TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

I usually pick a stock or two every year after researching to DCA into the whole year and TSM is my pick this year at a minimum

Roughly a week ago I wrote a very popular post here in ValueInvesting asking what are the best stocks to play +44% YoY Big Tech CAPEX acceleration wave. It had more than 200 comments. I finally went though all of them and collected all tickers mentioned. Sharing the results!

**Large Cap (>=$50B) - 32 tickers**
Most mentioned: AMD (25), MU (19), AVGO (13), VRT (12), NVDA (10), TSM (10), AMAT (8), ASML (7), LRCX (7), ANET (6), MRVL (5), CEG (5), AMZN (5), CAT (5), SNDK (4), MSFT (4), GOOG (3), VST (3), KLAC (3)
Also mentioned: WDC (2), DELL (2), GEV (1), ARM (1), FDX (1), FIX (1), PWR (1), MPWR (1), QCOM (1), INTC (1), META (1), IBKR (1), CMI (1)
**Mid Cap ($2B–$50B) - 27 tickers**
Most mentioned: NBIS (12), ASTS (7), ALAB (4), IREN (4), CRWV (3), CLS (3), EME (3), GNRC (3)
Also mentioned: COHR (2), LITE (2), APLD (2), SMCI (2), APG (2), SMG (2), SITM (1), PEG (1), AAOI (1), WULF (1), HPE (1), OSK (1), S (1), HBM (1), OKLO (1), RKLB (1), LUNR (1), HUT (1), CIFR (1)
**Small Cap / ETF (<$2B or fund) - 15 tickers**
Stocks: POET (1), RCAT (1), RDW (1)
ETFs / funds: EWY (7), SMH (7), SK (7), KORU (2), NUKZ (1), ARTY (1), QTUM (1), BOTZ (1), AIQ (1), CHAT (1), SMHX (1), SOXX (1)

You know what was not mentioned even once? **RMBS**
Few days ago I found a compelling pitch (source in comments) which argued that RMBS can still be played on the last thematic AI CAPEX play (basically - memory). Mini pitch would be:

Rambus is transforming into a critical provider of AI infrastructure chips, particularly memory interface solutions like DDR5 and CXL, as evidenced by its 41% product revenue growth. It operates with high margins and high cash flow ($3.6 billion annually), positioning it as an undervalued semiconductor oligopolist essential for overcoming AI's memory bandwidth bottleneck. Despite short-term noise like a CFO departure, the company's fundamental strength and strategic direction are solid. With a P/OCF of 30x versus peers at 47-55x, Rambus offers significant upside based on its **current AI-driven product ramp** and future **CXL growth potential**.
What do you think? Any other big misses?

I have been doing 50% 15% AVUV 15% QQQM 20% VXUS in my taxable brokerage, 70% VOO 30% QQQM in my Roth IRA, and I also have a side portfolio that’s maximum 12% of my total investing net worth, and that consists of Ai Infrastructure stocks I believe will have high growth long term, the stocks are: NVDA, VRT, AVGO, TSM, MU, CEG, VST, GEV, ASML, PLTR, CRWD.
I am also 22 years old DCA’ing to these 3 portfolios weekly!

Do not forget how Trump showed how much hates TSM in the same public announcement. If I owned TSM shares, I would take profits immediately considering how much gains in the past year.

I'm planning on selling DOW and WAT soon. I bought in Lulu a long time ago and it was up 600% and am wondering if they will rebound past the current issues or not. Wish I would have sold back then since they don't do dividends. Possibly purchasing more QCOM and a couple others that I have my eye on. I tend to buy and hold and have been holding most of these since 2011. Recently purchased QCOM, UEC, and VOOG. Am thinking about retiring sometime in the next 7 to 10 years but am still relatively young so not sure exactly how I'm wanting to move forward in my portfolio.
|Stock / Fund|% of Account|Total % Gain|
|:-|:-|:-|
|DOW|0.43%|**-24.55%**|
|QCOM|0.16%|**-20.11%**|
|CDNS|0.15%|**-1.57%**|
|UEC|0.12%|**-1.29%**|
|VOOG|0.02%|**+0.82%**|
|MDT|4.96%|**+22.16%**|
|CSX|0.17%|**+30.49%**|
|TSLA|0.22%|**+49.44%**|
|RXT|0.01%|**+54.00%**|
|EFA|1.64%|**+59.39%**|
|AIVSX|10.19%|**+64.39%**|
|AWSHX|4.16%|**+66.09%**|
|CVX|1.23%|**+69.39%**|
|KO|0.61%|**+70.05%**|
|Q|0.61%|**+71.91%**|
|USB|1.31%|**+80.24%**|
|PEP|1.00%|**+85.20%**|
|ED|0.36%|**+85.20%**|
|ANEFX|4.27%|**+90.37%**|
|COP|0.97%|**+99.99%**|
|AIG|0.02%|**+112.62%**|
|DD|0.56%|**+115.12%**|
|C|0.07%|**+123.93%**|
|EMR|1.57%|**+128.84%**|
|HSY|2.90%|**+177.22%**|
|JNJ|5.40%|**+178.88%**|
|TSM|1.60%|**+181.28%**|
|ADP|2.27%|**+182.38%**|
|MCD|4.46%|**+199.44%**|
|CSCO|1.86%|**+205.78%**|
|LULU|3.86%|**+236.45%**|
|WAT|0.83%|**+237.04%**|
|CTVA|0.81%|**+282.29%**|
|PSX|1.32%|**+296.79%**|
|ALLE|1.31%|**+393.55%**|
|WMT|1.32%|**+434.19%**|
|AMP|1.44%|**+438.97%**|
|MSFT|3.37%|**+449.74%**|
|AXP|5.03%|**+485.01%**|
|ROST|8.55%|**+644.28%**|
|TT|10.80%|**+1,385.95%**|
|IR|1.80%|**+1,636.45%**|

I really don't know. I like SOXQ's weighting, but others may like the big fat NVDA and TSM weighting on SMH. (See other comments) I already have so much NVDA through other sources.

Good point! I’m wanted to hold TSM directly but was little worried about the Political risks

Here are the **18 stocks they’re dipping into based on favourable flow + data**:
AI Infrastructure → $NVDA $AVGO $AMAT $LRCX $ASML $TSM $MU
Mega Cap → $MSFT $META $AAPL $GOOGL $AMZN
Defensive / Quality → $V $CSCO $LLY
Cyclicals / Industrial → $BA $APH $CLS
Flow + positioning > headlines.

It's not a new stage. They always report last after all the hyperscalars, $TSM, $AMD, etc.
Market is not that stupid. It knows the numbers and who it's going to at this point. It's about taking the profit and running. Redistribute elsewhere because everyone is already balls deep long $NVDA.

I take a handful of scrabble tiles and toss them on the ground each morning. So far it spelled $TSM & $RBLX.

Retail buying the software dip is interesting because software moats are exactly the kind that AI threatens most. Not all of them obviously, but the ones whose competitive advantage is organizing or processing information. Adobe, for instance, has a great moat by traditional metrics, but AI-native design tools are doing things in seconds that used to take hours in Photoshop. Compare that to something like ASML or TSM where the moat is physical infrastructure. AI literally cannot disrupt owning the only machines that make advanced chips. The "buy the dip" thesis works if you believe these software companies adapt fast enough. But it's worth asking whether the dip reflects a real structural shift, not just a temporary selloff.

SMH, TSM, MU all great plays, many others as well

Does anyone have any recommendations for my portfolio mix? I'm currently working on DCAing the dips each week.
Just bought more AMZN, PLTR, ETH, SOL, BTC, and LINK today with half of my monthly pay and put in limits to buy at slightly slower prices for ETH/SOL/BTC/LINK with the other half.
401k/HSA/IRA goes into FSKAX/FXAIX/VFIAX.
Real estate is 68% of portfolio. Below is 32% of stock/crypto portfolio.
I'm trying to increase crypto over the next year before the next bull run and individual stock over the next 3 years for long-term growth.
I just lost a ton on crypto -- each time it dips I buy more and it dips even more so I buy more. I'm hoping eventually it will increase again so keep buying more.
I have a lot of cash on reserve, just waiting to buy hard if crypto crashes hard in the next 6 months or if the stock market goes on a bear run this or next year.
|Ticker|Invested Amount - 2/19/26|
|:-|:-|
|FSKAX|61.86%|
|FXAIX|19.93%|
|VFIAX|3.24%|
|RNDR|3.12%|
|BTC|2.49%|
|SOL|2.26%|
|ETH|1.06%|
|GOOG|0.86%|
|NVDA|0.83%|
|MSFT|0.81%|
|AMZN|0.74%|
|PLTR|0.49%|
|AVGO|0.48%|
|XLK|0.43%|
|TAO|0.39%|
|LINK|0.28%|
|NEAR|0.28%|
|ASML|0.20%|
|TSM|0.15%|
|SMCI|0.12%|

Hello everyone!
I currently hold an ISA with nutmeg and i want to move it over to Trading212 in April.
This is what I’m thinking of doing as a start (+3% COPA). I also hold a portfolio of US big stocks just for the fun of it that adds up to 33% of my current ISA. (GOOGL, TTWO, NVDA, ASML, AMZN, MU, RKLB, ASTS, NBIS, TSM, POET).
Let me know if this pie is a good idea for the next 5 to 10 years.

I have held ASML and TSM for a couple years now as stand alone stocks, but likely will just go with a VSUX for broader international exposure.

Hello everyone!
I currently hold an ISA with nutmeg and i want to move it over to Trading212 in April.
This is what I’m thinking of doing as a start (+3% COPA). I also hold a portfolio of US big stocks just for the fun of it that adds up to 33% of my current ISA. (GOOGL, TTWO, NVDA, ASML, AMZN, MU, RKLB, ASTS, NBIS, TSM, POET).
Let me know if this pie is a good idea for the next 5 to 10 years.

TSM.

I‘m betting the farm on Micron and Credo, with smaller amounts in MUU and TSM.