TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stockNYSEADR

Thank you so much, which are your other stocks like Google that are great investments. Would it be Amazon or TSM or something else you recommend?

The secret to sucksex is buying TSM. :happy: :happy: :happy:

That’s hilarious…my $NVDA, $MSFT, $AMD, and $TSM shares completely dismantled your theory.

I'm really happy that all the money leaking out of AI is pouring into Adobe for some reason. I wasn't expecting Adobe to go up this soon after buying it. I bought TSM because they are really smart and make the components of what goes onto computers. I don't really care for AI either way, but I like that it puts more money into TSM.

Life is negative risk-reward. Restaurants owners spend $250,000 on a restaurant. to make $1,000 a week. Break even in 5 years. Video-game consoles - sold at a loss - make money on accessories and other purchases. Supermarkets - price one item at a loss to attract customers inside - hopefully they buy more things when in store to win back the loss. they risk $500 in free samples - reward is hopefully people spend more to recoup the loss Gillette razors - sold at a loss - make money on blades and other items. Mobile phones - given away at a loss - make money on the contract. Software companies - Spend 50 million on free software - hopefully enough customers pay for the full software that you turn profitable over time Gym membership - free for everyone for a month - but hope that the customer buys a full contract. risk one month of free use - hopefully you make it back if people become members Building a shopping mall for 100 million - takes 5 million in rent a year. an insurance company risks 200,000 dollars to take your 2,000 dollars. a casino risks 100,000 dollars to take 10 dollars off you. oil companies spend millions drilling into land hoping they find oil worth more than the drilling costs if you put all your money into the s and p 500 - you risk everything to make 10% a year. this is negative risk reward. risking a medium size loss to eventually make more money over time. so how could you apply this to trading? grid trading. divide your money into 10 parts. for example 1000 dollars, 100 dollars per trade. buy something like tesla stock - take profit every 5%. if you have a losing position, leave it alone, forget about it, you have 9 parts of your money left. buy again and take profit every 5%. keep taking small wins. you will take so many winners that you will break even on losing positions, and eventually become profitable anyway if you take lots of small wins. this is negative risk reward because you are in theory risking the entire amount (100 dollars) to take 5% profit. even warren buffett sold things after only holding them for 6 months and took quick profits. he didn't hold everything forever. notable he sold TSM after only 3 months

I am all for a lower interest rate, but looking at the current situation in Iran and oil prices.. even I concede that we have to have higher rates. Perhaps not yet in Canada, but it is becoming increasingly more evident that high energy prices are spilling over and causing inflation in other areas. I had hoped that Trump would end or at least come to some sort of ceasefire agreement with Iran but I dont think that is happening. If Trump had any intention to end the war, he would have done it by now. Escalation appears inevitable. And I dont want to just put it on Trump. The U.S. administration before any strike had numerous mediated meetings and talks. If I remember correctly at least 4 to 5. Iran continues the enrichment to 60% and does not make sense whatsoever why it will be enriched that much for civilian use. They ARE going for nuclear weapon. And it appears they will never give it up. They appear to have 0 willingness to do so. And I dont blame them with everything that has happened thus far. The war appears inevitable. If the U.S. economy can handle it then the yield would rise. If it can't, it will lead to a recession. Either way it appears bad for the U.S. and the world. Ground invasion is not possible. Iran is not iraq. Land is too big. The population of 90 million. But targeted air strikes are certain. I hold 25% stocks in Nvda, Meta, Google, Soxx, Oracle, Amzn, and TSM. The rest in short term bonds. I will buy at the peak fear with some long term bonds as well. But that was my take. I am not here to lecture. But how do you see the market? And takes would be appreciated.

This ☝️ in addition to NVDA and TSM

Amzn, goog, avgo, TSM. All great prices at the moment. And pretty safe bets long term

TSM and GLW

Yes it is. So I have net of $670k. I own 115 ish stocks. Largest positions are TSM PM CNQ DUOL JPM etc

TSM will never go down again

And as part of that condition he said unless they create an entirely new form of AI they will collapse. They didn't invent a new form of AI and they didn't collapse. Are you illiterate? Sure, a bubble popping would look like what happened in 2000 or 2008. We would see valuations plummeting. In October 2025, Anthropic was valued at around 183 billion, and OpenAI at 500 billion, today it's around 1.5-2 trillion for Anthropic and 1.25 trillion for OpenAI. Not only are they worth a shitload of money, but they are being assigned an extremely high p/s ratio showing investors have faith in the company. Semicondcutor companies like TSM/AMD etc are up 100% YoY and trading are multiples that price in significant growth. No one is saying the bubble has popped.

TSM save me please 🙏🏻

TSM wants to run free

Waiting for all the "buy the dip" posts to change to "I'm selling everything." This market refuses to break down. Feels like we need a good old fashioned capitulation to wash out the remaining dip buyers and turn them into panic sellers. I'm keeping my cash for that event. Then I will look closely at GOOG, META, NBIS, TSM, MU among others.

Nothing yet. $TSM and $SPCX nibble.

Deer baby jesus, let TSM and CRWV take over the world today, by your grace Lord let it be so. Bless the hands and keyboards of the workers, may they be swift and productive. Let your will be done inside of their walls lord, build up your warring business angels all around them heavenly Father and lead them into success and prosperity. I pray this in the name of the father, the son, and the holy Spirit, Amen.

TSM is a good dip buy

Google keep dumping since last week. What if Berkshire is selling Google? 🤔 I mean....they did Paperhands TSM back in the day when it was like 60-80$. Buffett bought and hold it for a few months before sell it again lol Of course this time the new CEO who's the one that bought Google and not Buffett but....

Can we send TSM to $200

QQQM and TSM

$400K last month alone between NVDA and TSM

Yes I hear you. And this is probably a good argument not to over-allocate to international markets. But I still can’t say that I don’t want to allocate there at all. Are companies like TSM and ASML going to be highly correlated to US tech ? - Yes probably. Do I still want to own them ? - absolutely.

You could just put 20 K into TSM right now and make about 8K when it hits its high again though

I bought just couple shares of MRVL and VST today. Maybe will buy TSM. As for MU… many ppl say this is not a cyclical story anymore but it’s structural. I believe it’s still cyclical just that this cycle is longer and stronger. I have few shares of MU, I am hoping it will hit $1200-1500 next year but I def don’t believe it will reach $2500-3000 in this cycle. I’m retired and been in the market for 35 years and lived thru dot com bust. I think we have maybe 1-2 more years on this AI trade and any hint of slow down will drop the market but not like 2000. I think NVDA is a good buy here cuz they will always be the brain in AI (now getting into open models..). I got NVDA in 2020 at $10 and haven’t sold a share. I am still all in on the AI trade for now but prob will exit the party next year.