TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

MU, SNDK, TSM, AMD, NVDA

JP trading houses, BRK, GOOG, Hikari Tsushin RS Technology, TSM

Intel really does have a talent for being the odd one out 😂 But I wouldn't assume it's completely random. INTC has been on a very different turnaround story than TSM/AMD/MU/SNDK, so when the sector rallies, the market doesn't necessarily treat them the same. Still funny watching the whole chip basket go green while Intel decides to do its own thing.

Why wouldn’t you own TSM for the long term if you are a semi investor?

NVDA, TSM, QCOM, TSLA, PLTR, CRWD, PANW, GOOG, MSFT, AMZN, PFE, ABBV, GS, JPM, BX, SOFI, V, TLT, TBIL

Check this out, the whole chip sector is mostly in the green right now, TSM, AMD, MU, SanDisk are all up decent gains for the day. Only Intel is sitting down over 2% out of nowhere, tanking solo while everyone else in the space is moving up smoothly. It's hilarious to see Intel drag down the day's P/L for no obvious reason when all its peers are performing solidly, absolutely classic Intel move tbh. Anyone else holding Intel getting roasted today while the rest of their chip positions are printing green? What even is going on with this stock recently that it keeps getting left behind the rest of the semiconductor rally?

Stocks I will hold long term, meaning next 10 years and evaluate. Amazon, Alphabet, Microsoft, Apple, Nvidia, Tesla, Walmart, JP Morgan, Waste Management, Eli Lilly, TSM, Broadcom, and Berkshire Hathaway.

Everyone knows thae obvious AI names like Nvidia, Microsoft and Google
But the AI boom needs a massive amount of infrastructure to actually work
I’ve been looking into companies that benefit from the AI build out without necessary being AI companies themselves
For example:
**Power:** GEV, CEG
**Data centers:** IREN, EQIX
**Cooling:** VRT
**Networking:** ANET, MRVL
**Semiconductor supply chain:** TSM, ASML, AMAT
**Servers / hardware:** SMCI
Some of these have already run up a lot so I’m not necessary saying they are buys
**What are some under-the-radar companies that could benefit from this AI infrastructure buildout? I feel like I’m missing a lot.**

Weird there isn’t for TSM sentiment in here 

GOOG AMZN MSFT ASML TSM KLAC LRCX

NFLX, KMB, MSFT, NVDA, TSM

TSM

First ROTH-IRA / ROTH-IRA / ROTH IRA !!!!!!!!!!!!!!!!!!!!!!
My ***HUSAH*** **Stocks** (acronym for Hold unless something assholish happens) no stop losses on these: AAPL, AMZN, ASML,, COST, META, MSFT, TSM, WMT The big 8 each either a monopoly or 50%+ in their field.
I would then go for the quantum field if I were young.: I am 63 First don't be an ass PUT IT IN A ROTH-IRA!!!!! **Quantum computing now is where A.I. was in 2021.** I got in 3-5 years ago when they were literal penny stocks: RGTI avg $0.56; QBTS avg $0.78; IONQ avg. $6.00; QUBT avg. $1.65; ARQQ avg $4.25. I made way over $ 6 figures + in profits and still sitting on a lot of stock but I want to travel, daughter's wedding and $50k wedding gift for house deposit (gave before marriage as in her name, it's a layer don't want to think that way but you have to)
Last year picked up XNDU, INFLQ, QNT, and its picks shovel IBM, META, AMZN, MSFT, AXTI avg $3.54 and so on. Screw the ETF QTUM go for each stocks: the whole field as when one hits and mixing A.I, with Quantum computing the Earth done for *(Arnold will be coming for us)* so you might as well have a year of a Pluto 100,000% return and get a few babes for the end and do what Al Bundy would do. "*Al you just made $16million what are you going to do?" "*

Sold half of NOW with a tiny gains.. Golly that lot used to be around -40%. Moving most of it to TSM and GE then maybe a third of it sits in money market. Im just happy to not take an L this time.

First ROTH-IRA / ROTH-IRA / ROTH IRA !!!!!!!!!!!!!!!!!!!!!!
My ***HUSAH*** **Stocks** (acronym for Hold unless something assholish happens) no stop losses on these: AAPL, AMZN, ASML,, COST, META, MSFT, TSM, WMT The big 8 each either a monopoly or 50%+ in their field.
I would then go for the quantum field if I were young.: I am 63 First don't be an ass PUT IT IN A ROTH-IRA!!!!! **Quantum computing now is where A.I. was in 2021.** I got in 3-5 years ago when they were literal penny stocks: RGTI avg $0.56; QBTS avg $0.78; IONQ avg. $6.00; QUBT avg. $1.65; ARQQ avg $4.25. I made way over $ 6 figures + in profits and still sitting on a lot of stock but I want to travel, daughter's wedding and $50k wedding gift for house deposit (gave before marriage as in her name, it's a layer don't want to think that way but you have to)
Last year picked up XNDU, INFLQ, QNT, and its picks shovel IBM, META, AMZN, MSFT, AXTI avg $3.54 and so on. Screw the ETF QTUM go for each stocks: the whole field as when one hits and mixing A.I, with Quantum computing the Earth done for *(Arnold will be coming for us)* so you might as well have a year of a Pluto 100,000% return and get a few high-end babes for the end and do what Al Bundy would do. "*Al you just made $16million what are you going to do?" "*

I made money on TSM deep ITM put spreads doing this once, until someone exercised them to capture the interest on the cash lol and then I got smashed with broker fees that eradicated my gains.

Lol then you should try holding AVGO and TSM

I have no idea what you're talking about with TEAM.
Sure:
MSFT, NVDA, SNDK, RDDT, EQT, TSM, NFLX, FSLR, SCHW, NRDS.

I just sold some TSM this morning, not because I think it's a bad buy but that my money could be used better elsewhere (VFLO). I added a quarter of what I sold to SMH which I told a wee position in. I have a few hundred dollars of DRAM that I won't be horribly upset if I lose. I also hold some metals, infrastructure and electrification upstream of the overall industry, the metals of which have done quite well (AG and COPP) of late.
I probably won't be expanding my semiconductor positions for now. Long term they're great, but I think it's a bet to assume we're going to get another big AI hype like surge (regardless of semiconductor fundamentals) again in this market cycle. Could certainly happen but eh. I'm making very decent returns in my core holdings and for now would rather expand those. I do stand by the thesis that long term semiconductors are going to do well, but market and business reality are not always the same so I think it's a less quality buy to park my money in right now. Semiconductors are 13% of my portfolio right now.

I'm buying SpaceX, Google and TSM