TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

I’m selling a bunch of shit like AMZN and buying TSM boys

Averaging in AVGO, MSFT, GOOG, META, TSM - all 20-30% off ATH. The war doesn’t change AI/tech long term thesis, although watching out if there is a prolonged impact which may delay some of the capex commitments in a recessionary economy.
Hard to stomach so much volatility though, so position sizing is as small as it can be - spread weekly vs monthly earlier

Could never go wrong with GOOG MSFT TSM META
Dont just buy ETF
Stock picking knowledge will push you further

Sells all AMD, TSM, LEU, AVGO — adds SHLD, DRS, KTOS, RTX, ONDS/RCAT/UMAC/UAVS — am not bear but definitely afraid

This risk everyone is fearful of is going on 4+ years now. Since then, TSM has gone up over 190%. Just saying.

In TSM sub $70’s…so I’ve taken handsome profits along the way and still holding for the long haul. Since it went up today, I need not add, but if it dips I’ll be adding. So in answer to the question….always watching and always will be buying more TSM when it warrants it.

I wanted to buy TSM but the Tiawan risk was too much. Russia at war with Ukraine, then the US at war with Iran.
In the Iran war, you see that even the Strait of Hormuz was crippled by just drone threats from Iran even with the US saying they will escort oil ships. But Insurance companies aren't even giving these ships the go ahead, and the ships themselves don't want to risk life over it. So Tiawan's TSM saying they're too important to the global AI movement to be seized is no longer a good enough shield.
More countries are now trying to provide military escort to these ships and it will be interesting to see how it develops.

The entire TSM supply chain

This is possibly the worst time to buy TSM lol in fact I’m itching to short. You understand why it’s down?

This, the risk to Taiwan/TSM has maybe never been greater.

TSM sales report tonight?

TSM puts at open isn't feelin too great rn

TSM. Downed almost 10%. Good bargain.

$TSM is a good one.

Lump sum entry is a trap right now with the VIX sitting between 20 and 26, so definitely stick to that 8 to 12 week DCA plan to smooth out your costs. You should max out your 2026 Roth immediately because tax free growth for 30 years is unbeatable and much more important than trying to time a perfect bottom. Your current stash of NVDA and AAPL means you are already tech heavy, so adding MSFT and TSM actually compounds that concentration risk. Trylattice is clutch for this because it lets you cross reference your portfolio against stock filings to see exactly where you are overlapping too much. Adding some defensive plays like UNH or a broad market ETF like VTI would give you the anchor you need while the market stays this volatile.

I think TSM is a good buy rn if looking 1 year out
Idk what I would buy calls on rn. Options are kinda cooked with IV
I will probs sell my entire AMZN position tomorrow to throw into TSM

Despite everything going on, AVGO just had great earnings and TSM looks like a great deal at this price.

So think might grab some TSM puts in the morning for when china decides we've exhausted enough resources

Google and TSM

Same I just bought recently when it crashed. Took profits from other positions like MU, TSM, and rotated in value. Which happened to include Msft at the time. Funny to say!! Also VZ was at 39.44 so I had to load into them as well paying a 7% dividend in a roth. Couldn't pass up some of these opportunities