TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

Only way I'm selling TSM is if it goes to 480

No bonds for me.
I am using a mix of VONV, QQQ, SOXX, PJP and KBWB. I also buy individual stocks in addition to ETf investing. AMD, WDC, MU, VRT, TSM, GOOG, AMAT, etc...
I up about $151,000 this year to date on $758,000 invested, 20% gain so far for this year, 2026. My baseline standard to beat is VOO which is up 9.6% year to date, 2026.
https://preview.redd.it/tllzw49xamgh1.jpeg?width=1794&format=pjpg&auto=webp&s=39f6bda313ef7dfee998febd9643d72660d795f9

I purchased 1 share of UGA as a hedge against the cost of gas going up.
I lost way to much on ASYD and decided fuck this I'm not waiting on earnings....and dropped out for a 22% loss. Fuck my life.
Still need TSM to go up to 428 either by 4pm or in the aftermarket hours.

TSMC's
[$TSM](https://x.com/search?q=%24TSM&src=cashtag_click)
CoWoS capacity is expected to grow from 675K wafers in 2025 to 1.275M in 2026 and 2.31M in 2027.

The 2027 forecast represents a significant upward revision from the previous estimate of 1.74M, reflecting accelerating AI-driven demand.
[https://x.com/Beth\_Kindig/status/2083221556440748063](https://x.com/Beth_Kindig/status/2083221556440748063)

Thank god.
My largest position is in TSM and I'm unsure how the bubble will affect them.
My other positions are finance stocks, steel manufacturing, and then index funds.
I wonder if I should sell TSM break even at 425 and hold it in cash until the crash or some major other event that let's me find a sweet low entry point below average.

Semi is trading high preopen. TSM, ASYS etc all up

you keep mentioning AVGO and TSM and MAG7 whatever but doesn't even see the catalyst for push was initiated by MSFT earnings and outlook on AI profitability. For sure there are other catalysts that push it up further but this week alone everything was weighing on most MAG7 earnings and especially capex. This is in total contradiction in what you are trying to push across.
Got to stop using TSLA as your sole argument too, most people know that based on profitability they don't belong there at all. Stop using market cap as the indicator too, look like P/E, forward P/E, earnings, EPS, revenue as a point to justify market cap.

I disagree because even if we believe your sentiment that it’s hard to make AI profitable for a lot of smaller companies, there is no stopping the AI arms race between China and the USA.
It’s geopolitical now and the genie can’t be put back in the bottle.
Not to mention other countries who are in line for sovereign AI build outs.
So I guess it depends what end you’re betting on, but the core of NVDA, TSM, ASML, American energy companies, data center cooling, and high speed networking, etc is going to make bank by real TAM expansion

Overnight trading is far more liquid than normal and the price jump in shares across the tech industry is very unusually high for overnight trading. This is further reflected in futures.
I have a feeling that the NASDAQ grazing correction territory was the jolt needed to push momentum back upwards.
I could be wrong of course - none of us can know what happens next. My interest here was simply arguing that the 'Mag 7' ignores several companies more important, or at least as important as, its constituent members. Given that AVGO and TSM are both bigger than TSLA by market cap makes it silly that they aren't included in any catchy name about the companies we should focus on.

I don’t see all 40% as high risk holdings. I hold those that hold higher upside than an ETF. That is how I look at them. I hold some really good tickers - CRWD, ASML, TSM, KLAC, MU. I strictly don’t buy penny stocks, spacs. No venture capital themes like some biotechs that you see peddled on these subs.
We are in our early 50’s, couple of years away from retirement. For the last few years, i have started to withdraw IRA annual gift limit (for kids). TLH helps. So I don’t see this 40% as completely high risk. All I know is I like being invested and bonds are not for me.

I don't know. Maybe.
But after TSM goes up 5%, how the fuck was I supposed to know it would go up another 3%, then anoither 2% after hours?

Dude fuck stupid ass TSM. Of course it shits the bed when I hold, then once I sell for a loss, it fucking rockets.
Shit is like fucking clockwork dude. Literally what the actual fuck.

Nah, friday.
Today TSM rallied thanks to announcement regarding packaging development and the amazon google earnings. Now I'm only down 3% from my entry point.
I need it to go green so I can exit before the AI bubble pops.

I don't fucking get it. How the fuck can META miss earnings and drop like 10-ish % with a weak out look. And AAPL, the most valuable company in the world, can grow some insane numbers, for such a mature company, beat earnings expectations, and drop 8-9% at the lowest?
That's some grade A bullshit. And what's more bullshit is that I got fucked on both of them. Totally missed out on fucking AMZN and MSFT. Just got fucked on AAPL and META. And TSM and GOOGL for their earnings, for that matter.

Fuck my goddamn life dude. Got smoked on META calls, got smoked on AAPL calls.
How in the fuck am I 0 for 2, when MSFT and AMZN are ripping to the fucking heavens???? When I played MSFT And AMZN the last 2 earnings, I GOT FUCKED.
Oh yeah, and I got fucked on TSM earnings a few weeks ago, and GOOGL earnings last week.
How in the actual fuck does this happen, that everything that I touch dies?
Then there are half brain retards out there full porting into MU or SNDK calls yesterday and waking up to a fucking million dollars today.
What the actual fuck dude.

Send it the public financials for stocks I'm considering as an .xls- I have a pro sub - and it comes back with its analysis.
It's actually been amazing prediction-wise for TSM and INTC...least until this week...though I'm not sure anyone saw that coming

Guys I have chickened out. Today I took the market upturn to sell most of my semiconductor and tech positions close to $600K. Sold out: NVDA, VRT, MRVL, TSM, ETN, ORCL, GOOGL, AVGO, NOW, CRM. Still holding: AAPL, MSFT and AMZN. Am I an idiot?

ADRs always trade at a premium look at TSM

I've been selling when I break even. That's like a gain to me. How pathetic is that. After multi-day losses, one just needs time to relax and regroup. That's said, I only broke even on Avgo today. Waiting to see if TSM will do it for me.

Is this a joke? Only 1 of the top 7 holdings is a memory stock.
**Nvidia (NVDA)** — Not memory
**TSMC (TSM)** — Not memory
**Broadcom (AVGO)** — Not memory
**AMD (AMD)** — Not memory
**ASML (ASML)** — Not memory; supplies manufacturing equipment
**Texas Instruments (TXN)** — Not memory
**Micron (MU)** — **Memory**