TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

pretty silly comment. but also TSM has factories set to open and are being built in Japan and the US. Their most advanced chip factories are of course still in Taiwan. Taiwan fully supports TSMC

I traded Marvel and AMD. Adding to positions atm in Nvidia, TSM and Broadcom, people will rotate back at some point imo

This [Reddit ETF post](https://www.reddit.com/r/stocks/comments/ku6skz/reddit_etf/) was made at the beginning of 2021, near the period of peak COVID euphoria. Anyone who was around at the time can testify that this really did represent consensus opinions in this sub at that time, which you can see in the comments of that post. Note that the game store madness did not really begin until a couple weeks later, which is why it did not appear there.
I felt like it was going to play out poorly so I bookmarked it, and now have been doing yearly updates. After all, for something like this, you really need to give it a multiple year timeline at least.
We are now on year 5, which I think is a pretty good benchmark. For years it was laughably bad, and I have sarcastically remarked about how the sharp, financial geniuses of the time performed against SPY and VTI. Last year was a bit of a surprise though, and closed the gap quite a lot due almost entirely to NVDA and PLTR. Let's see how 2026 stacked up
*I used a $100,000 initial investment and just rounded all the prices to the dollar for visual simplicity (all entries use the real, full prices, I have just rounded them for this table). This also backtracks prices from stock splits.*
|**TICKER**|**Jan8, 2021**|May 22, 2026|**% change**|**Initial $**|**Final $**|
|:-|:-|:-|:-|:-|:-|
|TSLA|293|426|\+45%|5000|7,270|
|AMD|95|468|\+392%|5000|24,606|
|PLTR|25|137|\+448%|5000|27,376|
|ICLN|33|22|\-32%|5000|3,395|
|NIO|59|5|\-91%|5000|441|
|SQ|241|668|\-72%|5000|1,412|
|NET|79|216|\+174%|5000|13,682|
|DKNG|52|25|\-52%|5000|2,415|
|NVDA|13|215|\+1,521%|5000|81,073|
|AAPL|132|309|\+134%|5000|11,698|
|ENPH|207|64|\-69%|5000|1,547|
|PLUG|67|4|\-94%|5000|282|
|SE|210|87|\-58%|4000|1,662|
|BABA|263|130|\-51%|4000|1,977|
|CRSP|164|50|\-69%|4000|1,228|
|TSM|119|405|\+240%|4000|13,597|
|AMZN|159|266|\+67%|4000|6,694|
|DIS|179|103|\-42%|4000|2,302|
|ABNB|150|132|\-12%|4000|3,529|
|FSLY|88|16|\-81%|3000|556|
|CRM|222|180|\-19%|3000|2,433|
|ARKG|106|31|\-71%|2000|579|
|JMIA|37|7|\-81%|2000|377|
|JD|92|30|\-67%|2000|655|
|**TOTAL**|\-|\-|\+111%|**$100,000**|**$210,786**|
2 very strong years in a row for Reddit ETF, up 50% in the past 16 months since I last measured it. Let's see how it stacks up against the market.
|**Portfolio**|**Initial**|**4/22**|**1/23**|**1/24**|1/25|5/26|**% change**|
|:-|:-|:-|:-|:-|:-|:-|:-|
|Reddit ETF|100,000|70,125|56,558|83,579|140,882|210,786|**+111%**|
|SPY|100,000|112,996|105,007|126,536|159,516|195,573|**+96%**|
|VTI|100,000|109,552|100,903|120,221|151,287|151,287|**+51%**|
Folks, I never thought I would see it. Reddit consensus, at the period of peak euphoria, has now outperformed the market over a 5 year period. At the behest of u/[gorays21](https://www.reddit.com/user/gorays21/).
I was pretty relentless making fun of this for several years, but my my how the turntables. Come take a bow.
You do owe the portfolio manager a couple thousand bucks though. Assuming you managed to hold onto this in its entirely through multiple years of large underperformance of course.

NOK, NVDA, NVTS, APLD, ASML, TSM

Need TSM to pump a little more to avoid a banbet loss.

I think if that happens, we have much bigger issues so to me personally it’s worth it. However, I’m an idiot and have known for years to invest in TSM yet I never did.

Depends on the account. Mostly S&P500 Nasdaq 100, Russel 1000, some tech, some value. Typical core etf/mutual fund stuff.
For international, it takes a bit more time but filtering international stocks helps outperform VXUS. AVDV, PICK, BOTT for example or holdings in tech like ASML, NBIS, TSM, Samsung, SK Hynix, etc.
There is a popular reddit argument to buy the total stock market particularly with a strong international weight but the people that preach don't invest in the total market. Not every stock or country, no crypto, no penny stocks, no reits, no high yield bonds, etc. So clearly there are limits for what to invest instead of a true total market.

TSM can never leave the country for Taiwan’s sake. That’s the only thing keeping them protected. The silicon shield.

S&P500 is dominant but there's plenty of money to be made elsewhere as well. For example, in my international portfolio I've done pretty well owning TSM, ASML, BMO, AMX, and SMFG.
The whole point of diversification is protection against ignorance. Concentration makes fortunes, diversification prevents you from blowing up if you're wrong. The S&P is pretty diverse as it is and is pretty involved in international markets at this point in time so don't sweat it too much either way.

TSM should move to another country for taiwan's sake

IONQ, TSM, MRVL, MU - [https://catsofws.com/](https://catsofws.com/)

What is even the point of holding Google or TSM now. Oh wow it went up 11% this year I made $250. Ooouuhhh. GO ALL IN MARGIN BIOTECH COMPANIES.

"most likely"? Also, you believe they will build a fabrication plant to manufacturer their own, in house designed chips? They better be hiring folks from TSM too then....

One of buffet’s worst trades was selling 5% of TSM for $80 a share when half his portfolio was Apple in 2022 yet Apple would be toast without TSM

Remeber that NVIDIA still has $118.5 billion in stock buybacks set aside. Here''s what I will do - wait for fund manager's to trim those positions to raise cash (i.e. NVIDIA drops 10% or so) and then go in get the stock at a discount. Nvidia executes buybacks, EPS goes up, and anthropic and X are now even better funded to buy more NVIDIA (and other AI hardware, maybe TSM is a play too, and Cerebras).

bit of an exaggeration but i get your point.
hormuz only controls 20% of the world's oil, nowhere near the 60% control that TSM controls.

TSM is a great stock to own

This is fine for finding names to read, but I wouldn’t treat it as Lynch blessing any of them. A low PEG can show up for very different reasons: genuinely cheap growth, noisy or fragile estimates, cyclicality, or stale inputs. META and TSM clearing the same filter does not mean they are undervalued for the same reason. It just means they deserve a closer look. The next step for me is cash conversion, free cash flow versus earnings, and whether the growth assumption is believable.

For about a year and a half I was opening 30 to 50 chart tabs before the bell, running MA crossovers, RSI extremes, and MACD divergence one ticker at a time. On a good morning that took 40 minutes. On a bad morning I was still scanning when the first setups had already fired without me. The bottleneck was never signal quality. I physically could not look at 47 tickers fast enough.
I gave Perplexity a couple weeks for premarket summaries and it kept giving me paragraphs when what I needed was a sortable table with last close and RSI value per row. So I wrote the pipeline myself, set it to run as a scheduled job at 5am, cron lives on MuleRun. It pulls EOD data and computes the indicators across my watchlist (47 tickers, three sectors), then deploys the result to a small .mule.page page each morning before I open my eyes. Last Tuesday it pinged me about TSM showing up because its 30 day rolling correlation with NVDA had crept above 0.7 and the agent looped it into the scan. I said no because TSM is not in my universe, and it dropped it. That kind of gate keeps the watchlist from drifting.
The page is a plain table with a tiny diff block at the top (the diff was useless for the first two weeks because the free data source kept serving stale Friday closes on Monday mornings, but after swapping providers it has been clean). This morning the diff had NVDA flagged for an RSI bounce off 32 with MACD turning positive. I waited for the open, the bounce held, ended up taking half a position.
Thresholds are not aggressive: RSI 30 floor for the bounce signal, 14 day, with MACD confirmation on the daily, not the 4 hour. I tried tighter thresholds early on (RSI 25 floor instead of 30) and the diff was producing 5 to 8 noisy flags a day that never resolved into anything tradable. Loosened it back, now the diff usually has 0 to 2 flags.
The agent scans all 47 in about 12 minutes including the page rebuild. I save 30 minutes most mornings. Feels like I am catching maybe 4 out of 5 setups that used to slip past, though I have not logged miss rate properly, which is why orders stay manual.

I’d prob look at AMD, AVGO, and TSM