TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

It was OBAMA who organized the TPP to build a coalition to ensure fair trade with China after decades of Democrats from Bernie to Biden calling for TARIFFS on China(just not on the whole fucking world) and it was BIDEN who initially introduced the Ban on NVDA, AMD Chips uder his AI Diffusion rules.
If you need to know what Trump has said about China... well, maybe you do given the type of next level ignorance you displayed by arguing they weren't an adversary because they build cheap shit for us.
China is an adversary to the US in EVERY conceivable way a Country CAN be an adversary short of going to War with them and they both REGULARLY simulate how such a War would go IF China were to attempt to take back Taiwan.

Saying I'm just listening to "My masters," is... just you telling on yourself and proof you're not smart enough to come to a conclusion on your own without your "masters" telling you they're not.

Holy Shit. I've seen stupid comments on here about China on here, but China's ENTIRE FUCKING 100 YEAR PLAN is aimed at supplanting the United States as the Word's long Super Power.

So I don't know if this is some pathetic attempt at virtue signaling and trying to defend the Chinese PEOPLE... which even your average moron(which you are not) would know we're talking about the CCP, or if you just really live in your own world in which China supports Iran, North Korea...Russia, and is trying to expand it's sphere of influence into our backyard.
Or, given you sound like a Chinese bot talking about how TSM would offer no value to China as China's ability to manufacture Chips is "on parity" with TSM, maybe you it's your "masters" in China that YOU'RE listening to and... you're proving my point right here and right now.

I prefer SMH for two reasons. First because it isn't so top heavy on NVDA and AVGO. And second because SMH has a lot more ASML and TSM than FSELX does (and I like those two companies).

Is TSM ok? Maybe a flu

I agree with this. I am comfortable holding something like NVDA or TSM long term deep in the AI development processes but I will definitely trim and close out my position in MU once I sense we are reaching inevitable reversals. Then again, experts do say memory is the future of AI and AGI so, still more research needed on my end.

Intel makes everything AMD, Nvidia and TSM makes combined.

I’m looking to propose to my girlfriend of four years this year, and have put down two deposits for an engagement ring (one for the band, one for the diamond). I’m currently low on cash in my bank account to finish paying the rest of it off.
I have a RH brokerage account that holds \~20% VOO and the rest of it is individual stocks (TSM, WMT, RKLB, etc). I use this account to hold onto stocks long term. If I sell all of my VOO, I will have enough money to pay off the rest of the ring. I plan on getting back into S&P 500 exposure either through my job’s 401K plan or a Roth IRA. Or would it be better to hold VOO and sell some of the individual stocks I own? Please let me know what you guys think. Thank you!

It doesn’t matter , pick one for simplicity , but they will track identical , same as SCHK VOO VTI SPY VV etc the funds that have more holdings don’t have a high enough weighting in them in the make a dent long term . You can go on testfolio.io and backtest a total stock market fund and an sp500 fund all the way back to 1926 . TSM- 10.30%, SP500-10.36%. If you’re skeptical about backtested research returns , from 1972-present TSM 11.03%, SP500 11.07%. Because they’re all market cap weighted The added stocks in a TSM make up such a small percentage it doesn’t move the needle . Even a mega cap fund with 200-300 stocks tracks nearly identical .

MU down big, amd, Intel alsp down. Just noticed intel is above $53? TSM is green though

I have Intel at $25 because I also own Apple, AMD, and TSMC. If TSM blows up, all three go down but Intel goes to the moon. (Theoretically)

In all seriousness, if you don’t like where things are headed you can place your bet on whether China Taiwan takes Taiwan. That happens and NVDA and TSM crash 40-50%. I think it’s possible later this year so I’d be looking to get in puts if NVDA rallies over $200. Good luck

You can buy international ETFs for diversification but I buy individual stocks like TSM, RACE, NOV, etc.

Dude stock price doesn’t matter ? Lol nvda is $180 does that mean every semi above that is more expensive ? No because ASML and TSM is cheaper 😝

https://www.justetf.com/en/etf-comparison.html?isin=IE00BFY0GT14&isin=IE00B44Z5B48
This is the comparison. Its top 10 holdings are 99% identical except for TSM was included in all country. It is hot stock breaking trading price ath. The same management fee. SPDR is a good etf company. I invest SPYL(SP500) myself.

In my retirement funds I hold a good amount in major index funds. In my non-retirement I do not invest into forms of s&p500/nasdaq. These are great if you don’t pay attention.
I diversify by investing in the following:
- Different countries major index funds (Japan, China, Germany, EU etc)
- Sectors of AI: Semi conductors, chips, electricity
- ETFs that are interested of the US gov-> defense, large budget coming. Rare earths like REMX, Production of GDP including pharma like PPH
- Lastly I have a smaller section of individual personnel bets that I research heavily including biotech, goog, uber etc etc. some individual bets are based on analysts targets I’d like to be further exposed to I.e NVDA, ASML, TSM.
This isn’t investing advice by any means, I read a lot and have the means to listen to market news from various outlets while I work from home. The bottom line is, if you pay attention you can easily beat the S&P 500 with moderate risk. Just don’t get caught with your pants down over exposed to AI

Any point adding AVGO? Already have small amounts in NVDA, AMD, SMH, TSM & a S&P 500 ETF in my country.

We all know the bull run of the last year or so has been on the back of AI hype and the infrastructure around it. We also know that a couple bad earnings calls from a couple major players could cause a nasty price correction.
Is there anything you’re doing to hedge against the AI expectation risk specifically aside from general market hedging and diversification?
MU and TSM have ballooned their percentage of my portfolio with the recent growth and while I believe demand should continue for the next 6-12 months, I am concerned about tail risk and I don’t think diversifying to a market index would bring much relief in that event

VXUS is international stocks including TSM ASML.
Take a look at.
International markets out performed the US by 5% last year. I believe they will continue performing excellently.

Even the best European companies are completely dependent on America. Those indices would sell off if there was any major US sell off. Biggest holdings in VXUS are 1) TSM and 2) ASML. What do you think happens to these if the big American economic collapse happens?

But the advantage of SMH compared to QQQ are international companies like TSM

TSM