TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

Sold TSM in 2021.

Been parked in TSM for a good minute now. Best savings account.

At 19 your edge is time, income habit & not blowing yourself up early. Keep the Roth boring first. VOO is fine as the spine. SCHD is fine if you understand it but don't let dividend comfort replace growth while you're young. The brokerage account can be your learning sandbox. Just size it like a sandbox. AI names are not bad by themselves but NVDA, PLTR, TSM, CEG & RIVN all pull you toward the same story. Thats not diversification. Thats one crowded bet wearing different shirts. If you're adding 500 every two weeks, automate the core first then use a smaller slice for individual names you can actually explain. If you can't say what would make you sell before you buy it, you don't own a stock. You own a mood.

DRAM, EOSE, NVDA, TSM and DVLT

if you're realizing gains, then its never a bad decision no matter whatever else happens in the market. if it goes up more, that's not of any consequence to you, anything otherwise is just human greed talking and if it goes down, you'll thank yourself for it.
disagree with the statement about Micron though if we are looking at the context of why its skyrocketed. With AI, we aren't talking about just your standard memory that you can get out of a retail store...anybody can make that. We're talking high bandwidth memory (HBM) which not just anyone can make. Its more complex, more costly, and requires a lot more advanced equipment that not many companies have. As it stands, there are only 3 companies in the world that can even produce HBM at scale: Samsung, SK Hynix, and Micron. out of these 3, Micron is the only US based company. This matters because It will make them very critical for US government contracts in its defense supply chains. They've already given funding for expansion projects across the country to ramp up production.
Not to mention, with the strait of hormuz closed, those South Korean companies are facing supply chain issues with helium, which is critical for memory production. This gives Micron an edge for 2026 at least since they are less dependent on helium sources from that area.
Agree with Intel though, I don't see how their weight in my SMH is even justified compared to AMD/TSM

I’m holding TSM, NVDA, AVGO, MRVL. Ride or die bro!! 🚀

We are not talking games, we are talking Image Sensors for TSM.
Robotics, Cars, Medical Devices, AI.
Maybe get a grip..you don't like it that's your business but no one gives a 💩 about PlayStation.
I see you did great DD
What are you 12? Try c
Claude again lmao 🤡

Intel is going to be a beneficiary thanks to Jensen.
As Nvidia is the dominant buyer from TSM and has secured the majority of CoWoS, many other companies will have to go to other companies for packaging - Amkor etc and yes Intel for EMIB. It appears that is confirmed.
More to my point, Vivek's assessment of Intel has been the most bearish of all the analysts and 2 reports ago, he did admit his conservatism in the report itself.
The latest one includes some analysis projections if Apple's A/P series chips are produced by Apple, but you have to remember and know that foundry numbers are all propreitary and never broken out (silicon production vs packaging) to get the true numbers.
I believe he will be on the lower side still in this case and I would rather look at John Vinh's (Keybanc) PO for Intel since he's been on the money so far.

My current tech port
Target Portfolio Allocation
* DRAM: 10.0%
* NVDA: 7.0%
* TSM: 7.0%
* GOOGL: 6.0%
* AMZN: 6.0%
* NBIS: 6.0%
* AVGO: 6.0%
* ASML: 6.0%
* VRT: 6.0%
* CEG: 5.0%
* ETN: 5.0%
* MRVL: 4.0%
* AMAT: 4.0%
* MPWR: 4.0%
* COHR: 4.0%
* TER: 4.0%
* SYM: 4.0%
* APH: 4.0%
* IONQ: 2.0%
Organized by Sector
* The Memory Bottleneck (10%)
* DRAM (ETF): 10%
* Core Compute, Silicon Design & Networking (21%)
* NVDA: 7.0%
* AVGO: 6.0%
* MRVL: 4.0%
* COHR: 4.0%
* Fabrication, Equipment & Testing (21%)
* TSM: 7.0%
* ASML: 6.0%
* AMAT: 4.0%
* TER: 4.0%
* Providers & Dedicated AI Cloud (18%)
* GOOGL: 6.0%
* AMZN: 6.0%
* NBIS: 6.0%
* Power Grid Management, Cooling & Physical Infrastructure (20%)
* VRT: 6.0%
* CEG: 5.0%
* ETN: 5.0%
* MPWR: 4.0%
* Emerging Hardware: Robotics & Quantum (10%)
* SYM: 4.0%
* APH: 4.0%
* IONQ: 2.0%

when TSM hit $250, i heard normies in the lunch room talking about TSM... i thought that was the top for sure and i sold most of it
booooy was i wrong.. still kicking myself watching it hit $400

Shares. Top holdings NVDA, MU, TSM, APLD.

What foreign equities? Like TSM?

That's interesting, but that's not what I'm seeing in the market right now. I think you might be expecting every stock to get crushed all at once, but that's not how markets generally roll over.
Several areas of the market are already starting to break down. Last week, both the Russell 2000 (IWM) and the Dow Jones Industrial Average (DIA) began rolling over. European ETFs (EZU) are showing the same weakness. We're even seeing the leaders in semiconductors starting to struggle, with Taiwan Semiconductor (TSM) being a prime example.
The reality is that a very limited number of names are pulling this market higher, which aligns perfectly with what we pointed out when we highlighted the downward-sloping advance-decline line. The breadth just isn't there.
If you have evidence that the market is going to continue higher from here, I'd genuinely love to hear your thesis. But simply saying I'm wrong and calling me an "old timer" without explaining why doesn't really add to the conversation.

Semiconductor strength:
Sony is the global leader in image sensors, which are increasingly important for phones, cars, robotics, and AI.
That is why TSM is partnering with them. May I suggest google or even Claude or Any other source you may need to educate yourself.

Very concentrated and undiversified. Essentially gambling/chasing if you cut out GOOG and TSM

China will not have an impact, Nvidia doesn't have the capacity to even make H200's for China and were smart to leave them out of their long term plans. If they want to make H200's they have to stop making Blackwell and Vera Rubin's. Even with the Arizona TSM fab on par with their Taiwan fab making Blackwells.........thyer are still just using that to make more Blackwells.

It depends on what AI stocks you're talking about.
Chip makers or those involved in the chip manufacturing process - NVDA/TSM/INTC/AMD? Probably between greed and delusion.
Memory makers? I'd say between delusion/new paradigm, at least in the short term
Photonics (AXTI/LITE)? Delusion/new paradigm
Power providers? Between enthusiasm and greed

Why is TSM acting like 🥭 will sell Taiwan to China

TSM has been dogshit all week

You sound both clueless and obnoxious.
What about MSFT's fundamentals do you not like?
Now... I'm all in on NVDA, AMD, AVGO, TSM, AMZN, GOOGL, META but I just bought MSFT at 350 and... I have no doubt it'll double by '28. It's grew AZUR 40%...

You're just latching on to what someone else just did and looking at a couple of days of returns. That's... LOL... comically short sighted.