TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stockNYSEADR

$TSM 😞😞😒😒😒

# 1. AI Computing Infrastructure & Specialized Providers * **NVIDIA Corporation ($NVDA)** — *NASDAQ* * **Focus:** The dominant backbone of AI compute, providing enterprise GPUs, rack-scale systems (such as Blackwell/Rubin generations), and the CUDA software ecosystem required for training and running large AI models. * **CoreWeave ($CRWV)** — *Private/Public market tracking* * **Focus:** Specialized GPU cloud provider purpose-built for heavy AI training and inference workloads. * **Super Micro Computer ($SMCI)** — *NASDAQ* * **Focus:** High-performance server and storage solutions optimized for massive AI data center deployments. * **Maase Inc. ($MAAS)** — *NASDAQ* * **Focus:** An AI-centric digital systems provider and operator focused on building high-performance distributed computing infrastructure, model deployment, and enterprise token-based AI computing services. # 2. Semiconductor Foundries & Hardware Components * **Taiwan Semiconductor Manufacturing Company ($TSM)** — *NYSE* * **Focus:** The world’s leading contract chipmaker, manufacturing advanced sub-nanometer chips for major AI designers like NVIDIA and AMD. * **Advanced Micro Devices ($AMD)** — *NASDAQ* * **Focus:** Develops high-performance data center GPUs (such as the MI series) designed to scale enterprise alternatives for AI model training. * **Broadcom Inc. ($AVGO)** — *NASDAQ* * **Focus:** Supplies networking chips and custom AI accelerators (XPUs) critical for moving massive volumes of data inside AI clusters. * **Arm Holdings ($ARM)** — *NASDAQ* * **Focus:** Architect of power-efficient processor designs increasingly integrated into AI-centric client and server systems. # 3. Hyperscale Cloud & Infrastructure Platforms * **Alphabet Inc. ($GOOGL)** — *NASDAQ* * **Focus:** Operates Google Cloud alongside custom AI TPU chips and the Gemini ecosystem, integrating high-performance computing directly across enterprise and consumer apps. * **Microsoft Corporation ($MSFT)** — *NASDAQ* * **Focus:** Powers enterprise AI at scale via Azure cloud data centers and integrated AI Copilots. * **Amazon.com****, Inc. ($AMZN)** — *NASDAQ* * **Focus:** Through AWS, provides managed AI infrastructure services via Amazon Bedrock alongside proprietary Trainium and Inferentia silicon.

Some people are worried about the invasion of China. I personally buy TSM stocks.

When TSM results ?

So why not just buy TSM stock 🤣

I think the biggest thing you’re missing is that 3 days of paper-trading gains don’t tell you whether the strategy works. $9,500 on $350k feels great, but it’s noise. That same concentration could easily be down $50k+ later. You’re 36, have a family of four depending largely on your income, and already have a pension. You don’t need to swing for the fences with this money. For example, I might think about something like 70–80% in broad market index funds, 10–20% in bonds/cash depending on your needs, and 10–15% in individual stocks like NVDA/AMD/AVGO/TSM if you really want the AI/semiconductor exposure. You still get meaningful upside if your thesis plays out, without making your family’s inheritance dependent on a handful of companies. The goal shouldn’t be to make $350k grow quickly. It should be to let it compound for decades without one bad bet wrecking your financial security.

(In order of concentration): MSFT, GOOG, META, AMZN, TTWO\*, TSM, AVGO, SPOT \*Looking to drop TTWO next time it rallies and spread into remaining holdings. Got caught up in GTA6 hype and bought some in April—got greedy instead of locking in some quick gains. Everything else is a long-long-term hold barring anything crazy.

I'm a shareholder and like the company. Packaging is a bit of a bottleneck and there practically is only ASX, AMKR, or TSM packaging inhouse. TSM is swamped...so they should outsource much of this. TSM has invested in a massive plant in Arizona...and right next door is a new AMKR factory (massive). ASX isn't investing in the US...so AMKR will have a local monopoly on packing the new TSM chips that come out of AZ. Because of US onshoring rules with semis, this is actually huge. There are concerns though...AMKR's market cap is only 13B...yet the AZ facility could cost 12B. Everything hinges on this. Execution is a risk and local opposition and water restrictions have been an issue. US labor costs are high and margins from the factory once runingn could be dissapointing. That said...IMO it's a good stock. It's also very volatile...waiting for a big dip is your best bet for entrances.

So TSM or AMD? Im holding both but I have some cash that I can invest

NVDA, TSM and AMD literally at ATH lmao wym.

TSM reporting on the 15th. It’s going to pump leading up to it. I am buying more even though I have a couple of long calls. B

So, buy TSM ?

$AMD shareholders after found out $TSM $100B CapEx Increase in the US is mostly for 2nm + advanced packaging or to give @AMD even more allocation as biggest Agentic AI or CPUs winner 🚨🚨🚨

Congrats! I had a good entry for TSM using chatgpt din. I think I was asking the right questions naman. Up 40% ako since week 1 sep purchase hehe. Kamusta RKLB mo? Tinitignan ko din siya eh. Ayoko lang umentry agad dahil lang FOMO

NVDA and TSM would like a word with you.

TSM

TSM (Taiwan Semiconductor)

AMD TSM

NVDA, MU, EWY, TSM, SOXX, UMC LMND...keep waiting for rising rate to provide a tail wind. FCEL, UEC. Then the other 80% in broad based index funds, VTI, VSUX, GLDM and some extra concentrations in QQQ and a little in VOE.

I guess it doesn’t matter if you only buy and sell commission free ETFs. I still like to DCA into AAPL, GOOGL, TSM, NVDA and others. Free trades make a DCA strategy so much simpler.

MU, NLST, AMD, PLTR, TSM, SKHY, AMAT, ASML, NVDA, SIVE

NVDA AVGO VST TSM. 25ish % cash

so let me get this right: TSM goes down $1 today and my 500C goes down 10%? Fuc this shyt.

I am not an tax advisor just a dude on the internets. but your 28, be aggressive as you can be. and accept its going to go up and down... No thoughts safe/proven plan : 50% FNILX 50% + QQQM or SPMO - and just chill - FNILX since your at fidelity and they have your roth, its no fee sp500, and you can sell tax free anyway if you ever want to(Roth). If your buying extra outside your Roth 401k etc, then buy fxiax or voo etc, they can be ported easier. But the plan works for all the accounts... Going VTI is safer slightly less growth, VXUS if you think world will outperform. if you don't mind the risk, could go all in on momentum something like spmo/xmmo, in the roth, and safer elsewhere. Everyone has their own risk tolerance! For you, max your 401k and your ira, keep a 6 months savings (if you lost your job you could pay 6 months of bills) and everything else you can into a taxable. For reference: I have been using this Taxable: 40% fxiax 30%QQQM 20%SPMO 10% XMMO (I consider this safe enough as my largest holding) Roth: 100% SMH - and I am deciding where I will rotate to in the coming months, unsure most likely into more momentum. -- I prefer to go most aggressive in my roth. And I hold a handful of global and select single stocks. But I don't like having too many as the tax paperwork gets to be silly for tiny amounts of shares. But its hard not to want to hold ASML/TSM/MELI/baba ... Honestly so many options just work if you put in the money and don't mess with it, even Target_Date_Funds work. Id wager if you just invested however and don't day trade it away, your more likely going to lose it to a ex-wife than a bad fund... (Marrying the girl with the art degree from harvard and 700k in debt = bad idea, fyi) ^_^

ASTS, RKLB, NBIS, GOOG, CCXI, NVDA, GLW, SKHY, KRKNF, TSM, KTOS, JOBY