TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

TSM uuuu

Whats your point, nvidia so capacity constrained it wont even be making geforce cards for 6 months. TSM cant meet demand, intel cant meet demand, no one can meet demand. This is as dumb as it gets, we will see massive capex spending not profitability increases.

Agreed. Foundry problems? Nothing that a gunpoint deal with TSM / ASML can't fix 😉 

TSM AMD green cute

$NVDA: THE UNDISPUTED ARCHITECT OF CIVILIZATION 🏛️ expansion Stop thinking of $NVDA as a chip maker. They are the Utility Provider for the 21st century. You can't run a modern nation without them. The Ecosystem of Giants: Defense: Powering Lockheed Martin simulation systems. 🛡️Energy: Shell & BP optimizing global resources. 🛢️Logistics: Every move at Amazon & Walmart is calculated by Nvidia. 📦Space: Partnering with NASA for Mars simulations. 🚀 What’s in the Pipeline:The rumors of a massive Apple (AAPL) partnership for 2026 robotics are growing. Plus, Saudi Arabia’s NEOM is being built on Nvidia's Digital Twin architecture. The Verdict:From the food you eat (John Deere) to the car you drive (Mercedes) and the medicine you take (BioNeMo)—Nvidia is everywhere. Investing in NVDA is investing in human progress itself. 🌎📈 \(NVDA\)TSM #Defense #Energy #NASA #Apple #Bullish #Rubin 

There is also enormous scope for those who have experienced a huge speculative bubble over the last 36 months to undergo a severe correction!
PLTR HOOD TSLA INTC GOOGL etc. MU LRCX BABA AMD ASML AMAT CAT HSBC GE RTX GS TSM ... JNJ LLY ...

apparently Intel has been transported to an alternate reality. Down 12%, yet zero impact on any related companies, SOXX essentially unchanged. Wild. If it was up 12%, SOXX would be rocketing higher like we saw with TSM's ER

Yeah, I agree. I think you should invest in something you plan on keeping for years. Maybe Netflix or TSM.

Nah that is a recent phenomenon (\~last 2 earnings), which plays a part in why I think it will be going up after this next one. Their P/E has been consolidating over the last few releases, forward P/E is 24, super low for their growth, their PEG is under 1. This next release will put them into the teens which is just ridiculously low. People fear the so-called "AI bubble" right now and that is going away with companies like TSM releasing blowout earnings and guidance. NVDA will seal the deal next month with Vera Rubin guidance.
This is the pattern NVDA's share price has been doing since 2023. Price sticks in the mud and stays flat for 5 months, then surges up 30-50% to get stuck again for 5 months, then surges up 30-50%. We are at the end of a 6 month mud-stuck price, time to fly.
\+20% by May ($222/share).
!remindme 4 months

Berkshire had sold its position in TSM at $80 LOL

I own these shares in case TSM ever melts down. I wouldn’t sell intel unless I greatly reduced my apple, TSMC, NVDA and AMD positions.

Your point is heard.
I would argue that US semiconductor have a golden period until 2028. 2028 is when the Chinese will start dumping 7NM with advanced packaging to the rest of the world.
I dont think intel, TSM and Samsung can all survive that competition.
US would have to nationalize Intel.

TSM is communist, intel is American

It was OBAMA who organized the TPP to build a coalition to ensure fair trade with China after decades of Democrats from Bernie to Biden calling for TARIFFS on China(just not on the whole fucking world) and it was BIDEN who initially introduced the Ban on NVDA, AMD Chips uder his AI Diffusion rules.
If you need to know what Trump has said about China... well, maybe you do given the type of next level ignorance you displayed by arguing they weren't an adversary because they build cheap shit for us.
China is an adversary to the US in EVERY conceivable way a Country CAN be an adversary short of going to War with them and they both REGULARLY simulate how such a War would go IF China were to attempt to take back Taiwan.

Saying I'm just listening to "My masters," is... just you telling on yourself and proof you're not smart enough to come to a conclusion on your own without your "masters" telling you they're not.

Holy Shit. I've seen stupid comments on here about China on here, but China's ENTIRE FUCKING 100 YEAR PLAN is aimed at supplanting the United States as the Word's long Super Power.

So I don't know if this is some pathetic attempt at virtue signaling and trying to defend the Chinese PEOPLE... which even your average moron(which you are not) would know we're talking about the CCP, or if you just really live in your own world in which China supports Iran, North Korea...Russia, and is trying to expand it's sphere of influence into our backyard.
Or, given you sound like a Chinese bot talking about how TSM would offer no value to China as China's ability to manufacture Chips is "on parity" with TSM, maybe you it's your "masters" in China that YOU'RE listening to and... you're proving my point right here and right now.

I prefer SMH for two reasons. First because it isn't so top heavy on NVDA and AVGO. And second because SMH has a lot more ASML and TSM than FSELX does (and I like those two companies).

Is TSM ok? Maybe a flu

I agree with this. I am comfortable holding something like NVDA or TSM long term deep in the AI development processes but I will definitely trim and close out my position in MU once I sense we are reaching inevitable reversals. Then again, experts do say memory is the future of AI and AGI so, still more research needed on my end.

Intel makes everything AMD, Nvidia and TSM makes combined.

I’m looking to propose to my girlfriend of four years this year, and have put down two deposits for an engagement ring (one for the band, one for the diamond). I’m currently low on cash in my bank account to finish paying the rest of it off.
I have a RH brokerage account that holds \~20% VOO and the rest of it is individual stocks (TSM, WMT, RKLB, etc). I use this account to hold onto stocks long term. If I sell all of my VOO, I will have enough money to pay off the rest of the ring. I plan on getting back into S&P 500 exposure either through my job’s 401K plan or a Roth IRA. Or would it be better to hold VOO and sell some of the individual stocks I own? Please let me know what you guys think. Thank you!

It doesn’t matter , pick one for simplicity , but they will track identical , same as SCHK VOO VTI SPY VV etc the funds that have more holdings don’t have a high enough weighting in them in the make a dent long term . You can go on testfolio.io and backtest a total stock market fund and an sp500 fund all the way back to 1926 . TSM- 10.30%, SP500-10.36%. If you’re skeptical about backtested research returns , from 1972-present TSM 11.03%, SP500 11.07%. Because they’re all market cap weighted The added stocks in a TSM make up such a small percentage it doesn’t move the needle . Even a mega cap fund with 200-300 stocks tracks nearly identical .