TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

Honestly, I think you’re sitting pretty right now. I just hit out of a lot of my growthy Ai/Tech stuff and moved into the direction you’re in now. Tech/Growth is going to be a rough road to how for a bit. They’re over spent, moved too fast and are backlogged for prob the rest of the year. If you do want to get into some, get into the foundry like TSM, AVGO, AMAT and keep an eye on ASML. NDVA was bellwether for the sector. They had a large beat in their earnings, and didn’t drop price do the first time in 6 qtrs, but that didn’t last long. Once they hit a safer level NVDA has some cool stuff coming out. But they have to watch out for China bc they just hit the blueprints. Good luck & and keep reinvest in g those dividends.
My 2 cents

I bought INTC around 34. Exactly before this shitty earnings Gelsinger era. I was down 40%, now im up 35%. Didn’t sell when it was around 55, my decision. Intel has big potential, they spent a lot of money for state of the art ASML machines. If this will fail it will be a disaster. If not their process node will be interesting alternative to TSM, for some cases. Later maybe for big production number of chips.

The news is everywhere today (Feb 27, 2026): Jack Dorsey's Block (XYZ) just slashed \~40% of its workforce (\~4,000 out of 10k+ employees), directly crediting it to going "AI-native" agentic AI tools, flatter teams, replacing management/ops layers with intelligence systems.
They framed it as proactive: business is strong (gross profit +24% YoY to $2.87B, solid 2026 guidance), not a distress cut. Market loved it stock closed \~$54.53 yesterday, then ripped **+20-27%** in after-hours/premarket to \~$67-69. Investors are buying the "AI efficiency = higher margins forever" narrative hard. Personally, I even caught profits because I was positioned long via Stock Futures, but honestly, I didn’t initially understand what triggered such an aggressive move.
Fresh coverage (CNN, Bloomberg, NYT, AP, Forbes all out today): Dorsey says most companies are late to this shift, and Block is re-engineering ops around AI for faster/better results.
This got me thinking about 2026 plays: With AI driving real productivity/efficiencies (not just hype), which stocks could benefit most from the infrastructure/build-out wave? Especially ones positioned for growth without being mega-overvalued like NVDA.
My top picks based on recent analyst takes and results what do you think, especially from INTC shareholders/semi watchers?
1. **CoreWeave (CRWV)**: AI-optimized data centers, massive $55B+ revenue backlog, Q3 2025 revenue +134% to $1.37B. They're loading up on cutting-edge GPUs for AI workloads. With hyperscaler demand exploding, analysts see potential to double in 2026 if AI capex keeps rolling.
2. **Nebius Group (NBIS)**: Similar AI cloud/data center play, big deals with Meta/Microsoft. Footprint doubling, strong growth expected. Stock up \~17% YTD 2026 so far, seen as undervalued vs peers could have huge upside as AI infra scales.
3. **TSMC (TSM) & Micron (MU)**: Core AI supply chain winners. TSMC fabs the advanced chips powering everything (huge AI backlog). Micron tackles memory bottlenecks (HBM for AI models) already up \~50% in 2026 after massive 2025 gains. If AI demand hits trillions in spend by 2030, these could keep running hard.
And Intel (INTC) in the mix?
* Closed at \~$45.46 yesterday (down \~3%), well off January highs around $54-55. Already did big cuts (\~24-25k in 2025), pushing AI/foundry focus under Lip-Bu Tan, with some AI partnerships (e.g., inference stuff).
* Bull case: If Intel leans harder into "AI efficiencies" storytelling (like Block) and delivers on foundry progress/AI chips, it could rally big on dips low P/E, undervalued feel. Some see it as a beneficiary if AI productivity boosts semis broadly.
* Bear case: Execution risks, competition (NVDA/AMD), foundry losses stock often sells off on news. Trap or opportunity at \~$45?
I'm eyeing dips on these for AI efficiencies/infra exposure in 2026 feels like the year AI shifts from speculation to real gains (per Goldman/BlackRock outlooks). High risk/vol though (energy, regs, etc.).
Your thoughts?
* Which other AI plays are you buying (utilities for power? Cloud giants like MSFT/META
Excited for the discussion from current/former Intel peeps, shareholders, and chip nerds!

I had LEAPs on TSM on 2022. I lost about $20k so I sold it.
I would be a multimillionaire if I hung onto them until now. 

SOXQ is my pick. It's not as heavily weighted in NVDA, so it's been getting a smoother ride during this AI disruption phase we're experiencing.
Key Insights
Historical Leadership: In 2025, SMH delivered a superior return of 47.12% compared to SOXQ's 41.15%.
SMH is more heavily concentrated in top-tier semiconductor leaders like Nvidia (NASDAQ:NVDA) and Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM), which often drives its outperformance during periods of high-growth demand for AI chips.
Current Momentum: For the current year (2026 YTD), SOXQ has a slight lead with an 11.33% return versus SMH's 10.37%. This may reflect a broader market rotation into a wider range of semiconductor stocks, as SOXQ tracks the PHLX Semiconductor Sector Index, providing more diversified exposure.
Cost Efficiency: SOXQ remains the more cost-effective option for long-term investors, with an expense ratio of 0.19%, which is significantly lower than SMH's 0.35%

adding to TSM

TSM is the move

## 📈 52-Week Highs:
The 52-Week Highs list shows stocks that have reached their highest price point in the past 52 weeks during the trading session.
| Symbol | Name | Price | Year High | Market Cap |
|:-------|:-----|:-----:|:---------:|:----------:|
| [TSM](https://marketrodeo.com/asset/TSM) | Taiwan Semiconductor Manufacturing Company Limited | $376.81 | $386.47 | $2.0T |
| [ASML](https://marketrodeo.com/asset/ASML) | ASML Holding N.V. | $1463.80 | $1514.33 | $567.4B |
| [KO](https://marketrodeo.com/asset/KO) | The Coca-Cola Company | $80.50 | $80.89 | $346.3B |
| [HSBC](https://marketrodeo.com/asset/HSBC) | HSBC Holdings plc | $94.50 | $94.80 | $333.7B |
| [AMAT](https://marketrodeo.com/asset/AMAT) | Applied Materials, Inc. | $375.72 | $393.47 | $298.2B |
## 📉 52-Week Lows:
The 52-Week Lows list shows stocks that have reached their lowest price point in the past 52 weeks during the trading session.
| Symbol | Name | Price | Year Low | Market Cap |
|:-------|:-----|:-----:|:--------:|:----------:|
| [NVO](https://marketrodeo.com/asset/NVO) | Novo Nordisk A/S | $37.62 | $37.31 | $167.3B |
| [ACN](https://marketrodeo.com/asset/ACN) | Accenture plc | $207.38 | $194.00 | $128.6B |
| [JD](https://marketrodeo.com/asset/JD) | JD.com, Inc. | $26.98 | $26.68 | $38.3B |
| [WDAY](https://marketrodeo.com/asset/WDAY) | Workday, Inc. | $139.11 | $135.82 | $37.1B |
| [CTSH](https://marketrodeo.com/asset/CTSH) | Cognizant Technology Solutions Corporation | $64.97 | $61.80 | $31.4B |
**Source:** [52-Week Highs-Lows](https://marketrodeo.com/market-movers?tab=highs-lows)

Pro here:
$NVDA trades down EVERY earnings. Forward PE is around 17.5 which is discounted to the market. The worry is with TSM and future fabrication costs. Position has been trading sideways since Sept and continues to base. EPS will double this year…..

I put a limited sell on TSM for 395 for afterhours. It hit 394+ in AH. It wasn't a huge amount but I would have been happier Today if it sold. My 199.50 sell of NVDA went through. Just needed some cash to weather the storm.

i personally have SOXQ. I own individual nvidia stock already so SMH would be too high of a concentration for my liking, Plus SOXQ has a lower expense ratio, .190 compared to SMH .350 and SOXX .340. similar holdings on ASML and higher holdings on AMD which are positions i've been looking to hold. I agree with another user's comment that I wish it had more TSM, but no bad options tbh!

I prefer Great Eight with TSLA out but AVGO and TSM in

LOL all the downvotes as NVDA tanks after great earnings...its hard for some people to handle the truth even when it's presented clearly in front of them! Ultimately the proof is in the pudding...and the numbers - almost half a year of flat stock price and HUGE lost opportunity as MU, TSM, others have huge gains. Keep doing what you're doing downvoters, your losses are my gains!

You know, ofc they had problems building a new factory but it's already producing. The first Japanese plant is experiencing some minor issues but is producing while another plant is being built.
AI: TSMC is making significant headway in the U.S., with its Arizona project advancing to become a major hub for advanced chip manufacturing. The first facility has started 4nm chip production, with the second facility expected to begin operation by late 2027. The company plans a total of six factories, investing $165 billion. 
It's old news but they had to bring in some of their talent from Taiwan to get the first factory producing. Apple and Nvidia and qualcom and amd and tsla are their customers already benefiting from the first factory. It's focused on producing 5-nanometer, 4-nanometer, and future 3-nanometer chips.
Ofc TSM will have logistical issues with 6 new factories in the US. TSM is one of the best run companies in the world. I think critical resources are a major issue too. But TSM keeps on chugging and it's the most transparent company in the world so we will know the issues.
Germany is another place they are building. It's due to be producing in 2027.

Well as someone invested in nvidia for 2 years now, it should be alot closer to what TSM was at in October 2025. The 250-300 range. But ppl have been fear mongering Ai in general.

isn't the entire issue that TSM has NOT been able to build any more plants. They can't even get the one in USA going with essentially unlimited funding.

Burry says, "what if" but Huang always beats. And TSM keeps building plants.

Den globalen Semi-Dip für den ?-IQ-Move genutzt, meine $AVGO & $TSM Positionen komplett in €LYX018 zu schieben. Hauptsächlich weil ich nicht erklären könnte, was Broadcom eigentlich macht.

All AI connected assets are under pressure. Check GEV, CAT, VRT, TSM, MU. Not just NVDA.

[TSM](https://www.onvista.de/aktien/TAIWAN-SEMICONDUCTOR-MANUFACTURING-CO-LTD-Aktie-US8740391003) - TSMC Taiwan Semiconductor (ADR) 📃@377.27$(-2,70% 😡)