TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

Think of it this way. Warren Buffett and William danoff pick stocks for their funds and manage to just edge out the total market on average in the long run. And these are the top dedicated professionals in the world at picking stocks. In my years of picking stocks and investing I’ve been up I’ve been down. But to the question, am I that far ahead of where I’d be if I just bought the total market and chilled? Some people answer hell yes. Many many many more answer hell no. It is a full time job worrying about when to trim one sector etf and buy another. Or managing stop losses and tax gains constantly. If I buy a stock in a company it’s because I believe in the company. I want Google to succeed. I want TSM to succeed. I want AMD to succeed. They are “good” imo. Leadership. Values. And balance sheets. I want to own a part of those companies regardless where their price is at. Otherwise I invest in the total market. S and p or nasdaq or the such. That’s how I sleep at night.

I killed it. Sold when TSM gapped down to $393. 😎😁Thanks ! Long PLTR CALLS now

I 100% believe Xi will make his move before Trump leaves office. PLUS, he just warned Trump not to get involved in their little tea party this week. And wha better time while boatloads of armed forces are bogged down indefinitely in Iraq?
I’m thinking of selling my TSM, been in since 2020. What defense stocks do you like?

No, Trumpo WON’T step in; either way TSM stock price will crater. I’m incredibly nervous and thinking of selling mine. Hate to but…

50% of the S&P relies on TSM in that case

I think they were internally forced to sell TSM due to not wanting to be part of political issues. Berkshire is such a huge name in the financial world and I don't think Buffett before he retired wanted to be part of political corruption shenanigans from Trump. US China relationship is iffy and the last thing Buffett wants is to have Americans hate him for supporting "Chyna" (or whatever Taiwan US China relationship is).

They also held TSM for only a few months yet doesn’t realize their massive apple position is essentially relies fully on TSM

Much lower PE than NVDA and less risk in a sense, because it doesn't matter which chip designer wins. TSM manufactures most of them.

TSM is so on sale due to this love it. In ten years they will have companies across the USA. And China isn’t going to mess with them they are just as invested. Would be like uAE and Saudi deciding to invade Israel. The time is way past. And they all use the same tech.

STO 1 ALAB $215p 5/22 for $510
STO 1 TSM $400p 5/22 for $700

It's like worrying about the electric grid collapsing from an EMP. Can it happen? Yes, but you far more likely to have things keep going on business as usual. If global disruption happens, everything is going to get affected. Not much you can do except build a hole in your back yard and climb in it. As an aside, I think that China will eventually take of Taiwan, Xi even says by 2049 himself. The Taiwanese people lack the will to fight and take it seriously. The race is for US semi conductors to come online. TSM is stonewalling with their N-2 policy.

Thanks…practically begged friends to check out TSM two 2-3 ago when it was still sub $100 and NVDA took off. And as everyone says….AI is only starting to take off.

Sold some NVDA yesterday to add onto my TSM and GOOG positions for a greater short term (3-5 years) run up. Financials are looking fantastic for these two.

Had someone tell me I was a “literal retard” for buying more NVDA and TSM three years ago. The discourse is exactly the same today. The reality is that I am trying to snap people like you out of this doomer trance you are in because when you miss the bus yet again and people keep getting more and more rich, no one will care as you scream at the clouds and shake your fist about how it can’t keep continuing and the “bubble” has to pop eventually. I feel more pity for you and others in this mindset than anything. The market could drop 50% overnight and I’d still be a millionaire. I can’t imagine how I’d feel if I bought into this shit and missed out on all this. There is still time for you to realize you are wrong.

>Is this basically a bet that Starlink becomes a huge high-margin broadband business?
They're developing their own chips for the AI revolution (Terafab). TSM is in Taiwan and it's been speculated that as the global race for ASI ramps up, China will take Taiwan. It's similar to how Micron is the only big memory producer that is in the US and that relieves worry about supply chain disruptions from global conflicts.
They will have space exploration, payload deliveries, lunar missions and even habitation. AI data centers will move to space. Then there is the Starlink operation where they can offer home internet, remote internet (planes, ships, cabins, desolate areas, etc.) and 5g to cellular.
Once public the stock will balloon and then correct and then the market will figure out where it should really be.

DRAM NVDA and TSM

Seeing people say war is the major risk is kind of funny to me.
War can destroy tangible assets, sure. But does TSM only rely on tangible assets? Hint: Intel has more advanced EUV equipment than TSM, but it’s not even close to Samsung, let alone TSM. What really matters is production knowledge, and that can be shifted elsewhere. Just look at how quickly TSM is replicating advanced chip production in Japan and Arizona.
And even if some facilities are damaged by war, what do you think happens to the price of the chips that are still being produced? As long as TSM controls access to the most advanced chips in the world, and the world desperately needs them, it can basically set whatever price it wants.
TL;DR: I’d worry much more about demand for advanced chips getting cut in half than about a war that can hardly hurt TSM in the long run.

CSCO and AMAT earnings not impressive given TSM saying TAM $1.5 trillion - no one lists backlog over how many years!

I get the risk, but SMH is already 20% NVDA and heavily tied to TSM/AVGO. If those move, the 'ETF cushion' is pretty thin anyway. I’m looking at the MU memory cycle as a specific play. You think the downside risk on MU/NVDA is really that much higher than the ETF if the whole sector pulls back after Wednesday?

Taiwan in play. Get yer TSM while it's hot..,