, GOOGL, AAPL, RTH, AMZN, VTV, INTC, AIRR, VOOG, SCHB, GDX, LMT, VHT, MSFT and TSM.

Do you think could possibly bullish for TSM. I think america cancels arms deal to taiwan and semiconductors moon in response

Dividends: NVDA: 0.47% | CME: 1.89% | TPL: 0.65% | V: 0.71% | TSM: ≈1.1% | VRSN: 1.09% | BAM: 4.38% | RGLD: 0.76% | MA: 0.61% | FUTU: ≈2.39% irregular dividend.

NVIDIA standing out at a remarkable 63.66% TTM net margin and a $5.14T market cap. The broader theme is clearly AI and digital infrastructure: NVIDIA and TSMC combine extraordinary profitability with strong YTD gains, while Visa and Mastercard demonstrate that high-margin, asset-light payment networks can remain powerful compounders outside the AI trade. Current industry data also shows semiconductor demand continuing to surge, with global semiconductor revenue reaching a record $425B in Q2 2026.
What is particularly interesting, however, is the **dispersion in performance**. TSMC (+30.79%), VeriSign (+24.14%) and Texas Pacific Land (+22.59%) have significantly outpaced the broader market, while Brookfield Asset Management (-12.76%) and Futu (-37.74%) highlight that high margins alone do not guarantee strong share-price performance. The timing is notable: investors are becoming more cautious about the enormous AI spending cycle, with semiconductor stocks recently experiencing sharp volatility

The 4 losers were ones that could not be rolled for a credit. The just went too far ITM.
I favor tech. Current trades: TSLA, SMH, SOXX, AMD, AVGO, MU, DRAM (experiment), TQQQ.
Past: Same plus TSM, SPCX, TSLL, PLTR, SOFI (made good money but avoid), MSTR, ETSY (avoid), META, SPY.
I have traded these tickers over and over.

Ok, so I've been in stocks for about a year right now.
Never really got serious until now, but im finally starting to make a push on it now that im slowly starting to understand.
I have CAT, SPY, LLY, JNJ, GOOGL, AAPL, , VTH, RTH, AMZM, VTV, INTC, AIRR, VOOG, SCHB, GDX, LMT, VHT, MSFT and TSM.
All of these stocks I have atleast 1-3 shares in, so im starting pretty fresh. Any suggestions to condense these or what else I should be getting?

Never really got serious until now, but im finally starting to make a push on it now that im slowly starting to understand.
I have CAT, SPY, LLY, JNJ, GOOGL, AAPL, , VTH, RTH, AMZM, VTV, INTC, AIRR, VOOG, SCHB, GDX, LMT, VHT, MSFT and TSM.
All of these stocks I have atleast 1-3 shares in, so im starting pretty fresh. Any suggestions to condense these or what else I should be getting?

Okay (I had ChatGPT help refine my comment and thesis here to hopefully make my ideas clear). I’m on my iPhone browsing Reddit while I wait for my dinner to be ready so I didn’t expect to have to type out something so academic considering the casual nature of this subreddit, but here we go:
Fair criticism on GOOG/MSFT/AMZN/AAPL—they aren’t good analogues for commodity memory producers. But I’m not arguing that the semiconductor cycle disappears, I’m arguing that cyclicality and secular demand growth can coexist.
Memory can absolutely overshoot, experience falling ASPs and go through another ugly inventory/capex correction. The same can happen to GPUs and foundry capacity. But that doesn’t imply compute demand returns to some pre-AI baseline afterward.
Cisco is actually a good warning example: the Internet thesis was right, Cisco remained an important business, and the stock was still a horrible purchase at the dot-com valuation. That’s exactly why I’m talking about buying surviving businesses *after* valuation compression rather than saying hardware only goes up.
And I’d separate MU from something like NVDA/TSM/ASML. They’re all semiconductor-related, but their competitive economics and exposure to commodity pricing are very different. My thesis isn’t “semis aren’t cyclical.” It’s “the semiconductor cycle may now be oscillating around a structurally higher long-run demand curve for compute.”

Today: up $9.57 on the existing book. Quiet day after Monday's big move, basically flat. Also deployed a new agent today, The Quality Momentum, with $182, too early for it to have a return yet.
High Profile Congress, $503.03, up $9.35 (up 1.89%), and FDA Inspector, $520.38, up $10.18 (up 2.00%), were the two best dollar movers today. Neither traded, both just rode existing positions higher. Congress is sitting in IJR, OTIS, and PG from a recent disclosure, FDA Inspector is still holding whatever it bought on its last approval event.
The Silicon Overdrive, $106.09, up $2.59 (up 2.50%), still the highest beta name in the book by percent moves.
FAANG+ Momentum, $2,523.47, down $22.12 (down 0.87%). Sold its concentrated META position and spread back into AAPL, AMZN, GOOGL, and NVDA on the daily rerank.
AI Picks & Shovels, $1,050.27, down $9.44 (down 0.89%). Another reweight, sold DELL, NVDA, and SMCI, bought more AMD, added ANET back, and opened TSM.
Business As Usual, $2,626.92, up $2.12 (up 0.08%), basically a nothing day. It flipped back out of the leveraged fund, sold UPRO and bought plain SPY, round tripping Monday's leverage call.
Small stuff: WSB Consensus round tripped BSX and NOK for a small gain, then bought BB and META after the close. Red & P 15 swapped SLB for FOXA on its weekly pick. Trump Tweet Trader trimmed AAPL, GM, GOOGL, and GS to buy LMT. Pelosi Tracker added PANW and TEM. Hot Hand sold AFRM and HOOD to buy more AMD.
Four days in: up, flat, up big, flat. Boring day, but still posting all 100.

NCDA, TSM, SNDK, RDDT, FSLR

I had 65 shares when it was in the $80s. Also had TSM, GOOG, and AMZN when they were all under $100. I'm convinced I don't like money.