TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stockNYSEADR

I loaded up on NBIS, TSM, GEV and MU today. Godspeed.

What is your basis for saying the bubble has ‘popped’. What have you read other than doomers posts in Reddit. S&P is down 1.83% this week. Up 14.25% in the last year. NVDA is up 17.32% in 1Y, AMD is up 122.9% in 1Y, TSM is up 32% in 1Y, AAPL 38% 1Y. Hell, PLTR is still up almost 2% 1Y. If you bought last week when everything was at all time highs and have lost some money, just let it sit there, wait for it to go green, and get out. If you can’t handle the volatility, and that’s fine, it’s not for everyone. I just want to know why you think we are at the end of the AI race when it hasn’t even started yet.

MU, TSM, MRVL

Those are fair points, but don’t Nvidia and TSM also have much bigger and financially stronger customers like Google, Amazon and Microsoft? I’m still learning, but wouldn’t that make them less exposed to the issues these smaller AI companies are facing?

Thanks man, appreciate it! Haha glad I’m not the only one who bought TSM at 415

Includes international giants like TSM, ASML, BABA, SKHY and has a slightly lower expense ratio than QNDX? Don't threaten me with a good time OP.

You'll be okay. Nvidia and TSM are leaders. They're heavily invested companies and buyers will almost always certainly show up. They're too big to move drastically in either direction

TSM

**BanBet Lost** — /u/Intrepid_Chain_9154 (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **TSM** ▲ | $430.27 → $465.00 | +8.1% | 2d | Lost |

$SPY $QQQ $MU $SMH $NVDA $TSM $ASML Nothing burger, AI not going away

NVDA, MU, SKHY, TSM

LRCX KLAC TSM WDC AMAT are my pickups.

Price fluctuation of Nvda this quarter is less than usual. ..about 17 bucks between high and low. Back in early 2024 it was at 40. Just hold. It's standard rotation. TSM says they have seen no slowdown.

TSM just had great earnings and it, and everything else went down more

I'm surprised to see the best stuff hold their day lows like TSM, NVDA even if QQQ as no bottom

|**Stock**|**Current Price**|**ATH**|**percent to ATH**|**off from ATH**|**Market Cap**| |:-|:-|:-|:-|:-|:-| |NVDA|$216.47|$243.37|12.43%|11.05%|$5.22T| |TSM|$413.53|$487.47|17.88%|15.17%|$1.88T| |ASML|$1,654.78|$1,999.96|20.86%|17.26%|$629.41B| |**AMD**|**$540.85**|**$658.52**|**21.76%**|**17.87%**|$883.60B| |SMH|$547.67|$671.83|22.67%|18.48%|\-| |MU|$897.60|$1,255.00|39.82%|28.48%|$1.02T| |MRVL|$233.91|$329.88|41.03%|29.09%|$205.11B| |SKHY|$138.50|$199.87|44.31%|30.70%|$697.51B| |AVGO|$335.28|$495.00|47.64%|32.27%|$1.60T| |INTC|$91.56|$142.35|55.47%|35.68%|$483.87B| |LRCX|$267.11|$438.50|64.16%|39.09%|$334.26B| |STX|$651.05|$1,145.00|75.87%|43.14%|$149.02B| |SNDK|$1,337.29|$2,354.39|76.06%|43.20%|$194.35B| |AMAT|$415.45|$739.67|78.04%|43.83%|$329.70B| |ARM|$234.61|$452.70|92.96%|48.18%|$250.56B| |WDC|$339.54|$799.87|135.57%|57.55%|$126.84B| |CRWV|$63.04|$187.00|196.64%|66.29%|$34.71B| As bad as it feels, we're doing better than average for the whole sector.

So what? TSM also exceeded expectations. Did it go up?

TSM, CRPT, DSGX,

Bought Micron, TSM and MRVL.

Add TSM there as well

TSM KLAC LRCX maybe a few others.

Cbrs be a great company if they didn't need TSM to manufacture their chips. If they could do it themselves they would pump

TSM

TSM going down

TSM dump