TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

MU, SNDK, TSM, AMD, NVDA

JP trading houses, BRK, GOOG, Hikari Tsushin RS Technology, TSM

Intel really does have a talent for being the odd one out 😂 But I wouldn't assume it's completely random. INTC has been on a very different turnaround story than TSM/AMD/MU/SNDK, so when the sector rallies, the market doesn't necessarily treat them the same. Still funny watching the whole chip basket go green while Intel decides to do its own thing.

I have no idea what you're talking about with TEAM.
Sure:
MSFT, NVDA, SNDK, RDDT, EQT, TSM, NFLX, FSLR, SCHW, NRDS.

I just sold some TSM this morning, not because I think it's a bad buy but that my money could be used better elsewhere (VFLO). I added a quarter of what I sold to SMH which I told a wee position in. I have a few hundred dollars of DRAM that I won't be horribly upset if I lose. I also hold some metals, infrastructure and electrification upstream of the overall industry, the metals of which have done quite well (AG and COPP) of late.
I probably won't be expanding my semiconductor positions for now. Long term they're great, but I think it's a bet to assume we're going to get another big AI hype like surge (regardless of semiconductor fundamentals) again in this market cycle. Could certainly happen but eh. I'm making very decent returns in my core holdings and for now would rather expand those. I do stand by the thesis that long term semiconductors are going to do well, but market and business reality are not always the same so I think it's a less quality buy to park my money in right now. Semiconductors are 13% of my portfolio right now.

I'm buying SpaceX, Google and TSM

I was all cash on Monday, thought buying back yesterday was a great idea, but there are a lot of AI stocks that just are not finding a bottom still today.
NVDA seems to be doing better than most but that also makes me think it has more room to fall. Guess I should have bought Walmart instead of going full port on TSM.