TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

Are you not worried about the looming arbitrage trade between 000660 and SKHY when shares can be converted starting on the 29th? This should create some level of mechanical selling in SKHY, even if the valuations never go equal (see TSMC with TSM and 2330).

Interestingly no TSM, SKHY, ASML, NVO. They can’t do ADRs?

\>How do you guys feel about the AI sector and do you think these companies will ever see an ROI on the massive investment being made?
I think the distributors, ie GOOGL, META, MSFT, etc and the hardware side ie NVDA, TSM, ASML, etc will do fine. I think the AI startups like Anthropic and OpenAI may not exist in 5 years.

How does anyone hold anything is this market? After the TSM capex dump I completed exited after holding for a freaking year. These stocks make zero sense. Just pump and dump. I too had extremely high hopes for usar but, they’re being sued by MP and so many good stocks inherit lawsuits now from competitors and investors mad about Dumps now. Nothing is safe or steady in this market now

* You don’t think they’re investing $250b in capex without confidence the demand will be on the other side?
Every one of the past 6 semiconductor/memory cycles were also this time is different durable demand stories where optimism was extreme overproduction was massive and long term contracts were canceled
* The fact that all of them including TSM are making these investments is strong indication that they don’t believe this is a temporary cycle but rather a secular change.
Every one of the past 6 semiconductor/memory cycles were also this time is different durable demand stories where optimism was extreme overproduction was massive and long term contracts were canceled
* SK just got a $500B contract from Nvidia. Samsung is getting huge deals. Micron is signing 5 year agreements.
Every one of the past 6 semiconductor/memory cycles were also this time is different durable demand stories where optimism was extreme overproduction was massive and long term contracts were canceled
* You are right the market is skeptical which is why these guys have such low PEs but I disagree the massive capex is a bearish signal.
You should take your disagreement to Wall Street, they're the only ones that can move the price of the stock. I'm sure they have not thought about exactly what you are thinking about, times 10, plus insider information, and are eager to hear your perspective

Still pretty tech heavy because the top holdings are mag7 tech and international tech stocks like TSM and ASML but right idea to look at US mid cap, small cap, and exusa stocks.

Buy TSM or SK Hynix better. More undervalued. 

You don’t think they’re investing $250b in capex without confidence the demand will be on the other side? AI hardware companies are notoriously conservative with capex investments due to huge bust cycles and concerns that increasing supply will compress margins. The fact that all of them including TSM are making these investments is strong indication that they don’t believe this is a temporary cycle but rather a secular change. SK just got a $500B contract from Nvidia. Samsung is getting huge deals. Micron is signing 5 year agreements.
You are right the market is skeptical which is why these guys have such low PEs but I disagree the massive capex is a bearish signal.

Are you not worried about the looming arbitrage trade between 000660 and SKHY when shares can be converted starting on the 29th? This should create some level of mechanical selling in SKHY, even if the valuations never go equal (see TSMC with TSM and 2330).

Interestingly no TSM, SKHY, ASML, NVO. They can’t do ADRs?

\>How do you guys feel about the AI sector and do you think these companies will ever see an ROI on the massive investment being made?
I think the distributors, ie GOOGL, META, MSFT, etc and the hardware side ie NVDA, TSM, ASML, etc will do fine. I think the AI startups like Anthropic and OpenAI may not exist in 5 years.

How does anyone hold anything is this market? After the TSM capex dump I completed exited after holding for a freaking year. These stocks make zero sense. Just pump and dump. I too had extremely high hopes for usar but, they’re being sued by MP and so many good stocks inherit lawsuits now from competitors and investors mad about Dumps now. Nothing is safe or steady in this market now

* You don’t think they’re investing $250b in capex without confidence the demand will be on the other side?
Every one of the past 6 semiconductor/memory cycles were also this time is different durable demand stories where optimism was extreme overproduction was massive and long term contracts were canceled
* The fact that all of them including TSM are making these investments is strong indication that they don’t believe this is a temporary cycle but rather a secular change.
Every one of the past 6 semiconductor/memory cycles were also this time is different durable demand stories where optimism was extreme overproduction was massive and long term contracts were canceled
* SK just got a $500B contract from Nvidia. Samsung is getting huge deals. Micron is signing 5 year agreements.
Every one of the past 6 semiconductor/memory cycles were also this time is different durable demand stories where optimism was extreme overproduction was massive and long term contracts were canceled
* You are right the market is skeptical which is why these guys have such low PEs but I disagree the massive capex is a bearish signal.
You should take your disagreement to Wall Street, they're the only ones that can move the price of the stock. I'm sure they have not thought about exactly what you are thinking about, times 10, plus insider information, and are eager to hear your perspective

Still pretty tech heavy because the top holdings are mag7 tech and international tech stocks like TSM and ASML but right idea to look at US mid cap, small cap, and exusa stocks.

Buy TSM or SK Hynix better. More undervalued. 

You don’t think they’re investing $250b in capex without confidence the demand will be on the other side? AI hardware companies are notoriously conservative with capex investments due to huge bust cycles and concerns that increasing supply will compress margins. The fact that all of them including TSM are making these investments is strong indication that they don’t believe this is a temporary cycle but rather a secular change. SK just got a $500B contract from Nvidia. Samsung is getting huge deals. Micron is signing 5 year agreements.
You are right the market is skeptical which is why these guys have such low PEs but I disagree the massive capex is a bearish signal.

Anyone concerned about supply? Will AMD secure enough from HBM suppliers and TSM for more exponential growth in 2028?

You are technically correct the majority of stocks in VOO, SPMO, and SMH act internationally in that the companies address activity to mutliple countries.
Cruian will play tricks with words. He doesn't mean technically international stocks but a considerable allocation to exUSA stocks. The entirety of your small exUSA stock allocation is in SMH for companies like TSM and ASML for example. VOO for the S&P500 and SPMO for S&P500 momentum do not include exUSA stocks.
ExUSA stocks have their periods of relative performance and underperformance just like USA stocks. There is no fault if you view practical geopolitical events reasonably and assess concerns that there will be long term middle east and continental conflict that will interrupt exUSA economic growth or even if you saw the korean KOSPI, Japan's Nikkei, and China's market crashes and behavior are too much risk for your financial goals.

I recommend Taiwan Semi conductor TSM. They are the only Semi company that hasn’t seen the ridiculous gains or losses and they are years ahead of competition in chip fabrication technology and they make chips for almost everyone (nvidia, apple, amd, arm, etc.. except for intel). I predict they will be the next Micron or Sandisk. The biggest risk is China invading Taiwan but that scenario has been seen by many as a very likely catalyst to WWIII and in that case the market will crash anyway.
Rn i only hold 4 shares but am buying with each dip around $400.

Okay since this is a weekend discussion thread and everyone is chatting shit:
What's people's thoughts for Monday futes / open? I'd suspect no news or good news on iran tomorrow. But who knows? The US cannot and will not tolerate oil prices this high. I'm not betting against the US.
Some good sells on semis yesterday. But the fall is right where the 20 weekly is, especially on TSM, arguably next to NVDA in the sector. Intel had good earnings. I think we get a pump next week, what's everyone's thoughts?