TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

TSM

!banbet TSM 400 18d

First of all congratulations on paying off mortgage and car loans!
An example of what I've had great (faster than ETF) growth with: AAPL/AMD/AVGO/FLEX/JBL/TSM/WM. Research those on Google Finance and look at future Bullish growth. And yes, it's pretty chip heavy but hey, all devices these days need chips!

So I recently started trading again. I was wondering what you guys thought about these for being new?
AAPL, MSFT, NVDA, AMD, TSLA, META, AMZN, GOOGL, AVGO, CRM, UBER, NFLX, COIN, PLTR, QQQ, SPY, IWM, MU, SHOP, NOW, SMH, XLE, XLF, XLK, HOOD, SNAP, SOFI, PINS, F, RIVN, TSM

ARM, TSM, TSLA, SNOW, Dell, Meta, Google, ASML, AMAT, MRVL etc all up 2-8%.

Money isn’t real to me anymore lol. If my puts fuck me I’m just tapping out and going back to stacking gold/silver 💀 I feel like every move is the wrong move lately. Principle has gone out the window. He declared war the weekend after I bought TSM calls with a couple months to expire, they evaporated the instant the market opened following Monday - despite Taiwan Semi’s great fundamentals. Very irrational market atm. I miss rolling calls on NVDA’s bull run last year.

Relative to all other opportunities in the market currently I don't find the stock attractive at the moment. Great company but valuation isn't favorable at the moment.
NVDA, AMD, MRVL, AVGO, TSM and MU to name a few within the same sector all have more favorable valuation relative to future estimated cash flows and growth.
You also have META, MSFT, ADBE, UBER, NU, MELI, AMZN, GOOGL and more at imo better valuations.

Not necessarily betting on an invasion happening, im just saying that if it does that a lot of $TSM's infrastructure is on the island of Taiwan, and that these are facilities that cost billions to produce and supplement the super majority of its revenue. If those facilities are either bombed or taken by China and nationalized, $TSM ability to make revenue goes to essentially zero and there stock price will go kapoot.
I don't see it as very likely that China will invade right now, HOWEVER if I was Xi Jinping and saw the world already in regional wars (so starting another wouldn't be as bad on the world stage, itd just be a new front) and especially saw that the Unites States is currently bogged down & preoccupied with Iran, I would consider this as a time to pull the trigger.

I closed my long MSFT and TSM calls today at a loss. Buckling down with cash a little gold and silver. Kept my puts open.

I am a BerBol...a rare creature many believe does not exist. After the drops in some quality stocks over the past month (TSM,NVDA,GOOG), I finally picked some up today, even with a little bump, they were already 20% down plus, 5% ain't going to ruin it.
I didn't make any gains with calls today, because I didn't trust any of the companies popping hard and didn't want to get stuck with shit. IONQ can be up 10% 1 minute and down 10% 15 minutes later.
I bought some small put positions, but waited till end of day to grab them - that said, they are all small positions...but tomorrow will tell alot.
BYND ended the day up 19% and puts were cheeeeeaaaap.

[$MU](https://x.com/search?q=%24MU&src=cashtag_click), [$VRT](https://x.com/search?q=%24VRT&src=cashtag_click), [$NVDA](https://x.com/search?q=%24NVDA&src=cashtag_click), [$AMD](https://x.com/search?q=%24AMD&src=cashtag_click), [$AVGO](https://x.com/search?q=%24AVGO&src=cashtag_click), [$MRVL](https://x.com/search?q=%24MRVL&src=cashtag_click), [$ASML](https://x.com/search?q=%24ASML&src=cashtag_click), [$INTC](https://x.com/search?q=%24INTC&src=cashtag_click), [$TSM](https://x.com/search?q=%24TSM&src=cashtag_click), [$ANET](https://x.com/search?q=%24ANET&src=cashtag_click), [$AMAT](https://x.com/search?q=%24AMAT&src=cashtag_click), [$NBIS](https://x.com/search?q=%24NBIS&src=cashtag_click), [$QCOM](https://x.com/search?q=%24QCOM&src=cashtag_click), [$SMCI](https://x.com/search?q=%24SMCI&src=cashtag_click)
OpenAI just closed another funding round:
>Today, we closed our latest funding round with $122 billion in committed capital at an $852B post-money valuation.
The fastest way to expand AI’s benefits is to put useful intelligence in people’s hands early and let access compound globally.
This funding gives us resources to lead at scale.
Sam Altman
[https://x.com/OpenAI/status/2039085161971896807](https://x.com/OpenAI/status/2039085161971896807)

GOOG, TSM and NVDA before/during/after the war.

!Banbet TSM 300 5d

SMH is heavily concentrated in NVDA, TSM and ASML. The drop is part war, part AI capex uncertainty. Long term semis are essential to basically everything but short term it's a volatile ride. If you believe in the AI buildout thesis it's probably fine, just size your position so an extra 20% drop doesn't make you panic sell.

Isn’t SMH’s expense ratio 0.39? Is it an actively managed fund and that’s why it’s so high? Was thinking about TSM but wouldn’t mind spreading the risk a bit with a semiconductor EFT instead.

Then the news came and it dropped to $520. I sold and bought stocks like VRT and TSM. They dropped while META rose. What should i do now? I can only buy back 2/3 of what I had.

Around 17%, SMH, TSM, QIMC, COPX, ATH, HG. Still buying at discount.