TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

TSM ain't up all that much though.

My point is that the flow of cash is reversing. That ex US revenue is no longer a tailwind for Google since they are sending that cash plus more to TSM, Samsung, SK, etc which should now provide tailwinds for those stocks.
But whatever. The stock prices of all companies involved & the indices are already pricing in that flow of cash.

Yallz knew capes would be outta control. why yallz didn’t buy TSM at 400 or sanddick at 1450? ASML 1700? AVGO still cheap mayn.

TSM reported 30 BILLION dollars, a drop in the bucket for GOOGL

If Google raise Capex while they can't make money of A.I then the stock will go down. They invest alot of money into A.I without get any money return, then there is no reason to hold it (at least sell some % of Google shares).
People will use that money from selling Google shares and invest it in Shovel Stock like TSM, NVDA, AMD etc. Because that's where all the money from MAG7 Capex went to.
One day MAG7 will make good money from A.I then money from Shovel stocks will get back to MAG7. But right now Shovel stock is the-way-to-go.

mmm i see, anything you traded today in particular? i ended up only going long on $TSM. i turned on vwap just now on 15 minute, and it actually had a nice rejection off vwap going into 10:30 AM EST, funny enough... but overall, today was super slow

Time to buy more TSM

KOSPI and TSM are gonna tank on this tonight probably because that's the hell we live in now

MSFT and GOOGL are bags I don’t mind holding for a bit - but it’s just hilarious to watching earnings these days. I mean TSM, literally reported ONE TRILLION DOLLARS of revenue and the stock dropped -3% 😂 What are we doin here folks?

DJT is ruining my DXY devaluation trade which was doing so well. High crude oil leads to a stronger DXY. 
A stronger DXY is kryptonite for Gold. 
High crude oil prices are kryptonite for Japanese & South Korean stocks.
Luckily Google, Amazon, Microsoft & Meta haven’t stopped sending most of their FCF to Samsung, TSM, SK & Kioxia so the AI cap ex hyperspenders  are paying for support for world ex US stocks.

Everyone is expecting Semis to rise if Google announces an increase in AI cap ex during earnings tonight and Semis to fall if Google announces a cut to AI cap ex.
I tend to think when everyone is expecting the same outcome sometimes it's best to stay clear of the entire trade and wait for the dust to settle before I buy more.
I worry that there's a possibility that the trade might just be to sell both the Mag 7 AI cap ex hyperspenders & the $SOXX stocks after Google's earnings.
I'm still long semis as $VXUS, $EWJ, and $VPL are some of my largest holdings & all outperformed the $SPY due to their exposure to SK, Samsung, ASML, and Kioxia. But I sold my positions in $SKHY and $TSM at close yesterday and I am more interested in BTD in gold & silver right now to diversify away from this overcrowded trade.

I've been holding Dell for a while now. Massive jump today so probably going to unload and grab something thats been consolidating for a little bit. I havent picked it out yet. Probably NVDA, MU, Vertiv, or TSM. Out of all of those NVDA has been consolidating the longest even though it's a bitch majority of the year

What happened to TSM

Semis got crushed. SOXX dropped 20% off the June 22 peak, QQQ bled about 8% in the same stretch. Monday flipped the script fast, QQQ +1.9%, SOXX +5.5%, INTC and COHR both up 6-7%, and even the big names NVDA, AMD, MU, AVGO each tagged around +2%.
So now what. SOXX is still sitting 16% below the June high. One green day doesn't fix that.
The two camps I keep seeing: JPMorgan calling it a momentum rebound off oversold levels, BofA framing it more as a summer sentiment reset that needs earnings to confirm. Taiwan export orders came in at +59.4% YoY, smashed the +49.5% consensus. TSM flagged a pricing increase of up to 10% in 2027. Supply chain signals are actually decent.
Pulled the chart on moomoo and SOXX still looks like it needs to reclaim a lot of ground before this stops feeling like a relief rally.
61% Of fund managers in the latest BofA survey don't expect AI capex to get cut this year. That's the bull case in one line. But if earnings this week disappoint, that thesis gets tested hard.
Been adding back into semiconductor names on the dip. Am I early, or did I already miss the snap-back?

Honestly, the fact that you already spotted the high risk tolerance as the thing to watch puts you ahead of most people asking this. That's most of the battle right there. Stay that self aware and you won't be the one bailing at the bottom.
Here's how I'd think about the retirement side. Your Roth, 401k and HSA are all FSELX, so those accounts are really one big semi bet, stacked right on top of the semis you already own in taxable through NVDA, TSM, AVGO and ASML. Want to stay aggressive but keep it to 1-2 funds? I'd let a broad core like VTI or FSKAX do the heavy lifting, then add a small AVUV slice as the piece that actually zigs when tech zags. Keeps your risk appetite. Just without every account moving the same way on a red week.

In my taxable brokerage I hold AAPL, NVDA, MSFT, TSM, AVGO, ASML, AMZN, GOOGL and PSI. Roth IRA, 401k, and HSA all hold FSELX. Really my goal is to diversify my retirement accounts, I don’t want to be sector focused. During last week’s sell off it made me realize I need to stop chasing the dopamine excitement boost if I want to stay committed long term. I also want to keep it simple 1-2 funds max. I understand there may be some overlap, however I’m ok with it depending on the funds stated objective. I do have a high risk tolerance which I believe is my weakness.

TSM ain't up all that much though.

My point is that the flow of cash is reversing. That ex US revenue is no longer a tailwind for Google since they are sending that cash plus more to TSM, Samsung, SK, etc which should now provide tailwinds for those stocks.
But whatever. The stock prices of all companies involved & the indices are already pricing in that flow of cash.

Yallz knew capes would be outta control. why yallz didn’t buy TSM at 400 or sanddick at 1450? ASML 1700? AVGO still cheap mayn.

TSM reported 30 BILLION dollars, a drop in the bucket for GOOGL