TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

Yea semis are a pretty obvious secular bull market too.
They do still have a cyclical nature though. A company’s capex will eb and flow. But strong cybersecurity is increasingly mandatory.
I’m long TSM and LRCX. TSM is probably one of the most important companies in the world.
semis, payments (v/ma) and cybersecurity, have been my favorite sectors for a decade

MU, TSM, EWY, GLDM, CRM, NOW, SNOW, IDMO

ya i consider that semis anything in soxx is semis so you have your MU TSM as well

Bought more SNOW, CRM, NOW, TSM, MU, EWY and IDMO.

sounds like.. buy TSM

In 6 months the only stocks that will go up are NVDA, VRT, NBIS, TSM, GEV and Google. Everything else will be obsolete and worthless   

Yes, exactly! Spread out too much. Say, TSM goes up 40% in the next 6 months for example, you don't even have a full share. It would be better to just pick less than 10 and focus on accumulating shares at a good price (unless you're Dollar Cost Averaging).

Pretty sure my entire portfolio besides Google and TSM has been in a downtrend since October

OMG. I just read Trump's scathing roast of Taiwan saying they stole the chip business from Intel. PLEASE someone send Jensen to the White House right now and get Mr. T to calm his ass down. Sheesh. What is left of the US Chip industry is 100% dependent on Taiwan. Yes TSMC and many others built or had chip plants in the US to avoid tariffs, we should thank them. The fact TSM perfected far better chips than Intel is not TSM's fault in my opinion it is the lack of leadership and poor management that led to that. I have side before and will say again, if our government wants to govern something to improve US competitiveness, then they should consider some guidelines on how executive compensation is managed in companies.
No CEO is worth 100's of millions or even 50 million a year in compensation especially when employees are not being compensated fairly or richly even. Many studies have shown that the span from the CEO to the average compensation in the organization have widened substantially while companies have all but eliminated retirement programs for employees and even underfunded them. CEO's work hard to build a Board of Directors who will rubber stamp their whims and massive compensation programs all in an unchecked manner. Some useful thought should go into restructuring what is reasonable. I heard this weekend that the top 1% of wealth in this country has a higher net worth than the entire middle class. That should ring some alarm bells to someone, anyone???
In any case, pissing Taiwan off is about the worst thing I have seen recently. Second is calling the Supreme Court justices names. Get a grip man!

Personally that just feels like a lot to manage. My port is made up of three funds (VOO/VXUS/FSELX) and then two individual company stocks (GOOG/TSM).

Because you've got TSM I'm guessing this isn't an ISA? You're currently below the tax threshold anyway but I would suggest at least looking in to an ISA for your UK/EU/US holdings so that your gains when your port is larger are tax free.

Semi conductors correlate heavily to copper, silver too, look at the charts on TSM vs copper & they look almost identical (and Spy is a good portion semiconductor stocks)

yeah exactly, im all US because i look at the EPS growth rate and company fundamentals. Nothing in international ETFs compares apart from like 3 stocks, ASML, TSM, and a few Korean companies.

I like this approach. I am personally doing 85% VOO, 15% international in my 401k, then doing all US stocks in my taxable account but with a pretty large value tilt. So it's not as growth heavy on the big tech up days, but when the tech sector drops, my account is usually slightly flat or slightly up. Makes holding on easy, since I know 80% of my money in VOO is going to do well over time, but I do not get concerned as much with a down market since I have enough defensive stocks that don't care at all (utilities, etc), along with some ETF's. I do still have some tech stocks in my taxable that have done well, like TSM, that balance out the defensive nature, but much less tech heavy than the SP500 (about 15%).

272k to divide into shares of MU, SNDK, NVDA, GOOGL, AMD, TSM, AVGO, AAPL, AVAV
whatcha think?

MU NVDA AMZN ASML TSM, dabbling a little in NET and a few others. Sold off some of my other holdings to have a bit more cash on hand. Buying this MSFT dip. REMX, SETM, RIO, IAG have been just beautiful. Bought the huge dips on SLV, PLTM, SPPP. GLD strong AF.

Time to buy $TSM?

They're like nvidia, but worse, and don't even have a manufacturing advantage since they compete for same TSM fab time.

Here’s the playbook. VIX just hangs out ~$20. NVDA beats earnings because:
1.) they sandbag their revenue and guidance every quarter to always ensure a “beat”
2.) Meta, AWS, Google, MSFT, Oracle, TSM already reported they INCREASED AI capex
VIX immediately goes -20% and then melts down for the next 2 weeks and the bull market continues. It’s really not that complicated 

Interesting - have you exited any of these investments?
I was planning on entering Nvidia, TSM and Meta/Google. I think these 3/4 would survive the bubble bursting.