TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

I just looked at the charts and top holdings, SK MU AMD TSM and the etf itself SEMI double and triple topped meaning its mega run was being exhausted. You then had big drops and choppy price action following it after. MU TSM and SK are in descending wedge channels the only exception is AMD that is ascending. If they break above the resisting trend line than it's bullish

ASML and TSM earnings gonna send SaaS back to the stone ages again (I’m a ServiceNow bag holder)

ASML first, then TSM

Rotate to TSM?

We can't decide for you. Have you set a loss amount for yourself at which you sell and move on? Have your thesis for the stock changed? Not because of price action, but other information?
If you think supply keeps lagging, then you should think through how firms in QQC benefit or not from it, and how that is (or is not) a different bet than MU.
You should be at most at -20% from ATH, no? You may also have taken too much risk for what is best for you. It might be good to think about moving to a more traditional, and perhaps boring, low-cost diversified ETF.
For what it's worth, if you have the appetite for the risk and that it is money you can afford to lose, I personally try to wait at least through one earnings call, during which I hold the stock for the entire quarter, when I feel emotional about a placement.
But only do that if you are OK with the associated risk, and you think your thesis is still good.
CGI just reported lower-than-expected earnings or revised their earnings forecast downward, don't exactly recall which, because their customer is investing more in capex/hardware. ASML and TSM earnings are coming soon. So there is a way for you to wait a few days to settle your mind and gather information. Good luck.

And here is $TSM report -- [https://app.erina.ai/r/q5xU0DNxh7](https://app.erina.ai/r/q5xU0DNxh7)

TSM

$TSM or $GLW

So really, bad news for IBM with overspending, is really good news for NVDA, TSM, MU, and SNDK?
That money is flowing right into those company's pockets

Well...Yesterday we got the news about Big Guys are buying the Memory dips and today CPI was good and tomorrow PPI should be cook good too. Big Guys are probably done buying so they let us know.
If ASML Earning (before the market open Wednesday) then we should pump nicely. If TSM's Capex guidance is good then we should pump hard until next week.
TACO will differently help us on the way to ATH.
Then its all up to Google (Earning next week Wednesday).

So....with IBM getting fucking rocked today, is that bad news for semis? Should I be worried about my TSM position? I'm baaallllls fucking deep in this shit.
I mean, they just posted great numbers for June, that should extend to their earnings call? Or is that priced in, and any hint of hesitation and TSM goes into the shitter as well?

Playing GOOG, QCOM, CAMT, SMCI, and MRVL earnings in July and August. Some I have been in for a while, added qcom,camt, and mrvl earnings call positions on the pull backs. Hoping for some pull through after TSM earnings call outlines demand that cannot be met through 2027….taking more short dated risk than I typically do. Wish me luck

People have no idea what is even a reasonable performance in the market. TSM, AMD, intc, NVDA ARM all up comfortably in the last 3 months. Memory stocks all gone parabolic.
Only way you could have lost money is if you bought memory stocks after earnings.

My rationale:
\-Almost the same holdings, but weights are different.
\-SMH has twice as much weight in NVDA as SOXQ. 19% compared to 9%. (Not to mention, TSM is also double in SMH)
\-The past 5-year return for SMH wins 36% to 31%
\-NVDA had a 903% run up during that time (2023-24)
\-NVDA big run now over, and has kind of flattened out over the past year.
\-2026 year-to-date, SOXQ wins 75% to 62%, probably due to NVDA flattening.
\-Expense Ratio SOXQ is lower, 0.19% to 0.35%
Does SOXQ continue this outperformance? Thoughts?
I've held NVDA stock individually since 2019, so I'm already very heavy in NVDA, probably making SOXQ a better choice anyway at least for me.

What are we thinking about $TSM for Thursday morning?

Bearish on TSM?

Quiet day. I closed an old position in TSLL that had been defensive for a long time. 20 short puts, initiated 12/15/25 at the $18 strike. Cost $8700 With over a dozen rolls that generated enough premium that I got out only losing $385. Now that is a campaign not a trade.

I sold a call against my PLTR shares and sold calls against my TSM shares.

Wouldn’t be shocked, they’re clearly consolidating at the moment after huge moves. Nothing materially has changed other than some big guys profit taking, TSM reported yet another monster Q. I’m sure mag 7 will still be spending capex like crazy.

- ASML Earning tomorrow before the market open.
- PPI before the market open.
- TSM Earning on Thursday after the market closed.
If ASML and TSM's A.I Capex guidance is good and PPI is good like today's CPI then I think we'll slowly pump until next week for our first MAG7 Earning (Google On Wednesday).
I think slowly buy the dips now may be a good idea 👍

How is TSM not up more?