TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

Apple only gained 16%in the last year and Microsoft is down 1% from last year. I feel there are better opportunities. Bw, Rycey, TSM, CSKR,.

But the TSM is rlly impt though

LITE, GFS, TSM, NVDA, ASML, TSEM, GOOGL, RKLB, AVGO

Im not selling any of my 100 shares. Recently I've sold some of my 2026 calls to take profit since I've upped so much (around 1000%). Now i still have 1 June 2027 call. Looks like this stock is getting ready for another breakout to 500.
Love this stock but im avoiding adding more at the moment. Maybe I'll buy more leap calls when this pulls back. I think if you have concern about it being cyclical, then you must do the same for other pure chips stocks like TSM, ASML, etc anyway.

Nvidia continues to be the clear winner from the AI infrastructure boom Big Tech (Amazon, Alphabet, Meta, Microsoft) is guiding **\~$650-700B combined CapEx** for 2026 (up sharply from 2025), with a massive chunk going to GPUs, data centers, and AI compute. Nvidia's CEO Jensen Huang called it "the largest infrastructure buildout in human history," and demand for Blackwell chips + upcoming Rubin platform is "sky high."
Recent context: NVDA pulled back \~10-15% from late-2025 highs (now trading around \~$180-190 range after some volatility), amid broader tech sell-off fears on "AI capex bubble" concerns, competition (AMD, custom chips from hyperscalers), and high valuation debates. But fundamentals scream strength:
* Dominance in AI accelerators (\~90% market share in training/inference GPUs)
* Hyperscalers' insane spend (Amazon $200B, Alphabet $175-185B, Meta $115-135B, MSFT on pace \~$140-145B) directly benefits NVDA
* Upcoming earnings (late Feb 2026) expected to show continued explosive growth (analysts eyeing $65B+ Q4 guidance beat potential)
* Long-term tailwinds: AI factories scaling, software (Nvidia AI Enterprise), networking/DPUs all in-house
This is the ultimate "picks and shovels" play in the AI gold rush even if end-demand monetization lags for some customers, Nvidia gets paid upfront on the hardware buildout.
On the flip side, valuation is stretched (high forward P/E vs historical), and if AI hype cools or hyperscalers slow spend (execution slips, ROI questions), NVDA could face sharper downside. Recent dip reflects some nervousness same "bubble" talk we've seen across AI stocks.
**I see this pullback as a solid entry point.** I've been adding to my NVDA position on Bitget stock futures during the weakness. After rotating part of my Gold exposure (I took some profits on gold after its big pump) into big tech names late last year, I find NVDA offers compelling exposure right now: the undisputed leader in AI compute at a level where the massive $650B+ spend pipeline could drive serious upside, even if the market is cautious short-term.
Curious to hear your takes:
* Do you see NVDA as a very strong long-term winner from this AI CapEx tsunami, or do the valuation / bubble fears make you more cautious?
* Adding here on the dip, or waiting for more weakness (e.g., below $170)?
* Anyone else eyeing NVDA futures on Bitget or similar?
* Other names benefiting from the same theme (TSM, ASML, or even the hyperscalers themselves)?
Not financial advice just my view.

Of course, it is SMH. Just compared top 5 holdings. SMH wins with holding more percentage and better selection. TSM and ASML are doing high jump with their share prices at this moment.

Soxx because the concentration of Nvidia and TSM are too high for my risk tolerance. I already have spy and that carries a sizable weight with Nvidia too

I own MSFT and TSM and I still think AI is a bubble. I'm happy to own TSM because I'd rather be selling shovels during a gold rush and I own MSFT because I trust their enterprise solutions and Azure.
I'm happy to take profits from this AI boom but I don't think it's going to last. So I invested into companies that will do just fine even if AI crashes.

Can't lose stocks: MSFT, AVGO, NVDA, TSM, MU, after a length of time you'll come out ahead in the long run. Save a small bit for chasing runners.

## 📈 52-Week Highs:
The 52-Week Highs list shows stocks that have reached their highest price point in the past 52 weeks during the trading session.
| Symbol | Name | Price | Year High | Market Cap |
|:-------|:-----|:-----:|:---------:|:----------:|
| [TSM](https://marketrodeo.com/asset/TSM) | Taiwan Semiconductor Manufacturing Company Limited | $361.91 | $364.76 | $1.9T |
| [XOM](https://marketrodeo.com/asset/XOM) | Exxon Mobil Corporation | $151.59 | $151.78 | $639.3B |
| [CVX](https://marketrodeo.com/asset/CVX) | Chevron Corporation | $182.28 | $182.95 | $364.4B |
| [CAT](https://marketrodeo.com/asset/CAT) | Caterpillar Inc. | $742.37 | $752.00 | $347.8B |
| [CSCO](https://marketrodeo.com/asset/CSCO) | Cisco Systems, Inc. | $86.27 | $88.19 | $340.8B |
## 📉 52-Week Lows:
The 52-Week Lows list shows stocks that have reached their lowest price point in the past 52 weeks during the trading session.
| Symbol | Name | Price | Year Low | Market Cap |
|:-------|:-----|:-----:|:--------:|:----------:|
| [SPGI](https://marketrodeo.com/asset/SPGI) | S&P Global Inc. | $401.08 | $395.88 | $121.4B |
| [BSX](https://marketrodeo.com/asset/BSX) | Boston Scientific Corporation | $74.25 | $73.92 | $110.1B |
| [ADP](https://marketrodeo.com/asset/ADP) | Automatic Data Processing, Inc. | $225.53 | $223.44 | $91.2B |
| [AJG](https://marketrodeo.com/asset/AJG) | Arthur J. Gallagher & Co. | $212.58 | $210.00 | $54.6B |
| [RELX](https://marketrodeo.com/asset/RELX) | RELX Plc | $29.29 | $29.09 | $54.1B |
**Source:** [52-Week Highs-Lows](https://marketrodeo.com/market-movers?tab=highs-lows)

NVDA TSM

Missed the boat on TSM 😭

If you like NVDA, you’ll love TSM 🥰

TSM?

About ready to just buy the ATHS of MU and TSM and call it a year.

GOOG, TSM

Especially when considering Micron, TSM, INTC doing well

TSM for the win!

TSM is already my largest individual position , I am at a 175% gain on my cost basis. I have ASML too.

TSM. Been holding since it was $144. It's the one stock I don't sell. Everything else comes and goes in my portfolio.