TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

MU, SNDK, ORCL, FLEX, LITE, COHR, ASX, TSM, AVGO, AMD, RDDT, NVDA, PGY, SNAP, ZETA, CLS, META, SEZL, AMZN, CRDO, UNFI, EXPE, AXP, S, UNH, PATH, EFX, STX, VIAV, AMKR, PLTR, FORM, ZS.
All these are cheap along with expanding growth rate. You guys can thank me later.✌️

Going long on TTM Technologies ($TTMI)
Nvidia put out their new Bill of Goods for the Blackwell and updated costs their next Vera Rubin GPU rack.
You can see the breakdown of the various components in the article or table here.
You will see the huge increases in cost really accrue to memory (all the memory names already ran up like 1000% this year, Micron, Sandisk, Seagate, Samsung).
PCB (Printed Circuit Boards) is going to massively increase in the overall spend, up 233%.
There is pretty much one PCB public company in the US (TTM Technologies). $TTMI
All the other publicly traded PCB companies are out of Taiwan. This makes sense, as proximity to TSM where all the manufacturing takes place.
If interested, the second photo is the other PCB Taiwan companies. I don’t spend too much time playing the Asian listed companies…
$TTMI should be a huge winner as Nvidia’s Vera Rubin GPU ramps starting Q3 2026

3 companies going public for same reason and only 1 will top Anthropic.  Everyone w any common sense will hold their investment dollars - which means capex for AMD, NVDA, MU, CRWV, SNDK all unstable - winners GOOG, AMZN - TSM needs to move to US asap any investment now (AMD) huge risk - China appears empowered (record leaders visiting in few months) 

if true, wouldn't TSM be dropping like a rock from insiders who know to sell? I'm a newbie so I really don't know

LLY bull here -
Retatrutide is going to un-fuck america's fat gaping obese ass. You know how some people say "theyll never cure cancer because there is too much money in treating it"? Obesity as at that crossroad now, with retatrutide's pending approval. I believe obesity will basically be a thing of the past, atleast in 1st world countries, in the next 7 to 10 years...
Some highlights from the clinical trials... 28% bodyweight loss after 68 weeks. Reversing fatty liver and a litany of metabolic dysfunctions associated with it. Insulin resistance dissapearing. Curing knee osteoathritis. Increasing cartilege thickness by an avg of 17%.
The glucagon receptor is the next frontier you are looking for if you want to invest in glp-1's, it has been overlooked and misunderstood by the scientific community for the last 80 years since its discovery.
I am long LLY until reta gets approved (it will). I am even contemplating injecting it into myself, to lose weight and help heal a life ruining herniated disc spinal injury i sustained 45 days ago. I have two 24mg vials, the 27 guage insulin syringes, the bacteriostatic water all ready to go. Just hoping my back gets to a point where I can lift weights again before moving forward, so I can avoid any muscle wasting. Have spend inordinate amounts of time researching it, the negative side effects/risks are the same, if not less prevalent, than all the other glp1's currently on the market.
Also, LLY is positioned to be a major trailblazer in the realm of drug discovery via machine learning & AI. They happened to become wall street's golden boy, and got a huge flood of capital right around the same time where the players with the most capital win. Say what you will about AI, if there is one space this technology revolutionizes, its pharmaceuticals.
The story of how Eli Lilly discovered vancomycin in the 50s, one of the most powerful antiobiotics ever manufactured, is a great example of WHY AI will transform the space. Buncha dudes in a lab testing 5000 cultures of bacteria from dirt samples around the world, against 50,000 strains of bacteria, one by one, until a particular sample of dirt from a rainforest in borneo happened to contain the special sauce. LLY may not be the one to make the next discovery, i am not typically a bio-pharma investor, but I believe they will likely be the financial engine behind the next discover indirectly. They are the genius bio pharma investors so I just use them and only them to get exposure to the space while the rest of my port is in TSM, SATS, and MSTR 🤪

At the moment it’s been consistent TSM spreads, usually $20 wide at a delta of 15 or lower.
Depends on the volatility of the stock, recently was running SNDK, same width but at a delta of 10.
Whatever fits your risk profile. Index’s just dont yield enough premium for what I’m after.

DDOG, TSM, RKLB, DOCN, APLD - [https://catsofws.com/](https://catsofws.com/)

I steer clear of ETFs except for DRAM bc of Hynix+Samsung. I don’t like ETFs bc they make u take the bad with the good. I cherry pick ETF holdings though all the time. But, I do hold most of EUV top 10. TSM, ASML, AMAT, LAM research are no brainer buy and hold (always get in on discount), I hold Ciena, Lumentum, Coherent, individually and TSM and AMAT as well. I look for high fliers mostly though. I’m still adding daily. Just sold a paid off rental property bc I make so much more in the market so I’m deploying funds little by little as we speak. 

Everything beyond a year is like the fog of war for most of us except nVIDIA's execs and partners. It's easy to guess and model one quarter out because they give us guidance in their earnings. We get confirmation bias from other Mag7 earnings, their own AI commentary and CapEx spending levels, sometimes for the whole year. We hear/read analyst commentary on what they've seen. Sometimes we get little nuggets from GTC like [this one](https://www.youtube.com/watch?v=jIviHI7fqyc&t=3146s). That's why I'm thinking the next potential catalyst could be at the next GTC in Taipei in 2 weeks and/or maybe even at the annual shareholder meeting a few days afterwards. So, for me, anything outside of one year is a thick fog.
That being said, just because NVDA grows $2T in market cap to hit $8T in one year doesn't mean it will grow $4T the next year to hit $12T in the 2nd year. Will demand still be massively outpacing supply when it hits $8T in one year? If TSM and memory capacity is available to meet the demand, what about datacenters and energy? Will we suddenly have a bunch of gas-turbines and nuclear power plants up-and-running in a year to drive it all? Or do you think enterprises will continue to FOMO buy and hoard GPUs until resources come online? Will the Mag7 start making significantly more money to drive significantly higher CapEx spending? I mean, you're suggest an **additional $4T market cap growth in the second year**. Or do you think Physical AI, the next untapped opportunity, is suddenly going to explode within a year to grow us to $12T by the second year?
So no, I don't believe in this type of faith-based modeling where NVDA will hit $12T or more within two years. I'll be \*super\* happy to be completely wrong, so let's come back to this in 2 years!
RemindMe! 2 Years "NVDA hits $500 ($12T)? 🤣"

No TSM, no APH

It’s a playbook for AI data center. TSM belongs inside the semiconductor foundry layer.

No mention of TSM huh

Hi guys, I want some help in choosing good ETFs/stocks for investment. I was considering VOO and QQQM, but they are not that great. It's kind of safe I guess, but return is pretty small. I think AI oriented ETF is going to perform better for the next couple of years.
What do you think about CHAT? Is it good enough to invest \\\~40% of my portfolio? Probably I am still going to invest around 40% on VOO and QQQM (20% each) and remaining 20% in Nvidia, TSM, Google, Apple, etc.
What do you think, how shall I split my money? What's best portfolio in your opinion?
Any suggestions will be much appreciated!

I bought TSM at the beginning of April and no lie it has gone up every. single. day. since

Hi guys, I want some help in choosing good ETFs/stocks for investment. I was considering VOO and QQQM, but they are not that great. It's kind of safe I guess, but return is pretty small. I think AI oriented ETF is going to perform better for the next couple of years.
What do you think about CHAT? Is it good enough to invest ~40% of my portfolio? Probably I am still going to invest around 40% on VOO and QQQM (20% each) and remaining 20% in Nvidia, TSM, Google, Apple, etc.
What do you think, how shall I split my money? What's best portfolio in your opinion?
Any suggestions will be much appreciated!

>For those further along in investing, do you think this approach is reasonable, or does stock picking usually become a long-term drag even when it’s limited to a smaller percentage of the portfolio?
In July 2017, after approximately 27 years of investing in an S&P 500 index fund and doing very well with it (it had grown to $700k) I sold almost all of my S&P 500 index fund shares and started investing in individual stocks. I kept $5000 in the S&P 500 index to use as a benchmark. The S&P 500 index is up +249% since then. My individual stocks are up +260% then, but there has been a lot of profit taking that isn't reflected in that result, as well as many new additions since 2017, some of of which I have had for less than a year. I took out $94k for income in 2025 and over $100k in 2024 so that affected the results. I currently have 37% of my portfolio in individual stocks.
The stocks that I still have since 2017 have done well:
* MA +275%
* AMZN +440%
* NFLX +472%
* SHOP +1,053%
* NVDA +4,625%
I have other stocks I acquired after 2017 that have also beaten the S&P 500 index:
* AAPL +267%
* MSFT +272%
* TSM +276%
* KNSL +304%
* ASML +336%
* AMAT +377%
* ODFL +406%
* ANET +430%
* FTNT +454%
* FICO +514%
* TSLA +710%
* AVGO +994%
* CRWD +1,019%
Contrary to what several people (Bogleheads) say on reddit, I think it is perfectly fine to include individual stocks in your portfolio. All it takes is a few big winners to supercharge your portfolio. The $5,600 I invested in NVDA is currently worth $264,654.
If you are interested in adding individual stocks to your portfolio I strongly recommend you read *One Up On Wall Street* by Peter Lynch. He is a former extremely successful fund manager with Fidelity and he believes individual investors can beat the pros at their own game, and he teaches you how to do that.

From what I’ve read MC’s have tight margins so not a great buy if you’re looking for gains, especially if you’re new. Personally, ARM / TSM / NVDA / AMD have been real good to me.

ALAB, RDDT, PLTR, MELI, CELH,TSM, AXON, NU

[https://youtu.be/yGWAhNff26M](https://youtu.be/yGWAhNff26M) \-> Printed on TSM / VRT

Because it was only a 300B company or so when Mag7 became a talking point. Now it's 2T. Same dynamic with TSM. TSLA being considered more important than those two is certainly silly.