TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

TSM earnings will pump NVDA to ATH

That's great, options do offer better returns, since if the stock moves 10%, options returns can be 100%, especially during events including earnings, product announcements, other company related news, generally volatility increases before the event, measured by IV (implied volatility) and is crushed after the event, make your move on time and cash it while you can.
Having said that all have positive sentiments with TSM highest, ASML and NFLX. NFLX doesn't have products are shredding the market, so don't expect significant movement, unless the results are truly breakout.
With options trading lookout for high liquidity and large volume options so you get better premium and get in and out easily!

Is TSM good longterm or is this a meme I cant tell anything anymore

Hi everyone,
I’m a complete beginner when it comes to investing. I haven’t read as much as I probably should have, but investing has interested me, so I decided to start instead of waiting until I felt like I knew everything.
I have around **€30,000** available to invest. So far, I’ve invested my first **\~€20,000**, roughly divided as follows:
**51.4%** – Vanguard S&P 500 UCITS ETF (VUAA)
**37.2%** – NVIDIA (NVDA)
**7.1%** – ASMI
**4.3%** – Taiwan Semiconductor (TSM)
I still have **€10,000** left to invest.
I know the obvious advice will probably be: *“Don’t invest money until you’ve done more research.”* And honestly, that’s fair.
I am continuing to learn and read more every week.
That said, I’m curious:
If you were in my position, how would you allocate the remaining €10k?
Would you add to my current positions or diversify into other sectors/assets?
Are there any stocks or ETFs you think are worth looking into?
My goal is to achieve around **10–15% annual returns** over the long term. I know that’s ambitious and definitely **not guaranteed**, and I’m fully aware of the risks involved.
I’d really appreciate your thoughts and constructive criticism. Thanks!

# Today is Tuesday, the 14th of July
## Upcoming events for Tuesday, July 14th
- Stock splits:
- JEM @ **1:12**
- APEOF @ **1:3**
- ASWRF @ **1:20**
- LMED @ **5:1**
- LGHL @ **1:9**
- ARMH @ **10:1**
- ASMH @ **10:1**
- STHH @ **10:1**
- YXT @ **1:10**
- Expected earnings:
AEHR, ANGO, BAC, C, CRMT, EQBK, ERIC, FAST, GS, JPM, KMTS, LOOP, PXED, WFC
- Ex-div:
APOG, CCD, CGO, CHI, CHW, CHY, CPZ, CSQ, FCEF, HNDL, NEWTH, SATA
- Economic events and announcements:
- 3-Month Bill Auction (actual: 3.760%, previous: 3.735%)
- 6-Month Bill Auction (actual: 3.860%, previous: 3.830%)
- FOMC Member Bowman Speaks
- Fed Waller Speaks
- Federal Budget Balance (actual: -120.0B, consensus: -135.8B, previous: -293.0B)
- OPEC Meeting
## Upcoming events for Wednesday, July 15th
- Stock splits:
- AIBD @ **1:10**
- AMDD @ **1:10**
- GGLS @ **1:10**
- KORU @ **20:1**
- MUU @ **20:1**
- DRIP @ **1:10**
- SOXS @ **1:10**
- TZA @ **1:10**
- TECS @ **1:10**
- Expected earnings:
ASML, BLK, BNY, CAG, CTAS, CTBI, ELV, FEIM, FHN, GSBC, HOMB, JBHT, JNJ, KARO, KMI, MRTN, MS, MTB, PGR, PKBK, PLBC, PNC, SIFY, UAL, UNB, UROY
- Ex-div:
BCIC, BELFA, BELFB, BPOPM, CAC, CHCO, CMTV, CSWC, MLCIL, NHP, NWFL, OCCI, OCCIM, OCCIN, PECO, SATA, STRC, TRIN, VSEC
- Economic events and announcements:
- ADP Employment Change Weekly (previous: 21.00K)
- API Weekly Crude Oil Stock (previous: -0.399M)
- CPI (consensus: -0.1%, previous: 0.5%)
- CPI (consensus: 3.8%, previous: 4.2%)
- CPI Index, n.s.a. (consensus: 334.71, previous: 335.12)
- CPI Index, s.a (previous: 333.98)
- CPI, n.s.a (previous: 0.63%)
- Cleveland CPI (previous: 0.3%)
- Core CPI (consensus: 0.2%, previous: 0.2%)
- Core CPI (consensus: 2.8%, previous: 2.9%)
- Core CPI Index (previous: 336.12)
- FOMC Member Bowman Speaks
- Fed Goolsbee Speaks
- Fed Governor Cook Speaks
- Fed Vice Chair for Supervision Barr Speaks
- NFIB Small Business Optimism (actual: 97.4, consensus: 95.8, previous: 95.3)
- Overall Net Capital Flow (previous: 26.10B)
- Real Earnings (previous: -0.2%)
- Redbook (previous: 11.5%)
- TIC Net Long-Term Transactions (consensus: 128.5B, previous: 103.1B)
- TIC Net Long-Term Transactions including Swaps (previous: 103.10B)
- US Foreign Buying, T-bonds (previous: 50.50B)
## Upcoming events for Thursday, July 16th
- Expected earnings:
AA, ABT, BANF, BCML, BSVN, BVFL, CASS, CBSH, CFG, CHMG, CNS, CWBC, FFIN, FNB, GE, HOVR, IIIN, INDB, MAN, NFLX, PLD, SFNC, STT, TSM, UNH, USB, VIST, VZLA, WABC, WAFD, WBS, WIT
- Ex-div:
HRZN, JOUT, REGCO, REGCP, SATA
- Economic events and announcements:
- Beige Book
- Core PPI (consensus: 0.4%, previous: 0.4%)
- Core PPI (consensus: 5.2%, previous: 4.9%)
- Crude Oil Imports (previous: 1.096M)
- Crude Oil Inventories (previous: 2.998M)
- Cushing Crude Oil Inventories (previous: -0.052M)
- Distillate Fuel Production (previous: -0.001M)
- EIA Refinery Crude Runs (previous: -0.172M)
- EIA Weekly Distillates Stocks (previous: -4.980M)
- EIA Weekly Refinery Utilization Rates (previous: -0.8%)
- FOMC Member Williams Speaks
- Fed Governor Cook Speaks
- Gasoline Inventories (previous: -1.904M)
- Gasoline Production (previous: -0.233M)
- Heating Oil Stockpiles (previous: -0.427M)
- MBA 30-Year Mortgage Rate (previous: 6.58%)
- MBA Mortgage Applications (previous: -2.2%)
- MBA Purchase Index (previous: 169.5)
- Mortgage Market Index (previous: 266.3)
- Mortgage Refinance Index (previous: 794.4)
- NY Empire State Manufacturing Index (consensus: 9.40, previous: 5.70)
- PPI (consensus: 0.0%, previous: 1.1%)
- PPI (consensus: 6.2%, previous: 6.5%)
- PPI ex. Food/Energy/Transport (previous: 0.8%)
- PPI ex. Food/Energy/Transport (previous: 5.1%)
## Upcoming events for Friday, July 17th
- Expected earnings:
ALV, AUC, BFC, DIT, FITB, HDB, IBN, MCBS, OVLY, RBCAA, RF, SPFI, TFC, TRV
- Ex-div:
CBRL, FRD, GWRS, HERZ, KARO, MGRC, OXLC, OXLCM, OXLCN, OXLCO, OXSQ, PBHC, RGCO, SATA, WDFC
- Economic events and announcements:
- 4-Week Bill Auction (previous: 3.630%)
- 8-Week Bill Auction (previous: 3.635%)
- Atlanta Fed GDPNow (consensus: 1.3%, previous: 1.3%)
- Business Inventories (consensus: 0.3%, previous: 0.5%)
- Continuing Jobless Claims (previous: 1,814K)
- Core Retail Sales (consensus: -0.1%, previous: 0.8%)
- Fed Governor Jefferson Speaks
- Fed Logan Speaks
- Fed Schmid Speaks
- Initial Jobless Claims (consensus: 215K, previous: 215K)
- Jobless Claims 4-Week Avg. (previous: 218.75K)
- NAHB Housing Market Index (consensus: 35, previous: 35)
- Natural Gas Storage (previous: 61B)
- Pending Home Sales (consensus: -0.3%, previous: 3.8%)
- Pending Home Sales Index (previous: 76.8)
- Philadelphia Fed Manufacturing Index (consensus: 12.1, previous: 10.3)
- Philly Fed Business Conditions (previous: 50.2)
- Philly Fed CAPEX Index (previous: 41.20)
- Philly Fed Employment (previous: 7.9)
- Philly Fed New Orders (previous: 27.3)
- Philly Fed Prices Paid (previous: 53.20)
- Retail Control (previous: 0.7%)
- Retail Inventories Ex Auto (consensus: 0.4%, previous: 0.4%)
- Retail Sales (consensus: 0.3%, previous: 0.9%)
- Retail Sales (previous: 6.88%)
- Retail Sales Ex Gas/Autos (previous: 0.5%)
^^^^2026-07-14

NVDA, TSM, AVGO
theyre at the center of everything. gpus have limited lifespan and need to be constantly replaced every year. and these companies control the center of the entire Ai economy. and theyre still undervalued

>No semis
>TSM

NVDA, AVGO, WDC, STX, TSM, BE, WULF

Green tomorrow and maybe flat Wednesday.
Just in time for TSM to rail semis a new asshole after earnings.

I took at INTC's chart. In my non-TA view, it has been going sideways a bit, but I would expect it get over it, we have big world events that are causing confusion, and go higher.
I am heavy in to semi-conductors, AI, tech, etc. The ride may be wild but I cannot see them failing. That is my assumption. I trade in MU, Tesla (crazy), PLTR, AMD, SMH, TSM, SOXX, AVGO, NVDA and have a large long in FSELX a semi mutual fund. For at least the next 5 years I don't expect any loss of progress, just bumps in the road as the market gets scared easily. That's my two cents worth.

True!
I tried to give two different examples of companies in the middle of the boom, but obviously, their valuations and situations are very different. But if you look at TSM from a P/FCF perspective, it looks quite expensive.

TSM

TSM's ADRs traded at a premium--often a pretty big one!--and still do today.
Unless there's some way to convert Korean shares or Euro GDRs into the US ADRs, I imagine they'll trade at a consistent premium as well.

earnings season starts slowly this week with ASML and TSM and ramps into the end of this month with hyperscalers like META and GOGGLE. the markets are dumping it is clear sign that big guys want to buy cheap and then retail will drive the rally. Mango is in on the plan , watch how narratives change in August and everything rips. TLDR: buy the effin dip!

Yes. ~60% share of HBM. TSM makes ~7 of every 10 chips. 

Wait so it’s like TSM of memory plays?

$SKHY next move like $TSM. Trillion market cap.
It has \~60% of HBM-memory market dominance around global AI -Agent push by memory demands

Mentioning TSM and SPCX together seems like a very odd pairing.
One is a space exploration company with a satellite internet business, a launch business, a social media segment, and a frontier AI lab. It just IPO'd and trades at >100x sales and is currently unprofitable on a GAAP basis.
The other manufactures semiconductors. It trades at a forward P/E in the mid twenties and routinely grows >20%.
These are not comparable, either by business line or price.

I dumped QQQ back in June. I don’t have it in me to care about AI and all this shit anymore. I split my growth holds into FMTM, SPMO, and QGRW. I’ll let them fight this battle on my behalf, but I’m not chasing tech. These valuations are crazy. And TSM just announced ONE TRILLION in revenue and the stock is down. 😂 What are we even doin here, folks? Nobody should report earnings anymore, just show videos of AI piloting drones so we can see green.

This is what value investors all eventually end up doing. Value investing are for has-been Buffett wannabees that constantly underperform because they don't respect the market's opinions on valuations. "Good companies" and "Don't overpay" are the opposite of each other. A company might have been good when it was expensive. When a company becomes cheap, it's not you "not overpaying," it's the market saying the company isn't good anymore due to increased competition or other factors that affect the fundamentals.
Respect the market, don't fall for the value investing trap. Terry Smith, has finally realized this, and joined the AI boom by buying TSM.