TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

Microsoft is the only one of those in the top ten holdings. The top ten for VT is almost the same as S&P 500, but I do like the TSM exposure. I view the DOW as an inflation hedge and less tech exposure than S&P, but I wouldn’t advocate holding more of it than the S&P. It’s a solid bottom feeder for a portfolio. 

If US goes to war with China, we have bigger problems than a TSM stock crash.

Be careful because sometimes that can be revenge trading. Your subconscious mind could be thinking....:
*"Oh.... So you're going to keep dropping the price... Ok... ok...Then I'll just keep buying more... Oh... you're going to drop the price more? Then, I'm just going to keep buying more..."*
I've had this happen to me where after buying something and it dropping badly, I feel like I need to get "revenge" by buying more of it and lowering my overall cost basis. Lowering my cost basis made me feel better, but the problem is... you get crazy overweight in whatever it is, and then your future is tied to that singular investment which can be quite dangerous. You can get lucky at it all works out, but maybe when MSFT is $360 per share, you look around and see what price is TSM? NVDA? GOOG? AVGO? CRWD? AMD?
Maybe something else of very high quality has also plunged dramatically and you can have at least a little more diversification instead of fullporting MSFT

Don’t forget TSM

LAM, KLAC, ASML, TSM, Micron, Sandisk, KORU (play on samsung/skhynix). These companies will win regardless of who ultimately wins the AI race. Honestly you could just buy SMH or CHAT or QQQ and be fine.

Microsoft is the only one of those in the top ten holdings. The top ten for VT is almost the same as S&P 500, but I do like the TSM exposure. I view the DOW as an inflation hedge and less tech exposure than S&P, but I wouldn’t advocate holding more of it than the S&P. It’s a solid bottom feeder for a portfolio. 

If US goes to war with China, we have bigger problems than a TSM stock crash.

Be careful because sometimes that can be revenge trading. Your subconscious mind could be thinking....:
*"Oh.... So you're going to keep dropping the price... Ok... ok...Then I'll just keep buying more... Oh... you're going to drop the price more? Then, I'm just going to keep buying more..."*
I've had this happen to me where after buying something and it dropping badly, I feel like I need to get "revenge" by buying more of it and lowering my overall cost basis. Lowering my cost basis made me feel better, but the problem is... you get crazy overweight in whatever it is, and then your future is tied to that singular investment which can be quite dangerous. You can get lucky at it all works out, but maybe when MSFT is $360 per share, you look around and see what price is TSM? NVDA? GOOG? AVGO? CRWD? AMD?
Maybe something else of very high quality has also plunged dramatically and you can have at least a little more diversification instead of fullporting MSFT

Don’t forget TSM

LAM, KLAC, ASML, TSM, Micron, Sandisk, KORU (play on samsung/skhynix). These companies will win regardless of who ultimately wins the AI race. Honestly you could just buy SMH or CHAT or QQQ and be fine.

I’m still pretty new to stocks, but CAT seems like a good example of the stocks that are going up and benefiting from ai, but aren’t ride or die on it
If AI is ever doing bad for a time, construction and manufacturing are likely not going to implode with it because the ai boom is just an extra bonus to those industries
Another example would be all the microchips ai is demanding is helping stocks like TSM and SNDK, but microchips are so universally demanded so its not the only factor for them by a long shot
Between that and my limited knowledge of CAT being a very stable corporation I’d say it’s a good long investment

Sounds like we have similar portfolios, same highest 3 holdings. Then some KLAC, EWY, EME and TSM as smaller positions.

I bought 50 shares of MU and TSM in April 2025 immediately after Trump said it out of his mouth during his speech lmao they were 75$ then!!
A lot of people choose not to listen to politics and the speeches but trust me!! They are literally telling you what to buy during the speeches! You just have to listen closely lol.
Personally I still think it’s a good buy. Just not as good as before but it will stay bullish for a while

The problem with TSM is : what happens if China will invade Taiwan ????

I don’t know how many shares you have owned TSM but frankly please no matter what, don’t sell TSM. It is a golden goose. You should buy more. I have 2200 shares in equivalent to 440 shares in ADR and continue to accumulate in fraction share each month. In Taiwan, most local ETF are having their portion of TSM over at least 50%. The government backed fund will buy TSM mainly when there is a correction in the market. The CEO of TSM project 25% of profit growth each year all the way beyond 2030. Diamond hand on TSM.

correct. stock at all time high like TSM can still be value lol he doesn't understand what he's talking about

I have a question because I am not sure what to do.
I have about 20 stocks in my three trading accounts.
. Since October I lost about $65,000.
My stocks are:
Invidia, Arm Apple Amazon, Meta, Novo Nordisk, CoreWave, Google, Palantir, SMCI, TSM, OKLO, VOO, QQQ, Microsoft, Open, Vistra, Broadcom, Crowdstrike and Tesla.
I want to try advisory investment company to manage my trading accounts. They will probably sell all or most of my positions. I think I have good stocks and they will recover but on the other hand the $65,000 lost makes me wonder if I’m doing good by waiting until I will recover my loses. I’m not in the red but under high price.
What should I do ?
Wait until my stocks will go up or let the investment company to take over right now ????
I will still have to move about $60,000 from my saving account to the brokerage account because I’m below the balance I need to be taken by them to manage .

Need more paper in money printer, one moment.
I mean, if crwv, nbis, and apld are up, it's just a matter of time. And TSM up. ASML up. Those laggards like Nvda and AVGO got to go up.

Missed out on 1400% on TSM. What’s the next play?

Going to wait until sour hour then buy Nvidia / TSM / MU if it’s on discount, for inevitable slow pump next week. It’ll be sour hour because everyone is scared to hold weekend.