TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

Got tired of real investors complaining they weren't listed in the US simple as that. See ASML TSM ASE etc your trying to make something out of nothing

Put your money in TSM. To achieve it

$SPY $QQQ strong Q2-earnings coming.
This Iran war is almost feels like Ukraine war, market digest and move on.
$MU got $42 Billion revenue. Means $165 Billion annual revenue rate for $MU
$SNDK $WDC $STX $ASML $AMAT $TSM $NVDA $LRCX $ARM $SMH $QQQ $SPY
AI never going away

In fairness the whole world economy & markets have pumped up by money printing. But that's why when I am asked if I am concerned that $VXUS is being propped up by Samsung, ASML, TSM, and SK; I say yes. But those stocks make up less than 10% of the market cap of $VXUS vs $VTI being at 37% tech/Mag 7 stocks.
Everything will get hit if this bubble pops. But I don't think people are looking at what is in what they own and are buying.
This is what people are missing about today vs dot com. It wasn't the shit tech stocks that crashed the market. It was that everyone owned the same 6-10 stocks and they made up over 35% of the $SPY. If everyone owns the same damn stocks and they all start to fall then who is gonna buy when everyone is selling the same 6-10 stocks when they sell their index funds???

TSM news friday

AMD, NVDA, TSM

TSM is always carrying his sloppy dead weight friends GOOG and MSFT. Should have been all in

Top 5 holdings make 50% percent of my port. NVDA, MU, CRWV, APLD, TSM.

Even if Broadcom gets the deal. Whether TSM has room for manufacture the chip is another problem. I recall their capacity is capped out until 2028 both 2 and 3 nm.

Got tired of real investors complaining they weren't listed in the US simple as that. See ASML TSM ASE etc your trying to make something out of nothing

Put your money in TSM. To achieve it

$SPY $QQQ strong Q2-earnings coming.
This Iran war is almost feels like Ukraine war, market digest and move on.
$MU got $42 Billion revenue. Means $165 Billion annual revenue rate for $MU
$SNDK $WDC $STX $ASML $AMAT $TSM $NVDA $LRCX $ARM $SMH $QQQ $SPY
AI never going away

In fairness the whole world economy & markets have pumped up by money printing. But that's why when I am asked if I am concerned that $VXUS is being propped up by Samsung, ASML, TSM, and SK; I say yes. But those stocks make up less than 10% of the market cap of $VXUS vs $VTI being at 37% tech/Mag 7 stocks.
Everything will get hit if this bubble pops. But I don't think people are looking at what is in what they own and are buying.
This is what people are missing about today vs dot com. It wasn't the shit tech stocks that crashed the market. It was that everyone owned the same 6-10 stocks and they made up over 35% of the $SPY. If everyone owns the same damn stocks and they all start to fall then who is gonna buy when everyone is selling the same 6-10 stocks when they sell their index funds???

TSM news friday

AMD, NVDA, TSM

TSM is always carrying his sloppy dead weight friends GOOG and MSFT. Should have been all in

Top 5 holdings make 50% percent of my port. NVDA, MU, CRWV, APLD, TSM.

Even if Broadcom gets the deal. Whether TSM has room for manufacture the chip is another problem. I recall their capacity is capped out until 2028 both 2 and 3 nm.

I keep investing in SCHG, TSM, and GOOG with my spare cash. Have started putting more in MSFT lately as well.

You think that's bad? Look at $VLUE, +20% only on MU. Some of iShares EM value and non value ETF have 30% of their holdings in TSM, Samsung and Hynix.
The only way to avoid this is going for dividends instead of value sadly.