TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

TSM also trades at a 15-20% premium to its listing on the Taiwanese exchange

The choke point is with TSM, the other players are somewhat irrelevant given their yields compared to TSM’s

It's nice to see that others are investing in $VXUS, which is my largest holding. World ex US is trading at much cheaper valuations than US stocks.
How much risk do you want to take? I'm overweight World ex US ETF, especially Pacific Asia which has much more volatility. I like $EWJ and $VPL as I think Japan may have a South Korea $EWY moment once Kioxia, Softbank, and Sony start ripping w/ Robotics and Sony JV w/ TSM for optical memory sensor fab manufacturing along w/ AI.
$VPL is Vanguard Pacific Asia ETF that is Japan, South Korea, and Australia so that's a better fit if you aren't as bullish on Japan as I am. The Mag 7 AI cap ex hyper spenders keep sending all their 2026 FCF from West to East so I want to capture those cashflows as they are reinvested into South Korea & Japanese local economies.

This is why i sold half of my MU and move to AMAT and TSM.

extremely bullish on ASML TSM KLAC

Important Data next week:
Tuesday: CPI report
Thursday: TSM Earning report
Since Oil is down I think CPI report may be good this month and if TSM confirmed big gain with better guidance then Semi-stocks should keep pumping (if we survive SK Hynix IPO tomorrow lol).

MU NVDA TSM KLAC ASML

TSM gonna bang?

Taiwan Semiconductor Manufacturing Company (TSM) releases its monthly revenue reports on the 10th of each month. The monthly revenue update will be released at **1:30 AM Eastern Time (ET)** on Friday, July 10, 2026...prepare anooos

True it does have good technicals and has pumped throughout the year, it’s more about just overloading the market imo. Idk what will happen, possible could just end up like TSM was but we shall see

Tonight is TSM monthly sales update. It will give a clue on the upcoming July 15th earnings.

Is TSM a good buy before their earnings next week?

The more companies that want to develop chips, the more you should just own TSM.
TSM earnings have exploded, driving the share price up, but the PE multiple is still low 20s.

seems like they're both basically about holding Samsung, SK Hynix/Square, and TSM:
https://preview.redd.it/3y6mqmce78ch1.png?width=718&format=png&auto=webp&s=0e9fdd8e486f18015c5c3850082a6d5dd7524bdc

Intel. It has a real chance to compete with TSM, chips will be forever in demand, and it’s basically a matter of national security that Intel succeeds. It’s not even near a 1T value yet and new CEO is doing good things.

I'm more interested in the suppliers than Meta itself. The question is who captures the most value from another wave of AI capex.
I was comparing these on TipRanks earlier, and it's interesting how analyst sentiment differs across MU, ANET, VRT, and TSM even though they're all tied to the same theme.

party is back on boys. false alarm when thy said they were renting compute. i guess they were just desperate and worried about their capex burn
meta being on of the main drivers of the ai capex build out doubling their spend means were back in business
VICR, MU, TSM, GEV, GLW

Can buy now it seems, couldn't before from isa. TSM NYSE
Something changed or am I mistaken? I've put in a small buy order from my ISA account to see, pending till market opens.

I won 2 previous ones - on TSM, 0 loses, but seems record was wiped clear when the bit changed

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