TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

flat on call is good, means we didn't get rugged. Only company that has better earnings calls than MU is TSM, shit is going to pump so hard once Sanjay starts talking about SCAs and buybacks come december.

Yup, that's what I've been doing for years now.
Simply read the Nvidia customers: MSFT, META, AMZN, GOOGL, TSLA, ORCL, DELL, HP earnings reports.
Then read the Nvidia suppliers: TSM, MU earnings reports.
Once you've read the above, at a minimum, you're already gonna know what numbers range NVDA will put up in its earnings report 25 days later (usually Nvidia reports 25 days after big tech earnings).
Everything else reported in news headlines are just sensationalist and meant to create emotion

Anyone ....buying calls of $TSM for oct 15 q3 earnings ?

Should I sell TSM for avgo?

A few years ago i read the same about TSMC (TSM).
That means it should be steady because they can't manufacture/sell anymore than 100% right? wrong. TSM went up and up.

!Banbet TSM $500 16d

"Other names to consider: Memory: MU, SKHY Cloud / Compute: GOOG, AVGO, AMZN, NVDA, AMD, MSFT Infra / Capacity: CIFR, CRWV, SPCX, WULF, HUT, AKAM"
Out of those, in which would you invest in if you received a windfall amount of several hundred-thou$and?
Put another way, which have evidenced the most consistent returns, and which have the highest reasonable expectations over the next 1-3 years?
(I note that TSM not even on the list)

TSM and NVDA , versus other IT companies

!Banbet TSM $500 16d

Debated doing this with TSM earnings call coming on the 15th

!banbet TSM $500 17 days

TSM has been critical to AMD's success. They understand what's happening before any of us. This decision was made 5-6+ years ago when they decided on strategic, not opportunistic, pricing on node availability. I worry about a lot of things but TSM is not one of them.

!banbet TSM $500 October 16

!banbet TSM $500 by October 17th

In descending order of personal gains (without reinvested dividends):
NVDA (+4,822%) CRWD (+1,685%) SHOP (+1,505%) AVGO (+825%) FTNT (+662%) ANET (+649%) TSLA (+594%) AMAT AMZN ASML MSFT NFLX PANW ODFL MA TSM KNSL FICO AAPL (+309%)

Easy day. Rolled 4 trades out in time and sold a put against TSM. Premium received $2844, not much else expected this week.
[https://imgur.com/a/dqiDNGd](https://imgur.com/a/dqiDNGd)

Fuck $MU. God bless $TSM

GOOD NEWS:
\- NVIDIA 150B buyback programme
\- TSM increase 2NM capacity by 20%
\- EAST-WEST oil pipeline is running in Saudi Arabia.