TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stockNYSEADR

lol I bought a position in TSM today. Started at $390 and averaged down. Different strokes for different blokes.

Thoughts on TSM? I already have some and would dump more in if prevailing thought was to buy.

Yes that's true. Music may stop for a while and they may crash heavy in the short run. But what do you think happens 10 years from now? Or 20 years from now? Do you think we just give up on AI, clouds, laptops, phones, cars and go back to the stone age? And by the way MU is just an example. I could've put any other memory maker, but also LRCX or TSM, or even GOOGL and MSFT. Can they all crash heavy temporarily? Yes! Are they all going to be around 10y from now and be even stronger? Also yes. And what kind of returns on 10 or 20 year window do you expect for COST at 50 P/E? The main advantage of being retail investor is that you don't need to show gains every quarter. You can play the long game. But that's hard to preach here when most people investing windows seem to be 1 month even in the "value investing" community.

I bought. As much as I love broad value, I sold a little VOE (mid-cap value) and VEU and about 10% of my Gold ETF position....and risked up. Picked up some QQQ, NVDA, and TSM.

Currently have 10k split between VTI VXUS(70/30) and the rest of my portfolio is either tech stocks or MMFs to set aside potential taxes I have to pay for self employment. My biggest concern atm is my positions being down so low where if I hold on to them, it might take months or even years for them to break even or achieve a decent gain. I am aggressively investing right now because I want to capture the effects of compounding. Which brings me to ask, is it better to liquidate everything except VTI VXUS then move all my tech positions to VTI VXUS/SPYM or even rebalance my portfolio with better stocks. My current portfolio is this : GOOGL, ASML, TSM, NVDA, SNDK, VTI, VXUS. They are all down with the following percentage: 17.23, 16.86, 15.57, 43.89, 13.34, 5.02, 6.89 Or even use my capital and momentum trade/swing trade. A mistake I made during the recent dips was investing all my cash(cuz I thought the earlier you invested the better) and not having any cash leftover to make big trades with market momentum (like buying short ETFs). I'm doing more research now into the market and how everything work. I do regret impulsively buying all the tech stocks that I own now. Any advice?

Buy good companies like TSM or AXON and you won't have this problem.

Bought MU, TSM, SPMO and DRAM.

TSM was my baby. Glad I pulled out entirely around $440. And proceeded to loose all profit to options. Ask me what I learned...

You can bet on a relief rally tomorrow. Bet on guys like NVDA, TSM etc If you're doing that then you need to wait about 30-15mins before the market close. Usually, when we dump this hard and VIX pump so much in one day we'll get a relief rally the next day. BUT! Job report is tomorrow before the market open can kill the relief rally (if there is any lol).

First time I’ve been in red on TSM for 2 years..

Drops from 52-wk high to today's low: |**Symbol**|**52-Wk High ($)**|**Today's Low ($)**|**Drop (%)**| |:-|:-|:-|:-| |**ARM**|452.70|163.13|\-63.97%| |**INTC**|142.35|52.37|\-63.21%| |**MRVL**|329.88|135.57|\-58.90%| |**KLAC**|307.37|130.71|\-57.47%| |**AMAT**|739.67|321.96|\-56.47%| |**ON**|134.92|62.76|\-53.48%| |**MU**|1,255.00|655.86|\-47.74%| |**QCOM**|259.92|148.25|\-42.96%| |**AVGO**|495.00|292.80|\-40.85%| |**AMD**|658.52|403.71|\-38.69%| |**MCHP**|105.91|65.26|\-38.38%| |**SMH**|671.83|448.16|\-33.29%| |**TSM**|487.47|352.45|\-27.70%| |**NVDA**|243.37|181.55|\-25.40%| |**ADI**|445.91|372.45|\-16.47%| |**TXN**|334.03|286.48|\-14.24%|

It is share buying in long winners...started some new TSM positions @ $360...

Semi's are looking pretty attractive. A basket of NVDA, AVGO, TSM, ASML, and SKHY probably does pretty well from here. I don't think the build-out suddenly stopped in the last few days or anything.

This is not the time to use leverage or options. Buy to go long, only blue chips at cheap valuations. Any hyperscalers, NVDA, TSM. Keep it simple

CHPS (includes: TSM, AVGO, AMD, NVDA as top holdings). And VFV! GOOG as well. Brought my averages downs

TSM losses- f*** this stock 😭

Obvious ones such as NVDA, TSM, ASML. How about picks and shovels like AXTI, memory (MU,SNDK,KXIAY,SKHY), and neoclouds and data centers (NBIS, CRWV, IREN, CIFR)? If memory is still as cyclical as before then wouldn’t those memory names still have way more selloff to come? Any names you are particularly monitoring for buying opportunity ?

Are you 100% certain that we are at the "peak" of the cycle? Because every CEO of every chip company and hyperscaler are saying the opposite. Capex is only projected to go up over the next year and TSM/SKHY/MU etc are have demand exceeding supply for multiple quarters (if not years in TSM case), is it still fair to say as a blanket statement that semiconductors are cyclical commodities? Have you noticed how there are semiconductors and screens and sensors in everything these days from wearables, applicanes, medical tech, autonomous vehicles etc, do you expect all of those industries to just stop using as many semiconductors in the future? Even without AI, post-iPhone has been a pretty consistent increase in demand for this technology for years, is it really fair to just say "whelp chips are cyclical" and sell off some of the most profitable companies in the world? NVDAs net income could fall 30% next year and they would still be in line with AAPL, MSFT, and GOOG as the highest operating profit in the SP500, are we really THAT confident that NVDA profits are going to fall by 30%+ in the next few years? Place your bets!

Fuck me why I bought TSM calls yesterday

Forward PE ratios on some of the most profitable and important tech companies in the world range from 5-7 for Samsung/SKKY/MU, to high teens low 20's for NVDA, GOOG, and TSM. The market has all but priced in the worst case scenario/peak earnings and are fully discounting future earnings as if these companies are doomed to inevitability slow from within the next 12 months, yet every one of them is telling us their demand vastly exceeds supply, baclogs booming (especially at hyperscaler cloud business aka where the largest demand for chips are) and likely will continue for multiple years. The markets fear around the AI supply chain trade has seemingly hit a fever pitch at the same time that earnings are unquestionably surging. NVDA is a better value than WMT and has been trading at a lower pe nearly all year and significantly lower forward PE ratio. Markets are certainly irrational right now

Memory has always been cyclical. The market has kinda historically hated semiconductors. Looks at the names and indexes before the '23 run ups. They used to be considered the choppiest names to trade. TSM has probably caused many people to become schizophrenics. AMD was the advanced money destroyer for a reason. I think they are just reverting back.

TSM is the play.

ASML is already out of the US. So is TSM.

I bought IREN at around $48 about a year ago...sold about a month ago at almost the same price. It's a year wasted. I have lost confidence in the management and in neoclouds in general. I also don't think bitcoin will do much in the next year. Moved all my money into TSM instead.

Should have sold my TSM calls when I was up 50% in two days guh