TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

TSM **stock price** is not going to do well when INTC starts making chips for other companies just like NVDA has been flat since competition heated up. Having said that, TSM over 500 is still inevitable

kinda funny if AI ends up making chip designers easier to replace while making TSM even more valuable

TSM significantly contributed to my realized gains in 2025.
I exited my position early in 2026. Subsequently, I began accumulating more shares after thoroughly reviewing their fundamentals, order pipeline, and updated management guidance. The company upgraded its full-year revenue growth guidance to slightly above 40%. Despite this positive outlook, the stock's performance remains subdued due to the substantial capital expenditure required for new facilities and the initial scaling of next-generation 2-nanometer (N2) technology.
These factors are projected to reduce gross margins by 3 to 4 percentage points in the latter half of the year. Additionally, geopolitical risks and advancements in new chip technologies (a "deepseek moment" for chips) are influencing the stock.
Source: TheMarkets.
I discovered this platform, "TheMarkets.ai" (https://themarkets.ai/), which allows deep stock valuation - similar to institutional investors. I was granted free access through a referral....
Disclaimer: I have no affiliation... They qualify and verify new users before approval.

Is this saying because TSM is the supplier to AAPL, NVDA, MSFT, AMZN, META, GOOG etc?

$GOOG, $DRAM, $TSM

I full ported TSM a while ago and have no intention of selling

Better to buy Intel than listening to everyone saying to buy TSM.

Good point about China and WW3. If TSM is undervalued due to geopolitical risk, that's a risk I'm willing to take and profit from. Besides, TSM is building fabs in Arizona, Japan, and Germany. As those progress, that may de-risk TSM sufficiently that the risk discount fades over time. I think it's a bit of theater, because apparently there's a Taiwanese law requiring the newest, smallest node manufacturing to remain in Taiwan. But like you said, it's highly improbably China's going to invade due to the economic consequences.

If this happens, ARM is cooked too.
OpenAI Jalapeño was designed with AVGO but they used OpenAI Astra (probably, they said AI, I am assuming it’s this ) instead of getting ARM designs.
So, your thesis is correct. ASML, TSM will be winners.

I went big on TSM last year for this reason. At the end of the day, TSM makes a physical product and cannot be replaced by AI, whereas literally every other chip company other than Intel (which, come on, lol) does not and is susceptible to AI designing its own chips.

Buy TSM is similar to buying VOO

TSM is one of the safest AI plays. Whether it's asics or gpu's they all get manufactured by TSM. I've been buying anytime it dips.

TSM wins no matter who wins the AI race. I hold it and looking around at my other AI related holdings I’m convinced more and more I should concentrate my investments in it. As far as geopolitical risk, if China were to move it would spark WW3.

I think TSM has a huge moat in the sense that it would be very difficult to replicate what they offer. They're not a monopoly like ASML but function as a high margin toll booth. Some say CUDA is NVDA's moat; maybe it was at one point, but I doubt it is any more. I'm not dumping NVDA, but I'm interested in taking some profits and moving them into TSM.

TSM looks like a company full of really smart people, so I bought.
I think I'm pretty stupid and ignorant though, so I probably won't make good stock picks unfortunately.
Go TSM!
**waves pom poms**

Unless you’re talking KO, AMZN and I guess NVDA these days, most stocks aren’t long term as in set it and forget it for 5 years. TSM MU just need to be monitored, trim as they increase and after accounting for taxes, why not beef up a decent “safe” etf with 50% of this and then deploy the other 50% to something a little more speculative… or keep this in the sidelines for a dip or correction.

I just paid Anthropic that pays xAI that pays Nvidia that pays TSM. I am the new cash

U sure bro?
|**Ticker**|**Report Date**|**Rev ($B)**|**Rev Growth (YoY)**|**Beat/Miss**|**Guidance**|
|:-|:-|:-|:-|:-|:-|
|**MSFT**|Jul 29 (FY26 Q4)|$90.0|**+18%**| Beat ($90.0 vs $87.7 exp)|FQ1 rev $89.85–$90.95B (+16% mid); Azure/cloud strength|
|**AAPL**|Jul 30 (FY26 Q3)|$109.4|**+16%**| Beat (vs \~$108.9 exp)|Sept-qtr growth 9–11% (**missed** \~12% exp); supply constraints|
|**GOOGL**|Jul 22 (CY Q2)|$119.8|**+24%**| Beat|Cloud +82% to $24.8B; Cloud backlog $514B; op margin 34%|
|**AMZN**|Jul 30 (CY Q2)|$200.6|**+20%**| Beat (vs \~$196.5 exp)|Q3 net sales $197–$202B (+9–12%); AWS +37% to $42.2B|
|**META**|Jul 29 (CY Q2)|$60.8|**+28%**| Mixed (rev beat $60.8 vs $60.2; **EPS missed**)|Q3 rev $61–$64B (mid $62.5B, **below** \~$63.1B exp) → stock plunged|
|**NVDA**|Aug 26 (FY27 Q2)|$96.2|**+106%**| Beat (vs \~$92.2B exp)|DC rev $89B (+117% YoY, beat $86.3B exp); Q3 guide \~$108B (+70% YoY)|
|**AMD**|Aug 4 (CY Q2)|$11.54|**+50%**| Beat (vs $11.28B exp)|DC rev $6.7B (+107% YoY); raised growth outlook|
|**INTC**|Jul 23 (CY Q2)|$16.13|**+25%**| Beat (vs \~$14.45B exp)|Q3 rev $15.8–$16.8B, adj EPS $0.38; DC +59%|
|**AVGO**|Sep 2 (FY26 Q3)|— (reports after close)|—|—|Guided Q3 rev \~$29.4B (+84% YoY); AI semi rev \~$16B (+200% YoY)|
|**QCOM**|Jul 29 (FY Q3)|$9.9|**−4%**| Beat (rev at high end; EPS $2.21)|Q4 rev $9.7–$10.5B, adj EPS $2.05–$2.25|
|**MU**|Q3 Jun 24 / Q4 Sep 30|Q3 $41.46|**+346%**| Crushed (vs $35.8B exp)|Q4 rev \~$50B (±$1B), GM \~86%; HBM4 ramp|
|**SNDK**|Aug 5 (FY26 Q4)|$8.97|**+372%**| Beat (vs \~$8.3–8.42B exp)|FY26 rev $20.25B (+175%); DC rev +645% YoY; AI memory buildout|
|**TSM**|Jul 16 (CY Q2)|$40.2|**+36%**| Beat (high end)|Q3 rev $44.6B+; raised FY26 growth to **>40%**; GM 67.7%|
|**MRVL**|Aug 27 (FY27 Q2)|$2.74|**+37%**| Beat|Q3 rev \~$3.15B; raised FY27 to \~$12B (+45% YoY)|
|**ARM**|\~Jul 29 (FY27 Q1)|$1.29|**+22%**| Beat (record)|Royalty +22%, licensing +23%; record quarter|
|**SMCI**|\~Aug 5 (FY26 Q4)|$11.12|**+93%**| Beat|FY26 rev $39.1B (+78%); record AI server demand|
|**TXN**|Jul 21 (CY Q2)|$5.46|**+23%**| Beat (vs $5.24B exp)|Industrial/DC/auto-led growth; EPS $2.14 (+52%)|
|**ASML**|Jul 15 (CY Q2)|€9.3|**\~+50%+** (net sales)| Beat|Raised FY26 to €43–45B, GM 54–56% (2nd raise)|
|**AMAT**|Aug 13 (FY26 Q3)|$9.12|**+25%**| Beat (adj EPS $3.50 vs $3.40)|Packaging rev >70% growth CY26 (raised from >50%)|
|**LRCX**|Jul 29 (FY26 Q4)|$6.72|**+30%**| Beat (vs $6.66B exp)|Sept-qtr rev \~$8.1B (±$400M); FY26 record $23.2B|
|**KLAC**|Jul 30 (FY26 Q4)|$3.66|**+15%**| Beat (record qtr)|Q1 rev \~$4.0B; raised CY26 WFE outlook|
|**ORCL**|Q4 Jun (outside) / Q1 \~Sep 8–9|Q4 $19.2|**+21%**| Beat (Q4)|Q1 rev growth 27–29%; OCI +93%; raised FY27|
|**PLTR**|Aug 3 (CY Q2)|$1.94|**+93%**| Beat (+7.6%)|Raised FY26 to $8.15–$8.16B (+82% YoY); US comm +149%|
|**SNOW**|Sep 2 (FY27 Q2)|— (reports today)|—|—|Prior Q2 guide: product rev $1.415–1.420B (+30%)|
|**CRM**|Aug 26 (FY27 Q2)|$11.35|**+11%**| Beat (above high end)|Raised FY27 to $46.1–$46.4B (+11–12%)|
|**NOW**|Jul 22 (CY Q2)|\~$3.9 (sub)|**+23%** (sub, cc)| Beat (all lines)|Raised FY26 sub rev to $15.76–$15.78B (+21% cc)|
|**ADBE**|Jun 11 (FY26 Q2, outside)|$6.62|**+13%**| Beat (+2.6%)|Raised FY26 to $26.5–$26.6B; stock sank to 7-yr low|
|**PANW**|Sep 1 (FY26 Q4)|$3.41|**+34%**| Beat (vs \~$3.35B exp)|FY26 rev $11.5B (+24%); NGS ARR +34% to $21.2B|
|**CRWD**|Aug 26 (FY27 Q2)|$1.47|**+26%**| Beat|ARR $5.84B (+25%); record net-new ARR $333M; raised FY27|
|**NET**|Aug 6 (CY Q2)|$0.696|**+36%**| Beat|Raised FY26 to $2.864–$2.870B (+32%)|
|**DDOG**|Aug 6 (CY Q2)|$1.12|**+36%**| Beat (vs $1.08B exp)|Raised FY26 to $4.45–$4.47B (+30%); stock fell \~17%|
|**UBER**|Aug 5 (CY Q2)|$14.2|**+12%**| Mixed (GB +22% beat; rev miss)|Q3 GB $58.25–$60.25B (+18–22% cc); stock fell \~5%|
|**DELL**|Sep 1 (FY27 Q2)|$31.8|**+89%**| Beat|AI-optimized server rev $16.4B (+100%); FY27 rev \~$167B|
|**HPQ**|Aug 27 (FY26 Q3)|$15.7|**+12.5%**| Beat (record)|Lifted FY26 outlook; PC +18%|
|**HPE**|Sep 2 (FY26 Q3)|— (reports today)|—|—|Prior Q3 guide $11.5–$12.1B; Q2 was +40%|
|**ANET**|Aug 4 (CY Q2)|$3.04|**+37.7%**| Beat (vs $2.8B guide)|Raised FY26 to \~$12.6B (+40%); Q3 \~$3.03B|
|**CSCO**|Aug 12 (FY26 Q4)|$17.3|**+18%**| Beat (vs $16.8B exp)|FY26 rev $63.3B (+12%); product +24%; stock slid 8%|

$NVDA $MU $KLAC $AMAT $ASML $LRCX $TSM all got upgraded

$TSM burnt me extra crispy