TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stockNYSEADR

And as part of that condition he said unless they create an entirely new form of AI they will collapse. They didn't invent a new form of AI and they didn't collapse. Are you illiterate? Sure, a bubble popping would look like what happened in 2000 or 2008. We would see valuations plummeting. In October 2025, Anthropic was valued at around 183 billion, and OpenAI at 500 billion, today it's around 1.5-2 trillion for Anthropic and 1.25 trillion for OpenAI. Not only are they worth a shitload of money, but they are being assigned an extremely high p/s ratio showing investors have faith in the company. Semicondcutor companies like TSM/AMD etc are up 100% YoY and trading are multiples that price in significant growth. No one is saying the bubble has popped.

TSM save me please 🙏🏻

TSM wants to run free

Waiting for all the "buy the dip" posts to change to "I'm selling everything." This market refuses to break down. Feels like we need a good old fashioned capitulation to wash out the remaining dip buyers and turn them into panic sellers. I'm keeping my cash for that event. Then I will look closely at GOOG, META, NBIS, TSM, MU among others.

Nothing yet. $TSM and $SPCX nibble.

Deer baby jesus, let TSM and CRWV take over the world today, by your grace Lord let it be so. Bless the hands and keyboards of the workers, may they be swift and productive. Let your will be done inside of their walls lord, build up your warring business angels all around them heavenly Father and lead them into success and prosperity. I pray this in the name of the father, the son, and the holy Spirit, Amen.

TSM is a good dip buy

Google keep dumping since last week. What if Berkshire is selling Google? 🤔 I mean....they did Paperhands TSM back in the day when it was like 60-80$. Buffett bought and hold it for a few months before sell it again lol Of course this time the new CEO who's the one that bought Google and not Buffett but....

Can we send TSM to $200

QQQM and TSM

$400K last month alone between NVDA and TSM

Yes I hear you. And this is probably a good argument not to over-allocate to international markets. But I still can’t say that I don’t want to allocate there at all. Are companies like TSM and ASML going to be highly correlated to US tech ? - Yes probably. Do I still want to own them ? - absolutely.

You could just put 20 K into TSM right now and make about 8K when it hits its high again though

I bought just couple shares of MRVL and VST today. Maybe will buy TSM. As for MU… many ppl say this is not a cyclical story anymore but it’s structural. I believe it’s still cyclical just that this cycle is longer and stronger. I have few shares of MU, I am hoping it will hit $1200-1500 next year but I def don’t believe it will reach $2500-3000 in this cycle. I’m retired and been in the market for 35 years and lived thru dot com bust. I think we have maybe 1-2 more years on this AI trade and any hint of slow down will drop the market but not like 2000. I think NVDA is a good buy here cuz they will always be the brain in AI (now getting into open models..). I got NVDA in 2020 at $10 and haven’t sold a share. I am still all in on the AI trade for now but prob will exit the party next year.

This and TSM are good buys today

This is exactly what I did with TSM. I sold covered calls for a while on shares I've owned forever, made some nice $'s, then it bounced up and they got called away (not quite sure but probably around $215 or so). I wanted them back as part of my portfolio on a dip so I sold puts around $175 which I got called on. For me and my target portfolio it was the perfect execution and a great example of the power of option trading.

I would skip the following because they either have too much debt or are too cyclical (i've invested in all of these before): VRT cylical - hard to predict future demand VST high debt NEE high debt CEG high debt ORCL high debt GEV is a better energy related play if you really want to invest in energy. Personally I stay away from TSM and invest in another AI stock (NBIS is my favorite AI stock) because theoretically the stock can go to 0 according to Claude if China were to invade Taiwan.

Skip ORCL. Reevaluate VRT, NEE, NXT. Consider adding Healthcare (LLY). Good entry prices on Google, AVGO, VST, TSM right now so I would jump the queue on these

First of all I had a chat with one of the Techs this morning and the eligibility notification was a tad early, The target live date is Monday 10/26. To get a better understanding go to CBOE's page Equity Options Extended Trading Hours FAQ. [https://ir.cboe.com/news/news-details/2026/Cboe-Launches-Extended-Trading-Sessions-for-Select-Single-Stock-and-ETF-Options/default.aspx](https://ir.cboe.com/news/news-details/2026/Cboe-Launches-Extended-Trading-Sessions-for-Select-Single-Stock-and-ETF-Options/default.aspx) Lots of good information there. The import part is the following stocks will be available - AAPL, AMD, AMZN, AVGO, BABA, BAC, F, GLD, GOOG, GOOGL, HOOD, INTC, IWM, META, MRVL, MSFT, MU, NFLX, NOK, NVDA, ORCL, PFE, PLTR, QQQ, SNDK, SPY, TSLA, TSM, XLF. Hint - copy and past the symbols into a new watch list... Times are 7:30 a.m. to 9:25 a.m. and 4:00 p.m. to 4:15 p.m What I don't know is if 0DTE will have the extend period. Spreads might wide. If you want a handy Spread watch for AT that allows you to set warning levels if the spread is to big and shows the "MID" point. You can manually set the underlying to you can keep have an idea of what the option price relative to the underlying.  7:30 a.m. to 9:25 and [http://tos.mx/!XQvv9kmt](http://tos.mx/!XQvv9kmt) Happy trading.

NVDA has been frustrating for a lot of the longs. Seems like nothing can lift its stock. Huge buy back, SPCX earnings call, low PE & PEG… Yeah I bought some DRAM at $48. Late to the semi party. I think we have 1-2 years to go before major slow down. But for now I’m 95% in individual AI names trying to ride the next 1 year. I’ve been thru dot-com bust (I’m retired with 35 years in the market). I def don’t think this AI trade will bust like 2000 but when any hint of slow down, we will fall. For now I have a small basket of hardware such as AAOI, ALAB, CBRS, COHR, LITE, CRDO, AVGO, MRVL, MU, TSM, VST. I don’t think MU will reach $2500-3000 this cycle but I am hopeful $1500 next year. I thin next leg up we’ll be software and application layer. They got killed earlier this year but many have come back strong (haven’t hit their ath yet but moving right direction). Cyber as been super strong till 2 weeks ago and I have a small basket of CRWD (I bought at IPO in 2019 June), PANW, RBRK (3x since April), ZS… but their multiple is high.

They should not have disinvestment TSM when it was $90

Hi all, I’m 27 and want to stay up-to-date with up-and-coming stocks. I already invest in VOO, Palantir, Apple, AMD, SMH, and TSM. I also have Bitcoin in Robinhood along with some other stocks. I am just trying to be better and learn more about investing. I enjoy doing it. I also max out my Roth and contribute to my 401k.

if u waited till LRCX reported to know that the AI trade is dead then u r certified retardium. did you not see what happened with ASML and TSM? they reported great weeks back and the market didn't give a f.

You are right, but the pullback in the component names did start slowing down after ASML and TSM earnings. I am amazed how emotional “investors” seem to be in the AI corner of the market.

Great numbers from ASML and TSM did not prevent those stocks from gapping down after their earnings reports. It's not about whether the pullback is warranted, it's whether traders decide to sell the news regardless. Market is still under pressure, and if institutions are looking to liquidate positions, they could use any post-earnings gap higher as liquidity to sell into. I'm a long-term bull on META, it's just that earnings reactions are a coin flip.