TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

MU TSM SNDK AMD

Dang they’re really fighting over 2c over at TSM

I sold my TSM calls for a 30% loss and now they’re up 400%

MU TSM SNDK AMD

Been digging into the AI infrastructure + semi stack after seeing a few threads on long-duration AI bets. Here’s every ticker I’ve seen floated so far in these discussions (cleaned up and de-duplicated):
**AI / Data-center infra**
* NBIS – Nebius Group
* APLD – Applied Digital
* KEEL – Keel Infrastructure
* WYFI – WhiteFiber
* BE – Bloom Energy
* WULF – TeraWulf
* HIVE – HIVE Digital
* CIFR – Cipher Mining
* IREN – Iris Energy
* BTDR – Bitdeer Technologies
Bonus: Teradata (TDC)
**Semis / connectivity / equipment**
* NVDA – NVIDIA
* AMD – Advanced Micro Devices
* AVGO – Broadcom
* TSM – TSMC
* ASML – ASML
* MU – Micron
* WDC – Western Digital (SNDK now rolled into this)
* MRVL – Marvell
* MXL – MaxLinear
* CRDO – Credo Technology
* ICHR – Ichor Holdings
* LITE – Lumentum
* AAOI – Applied Optoelectronics
* AXTI – AXT
* APH – Amphenol (some wrote “AMPH”)
* LRCX – Lam Research
* INTC – Intel
* NVTS – Navitas Semiconductor
* ASX – ASE Technology
**Hyperscalers / platforms**
* GOOG – Alphabet
* META – Meta Platforms
* MSFT – Microsoft
* AAPL – Apple
* AMZN – Amazon
**Other tech / enablers**
* PLTR – Palantir
* HPE – Hewlett Packard Enterprise
* FROG – JFrog
* VST – Vistra
* VRT – Vertiv
**Speculative / non-core names that keep popping up**
* RDDT – Reddit
* SOFI – SoFi
* GME – GameStop
* JOBY – Joby Aviation
* NOK – Nokia
* FCEL – FuelCell Energy
* FLNC – Fluence Energy
A few tickers in the wild (CRWV, RAM, KORU, DVLT, NEAR, NUAI, SIVEF) are unclear or likely typos — if you know what they’re meant to be, call them out.
**My new angle:** I’ve been eyeing **Teradata Corp (NYSE: TDC)**. They’re pushing hard into enterprise AI with their Autonomous Knowledge Platform and “Teradata Factory” for on‑prem / hybrid AI workloads. Valuation looks cheap vs a lot of the AI hype (low single‑digit P/E), but it’s a slower-growth, enterprise software story rather than a pure GPU/cloud infra play.
**Questions for the thread:**
1. If you had to pick 5–10 names from the list above to hold for 20 years, what’s your core basket and why?
2. Does TDC fit alongside these as a “data + AI governance” pick, or is it more of a value trap / legacy EDW story in your view?
3. Any other AI-adjacent names I’m missing that belong in a long-duration portfolio (especially in data, power, or networking)?
Not financial advice - just collecting high-conviction ideas and stress-testing my own thesis.

TSM is so underrated.

I regret not full porting at $100. I had the chance & I put a lot but I should've put everything 😭 Everything was going crazy at the time like nvidia & TSM but for some reason AMD wasn't. I knew it was going to skyrocket eventually.

SPY, TSM, CAT, GOOGL, NVDA, JNJ, LMT, LLY, RTH, O, GDX, MSFT, BND, AIRR, VEA, and VSS.
I think these stocks here could be my foundation I build off of starting my investing journey. Im pretty new to this but im doing my research and starting off with steady reliable growth, and some diversity.
Have not seen crazy growth, but im in this for the long term
I have a certificate that expires early next year, and I cant wait to dump that in once I've ready learned more about stocks.
Would love recommendations if you have any.

1 in 46 newborns in Taiwan has a TSMC parent, call on TSM, apparently their employees are doing fucking well.

Just realized I should have added details. Semis did most of the heavy lifting like AMD, AMAT, TSM. Been holding semis since 2018 and bought heavy at every downturn. Had other wins like SAN, NEM and OXY. Mostly a concentrated portfolio

Robinhood Portfolio: $10,503.07
Today: down $110.03 (down 1.04%). Red across almost the whole book, the kind of day this series exists to show, not just the good ones.
Worst dollar loser: FAANG+ Momentum, $2,487.66, down $35.81 (down 1.42%). It sold AAPL, AMZN, GOOGL, and NVDA this morning to go all in on META on the daily rerank, then META gave some back into the close.
Worst percent loser: Crypto Rotator, $224.77, down $26.96 (down 10.71%). No trade today, this is just getting hit hard by the crypto crash.
Business As Usual, $2,603.79, down $23.13 (down 0.88%). No trade today either, just held plain SPY through a down market, which was exactly how this agent should work.
High Profile Congress, $492.74, down $10.29 (down 2.05%), despite selling IBP and WMT to buy AVUV off a fresh disclosure this morning. Wrong day for it regardless of the trade.
AI Picks & Shovels, $1,042.99, down $7.28 (down 0.69%). Another reweight, sold AMD, ANET, DELL, and TSM, bought more NVDA and more SMCI.
Pelosi Tracker, FDA Inspector, Trump Tweet Trader, and The Silicon Overdrive were all down small to medium, single digit to low double digit dollars, nothing broke.
One housekeeping note: The Quality Momentum, the agent I added Monday with $182, got stopped after one day. Wanted to try it, decided against keeping it running, so it will not show up in these anymore.
Five days in, this is the worst day of the stretch so far, worse than day 2's small dip. Still up overall since day 1, but days like this are the ones that matter more than the green ones, since anyone can post the good days.

I have CAT, SPY, LLY, JNJ, GOOGL, AAPL, RTH, AMZN, VTV, INTC, AIRR, VOOG, SCHB, GDX, LMT, VHT, MSFT and TSM.

SPY, LLY, JNJ, GOOGL, AAPL, RTH, AMZN, VTV, INTC, AIRR, VOOG, SCHB, GDX, LMT, VHT, MSFT and TSM.

Do you think could possibly bullish for TSM. I think america cancels arms deal to taiwan and semiconductors moon in response

Dividends: NVDA: 0.47% | CME: 1.89% | TPL: 0.65% | V: 0.71% | TSM: ≈1.1% | VRSN: 1.09% | BAM: 4.38% | RGLD: 0.76% | MA: 0.61% | FUTU: ≈2.39% irregular dividend.

NVIDIA standing out at a remarkable 63.66% TTM net margin and a $5.14T market cap. The broader theme is clearly AI and digital infrastructure: NVIDIA and TSMC combine extraordinary profitability with strong YTD gains, while Visa and Mastercard demonstrate that high-margin, asset-light payment networks can remain powerful compounders outside the AI trade. Current industry data also shows semiconductor demand continuing to surge, with global semiconductor revenue reaching a record $425B in Q2 2026.
What is particularly interesting, however, is the **dispersion in performance**. TSMC (+30.79%), VeriSign (+24.14%) and Texas Pacific Land (+22.59%) have significantly outpaced the broader market, while Brookfield Asset Management (-12.76%) and Futu (-37.74%) highlight that high margins alone do not guarantee strong share-price performance. The timing is notable: investors are becoming more cautious about the enormous AI spending cycle, with semiconductor stocks recently experiencing sharp volatility

The 4 losers were ones that could not be rolled for a credit. The just went too far ITM.
I favor tech. Current trades: TSLA, SMH, SOXX, AMD, AVGO, MU, DRAM (experiment), TQQQ.
Past: Same plus TSM, SPCX, TSLL, PLTR, SOFI (made good money but avoid), MSTR, ETSY (avoid), META, SPY.
I have traded these tickers over and over.