TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

Sure, but only TSM and Samsung are able to produce 4nm processes and only in Taiwan and South Korea as I understand it.
I suspect everyone else is probably somewhere between 8 and 40nm processes so they’re going to need to produce more.
Also, I don’t think any of these guys are getting into memory production which appears is going to be a bottle neck for the next decade or so.

Another week of running ***Short Put Verticals*** aka ***Bull Put Credit Spreads***.
Improved over the previous week by $ 1000 over last week despite the turbulence!
Here is my simple trading plan.
I am now entering these trades ***30-45 DTE*** and choosing a ***.25 to .35 delta short put and 1 to 2 strikes lower for the long put.***
I set a stop/loss order for ***150% of the premium received*** and a ***BTC order for 30% of premium received.***
I currently have 49 open spreads and have closed 173 trades for the month.
Here are results for the individual tickers month to date.
|Ticker|Profit +/-|
|:-|:-|
||
|AMZN|$4,036|
|ASTS|$3,928|
|CRCL|$2,032|
|MU|$1,793|
|FIX|$1,134|
|GOOGL|$1,058|
|OKLO|$1,034|
|COST|$806|
|HUT|$688|
|RKLB|$430|
|JPM|$204|
|LMT|$165|
|SPX|$140|
|UNH|$120|
|INTC|$119|
|MP|$61|
|SLV|$60|
|MSOS|$15|
|ETN|$14|
|SMCI|$10|
|NFLX|($55)|
|TSM|($60)|
|HOOD|($560)|
|NBIS|($666)|
|RDDT|($2,923)|
|TOTALS|$13,581|

TSM

Strongly disagree with limited ai upside if you think that you don't have a strong concept of how datacenters work. I have positions in amd so I agree there but with 50% 3 year cagr baseline for the industry as stated by TSM there is plenty of room for Intel to eat in that space even if they aren't the lead. They themselves state as much as well just that they can't execute.

AI selloff? NVDA TSM AMD MU look elevated to me, compared to SAAS.

TSM, you've been going sideways for 5 hours. i'm about to take my ball (0DTEs) and go home

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.