TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stockNYSEADR

I don't think so. The numbers for TSM are incredibly strong and no one can do what they do at scale.

$TSM

TSM ASML NVDA

TSM

I'm glad you posted this because TSM has crashed and I'm down 15%, I was considering panic selling. Are you still going to hold? This thread has convinced me to hold and wait it out even though I'm terrified of losing more, so far down $500

I bought more TSM, MU, AMD, NVDA, XMMO, VGT, SPMO, GARP. It's like supermarket sweep. This is a phenomenal buying opportunity for tech. It's going to be like a loaded spring.

I can never buy enough TSM

If China invaded Taiwan, it is world war 3, and the price of TSM is the least of our worries. It will be a stock market crash worse than 1929, and the entire world would be preparing for war. If that happens, don’t worry about your brokerage and start stockpiling canned foods.

TSM GOOGL NVDA META

Honestly both are fantastic companies trading at very attractive levels right now. TSM is probably "safer" in that it can exist without Nvidia but not the other way around. But if AI as an investment thesis were to break down TSM would be just as hard hit.

So calls on TSM?

TSM. I think is a good time to add on my position

TSM PE is like 25 TTM, they are growing 41% YoY. Not overvalued at all

Hell yeah, I also own a ton of BRKB. They also like GOOG a lot and have a much higher cost basis than I do, and higher than GOOG is trading today. They also sold TSM at $80. I still believe all of these companies will be winners. Anthropic? OpenAI? CRWV? I am not betting on them.

|**Stock**|**Current Price**|**ATH**|**percent to ATH**|**off from ATH**|**Market Cap**| |:-|:-|:-|:-|:-|:-| |NVDA|$181.60|$243.37|34.01%|25.38%|$4.38T| |TSM|$353.10|$487.47|38.05%|27.56%|$1.59T| |ASML|$1,356.65|$1,999.96|47.42%|32.17%|$526.89B| |SMH|$447.73|$671.83|50.05%|33.36%|\-| |SKHY|$123.90|$199.87|61.32%|38.01%|$656.81B| |**AMD**|**$404.40**|**$658.52**|**62.84%**|**38.59%**|**$660.17B**| |AVGO|$291.53|$495.00|69.79%|41.11%|$1.39T| |MU|$656.39|$1,255.00|91.20%|47.70%|$742.65B| |AMAT|$319.25|$739.67|131.69%|56.84%|$253.36B| |LRCX|$185.20|$438.50|136.77%|57.77%|$231.35B| |STX|$466.53|$1,145.00|145.43%|59.26%|$107.10B| |MRVL|$133.55|$329.88|147.01%|59.52%|$117.26B| |ARM|$166.72|$452.70|171.53%|63.17%|$178.06B| |INTC|$52.25|$142.35|172.44%|63.29%|$277.71B| |SNDK|$806.43|$2,354.39|191.95%|65.75%|$114.75B| |WDC|$267.63|$799.87|198.87%|66.54%|$100.18B| |CRWV|$43.66|$187.00|328.31%|76.65%|$24.08B|

I mean yeah I have a good core, but also a bunch of momentum ETFs, plus some GOOG AMZN AAPL TSM NBIS BE RKLB etc. I never "full port" a damn thing like you filthy animals.

lol I bought a position in TSM today. Started at $390 and averaged down. Different strokes for different blokes.

Thoughts on TSM? I already have some and would dump more in if prevailing thought was to buy.

Yes that's true. Music may stop for a while and they may crash heavy in the short run. But what do you think happens 10 years from now? Or 20 years from now? Do you think we just give up on AI, clouds, laptops, phones, cars and go back to the stone age? And by the way MU is just an example. I could've put any other memory maker, but also LRCX or TSM, or even GOOGL and MSFT. Can they all crash heavy temporarily? Yes! Are they all going to be around 10y from now and be even stronger? Also yes. And what kind of returns on 10 or 20 year window do you expect for COST at 50 P/E? The main advantage of being retail investor is that you don't need to show gains every quarter. You can play the long game. But that's hard to preach here when most people investing windows seem to be 1 month even in the "value investing" community.

I bought. As much as I love broad value, I sold a little VOE (mid-cap value) and VEU and about 10% of my Gold ETF position....and risked up. Picked up some QQQ, NVDA, and TSM.

Currently have 10k split between VTI VXUS(70/30) and the rest of my portfolio is either tech stocks or MMFs to set aside potential taxes I have to pay for self employment. My biggest concern atm is my positions being down so low where if I hold on to them, it might take months or even years for them to break even or achieve a decent gain. I am aggressively investing right now because I want to capture the effects of compounding. Which brings me to ask, is it better to liquidate everything except VTI VXUS then move all my tech positions to VTI VXUS/SPYM or even rebalance my portfolio with better stocks. My current portfolio is this : GOOGL, ASML, TSM, NVDA, SNDK, VTI, VXUS. They are all down with the following percentage: 17.23, 16.86, 15.57, 43.89, 13.34, 5.02, 6.89 Or even use my capital and momentum trade/swing trade. A mistake I made during the recent dips was investing all my cash(cuz I thought the earlier you invested the better) and not having any cash leftover to make big trades with market momentum (like buying short ETFs). I'm doing more research now into the market and how everything work. I do regret impulsively buying all the tech stocks that I own now. Any advice?

Buy good companies like TSM or AXON and you won't have this problem.

Bought MU, TSM, SPMO and DRAM.

TSM was my baby. Glad I pulled out entirely around $440. And proceeded to loose all profit to options. Ask me what I learned...

You can bet on a relief rally tomorrow. Bet on guys like NVDA, TSM etc If you're doing that then you need to wait about 30-15mins before the market close. Usually, when we dump this hard and VIX pump so much in one day we'll get a relief rally the next day. BUT! Job report is tomorrow before the market open can kill the relief rally (if there is any lol).