TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stockNYSEADR

Are my 12/18 TSM 470 calls cooked? Earnings next week and I’m already down 20%….

i'd buy an etf or if you're feeling frisky buy a combination that suits you of all the semiconductor and power delivery stocks (TSM, AAPL, NVDA, AMD, MU, etc)

ASML Wednesday and TSM Thursday are the two I care about. Between them you get a read on AI chip demand from the equipment side and the foundry side in the same week. If TSM guides strong, it's a tailwind for the whole semi complex. If ASML's orders disappoint, that could cool things off fast. Banks on Tuesday will set the tone for the broader market first though.

look at that wick on TSM

TSM has earning next week on 10/15. I think SEMIs are going to be weak as a group until then.

$TSM been pumping, got a chance to enter the other day on a small pull back only for the market to just say fuck it. I could never win bruh, make some decent change just to watch it all evaporate in 2 hours 😒😒😒

$TSM doesn’t even wanna give me a chance 😞😰

if it's the only position you have then your right to worry if it's part of a balanced portfolio then it's something to watch. I own TSM as well but it's only one of many that I own and I watch over it like I do the rest of my positions. If your not comfortable doing that then buy an S&P index fund

Yes, it's 3x bull of SOXQ etf, including TSM and NVDA etc semis

Shares? It’s a derivative of semis right? So TSM and NVDA etc?

Earnings week watchlist, can't stop staring at TSM next Thursday

The first year after my dad died, I sold the stuff he had and started fresh. Bought a lot of TSM and did great the first year, but this year has been scarier. I am worried about being too tech/AI heavy. I don’t do options (yet), but I am trying so hard to keep up on the pulse of things and be smart to preserve and build this nest egg (but I guess we all do that, so I am not exactly special…I Just would feel sick seeing his hard-earned wealth evaporate bc I didn’t do my absolute best. After all, this was supposed to be HIS retirement money for him to live comfortably and joyfully, not my personal gambling fund. Days like today having me taking it a lot more seriously than I did when he first died, because back then I was so deep in grief and overwhelm that I didn’t have TIME to worry about what TSM did or why I had “conviction,” I just listened to some dude I used to date in New York City’s advice to buy it and it worked out well. (That said, same guy also recommended MELI, CAVA and BROS, lol). I’m just worried it’s going to get bad, and I’m not prepared. Maybe this is the wrong forum for this comment, but I’m posting it here because it’s on my mind now.

You can integrate OpenAI with Google now… but what happens if Google wants to stop them from using it? Meta is not really going after enterprises but there’s entire businesses that only advertise and do business on Facebook. A lot of service companies that will pay a big premium to be able to have all their messages be automatically answered and their schedule be automated for them. Meta will be for the everyday guy. Not necessarily Fortune 500 companies. Also I believe there will always be a muse model that is free that they will monetize through ads, just like Facebook with your own feed about your own interests. I agree with you that them getting bought out by Microsoft is a definitely a possibility. As far as spcx I see them more as an infrastructure play. The site they are building in Texas is their version of NVDA/TSM all in one where they can design and manufacture the chips all in one place. They have already broken ground. Then in later years I think they will have an advantage in robotics and self driving cars once they merge with Tesla.

TSM, GOOG, SKHY

\> they're financing A few companies margins: [https://www.macrotrends.net/stocks/charts/MU/micron-technology/profit-margins](https://www.macrotrends.net/stocks/charts/MU/micron-technology/profit-margins) [https://www.macrotrends.net/stocks/charts/TSM/taiwan-semiconductor-manufacturing/profit-margins](https://www.macrotrends.net/stocks/charts/TSM/taiwan-semiconductor-manufacturing/profit-margins) Who are leveraging their windfalls to build out capacity that will devalue the installed base.

Very interesting perspective. I agree on TSM but with msft, do you not think due to the onset of AI, google is making progress in enterprise, and could eventually take meaningul market share from them. [https://uk.finance.yahoo.com/news/alphabet-shares-rise-google-pushes-131122567.html](https://uk.finance.yahoo.com/news/alphabet-shares-rise-google-pushes-131122567.html)

Okay if this works you'll have an example of what I trade. I decided to make some trades today although first I had a late breakfast/bullshit session with a buddy the I got gas, went grocery shopping and bought a soda. Went home put things away read the mail and fixed lunch. While I was home I sort of kept eye on my computer in the other room. I sat down on here and started answering questions/comments for over an hour and then said the hell with it and started trading figured I'd do some trades to show you what I trade and going forward I can show you how I arrived at those trades. So let's see if it will load. It wasn't a very profitable day but I made a little bit of money now comes the hard part hanging onto it. 😂 https://preview.redd.it/xnzdognnwauh1.png?width=1304&format=png&auto=webp&s=7a55bbcc97558612317d8d4f47623c46824012dd |Date|Execution Time|u/L Symbol|Type|Qty|Description|Price|Est. Fee|Est. Comm|Est. Amount|Open/Close| |:-|:-|:-|:-|:-|:-|:-|:-|:-|:-|:-| |10/8/2026|3:32:12 PM|AMD|Bought To Open|1|AMD Oct 16 '26 $547.50 Put|$1.50|$0.01|$0.15|($150.16)|Open| |10/8/2026|3:32:12 PM|AMD|Sold Short|1|AMD Oct 16 '26 $550 Put|$1.68|$0.02|$0.15|$167.83|Open| |10/8/2026|3:24:48 PM|AMZN|Bought To Open|1|AMZN Oct 23 '26 $235 Put|$0.68|$0.01|$0.15|($68.16)|Open| |10/8/2026|3:24:48 PM|AMZN|Sold Short|1|AMZN Oct 23 '26 $237.50 Put|$0.94|$0.01|$0.15|$93.84|Open| |10/8/2026|3:20:59 PM|AVGO|Bought To Open|1|AVGO Oct 16 '26 $325 Put|$0.78|$0.01|$0.15|($78.16)|Open| |10/8/2026|3:20:59 PM|AVGO|Sold Short|1|AVGO Oct 16 '26 $327.50 Put|$0.94|$0.01|$0.15|$93.84|Open| |10/8/2026|3:20:42 PM|AMD|Bought To Open|1|AMD Oct 16 '26 $547.50 Put|$1.65|$0.01|$0.15|($165.16)|Open| |10/8/2026|3:20:42 PM|AMD|Sold Short|1|AMD Oct 16 '26 $550 Put|$1.84|$0.02|$0.15|$183.83|Open| |10/8/2026|3:20:23 PM|AMZN|Bought To Open|1|AMZN Oct 23 '26 $235 Put|$0.69|$0.01|$0.15|($69.16)|Open| |10/8/2026|3:20:23 PM|AMZN|Sold Short|1|AMZN Oct 23 '26 $237.50 Put|$0.95|$0.01|$0.15|$94.84|Open| |10/8/2026|3:20:08 PM|AVGO|Sold Short|1|AVGO Oct 16 '26 $327.50 Put|$0.93|$0.01|$0.15|$92.84|Open| |10/8/2026|3:20:08 PM|AVGO|Bought To Open|1|AVGO Oct 16 '26 $325 Put|$0.77|$0.01|$0.15|($77.16)|Open| |10/8/2026|3:19:47 PM|GOOG|Bought To Open|1|GOOG Oct 16 '26 $322.50 Put|$0.58|$0.01|$0.15|($58.16)|Open| |10/8/2026|3:19:47 PM|GOOG|Sold Short|1|GOOG Oct 16 '26 $325 Put|$0.78|$0.01|$0.15|$77.84|Open| |10/8/2026|3:19:35 PM|GOOG|Bought To Open|1|GOOG Oct 16 '26 $322.50 Put|$0.58|$0.01|$0.15|($58.16)|Open| |10/8/2026|3:19:35 PM|GOOG|Sold Short|1|GOOG Oct 16 '26 $325 Put|$0.78|$0.01|$0.15|$77.84|Open| |10/8/2026|3:19:10 PM|JNJ|Bought To Open|1|JNJ Oct 23 '26 $242.50 Put|$1.23|$0.01|$0.15|($123.16)|Open| |10/8/2026|3:19:10 PM|JNJ|Sold Short|1|JNJ Oct 23 '26 $245 Put|$1.70|$0.02|$0.15|$169.83|Open| |10/8/2026|3:18:55 PM|JNJ|Bought To Open|1|JNJ Oct 23 '26 $242.50 Put|$1.24|$0.01|$0.15|($124.16)|Open| |10/8/2026|3:18:55 PM|JNJ|Sold Short|1|JNJ Oct 23 '26 $245 Put|$1.71|$0.02|$0.15|$170.83|Open| |10/8/2026|3:15:02 PM|AMZN|Bought To Open|2|AMZN Oct 16 '26 $237.50 Put|$0.37|$0.03|$0.30|($74.33)|Open| |10/8/2026|3:15:02 PM|AMZN|Sold Short|2|AMZN Oct 16 '26 $240 Put|$0.52|$0.03|$0.30|$103.67|Open| |10/8/2026|3:13:17 PM|TSM|Bought To Open|2|TSM Oct 16 '26 $432.50 Put|$2.91|$0.03|$0.30|($582.33)|Open| |10/8/2026|3:13:17 PM|TSM|Sold Short|2|TSM Oct 16 '26 $435 Put|$3.40|$0.04|$0.30|$679.66|Open| |10/8/2026|3:12:35 PM|CSCO|Bought To Open|2|CSCO Oct 23 '26 $106 Put|$0.28|$0.03|$0.30|($56.33)|Open| |10/8/2026|3:12:35 PM|CSCO|Sold Short|2|CSCO Oct 23 '26 $107 Put|$0.40|$0.03|$0.30|$79.67|Open| |10/8/2026|3:10:15 PM|BAC|Sold Short|2|BAC Oct 16 '26 $50 Put|$0.18|$0.03|$0.30|$35.67|Open| |10/8/2026|3:03:29 PM|GOOG|Bought To Open|2|GOOG Oct 23 '26 $322.50 Put|$1.39|$0.03|$0.30|($278.33)|Open| |10/8/2026|3:03:29 PM|GOOG|Sold Short|2|GOOG Oct 23 '26 $325 Put|$1.75|$0.03|$0.30|$349.67|Open| |10/8/2026|3:00:34 PM|JNJ|Bought To Open|2|JNJ Oct 16 '26 $247.50 Put|$1.64|$0.03|$0.30|($328.33)|Open| |10/8/2026|3:00:34 PM|JNJ|Sold Short|2|JNJ Oct 16 '26 $250 Put|$2.29|$0.03|$0.30|$457.67|Open| |10/8/2026|2:55:47 PM|NFLX|Sold Short|1|NFLX Oct 16 '26 $74 Call|$0.36|$0.01|$0.15|$35.84|Open| |10/8/2026|2:52:04 PM|NVDA|Bought To Open|2|NVDA Oct 23 '26 $217.50 Put|$1.72|$0.03|$0.30|($344.33)|Open| |10/8/2026|2:52:04 PM|NVDA|Sold Short|2|NVDA Oct 23 '26 $220 Put|$2.21|$0.03|$0.30|$441.67|Open| |10/8/2026|2:51:42 PM|NVDA|Bought To Open|2|NVDA Oct 16 '26 $217.50 Put|$0.89|$0.03|$0.30|($178.33)|Open| |10/8/2026|2:51:42 PM|NVDA|Sold Short|2|NVDA Oct 16 '26 $220 Put|$1.22|$0.03|$0.30|$243.67|Open| |||||||||||| ||||||||||$836.64||

Missed buying 1DTE TSM calls by one second 😭 Destroyed by the bell, so will definitely rally tomorrow guys lol

Contrarian pick here, I’d say **TSM**. GOOG is interesting, but Search is still the big revenue generator. Ads are already highly personalized today, but I do wonder what happens as more people just ask AI what they should buy, where they should go, etc., instead of searching for it. Google will obviously play in that space, but I’m not sure it will be as profitable as Search is today. I actually think META may be a little better positioned for that shift given all the data they already have from Instagram and Facebook. But over a 10-year horizon, I suspect MSFT or TSM has the best chance of being the world’s largest company by market cap. Both have moats that seem to have relatively few cracks, and both benefit heavily from continued AI growth without needing to pick the eventual winner.

If the stock loses 35 support, it is even more broken. Institutional support is weak. Selling is on increasing volume and the stock is below the 50-day. IMO, there are much better opportunities if you want to play for a bounce. Stocks with the highest relative strength are more likely to resume their strength than IREN. Stocks like LITE, TSM, NVDA for example.

I bought SMH in early 2026, when I wasn't sure which of it's holdings to buy. At the time I already owned NVDA and AMD, but after more research I picked up MU, TSM, ASML, and later Dell. Turns out, TSM and ASML returned about the same as the ETF. But MU and Dell blew SMH away. If you owned any name mentioned, you'd be doing really well for the year. But hindsight is 20/20. Stock picking can be rough and if you're not sure or comfortable with doing the research and have high conviction, ETFs are certainly a safer choice.

Well I now have a 40k TSM position. Not what I was expecting but was just buying into the dip and kept adding. Guess it’s better to buy into red candles.

Pls $TSM I need an oil change and spark plugs, don’t do this 😰😰

happy to continue adding TSM at these prices

Holy fuck $TSM always do this when I full port