TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

Some implied moves for earnings next week - 70 companies reporting:
$NFLX 6.9%
$JPM 4.2%%
$ASML 7.6%
$TSM 6.3%
$BAC 4.3%
$MS 4.9%
$BLK 4.8%
$AA 8.8%
$JBHT 6.9%
$SCHW 5.2%
$PEP 4.4%
$C 4.6%
$JNJ 3.8%
$RF 5.4%
$ALLY 6.5%
$GS 4.8%
$WFC 5.1%
$KMX 11.3%
$FAST 5.7%
$ACI 7.2%
$PGR 4.6%
$PNC 4.8%
$TRV 4.6%
[https://www.optionmillionaires.com/some-implied-moves-for-earnings-next-weekapr-13th-apr-17th-70-companies-reporting/](https://www.optionmillionaires.com/some-implied-moves-for-earnings-next-weekapr-13th-apr-17th-70-companies-reporting/)

I guess sharing financial reportings from TSM was delusional degenerate gambler dreams but saying oh the market might go down but it might go up but if it goes up it’s bc it’s rigged not bc my analysis is ass backwards is sooo much more valuable 🤣 get a grip

The position was closed at the end of the day on Friday and has now been redeployed into TSM and MU

Have you compared market cap versus yearly revenue? TSM is a $1 trillion company with only around double Intels current yearly revenue. Plus TSMC doesn’t have products like Intel. Intel can essentially be a valuation of AMD and TSMC combined.

Tsm is 5x INTC. It literally does not. Also it could be bigger since there's American patriotism behind it and some rats from TSM willing trade secrets

TSM 2 trillion, Intel 300 billion 🤔

My guess is that Thursday we go down because TSM spooks the market with talk related to natural gas/helium ramifications and then pump Friday when the market ignores it and pushes forward. I'm gonna sit it out though because they may just pump the market green for another 5 straight days.

JPM and TSM earnings are going to matter more than Iran this week methinks.

JPM and TSM earnings will be the first two dominos to fall next week.

TSM had 35% sales update late last night. Ofc, they were a big beneficiary for peace talks. They also have earnings out next week sometime. But that was the big catalyst for the sector.

Yep.. what is your recommendation to buy a call next week?
Also, the US and Iran war pauses willl expired on April 22. Too much news. I can't tell what market will reaction.
Bullish or Neutral. Or bearish because of stupid news.
Monday, April 13
Goldman Sachs (GS)
Fastenal (FAST)
Applied Digital (APLD)
Pinnacle Financial (PNFP)
FB Financial (FBK)
Charles Schwab (SCHW)
Tuesday, April 14
JPMorgan Chase (JPM)
Johnson & Johnson (JNJ)
Wells Fargo (WFC)
Citigroup (C)
BlackRock (BLK)
Albertsons (ACI)
CarMax (KMX)
Equity Bancshares (EQBK)
Wednesday, April 15
ASML Holding (ASML)
Bank of America (BAC)
Morgan Stanley (MS)
PNC Financial (PNC)
Progressive (PGR)
U.S. Bancorp (USB)
First Horizon (FHN)
M&T Bank (MTB)
Thursday, April 16
Taiwan Semiconductor (TSM)
Netflix (NFLX)
Abbott Laboratories (ABT)
PepsiCo (PEP)
Blackstone (BX)
Marsh McLennan (MMC)
Travelers (TRV)
Prologis (PLD)
Truist Financial (TFC)
Alcoa (AA)
Friday, April 17
American Express (AXP)
Procter & Gamble (PG)
Schlumberger (SLB)
State Street (STT)
Regions Financial (RF)
Fifth Third Bancorp (FITB)
Ally Financial (ALLY)

I recently transitioned away from a mix of individual equities (AMZN, GOOGL, MU, TSM, NVDA, AMD) to ETFs only because the mentality of constantly creating a “shopping list” (researching and looking for quality investments) became too exhausting—nearly a part-time job. But I’m still seeking alpha, so would love anyone’s thoughts.
My new ETF list is:
US Broad Market (45%): VTI + AVUS — both cover total market but have different tilts (VTI will capture a bull run, AVUS will capture a value run and be smoother in a bear market)
International (15%): FNDF + AVDV — FNDF for fundamental large cap, AVDV for value small cap (together, they perform far better than VXUS in the long run)
Growth (30%): GRNY, GRNJ, DRAM, FMTM — all young ETFs but based on strong belief in the AI build-out (GRNY, GRNJ), the memory supercycle (DRAM … I held MU from summer 2025 to March 2026 and did very well), and that monthly rebalancing for momentum is essential (FMTM).
10% (min) in SGOV always, for dips.
Thoughts?

Cool! TSM reports next Thursday. I guess today's earnings report had a few mistakes.

\*\*Q1 2026 Global Smartphone Market\*\*
\* Apple = 21% (up 5% YoY)
\* Samsung = 20% (down 6% YoY)
\* Xiaomi = 12% (down 19% YoY)
\* Oppo = 11% (down 4% YoY)
\* Vivo = 8% (down 2% YoY)
\* Others = 28% (down 10% YoY) \[\*Exceptions: Google up 14% YoY and Nothing up 25% YoY\*\]
"Apple remains the most insulated brand against the memory crisis due to its ultra-premium positioning and highly integrated supply chain."
https://counterpointresearch.com/en/insights/global-smartphone-shipments-q1-2026
\------------------
\*\*Apple's iPhone Supply Chain\*\*
\* TSMC is the sole foundry for logic chips.
\* Samsung, SK Hynix and Micron primarily supply the DRAM and NAND memory. NAND is also supplied by Kioxia and Sandisk.
\* Qualcomm primarily supplies 5G modems for iPhones. Apple has started transitioning to in-house modems.
\* Samsung, LG and BOE supply OLED displays.
\* Corning supplies the ceramic shield cover glass.
\* Sony supplies the CMOS image sensor and LG Innotek does the module assembly.
\* Foxconn, Tata and Luxshare do the overall assembly.
\-------------------
Positions: Long AAPL, TSM and MU, and GOOGL. NFA

Back with results from running low delta Short Put Verticals aka Bull Put Credit Spreads!
Really active week closing 104 SPVs with **SNDK** raking in **$2553**.
Keep your eyes on **LITE**.
LITE came in 3rd with $832.
I have been day trading these spreads closing at 20% profit due to the market instability.
I had 24 day trades this past week out of the 104.
I currently have 52 open SVP's with premium collected of $11,071.
Here are my rules for trading Short Put Verticals:
* **SVP's will be opened 14 to 49 DTE**
* **Short put strike chosen at .20 delta or lower (I have been choosing 13/6 deltas for new verticals during the war).**
* **Long put chosen to achieve a net delta of .07**
* ***All the following criteria must be met prior to opening trade***
* **Analysis of spreads Max Profit must show 80% or more probability for Maximum Profit**
* **Analysis of spread's Break Even must show 80%or more probability for Any Profit**
* **Analysis of Max Loss must show 10% or less Probability for Maximum Loss**
* **ROI for premium collected (premium divided by collateral required for spread) must be 10% or more**
Here is a screenshot of all trades: [https://imgur.com/a/yDusaCc](https://imgur.com/a/yDusaCc)
Below is totals of tickers from this week:
|Ticker|Profit +/-|
|:-|:-|
||
|SNDK|$2,553|
|MU|$1,084|
|LITE|$832|
|BE|$481|
|AVGO|$405|
|WDC|$365|
|CIEN|$291|
|DIA|$228|
|AMZN|$221|
|STX|$215|
|SMH|$170|
|MSFT|$170|
|INTC|$167|
|GOOGL|$158|
|AMD|$150|
|GLW|$128|
|ASTS|$122|
|META|$117|
|CCJ|$115|
|VOO|$102|
|AEHR|$80|
|AAPL|$73|
|IWM|$73|
|AXTI|$63|
|NBIS|$55|
|GOOG|$39|
|VTI|$34|
|TSM|$34|
|NVDA|$31|
|MRVL|$22|
|APLD|$11|
|NFLX|$4|
|Total|$8,592|

I think it’s usually more concentrated top ten , and a lot of times small caps have a lot of negative earnings companies , and those might drag the TSM down a bit when small cap hasn’t performed as well as it did in the 2000s for example . I think over long periods of time they will pretty much always be within a hairs width of CAGR

>Terafab aims to produce 1 terawatt (1 TW) of compute capacity annually, which would be a monumental increase over current industry manufacturing, potentially equating to 70% of TSMC's total current output.
#So Elon wants to build 70% of TSM's total capacity in one factory? LMAO🤌

Hello! I hope you all are having a great day. I just updated all of my (26M) accounts on Dividend Tracker. As of today, I am expecting to make $3,602 per year in dividends from all accounts totaling $106K. the slight disparities on the two images are from stocks that could not be uploaded to Divided Tracker. Total time to 100K was just over 3 years.
Last year was my best year investing so far. I invested a total of roughly $50K across all accounts.
Im NOT high income. I just live relatively cheap and I invest FIRST before paying bills. Obviously all of my bills are paid but its more of mental game than practical.
I only have about 11K in debt but it doesn't make sense to pay it off because the interest rate is 1.99%. I'm much better of paying it down over time.
To understand my investing:
85% goes to growth stocks such as VOO, VTI (no longer investing because of overlap), SCHG, and QQQM.
12% goes to single stocks that I am bullish on such as NVDA, RZLV, BBAI, MU, TSM etc.
3% goes to whats called my "VEGAS" account. since i invest roughly 3500/month I thought I'd have some personal fun with investing and try to maximize dividend income regardless of NAV erosion. This is where the bulk of my dividend income comes from and it's purely for the fun of investing.
As far as strong dividend stocks in my portfolio: SCHD, MO, QQQI, MCD, and O.

Please let me know if you have any questions!

TSM reported good earnings, guilt by association

If you’re not buying Nvidia after TSM posts new record high revenue… & PLTR after the President just endorsed it and we know what that means (just look at INTEL) I think you’re misssing a huge opportunity!