TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

TSM is the greatest company of all time

I have a Roth IRA at Fidelity (VOO 60% / QQQM 40%) that I’m leaving alone. My question is about my separate personal brokerage account.
I’m currently holding 17 individual stocks (\~$200 total split across all of them) in themes I believe in long-term: AI infrastructure, semiconductors, data centers, energy/power, quantum computing, defense, and general growth. Tickers include NVDA, AVGO, TSM, MU, ASML, AMD, VRT, SMCI, IONQ, NBIS, ESLT, META, AMZN, GOOGL, and a few others.
The problem: $200 split 17 ways means I can’t meaningfully compound anything. I also find myself checking prices constantly and it’s affecting my mood — feels more like gambling than investing.
I’m thinking of consolidating into 4–6 aggressive thematic ETFs covering the same themes:
• SMH (semiconductors)
• DTCR (data centers)
• DRAM (memory/semis)
• VGT (broad tech)
• QTUM (quantum)
• Maybe something for energy infra and defense
I know there’s overlap in some of these. Questions:
1. Is consolidating into ETFs the right move at my account size and age?
2. Which of these would you keep/drop given the overlap?
3. Am I missing any ETFs that cover AI infrastructure, power/energy, or defense well?
4. Any ETFs you’d recommend I’m not thinking of?
I’m 22, investing throwaway money I don’t need, and comfortable holding through big dips. Long time horizon. Just want to stop feeling like I’m gambling and start feeling like I’m actually building something.
Thanks

TSM upcoming earnings report

## 📈 52-Week Highs:
The 52-Week Highs list shows stocks that have reached their highest price point in the past 52 weeks during the trading session.
| Symbol | Name | Price | Year High | Market Cap |
|:-------|:-----|:-----:|:---------:|:----------:|
| [AAPL](https://marketrodeo.com/asset/AAPL) | Apple Inc. | $310.26 | $316.94 | $4.6T |
| [AVGO](https://marketrodeo.com/asset/AVGO) | Broadcom Inc. | $479.23 | $495.00 | $2.3T |
| [TSM](https://marketrodeo.com/asset/TSM) | Taiwan Semiconductor Manufacturing Company Limited | $436.69 | $450.16 | $2.3T |
| [MU](https://marketrodeo.com/asset/MU) | Micron Technology, Inc. | $1079.57 | $1088.89 | $1.2T |
| [AMD](https://marketrodeo.com/asset/AMD) | Advanced Micro Devices, Inc. | $542.52 | $546.15 | $884.6B |
## 📉 52-Week Lows:
The 52-Week Lows list shows stocks that have reached their lowest price point in the past 52 weeks during the trading session.
| Symbol | Name | Price | Year Low | Market Cap |
|:-------|:-----|:-----:|:--------:|:----------:|
| [MA](https://marketrodeo.com/asset/MA) | Mastercard Incorporated | $471.55 | $464.52 | $416.7B |
| [TMUS](https://marketrodeo.com/asset/TMUS) | T-Mobile US, Inc. | $181.49 | $180.44 | $196.4B |
| [TBB](https://marketrodeo.com/asset/TBB) | AT&T Inc. 5.35% GLB NTS 66 | $20.76 | $20.73 | $127.5B |
| [CMCSA](https://marketrodeo.com/asset/CMCSA) | Comcast Corporation | $23.52 | $23.43 | $84.0B |
| [MRSH](https://marketrodeo.com/asset/MRSH) | Marsh & McLennan Companies, Inc. | $157.32 | $156.60 | $75.8B |
**Source:** [52-Week Highs-Lows](https://marketrodeo.com/market-movers?tab=highs-lows)