TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

Just buy the AI supply chain. MU TSM ASML KLAC LRCX NVDA GLW CEG etc.

MRVL:
\- Took +1.51 profit on the long leg of my MRVL covered ccs,
\- Rolled the short leg up and out from 9/18 240c to 9/25 245c for net 1.25 credit
\- BTO a new long 9/25 250c @ 5.20.. pricey and basically means I rolled the original ccs for a debit lol
BYC RDDT 11/20 135p +42% (2 days). Just trimming a quick win. Leaving several more to burn down.
STO AFRM 10/16 62.5 @ 1.98
STO TSM 9/25 IC: 405/415/450/455 @ 3.17
STO MRVL 9/25 210p @ 3.47

TSM struggling to keep it up

I recently received some money from a motorcycle accident settlement and have about $8,000 left to invest. I’ve never really had money like this before, and I don’t have family or friends who know much about investing, so I’ve been trying to learn everything myself. It gets overwhelming fast.
I’m looking at both 1–5 years and 10+ years. I’m okay with some risk and currently looking at VTI, NVDA, TSM, ASML, VRT and BE.
If you had $8,000 left to DCA, how would you approach it? And for someone building a portfolio from scratch, roughly how many individual stocks would you recommend owning before it becomes over-diversified or too hard to manage?
I’d really appreciate the reasoning and downside too, not just ticker recommendations.

TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for August 2026: On a consolidated basis, revenue for August 2026 was approximately NT$514.81 billion, an increase of 10.1 percent from July 2026 and an increase of 53.3 percent from August 2025. Revenue for January through August 2026 totaled NT$3,386.87 billion, an increase of 39.3 percent compared to the same period in 2025.

I agree the past does not strictly dictate the future. I wonder at what point past performance does indicate a future trend because people do rely on the past to promote ex-US etfs. If we continue to see the US market diverge from the ex-US whole for another couple decades, what would happen?

I am doubtful the AI boom started in March 2025 because large language models were setting the foundation in 2020-2021 and ChatGPT launched in 2022. 2025 was Trump's liberation day where a major wave of tariffs went into effect.
Samsung, SK Hynix, ASML, TSM, etc ex-US tech stocks and infastructure have remarkably helped lead ex-US etfs as you said.
Picking markets if done well by region seems very profitable just like picking individual stocks. The trick really does boil down to the selection being done well.

Why ORCL NVDA and TSM SO LOW BRUH???!!!

I think someone hit the red button no matter what.. TSM is reportedly up 50 percent growth this earnings report and down like 3 bucks right now ow..,

So you wanna go all in TSM? And have $43500 sitting around like that?
I would rather buy calls instead..

TSM 9/18 ATM put pays 2% @ bid price. EUV 9/18 ATM put pays 1.8% @ bid price.

Just buy the AI supply chain. MU TSM ASML KLAC LRCX NVDA GLW CEG etc.

MRVL:
\- Took +1.51 profit on the long leg of my MRVL covered ccs,
\- Rolled the short leg up and out from 9/18 240c to 9/25 245c for net 1.25 credit
\- BTO a new long 9/25 250c @ 5.20.. pricey and basically means I rolled the original ccs for a debit lol
BYC RDDT 11/20 135p +42% (2 days). Just trimming a quick win. Leaving several more to burn down.
STO AFRM 10/16 62.5 @ 1.98
STO TSM 9/25 IC: 405/415/450/455 @ 3.17
STO MRVL 9/25 210p @ 3.47

TSM struggling to keep it up

I recently received some money from a motorcycle accident settlement and have about $8,000 left to invest. I’ve never really had money like this before, and I don’t have family or friends who know much about investing, so I’ve been trying to learn everything myself. It gets overwhelming fast.
I’m looking at both 1–5 years and 10+ years. I’m okay with some risk and currently looking at VTI, NVDA, TSM, ASML, VRT and BE.
If you had $8,000 left to DCA, how would you approach it? And for someone building a portfolio from scratch, roughly how many individual stocks would you recommend owning before it becomes over-diversified or too hard to manage?
I’d really appreciate the reasoning and downside too, not just ticker recommendations.

TSMC (TWSE: 2330, NYSE: TSM) today announced its net revenue for August 2026: On a consolidated basis, revenue for August 2026 was approximately NT$514.81 billion, an increase of 10.1 percent from July 2026 and an increase of 53.3 percent from August 2025. Revenue for January through August 2026 totaled NT$3,386.87 billion, an increase of 39.3 percent compared to the same period in 2025.

I agree the past does not strictly dictate the future. I wonder at what point past performance does indicate a future trend because people do rely on the past to promote ex-US etfs. If we continue to see the US market diverge from the ex-US whole for another couple decades, what would happen?

I am doubtful the AI boom started in March 2025 because large language models were setting the foundation in 2020-2021 and ChatGPT launched in 2022. 2025 was Trump's liberation day where a major wave of tariffs went into effect.
Samsung, SK Hynix, ASML, TSM, etc ex-US tech stocks and infastructure have remarkably helped lead ex-US etfs as you said.
Picking markets if done well by region seems very profitable just like picking individual stocks. The trick really does boil down to the selection being done well.

Why ORCL NVDA and TSM SO LOW BRUH???!!!

I think someone hit the red button no matter what.. TSM is reportedly up 50 percent growth this earnings report and down like 3 bucks right now ow..,

So you wanna go all in TSM? And have $43500 sitting around like that?
I would rather buy calls instead..

TSM 9/18 ATM put pays 2% @ bid price. EUV 9/18 ATM put pays 1.8% @ bid price.