TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stockNYSEADR

Pray for TSM down like 40% on my calls 😭😭

Bought the TSM dip

Easy day, nothing urgent. I bought back puts in AAPL and Tesla. Both were approach 50% profit in 6 days and 15 days. I opened new positions in both. I rolled a TSLL covered call out and time and up. Had to move it up, the same strike didn't exist in 11-20. I rolled covered calls in AMD and PLTR, and rolled a put in MU. Collected $3611 in premiums. I had a put in TSM that I tried to roll, to little premium and it has earnings in 3 days... on watch list. Same with replacing the TSLA put. I wanted more premium, so will work this one.

went full port TSM today ftw

Really tempted to sell a 420p on TSM on this pullback but I think it's too early

my best buys YTD: MU ASML TSM MSFT. counting only positions at like >= $50K.

10/14 $1030c $MU. Got fleeced by $TSM

Fair. That’s the bet. Macro can suck, TSM can still print. I’m holding the shares and betting earnings finally wakes the stock up.

TSM isn’t going to move while AI trade stalls. Much better to accumulate shares. They’re an excellent company but macro sucks.

Ain't the elon corps betting big on TSM/Intel making them tons of memory/storage in terafab? Shouldn't they also be dumping if memory is dumping, since if the concern is oversupply driving down costs then the potential gain from terafab is lower?

# Today is Monday, the 12th of October ## Upcoming events for Monday, October 12th - Stock splits: - DFLI @ **1:8** - MDCX @ **1:50** - NIVF @ **1:4** - NXGL @ **1:20** - POAS @ **1:15** - ZBAO @ **1:50** - Expected earnings: MSS, NCPL, RMCF ## Upcoming events for Tuesday, October 13th - Stock splits: - FMFC @ **1:40** - Expected earnings: ACI, ARTW, AZZ, BMRA, C, DPZ, FBK, FNGR, GS, JNJ, JPM, UNH, UNTY, WFC - Ex-div: CHAD, ESLT, OZK, SATA, TBLD - Economic events and announcements: - IMF Meetings ## Upcoming events for Wednesday, October 14th - Expected earnings: ASML, BAC, BLK, EDUC, EQBK, FAST, HOMB, MS, NXTT, PGR, SOTK, STT - Ex-div: CCD, CGO, CHAD, CHI, CHW, CHY, CPZ, CSQ, IDCC, MU, SATA - Economic events and announcements: - 3-Month Bill Auction (previous: 4.050%) - 6-Month Bill Auction (previous: 4.165%) - ADP Employment Change Weekly (previous: 23.80K) - Existing Home Sales (consensus: 3.97M, previous: 3.98M) - Existing Home Sales (previous: -2.0%) - FOMC Member Barkin Speaks - Fed Collins Speaks - Fed Waller Speaks - Federal Budget Balance (previous: -167.0B) - IMF Meetings - NFIB Small Business Optimism (previous: 98.7) - OPEC Monthly Report - Redbook (previous: 8.6%) ## Upcoming events for Thursday, October 15th - Expected earnings: AA, ALOY, BNY, BSVN, CMC, CMMB, CNS, CTW, CWBC, ERIC, FHN, IBKR, INDB, INFY, JBHT, MAN, MRSH, PLD, PNC, PULM, SCHW, SFNC, TSM, USB, WABC, WAFD, WIT - Ex-div: BCIC, BELFA, BELFB, BPOPM, CAC, CHAD, CHCO, CMTV, CSWC, DHCNI, GAING, GAINI, GAINZ, NWFL, OCCI, OCCIM, OCCIN, OXSQG, OXSQH, PECO, REGCO, REGCP, SATA, STRC, VSEC - Economic events and announcements: - API Weekly Crude Oil Stock (previous: -2.090M) - Beige Book - CPI (consensus: 0.6%, previous: 0.4%) - CPI (consensus: 3.6%, previous: 3.4%) - CPI Index, n.s.a. (previous: 334.98) - CPI Index, s.a (previous: 334.13) - CPI, n.s.a (previous: 0.32%) - Cleveland CPI (previous: 0.2%) - Core CPI (consensus: 0.2%, previous: 0.3%) - Core CPI (consensus: 2.5%, previous: 2.4%) - Core CPI Index (previous: 337.77) - FOMC Member Barkin Speaks - FOMC Member Bowman Speaks - FOMC Member Bowman Speaks - IEA Monthly Report - IMF Meetings - MBA 30-Year Mortgage Rate (previous: 7.49%) - MBA Mortgage Applications (previous: -4.2%) - MBA Purchase Index (previous: 145.1) - Mortgage Market Index (previous: 204.7) - Mortgage Refinance Index (previous: 515.8) - Real Earnings (previous: 0.2%) - Thomson Reuters IPSOS PCSI (previous: 50.45) - US Leading Index (previous: -0.1%) ^^^^2026-10-12

Your LMT experience is the useful lesson here. 20% in one stock means one bad stretch drags the whole portfolio, which is exactly what you’re seeing. A simple rule a lot of people use: cap any single stock at 5-10% of the portfolio and keep the index as the core. If you want TSM, make it a small one-time buy under that cap instead of adding it to your weekly buys. Let the weekly money keep going to CSPX. Also, “it’s been low for a few days” isn’t much of a signal on its own. If you buy, decide now what would make you sell (the thesis breaks, or it grows past your cap) so a dip doesn’t turn into another LMT.

TSM for sure. AI capex is still booming, while bank margins are facing rate pressures.

TSM. Only concern is "priced for perfection." Beats might not be enough anymore — we saw that with Samsung. But TSM's the one name I'd actually hold through it.

Earnings week looks packed, especially with JPM, BAC, and TSM reporting-definitely worth watching how their results shape broader market sentiment.

JPM, BAC and TSM are the top picks this week. Where are you placing your bets?

ASML > TSM tho, no?

Too much retail and dinguses like leopold. It's a completely toxic sector to hold. Just switch to TSM.

Anybody YOLOing on TSM before earnings?

TSM | Taiwan Semiconductor Manufacturing - Current Price: $453.31 - Current Market Cap: $2.35T - Bull Target (12–18m): $600–$650 - Bear Target: $350–$380 - Upside: +32% to +43% - Downside: -16% to -23% - Reward-to-Risk: ~2:1 - Success Probability: 70% (estimated) - Expected ROI: +20% (estimated) - Return per 1% Downside: ~0.9% - Forward P/E: ~20.1 - Dividend Yield: ~0.7% - 1-Year Return: +50.44% 🟢 - 5-Year Return: +346.26% 🟢 - Profitability: Highly Profitable 🟢 - Revenue Growth: +50% YoY (Q3 2026) 🟢 - Net Income Growth: +77.4% YoY (Q2 2026) 🟢 - Free Cash Flow: Positive 🟢 - Price Trend: Strong long-term uptrend 🟢 - Bull-Case Market Cap: $3.11T–$3.37T - Comparable Companies: Samsung Electronics, Intel, GlobalFoundries - Risk: Moderate-High - Conviction: 8/10 - Grade: A- TSMC dominates advanced semiconductor manufacturing, producing chips for NVIDIA, Apple, AMD, and Broadcom. I see exceptional long-term potential from AI infrastructure demand, strong profitability, and accelerating revenue growth. However, Taiwan geopolitical risks and a $2.35T valuation warrant disciplined entry timing, especially with earnings approaching October 15.

TSM

TSM

Personally prefer SMH due to heavy exposure to NVDA and TSM, which my core holding (SPMO) lacks

Thoughts on TSM?

I have small positions in AAOI, ALAB, CBRS, MU, MRVL, AVGO, LITE, COHR, CRDO, TSM, NBIS … because the truth is I don’t know which one of them will win out. (Plus my NVDA from 2020 buy at $10). So I just buy a small basket of them and create my own little etf.