TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

Bought Micron in November (and s few other like Dell, Nokia, Lumentum, Amd, Amat, Lcrx) last year but sold all in January 😅 being confident something will rise is one thing but seeing it go like 3 or 4x is another. I d say TSM is a safe bet, probably not gonna moonshot but some upside from increased capacity announcements + price increases imo and realization that Intel s plan is just so far in the future. Then hyperscaler for long term given the valuations. The boom in semiconductor was a bit of a once in a lifetime opportunity imo (strong consensus, structural support from capex readability) difficult to replicate from there.

Splitting it into compute/memory/foundry/equipment is the right way to think about it - these don't all move together and the timing on each is completely different.
One thing worth looking at alongside individual names is SMH, the semiconductor ETF - it holds NVDA, ASML, TSM, MU and the rest in one package. $1.8B flowed into it just last week, which suggests institutional interest hasn't dried up despite the run.

Technically SMH is sitting around $611 with the sector already up about 68% this year.....whether that means expectations are fully baked in or there's still room is something everyone has to work out for themselves 😄
Just observations, not financial advice\*

More MU under 1k, AVGO, TSM would be my top 3

Nice buy! TSM is a great core own and especially at that price! I wonder though if the market is pricing memory as a commodity why not semis and the semi foundry. As is usual the future is probably betweeen the bull and bear cases.

next Thursday my port has the opportunity to go up or down 5% thanks to TSM and NFLX but I care more about MSFT and NVO in about 3 wks those two are so undervalued and earnings are highly anticipated.

Not likely, but never know. When we suddenly had the chip surplus, due to Covid and post covid, I bought a good number of shares of TSM for $75/share.

These companies feature overwhelming analyst support, with heavy clusters of "Strong Buy" and "Buy" ratings due to powerful core market tailwinds.
* AA, TSM, NFLX, ELV, UAL

2024 TSM would like a word

ASML & TSM comin up

Some implied move for earnings next week:

[https://www.optionmillionaires.com/some-implied-moves-for-earnings-next-weekjul-13th-july-17th/](https://www.optionmillionaires.com/some-implied-moves-for-earnings-next-weekjul-13th-july-17th/)

$ASML 8.5%
$TSM 6.4%
$NFLX 7.9%
$ISRG 7.9%
$AA 8.1%
$BLK 5.2%
$CAG 6.2%
$MS 4.9%
$UNH 6.3%
$C 4.6%
$GE 5.4%
$ABT 5.4%
$GS 4.6%
$JPM 3.8%
$BAC 3.7%
$WFC 5.1%
$FAST 5.9%
$AEHR 22.5%
$ELV 6.8%
$JNJ 3.8%
$CTAS 5.3%
$UAL 7.4%
$JBHT 6.9%
$RF 4.2%

Exactly this! I’ve been selling 2 weeklies on TSM (strike anywhere from $470-500), unlike ASTS, TSM usually doesn’t pump like 10-20% in a week and worst case I can afford a roll. With my ASTS (own 300 shares) I haven’t sold calls at all, too volatile.

Thank you for showing TSM some love. Never see it mentioned but it’s arguably critical infrastructure for basically the world atp.

Hey everyone, below is a list of my current dividend stocks in an individual brokerage account (ignore the spacex, thats just for shits and giggles).
The numbers next to the tickers are the quantities I currently hold.
I'm not particularly married to any one of these, and I already have strong mutual funds in my other Roth accounts. Looking for advice to grow this into a dividend snowball machine as years go by. Any tips? Open to anything! Age: 30
AAPL: 17.18
COST: 4.021
CVX: 25.781
GOOGL: 4.012
JNJ: 14.729
KMB: 31
KO: 75.962
KVUE: 94.505
META: 1.002
MSFT: 11.02
NVDA: 3.008
PEP: 27.611
PG: 17.71
PSX: 25.326
SPCX: 11
TSM: 1.026
XOM: 76

TSM gotta start strong with amazing monthly revenue report on Monday

Also have MU, SMCI, TSM, and NVDA. We use Gemini in DoW and not sure how Tesla will turn out with their focus on Optimus robot, but they will have to do something with their automotive division as Chinese EV manufacturers are eating their margins.

You pay a premium for ADR's. Look at TSM.

Bought Micron in November (and s few other like Dell, Nokia, Lumentum, Amd, Amat, Lcrx) last year but sold all in January 😅 being confident something will rise is one thing but seeing it go like 3 or 4x is another. I d say TSM is a safe bet, probably not gonna moonshot but some upside from increased capacity announcements + price increases imo and realization that Intel s plan is just so far in the future. Then hyperscaler for long term given the valuations. The boom in semiconductor was a bit of a once in a lifetime opportunity imo (strong consensus, structural support from capex readability) difficult to replicate from there.

Splitting it into compute/memory/foundry/equipment is the right way to think about it - these don't all move together and the timing on each is completely different.
One thing worth looking at alongside individual names is SMH, the semiconductor ETF - it holds NVDA, ASML, TSM, MU and the rest in one package. $1.8B flowed into it just last week, which suggests institutional interest hasn't dried up despite the run.

Technically SMH is sitting around $611 with the sector already up about 68% this year.....whether that means expectations are fully baked in or there's still room is something everyone has to work out for themselves 😄
Just observations, not financial advice\*

More MU under 1k, AVGO, TSM would be my top 3

Nice buy! TSM is a great core own and especially at that price! I wonder though if the market is pricing memory as a commodity why not semis and the semi foundry. As is usual the future is probably betweeen the bull and bear cases.