TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

Buying TSM calls before the IV gets high pre-earning. Earnings on 15th.

Exactly, VYMI > VXUS. I paired SCHD with VYMI in my portfolio. I also have among my individual stock positions the following international stocks: MARUY, BAESY, BTI, ISMAY, PAAS, TSM, and CNQ.

Good you covered all bases. I’m only with TSM for 26.

And here I am with AMD, TSM, and ASML.

Wow, what a helpful comment.
Yeah, I have a LEAPS on INTC good for the latest available date, fairly deep ITM to minimize theta and maximize delta. I’m betting on INTC getting additional deals for their new fabrication business which puts them in direct competition with TSM. They are, however, under threat of lawsuit by TSM for collaborating with a former executive from TSM.
LUNR is awesome and I just have shares on it.
All of these are in highly competitive very niche spaces (except HOOD/SOFI which are more commonplace).
I think wheeling the higher IV ones would be reasonable, especially ASTS, but I’m holding off on that for the time being. Have shares on most and LEAPS on the lower IV ones like INTC.
I also sort stocks similar to your method sometimes. I appreciate all of your suggestions.

We are surely in a bubble if TSM is considered nonsexy when it’s up like 50% on the year…

Id say MU + Samsung + SK Hynix market caps shouldnt be larger than TSM at absolute max

No
They have a CONTRACTED revenue backlog of around $600 billion WITHOUT CHYNA
The orders are already in place and they are sold out a year in advance
The only constraint on Nvidia's growth is TSM production capacity which they are expanding in Arizona
This analysis isn't based on emotions at all
Just simple fundamental

Same. It's the reason why I've taken profits every so often on TSM.

AVGO, MU, TSM

Nothing new for AMD.
They’re gonna keep destroying INTC on the consumer side. They’re rapidly closing the gap to INTC on overall market share for enterprise.
They’ll never beat NVDA on the GPU front nor the AI front. But they’ll be a good “second choice” for many enterprises who can’t get Blackwell.
They should be trending upwards but their ENTIRE product lineup both consumer and enterprise relies on TSM and I don’t think they’ll ever bend the knee to INTC for semiconductor production. That’s their only major red flag I see.

In order of size of position; ASML, TSM, MDA Space, KAP, CCO, CGEO, KYIV, REMX, Greggs, NEO.
Currently not adding to the first three but holding long term

hello everyone i recently got into investing and then eventually decided to develop a plan for such by encouraging family to create a custodial account via IBKR and GoTrade and buy the following stocks: VOO, EWL, IAU, TSM, GOOGL and by the time im 18 wherein i get custody of the brokerage accounts i will then pivot to the following assets: VUAA, SMICCHA, EIMI, SGLN
i want your insights regarding about my investment plan and comments and suggestions are highly appreciated :)

Just go growth. If you want to enforce that the companies pay dividends you can do that too. Here are the names I’m picking for 2026: NVDA, AAPL, GOOGL, MSFT, META, TSM, LLY, V, MA, JNJ, NFLX, ASML, COST, HD, PG, NVS, MRK, APP, ABT, LRCX
I just check a screener every year on finviz. 

I also recently sold GOOG and hold AMD. I see you consider TSM, why not ASML though?

27.2% here. Same buy and hold strategy. Also same as others with tech giving the biggest boost with GOOGL TSM LRCX. PANW didn't do me any favors this year but I've been holding since 2018 and I'm going to continue to hold.

NVIDIA [$NVDA](https://x.com/search?q=%24NVDA&src=cashtag_click),

Microsoft [$MSFT](https://x.com/search?q=%24MSFT&src=cashtag_click),

[$META](https://x.com/search?q=%24META&src=cashtag_click),

TSMC [$TSM](https://x.com/search?q=%24TSM&src=cashtag_click),

Qualcomm [$QCOM](https://x.com/search?q=%24QCOM&src=cashtag_click)

NVDA from $188 to $300 - Jensen Huang spins a good story: Blackwell chips, H200 shipments to China, $20B Groq acquisition... But don't forget, in 2026 inference demand surpasses training, and AMD and Google TPU are circling like vultures.

MSFT is my top pick among the five - Azure is undervalued, Copilot price hike in July, enterprise AI moving from testing to full deployment. This is the highest certainty bet. But can that $470B in Capex actually convert to profits?

META - Zuckerberg's $2B Manus AI acquisition, AI ad revenue +26%, not bad. But Reality Labs lost $4.4B in one quarter, and Capex is "significantly faster than 2025" - is this investing in the future, or just passing the hot potato?

TSM is the most stable. 72% market share, 2nm premium of 10-20%, CoWoS capacity up 66% and fully booked.

QCOM - +6-14% upside, 18 analyst Hold ratings. That tells you everything.

Here's the kicker:

Even though I'm recommending these five, there's one big trap you need to watch out for in 2026:

Midterm election year.

The historical data is clear: midterm election years average 10% corrections, with Q2-Q3 being the most dangerous.

My advice:

You can buy these five, but don't go all-in
Keep 15-20% cash, wait for Q2-Q3pullbacks to add positions
Don't chase before midterms, Q4 historically rebounds - talk then
To make money in 2026, you don't rely on analysts - you be greedy when others are fearful, and fearful when others are greedy.
Midterm election year volatility is God's gift to smart money - a buying opportunity.

Mostly tech, NVDA, GOOGL, AAPL, AMZN, TSM, SOUND, AVGO. I also own a good bit of COST, PG, and WMT.

22.16% this year! VOO, NEE, HOOD, NVDA, TSM, QQQM

Just sold: GOOGL
Holding: AMD, ADBE and AMZN
Currenty buying: PYPL, PINS, MELI, NU, BN, betsson
May buy: UBER, META, MU, MRVL, TSM, FOUR, DLO