TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

Its not actually developed by OpenAI, it's made by Broadcom under the direction of OpenAI. Which is also misleading because the actual chip is made by TSM.
This is already funded in the circular financing, and Open AI is obligated to give NVIDIA 50bn/yr for the next 5 years until bankrupt.

Don't fool yourself, brother. I'm long TSM, but I wouldn't be surprised to see some deal between Xi and Trump that would undo their sovereignty real quick. Everytime I think I'm already imaging the worst case scenario, that dipshit does something dumber.

He won't have a choice.
You don't understand what TSM do if you can't see why it's not an option to let it fall into China's hands.

I exited at 320$ before the Q1 print as i considered it a risk event. From semis I'm currently long NVDA, Samsung electronics, TSM, ARM, AIXA, STM and UMC

I like TSM and AAPL the most right now

Upcoming 2026 Earnings Calendar
* 🔎 **NVIDIA (NVDA)**
* **Date:** August 26, 2026 (Confirmed)
* **Time:** After Market Close (4:00 PM EDT)
* **Quarter:** Q2 FY2027 \[[1](https://www.wallstreethorizon.com/nvidia-earnings-calendar), [2](https://investor.nvidia.com/events-and-presentations/events-and-presentations/event-details/2026/NVIDIA-2nd-Quarter-FY27-Financial-Results/default.aspx), [3](https://finance.yahoo.com/markets/stocks/articles/nvidias-next-earnings-report-aug-165358714.html)\]
* 🗓 **Taiwan Semiconductor Manufacturing Co. (TSMC / TSM)**
* **Date:** October 15, 2026 (Estimated/Historical pattern)
* **Time:** Before Market Open
* **Quarter:** Q3 2026 \[[1](https://marketchameleon.com/Overview/TSM/Earnings/Earnings-Dates/), [2](https://www.marketbeat.com/stocks/NYSE/TSM/earnings/)\]
* 🗓 **Microsoft (MSFT)**
* **Date:** October 28, 2026 (Estimated)
* **Time:** After Market Close
* **Quarter:** Q1 FY2027 \[[1](https://www.wallstreethorizon.com/microsoft-earnings-calendar), [2](https://www.marketbeat.com/stocks/NASDAQ/MSFT/earnings/)\]
* 🗓 **Apple Inc. (AAPL)**
* **Date:** October 29, 2026 (Estimated)
* **Time:** After Market Close (4:00 PM EDT)
* **Quarter:** Q4 FY2026 \[[1](https://www.wallstreethorizon.com/apple-earnings-calendar), [2](https://www.webull.com/blog/243-Apple-AAPL-Q3-Fiscal-2026-Earnings-Recap), [3](https://finance.yahoo.com/calendar/earnings?symbol=AAPL), [4](https://www.marketbeat.com/stocks/NASDAQ/AAPL/earnings/)\]
* 🗓 [**Amazon.com**](http://Amazon.com) **Inc. (AMZN)**
* **Date:** October 29, 2026 (Estimated)
* **Time:** After Market Close (4:00 PM EDT)
* **Quarter:** Q3 2026 \[[1](https://www.wallstreethorizon.com/amazon-earnings-calendar), [2](https://finance.yahoo.com/calendar/earnings?symbol=AMZN), [3](https://www.marketbeat.com/stocks/NASDAQ/AMZN/earnings/)\]
* 🗓 **AMD (AMD)**
* **Date:** November 3, 2026 (Estimated)
* **Time:** After Market Close
* **Quarter:** Q3 2026 \[[1](https://www.wallstreethorizon.com/amd-earnings-calendar), [2](https://www.marketbeat.com/stocks/NASDAQ/AMD/earnings/)\]
* 🗓 **Super Micro Computer (SMCI)**
* **Date:** November 3, 2026 (Estimated)
* **Time:** After Market Close
* **Quarter:** Q1 FY2027 \[[1](https://www.wallstreethorizon.com/super-micro-computer-inc-earnings-calendar), [2](https://marketchameleon.com/Overview/SMCI/Earnings/Earnings-Dates/), [3](https://www.tipranks.com/stocks/smci/earnings), [4](https://www.marketbeat.com/stocks/NASDAQ/SMCI/earnings/)\]
* 🗓 **Sanmina Corporation (SANM)**
* **Date:** November 2, 2026 (Estimated)
* **Time:** After Market Close (5:00 PM EDT)
* **Quarter:** Q4 FY2026 \[[1](https://www.marketbeat.com/earnings/reports/2026-7-27-sanmina-co-stock/), [2](https://www.marketbeat.com/stocks/NASDAQ/SANM/earnings/)\]

Can NVDA earnings pump/dump TSM 5%? I'm trying to get out of a big hole. (Not your mom's)

TSM what was that?

Its not actually developed by OpenAI, it's made by Broadcom under the direction of OpenAI. Which is also misleading because the actual chip is made by TSM.
This is already funded in the circular financing, and Open AI is obligated to give NVIDIA 50bn/yr for the next 5 years until bankrupt.

Don't fool yourself, brother. I'm long TSM, but I wouldn't be surprised to see some deal between Xi and Trump that would undo their sovereignty real quick. Everytime I think I'm already imaging the worst case scenario, that dipshit does something dumber.

He won't have a choice.
You don't understand what TSM do if you can't see why it's not an option to let it fall into China's hands.

I exited at 320$ before the Q1 print as i considered it a risk event. From semis I'm currently long NVDA, Samsung electronics, TSM, ARM, AIXA, STM and UMC

I like TSM and AAPL the most right now

Upcoming 2026 Earnings Calendar
* 🔎 **NVIDIA (NVDA)**
* **Date:** August 26, 2026 (Confirmed)
* **Time:** After Market Close (4:00 PM EDT)
* **Quarter:** Q2 FY2027 \[[1](https://www.wallstreethorizon.com/nvidia-earnings-calendar), [2](https://investor.nvidia.com/events-and-presentations/events-and-presentations/event-details/2026/NVIDIA-2nd-Quarter-FY27-Financial-Results/default.aspx), [3](https://finance.yahoo.com/markets/stocks/articles/nvidias-next-earnings-report-aug-165358714.html)\]
* 🗓 **Taiwan Semiconductor Manufacturing Co. (TSMC / TSM)**
* **Date:** October 15, 2026 (Estimated/Historical pattern)
* **Time:** Before Market Open
* **Quarter:** Q3 2026 \[[1](https://marketchameleon.com/Overview/TSM/Earnings/Earnings-Dates/), [2](https://www.marketbeat.com/stocks/NYSE/TSM/earnings/)\]
* 🗓 **Microsoft (MSFT)**
* **Date:** October 28, 2026 (Estimated)
* **Time:** After Market Close
* **Quarter:** Q1 FY2027 \[[1](https://www.wallstreethorizon.com/microsoft-earnings-calendar), [2](https://www.marketbeat.com/stocks/NASDAQ/MSFT/earnings/)\]
* 🗓 **Apple Inc. (AAPL)**
* **Date:** October 29, 2026 (Estimated)
* **Time:** After Market Close (4:00 PM EDT)
* **Quarter:** Q4 FY2026 \[[1](https://www.wallstreethorizon.com/apple-earnings-calendar), [2](https://www.webull.com/blog/243-Apple-AAPL-Q3-Fiscal-2026-Earnings-Recap), [3](https://finance.yahoo.com/calendar/earnings?symbol=AAPL), [4](https://www.marketbeat.com/stocks/NASDAQ/AAPL/earnings/)\]
* 🗓 [**Amazon.com**](http://Amazon.com) **Inc. (AMZN)**
* **Date:** October 29, 2026 (Estimated)
* **Time:** After Market Close (4:00 PM EDT)
* **Quarter:** Q3 2026 \[[1](https://www.wallstreethorizon.com/amazon-earnings-calendar), [2](https://finance.yahoo.com/calendar/earnings?symbol=AMZN), [3](https://www.marketbeat.com/stocks/NASDAQ/AMZN/earnings/)\]
* 🗓 **AMD (AMD)**
* **Date:** November 3, 2026 (Estimated)
* **Time:** After Market Close
* **Quarter:** Q3 2026 \[[1](https://www.wallstreethorizon.com/amd-earnings-calendar), [2](https://www.marketbeat.com/stocks/NASDAQ/AMD/earnings/)\]
* 🗓 **Super Micro Computer (SMCI)**
* **Date:** November 3, 2026 (Estimated)
* **Time:** After Market Close
* **Quarter:** Q1 FY2027 \[[1](https://www.wallstreethorizon.com/super-micro-computer-inc-earnings-calendar), [2](https://marketchameleon.com/Overview/SMCI/Earnings/Earnings-Dates/), [3](https://www.tipranks.com/stocks/smci/earnings), [4](https://www.marketbeat.com/stocks/NASDAQ/SMCI/earnings/)\]
* 🗓 **Sanmina Corporation (SANM)**
* **Date:** November 2, 2026 (Estimated)
* **Time:** After Market Close (5:00 PM EDT)
* **Quarter:** Q4 FY2026 \[[1](https://www.marketbeat.com/earnings/reports/2026-7-27-sanmina-co-stock/), [2](https://www.marketbeat.com/stocks/NASDAQ/SANM/earnings/)\]

Can NVDA earnings pump/dump TSM 5%? I'm trying to get out of a big hole. (Not your mom's)

TSM what was that?

I’m a gamer since I was born and I would never buy Video game stocks. I refuse to invest into anything other than IT, Financials, and Communication Services. I prefer to keep my money in tollbooth/Cashflow business and companies that are building the future.
In other words, NVDA, AMZN, MSFT, AVGO, GOOGL, TSM, META, MA, FICO, BN, BAM. I do have ETFs like VTI, VXUS, FTEC and ASML, MSCI but asml valuations is too high for me right now.

I don’t really have a set timeframe for AMD. TSM and MU are more of my long-term plays; I’ve mostly just been skimming profits off AMD in the meantime.

18M, entire portfolio is Nvidia’s supply chain — NVDA, ASML, TSM, AMZN, MSFT, GOOGL. Am I diversified or just holding one bet six times?