TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

Our goal is long term (5+ years) compound gain that beats QQQ using directional investment strategy
Long term directional investment: which sectors are going up over long term (5+ years)?
Answers: Semi/Optical, Cybersecurity/Software, AI/HyperscalersFinancial, Insurance/Housing, Industrial, Biotech/Phama, High Yield, Speculative,Treasury/Cash
A good portfolio sample: a. 25% semi/optical (NVDA, TSM, AVGO, MU, SKHY, AMD, MRVL, AAOI, GLW, CIEN..) b. 10% Cybersecurity/Software (CRWD, PANW, PLTR, SNOW, TWLO, CRM, NOW…) c. 10% Financial (GS, JPM, C, MS, BX, V, SOFI..) d. 10% AI/Hyperscalers (TSLA, SPCX, GOOG, MSFT, AMZN, META…) e. 5% Insurance/Housing(PRU, UNH, HD, TOL…) f. 10% Industrial (GE, GEV, BE, PWR, ETN, BAM, BIP, …) g. 8% Biotech/Phama (ABBV, BMY, PFE, MRK, GILD…) h. 10% High Yield (CIM, NLY, EMO, JEPQ, PAA…) i. 2% Speculative: (crypto and others, you are on your own) j. 10% Treasury/Cash
The size of the trade depends on your personal situation, your financial situation, knowledge and conviction
BTFD/TTFH/KTFC SLOWLY. Be disciplined. Ignore short term performance. Trying to beat S&P or QQQ every month or every quarter is a fool’s game. Long term, you will easily beat QQQ
Stay tuned for more investment/trade discussions

TSM up 0.2%. I'm gud

I have within that 30% my largest is SOXQ.
But then I have AMAT, TSM, and DRAM.

Worth buying TSM now or should I wait

Seems your thesis is this current AI rollout, I would go TSM (geo risk) as a general toll booth or Amazon/Microsoft for the application layer.

The market has become much more selective over the past month. Instead of chasing every hot name, I'm trying to focus on companies with strong long term catalysts. A few stocks that I think deserve attention: NVDA Still the core AI infrastructure leader. AVGO Benefiting from AI networking and custom chips. MU Memory demand continues to improve with AI adoption. TSM The backbone of advanced semiconductor manufacturing. AMZN Cloud, AI, and a diversified business model. NBIS One of the more interesting AI infrastructure growth stories if execution continues. I'm not saying these are guaranteed winners, but they all have clear long term narratives supported by business execution rather than hype alone. AI infrastructure spending and cloud investment remain key themes, while recent earnings have reinforced demand in several parts of the ecosystem. So here's my question: If you could only pick ONE stock to hold for the next 3 5 years, which one would it be and why?

China's whole military purpose is also to only invade Taiwan.
Also Taiwan's military is in the dust compared to China's. They havent really innovated, their infrastructure is like shit and most of their economy is only standing thanks to TSM

Buffet bought TSM at about $74 and sold at $73. He lost money at TSM trades. Now TSM is $420. He would have 450% return.

YES FOR PHONES, but do u need state of the art sensors made for 2026 phones in physical ai? =NO, furthermore samsung + omnivions integrated (china) also compete there, and then there is lidar.. tbh i feel this is kinda a flip, there is not moat SO FAR, so maybe sony is a good play but tbh i'm not sure, i'd rather buy TSM / NVDA / HYNIX if i want to play the ai
Although sony has many other businesses and the stock could be undervalued.. but i don't think it's the best play for AI.

My newest is Figma. I started working with a new UX designer, and they decided to use AI prototyping instead of Figma. It's been an awful experience. Figma isn't getting replaced any time soon, and I'm going to go as far as say that UX design is going to be the last thing that is replaced by AI in software engineering.
I also recently did a full web design in Adobe Illustrator. That was an old workflow I used years back, and I got an itch to try it again. That is woefully inadequate and I'll never try that again.
Figma is the only viable tool in this space now, so on that alone, I repositioned my personal non-retirement portfolio with 10% FIG.
I funded it by selling off one of my oldest stocks, TSM. It's a crazy move, I know, but I never took any profits and I didn't see much more upside potential there.

Our goal is long term (5+ years) compound gain that beats QQQ using directional investment strategy
Long term directional investment: which sectors are going up over long term (5+ years)?
Answers: Semi/Optical, Cybersecurity/Software, AI/HyperscalersFinancial, Insurance/Housing, Industrial, Biotech/Phama, High Yield, Speculative,Treasury/Cash
A good portfolio sample: a. 25% semi/optical (NVDA, TSM, AVGO, MU, SKHY, AMD, MRVL, AAOI, GLW, CIEN..) b. 10% Cybersecurity/Software (CRWD, PANW, PLTR, SNOW, TWLO, CRM, NOW…) c. 10% Financial (GS, JPM, C, MS, BX, V, SOFI..) d. 10% AI/Hyperscalers (TSLA, SPCX, GOOG, MSFT, AMZN, META…) e. 5% Insurance/Housing(PRU, UNH, HD, TOL…) f. 10% Industrial (GE, GEV, BE, PWR, ETN, BAM, BIP, …) g. 8% Biotech/Phama (ABBV, BMY, PFE, MRK, GILD…) h. 10% High Yield (CIM, NLY, EMO, JEPQ, PAA…) i. 2% Speculative: (crypto and others, you are on your own) j. 10% Treasury/Cash
The size of the trade depends on your personal situation, your financial situation, knowledge and conviction
BTFD/TTFH/KTFC SLOWLY. Be disciplined. Ignore short term performance. Trying to beat S&P or QQQ every month or every quarter is a fool’s game. Long term, you will easily beat QQQ
Stay tuned for more investment/trade discussions

TSM up 0.2%. I'm gud

I have within that 30% my largest is SOXQ.
But then I have AMAT, TSM, and DRAM.

Worth buying TSM now or should I wait

Seems your thesis is this current AI rollout, I would go TSM (geo risk) as a general toll booth or Amazon/Microsoft for the application layer.

The market has become much more selective over the past month. Instead of chasing every hot name, I'm trying to focus on companies with strong long term catalysts. A few stocks that I think deserve attention: NVDA Still the core AI infrastructure leader. AVGO Benefiting from AI networking and custom chips. MU Memory demand continues to improve with AI adoption. TSM The backbone of advanced semiconductor manufacturing. AMZN Cloud, AI, and a diversified business model. NBIS One of the more interesting AI infrastructure growth stories if execution continues. I'm not saying these are guaranteed winners, but they all have clear long term narratives supported by business execution rather than hype alone. AI infrastructure spending and cloud investment remain key themes, while recent earnings have reinforced demand in several parts of the ecosystem. So here's my question: If you could only pick ONE stock to hold for the next 3 5 years, which one would it be and why?

China's whole military purpose is also to only invade Taiwan.
Also Taiwan's military is in the dust compared to China's. They havent really innovated, their infrastructure is like shit and most of their economy is only standing thanks to TSM

Buffet bought TSM at about $74 and sold at $73. He lost money at TSM trades. Now TSM is $420. He would have 450% return.

YES FOR PHONES, but do u need state of the art sensors made for 2026 phones in physical ai? =NO, furthermore samsung + omnivions integrated (china) also compete there, and then there is lidar.. tbh i feel this is kinda a flip, there is not moat SO FAR, so maybe sony is a good play but tbh i'm not sure, i'd rather buy TSM / NVDA / HYNIX if i want to play the ai
Although sony has many other businesses and the stock could be undervalued.. but i don't think it's the best play for AI.

My newest is Figma. I started working with a new UX designer, and they decided to use AI prototyping instead of Figma. It's been an awful experience. Figma isn't getting replaced any time soon, and I'm going to go as far as say that UX design is going to be the last thing that is replaced by AI in software engineering.
I also recently did a full web design in Adobe Illustrator. That was an old workflow I used years back, and I got an itch to try it again. That is woefully inadequate and I'll never try that again.
Figma is the only viable tool in this space now, so on that alone, I repositioned my personal non-retirement portfolio with 10% FIG.
I funded it by selling off one of my oldest stocks, TSM. It's a crazy move, I know, but I never took any profits and I didn't see much more upside potential there.