TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

Need TSM to hit 447 tmrw so I can take my earnings and ~~cash out~~ put it all on WEN

MU is not even close to being the bottleneck… SK Hynix and Samsung have a bigger market share in HBM chips than MU who’s #3 but wouldn’t want to actually use facts.
Hence the hence the market (nasdaq) took a massive shit when folk thought SK Hynix was scaling down HBM production vs SK is just wanting for TSM to scale up production of the Rubin GPU so they decided to produce DDR5 in the meantime.
See next ya when MU stock has doubled!

Please let this TSM pump mean something. My calls need this

Dont forget TSM. You want long term growth go with TSM. They make most of the cpu’s in the world; they make NVDA’s chips as well as AMD, ARM, apple’s M chip, and many many many others.
The only risk with them is if china invades Taiwan.
I’d put half of those NVDA shares into TSM and half of the rest into anything else.

1. Dividends for income. Diversified, stable portfolio.
2. Growth assets to keep the divs growing to match the S&P and beat inflation. Such as index funds.
3. Have some money left over for risky bets. You never know. Like Buffet said, you only really need to pick one winner in your life. E.g. if you bought NVDA early. A small investment can make a fortune. I got lucky with NET, bought $18K worth, now have $218K and it's still going up. NBIS recently, $4K got me $20K in just a few months. TSM was pretty good too, $50K is now $200K.

FRDM is also an interesting thematic intl etf that currently has SK, Samsung, and TSM at the top but no Micron.

I bought MU, DRAM, TSM & COHR

The entire point of VT is that sector outperformance might not necessarily last forever.
If you believe big tech will dominate for your entire lifetime, obviously don’t invest in VT.
Invest in VT if you still want a piece of tech, because VT already owns everything in QQQ and big tech is already a huge chunk of the global stock market, but you also want downside protection from other sectors.
VT = QQQ with downside protection and upside drag in the form of every stock not included in the Nasdaq 100
QQQ = the same thing as VT without the downside protection and upside drag of every stock on the planet outside the Nasdaq 100
So to answer your question:
People who invest in VT are not leaving money on the table.
They are trading in growth for security.
Conversely, people who invest in QQQ are not leaving security on the table.
They are trading in security for growth.
Every asset is a balance between security and growth. Even securities in an inflationary context are a balance between risk and growth.
Your post seems to suggest QQQ is more growth without more risk; or that VT is less growth without stability to compensate.
Simple answer: people pick VT despite it underperforming big tech not because they are idiots but because they are not confident in the continued overperformance of big tech.
Personally I don’t take either extreme.
I don’t think big tech is the be all end all, but I also want to capture its growth.
So I own a lot of VT (which remember is already tilted to big tech just based on market cap weighting) and then add some QQQ to tilt it even further towards big tech, and then I have individual stocks within QQQ to tilt it even further.
So I would say my portfolio is pretty heavily tilted towards big tech and AI despite having an 80% VT core.
The 20% satellite sleeve is entirely tech or tech supply chain (REE, energy) or tech cyclical (chips? maybe?).
And then even the 80% VT core still rises and falls with big tech, just with drag on both upside and downside.
They’re not as different as you think when you pop the hood.
Either way you are buying lots of big tech. VT and QQQ.
I would say Bogleheads are playing a really safe game. Not leaving money on the table but not being greedy either.
The ones leaving money on the table to me are the not the VT investors. The VT investors still own loads of Nvidia and TSM and ASML and hyperscalers through their VT.
The people leaving money on the table are not the VT owners betting on the entire market (which includes tech).
The people leaving money on the table are the ones not investing in big tech at all.

I think MU will beat earnings. It will be down to guidance, IMO. I think 4 out of the last 5 earnings MU has dropped, but then rallied to ATH. That last earnings drop was due to the high capex spending, but if I recall everything else was good. MU may drop more heading into earnings and even after. I don't think it will drop much under $1,000, but it could get down to that number. Today is red across all semis and tech so it seems it is macro more than just MU's earnings. Anyway, it is probably a good buying opportunity if you're wanting to get into MU, STX, WDC, AMD, or TSM. Not financial advice, just one poor soul that is heavy in the red today

Been digging into TSMC's roadmap on moomoo this week and the CoPoS (Chip-on-Panel-on-Substrate) stuff keeps coming up. Honestly I had no idea panel-level packaging was this close.
Quick rundown of what stood out to me:
Square panels apparently hit 80-90%+ chip utilization vs 65-70% on 12-inch wafers. 510x515mm panels = roughly 4.5x the effective area. They're claiming 20-30% packaging cost reduction over current solutions.
Timeline they're working with: demo tools in validation phase, pilot production by 2027, mass production in 2028. So not a tomorrow story, but the setup is interesting.
NVDA's Feynman GPU is rumored to be one of the first adopters. Equipment names that come up a lot: AMAT, KLAC, LRCX. Packaging side has INTC, AMKR, ASX. Materials chain pulls in GLW, MKSI, Disco.
What I keep going back and forth on, is this really a TSM-only moat through 2030, or do AMKR/ASX catch up faster than people expect once the tooling matures? CoWoS capacity is already a bottleneck so the urgency feels real.
fwiw I'm long TSM already, not adding here, but the supply chain plays look more interesting to me than the headline name.
anyone here actually working in semi packaging? curious if 80%+ utilization on panels is as clean as it sounds or if yield is gonna be a nightmare for the first 2 years.

LIN, CCJ, XXON, SOXQ, TSM. 

TSM: LFG?

I had started small and had a plan to ramp up my holdings monthly. Except TSM, nothing in my portfolio sticks anymore as far as I am concerned. SPCX too is closr to listing day price!
I am not able to decide whether AMZN, MSFT, GOOG are now ripe to pick up for DCA or should i wait

TSM makes Micron’s memory. They can only work so fast. Microns valuation is built on a giant backlog, similar to Nvidia, but if Taiwan can’t make it, Micron can’t sell it. TSM is the real bottleneck to everything.
Micron probably runs into the issue Boeing has. Boeing could sell a trillion dollars in planes, but you have to make the planes… making the planes is hard, time consuming, capital consuming. Hurts the business.

Need TSM to hit 447 tmrw so I can take my earnings and ~~cash out~~ put it all on WEN

MU is not even close to being the bottleneck… SK Hynix and Samsung have a bigger market share in HBM chips than MU who’s #3 but wouldn’t want to actually use facts.
Hence the hence the market (nasdaq) took a massive shit when folk thought SK Hynix was scaling down HBM production vs SK is just wanting for TSM to scale up production of the Rubin GPU so they decided to produce DDR5 in the meantime.
See next ya when MU stock has doubled!

Please let this TSM pump mean something. My calls need this

Dont forget TSM. You want long term growth go with TSM. They make most of the cpu’s in the world; they make NVDA’s chips as well as AMD, ARM, apple’s M chip, and many many many others.
The only risk with them is if china invades Taiwan.
I’d put half of those NVDA shares into TSM and half of the rest into anything else.

1. Dividends for income. Diversified, stable portfolio.
2. Growth assets to keep the divs growing to match the S&P and beat inflation. Such as index funds.
3. Have some money left over for risky bets. You never know. Like Buffet said, you only really need to pick one winner in your life. E.g. if you bought NVDA early. A small investment can make a fortune. I got lucky with NET, bought $18K worth, now have $218K and it's still going up. NBIS recently, $4K got me $20K in just a few months. TSM was pretty good too, $50K is now $200K.

FRDM is also an interesting thematic intl etf that currently has SK, Samsung, and TSM at the top but no Micron.