TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

Going to wait until sour hour then buy Nvidia / TSM / MU if it’s on discount, for inevitable slow pump next week. It’ll be sour hour because everyone is scared to hold weekend.

Congrats to anyone who bought ANET when it was down 5% yesterday 📈🚀
A lot of the tech stocks are just being thrown out with the bath water right now. A lot of it is being overdone and may be a long way from over but the things ai is going to need to run have already all bounced back and pushed to new highs like MU and TSM. Memory and semis.
It’s a punishing time for contrarians and a very rewarding time for those who understand the new technology and what it will require.

Chasing 52-week highs without fundamental analysis is a recipe for buying the top. However, strength begets strength in momentum strategies. TSM hitting highs confirms the AI hardware supercycle is still intact. Don't just buy the list; look for companies with expanding margins to justify the price action. Buying laggards (the Lows list) is often 'catching a falling knife' unless you have a deep thesis on the turnaround.

## 📈 52-Week Highs:
The 52-Week Highs list shows stocks that have reached their highest price point in the past 52 weeks during the trading session.
| Symbol | Name | Price | Year High | Market Cap |
|:-------|:-----|:-----:|:---------:|:----------:|
| [TSM](https://marketrodeo.com/asset/TSM) | Taiwan Semiconductor Manufacturing Company Limited | $361.91 | $364.76 | $1.9T |
| [XOM](https://marketrodeo.com/asset/XOM) | Exxon Mobil Corporation | $151.59 | $151.78 | $639.3B |
| [CVX](https://marketrodeo.com/asset/CVX) | Chevron Corporation | $182.28 | $182.95 | $364.4B |
| [CAT](https://marketrodeo.com/asset/CAT) | Caterpillar Inc. | $742.37 | $752.00 | $347.8B |
| [CSCO](https://marketrodeo.com/asset/CSCO) | Cisco Systems, Inc. | $86.27 | $88.19 | $340.8B |
## 📉 52-Week Lows:
The 52-Week Lows list shows stocks that have reached their lowest price point in the past 52 weeks during the trading session.
| Symbol | Name | Price | Year Low | Market Cap |
|:-------|:-----|:-----:|:--------:|:----------:|
| [SPGI](https://marketrodeo.com/asset/SPGI) | S&P Global Inc. | $401.08 | $395.88 | $121.4B |
| [BSX](https://marketrodeo.com/asset/BSX) | Boston Scientific Corporation | $74.25 | $73.92 | $110.1B |
| [ADP](https://marketrodeo.com/asset/ADP) | Automatic Data Processing, Inc. | $225.53 | $223.44 | $91.2B |
| [AJG](https://marketrodeo.com/asset/AJG) | Arthur J. Gallagher & Co. | $212.58 | $210.00 | $54.6B |
| [RELX](https://marketrodeo.com/asset/RELX) | RELX Plc | $29.29 | $29.09 | $54.1B |
**Source:** [52-Week Highs-Lows](https://marketrodeo.com/market-movers?tab=highs-lows)

Except TSM is not included in the S&P...

I prefer SOXX. SMH is too top heavy with Nvidia and TSM for my liking. I already own those two individual stocks anyway. 

So far they haven’t demonstrated any ability to run a high yield HVM product for an external customer so IFS still far behind TSM. Their packaging technology is interesting and given the bottleneck with TSM’s CoWoS, they could be a good second vendor there. I think that’s one of the reason NVDA/AMD is interested in them (besides the political tailwind). Either way, I don’t see it hitting ATH in the next year or 2. I been selling $30 puts on them for a while so happy so far.

I'm at the stage where I'm living off the gains so I care deeply about concentration risk, even in my highest conviction plays. This spreading-out also lets me capture the bottleneck as it moves around the industry. For example, if I concentrated into NVDA and TSM as the core, I would've missed the MU run-up. Some of it should also be seen as flexibility to capturing value when it presents itself, like NOW, CRM, and VEEV atm.

Yes china will invited Taiwan, please send all TSM shares to me for safe keeping

I just re-wrote my allocation targets, happy to share and I'm super open to suggestions or criticism. I'm gradually reallocating to minimize short term gains and extensive marginal tax costs so my current allocation is more heavily weighted NVDA, GOOGL, and MU.
**60% - Technology**
* Semis - 25%
* NVDA - 12%
* MU - 6%
* TSM - 4%
* LRCX - 2%
* BESI - 1%
* Cloud - 25%
* GOOGL - 12%
* AMZN - 5%
* BABA - 4%
* CRWV - 2%
* ORCL - 1%
* IREN - 1%
* Software - 9%
* NFLX - 2%
* META - 2%
* UBER - 2%
* CRM - 1%
* NOW - 1%
* SHOP - 1%
* Robotics - 1%
* SYM - 1%

TSM

So since I missed MU, do I revenge trade into TSM?

TSM, Sandisk, MU all smart plays that will likely double the S&Ps performance over the next 12 months. It’s funny on the value investing reddits their so focused on buying stocks that dip 30% and will (maybe) slowly come back up. Instead of buying undervalued bottleneck stocks that are the future and obviously going up very fast.

Apple only gained 16%in the last year and Microsoft is down 1% from last year. I feel there are better opportunities. Bw, Rycey, TSM, CSKR,.

But the TSM is rlly impt though

LITE, GFS, TSM, NVDA, ASML, TSEM, GOOGL, RKLB, AVGO

Im not selling any of my 100 shares. Recently I've sold some of my 2026 calls to take profit since I've upped so much (around 1000%). Now i still have 1 June 2027 call. Looks like this stock is getting ready for another breakout to 500.
Love this stock but im avoiding adding more at the moment. Maybe I'll buy more leap calls when this pulls back. I think if you have concern about it being cyclical, then you must do the same for other pure chips stocks like TSM, ASML, etc anyway.

Nvidia continues to be the clear winner from the AI infrastructure boom Big Tech (Amazon, Alphabet, Meta, Microsoft) is guiding **\~$650-700B combined CapEx** for 2026 (up sharply from 2025), with a massive chunk going to GPUs, data centers, and AI compute. Nvidia's CEO Jensen Huang called it "the largest infrastructure buildout in human history," and demand for Blackwell chips + upcoming Rubin platform is "sky high."
Recent context: NVDA pulled back \~10-15% from late-2025 highs (now trading around \~$180-190 range after some volatility), amid broader tech sell-off fears on "AI capex bubble" concerns, competition (AMD, custom chips from hyperscalers), and high valuation debates. But fundamentals scream strength:
* Dominance in AI accelerators (\~90% market share in training/inference GPUs)
* Hyperscalers' insane spend (Amazon $200B, Alphabet $175-185B, Meta $115-135B, MSFT on pace \~$140-145B) directly benefits NVDA
* Upcoming earnings (late Feb 2026) expected to show continued explosive growth (analysts eyeing $65B+ Q4 guidance beat potential)
* Long-term tailwinds: AI factories scaling, software (Nvidia AI Enterprise), networking/DPUs all in-house
This is the ultimate "picks and shovels" play in the AI gold rush even if end-demand monetization lags for some customers, Nvidia gets paid upfront on the hardware buildout.
On the flip side, valuation is stretched (high forward P/E vs historical), and if AI hype cools or hyperscalers slow spend (execution slips, ROI questions), NVDA could face sharper downside. Recent dip reflects some nervousness same "bubble" talk we've seen across AI stocks.
**I see this pullback as a solid entry point.** I've been adding to my NVDA position on Bitget stock futures during the weakness. After rotating part of my Gold exposure (I took some profits on gold after its big pump) into big tech names late last year, I find NVDA offers compelling exposure right now: the undisputed leader in AI compute at a level where the massive $650B+ spend pipeline could drive serious upside, even if the market is cautious short-term.
Curious to hear your takes:
* Do you see NVDA as a very strong long-term winner from this AI CapEx tsunami, or do the valuation / bubble fears make you more cautious?
* Adding here on the dip, or waiting for more weakness (e.g., below $170)?
* Anyone else eyeing NVDA futures on Bitget or similar?
* Other names benefiting from the same theme (TSM, ASML, or even the hyperscalers themselves)?
Not financial advice just my view.

Of course, it is SMH. Just compared top 5 holdings. SMH wins with holding more percentage and better selection. TSM and ASML are doing high jump with their share prices at this moment.

Soxx because the concentration of Nvidia and TSM are too high for my risk tolerance. I already have spy and that carries a sizable weight with Nvidia too