TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

Look into TSM. Some of the ones like SMH are extended. TSM is in a cup 5% buy zone. Buy and enjoy the gains.

For AI infrastructure I’d separate the theme into a few buckets instead of just chasing anything with “AI” attached:
1. compute/platform: GOOG, MSFT, AMZN
2. chips/fabs: TSM, ASML, NVDA
3. power/grid: VST, CEG, NEE
4. cooling/HVAC: TT, CARR
5. data center owners/operators: EQIX, DLR, maybe APLD if you want more risk
For a 1-year hold I’d be careful with the smaller names because a lot of them are already trading on narrative. I’d personally start by writing out the thesis for each pick: what has to go right, what would invalidate it, and whether the company actually benefits from AI capex directly or just sounds related.
Not financial advice, but I think the best “picks and shovels” plays are the ones where AI demand is visible in revenue/backlog, not just in the story.

They fumbled with TSM so hard

In the beginning it was Nvidia, Amazon, Meta, Google. In the last year it has been Micron, SanDisk, AMD, TSM. I really just wait for drops and buy in. I realize I have been very lucky but these stocks all fluctuate 5% to 10% pretty often in the last 18 months.

PWR, TSM, VRT, CMI, GEV

TSM is trying to derisk that by making factories outside of Taiwan but yeah China has a high chance of invading in the next two years but I’m sure TSM investors already acknowledge that risk.

Feels like TSM is going to double again from here and hit 800 next year

Have you ever made money in the stock market? Tech ripped in April, you don't think there's going to be a pullback? Trump's stock market is turbulent. Things can change on a tweet or headline. I bought a lot of AMD for under $100 and have huge gains on Google, Micron, TSM, Broadcom, and quantum. The time to be buying these stocks was March, when people were panic selling. Go ahead and chase fomo while we're in peak greed and buy at all-time highs, I'm sure you will do great

**Late to AI? We haven't even finished the warm up. 😆 **
**This is a 10 year cycle. IMO we are still in the early innings.**
**If you want to build a position just start DCAing**
**The (The Engines)**
**You can’t have AI without these**
**NVDA / TSM The king of chips**
**ASML / KLAC The "monopoly" plays. They make the machines that make the chips.**
**INTC My hedge against TSM/Geopolitics**
**The companies that will integrate AI into every enterprise on earth**
**MSFT / PLTR / NOW**
**These aren't just "software" companies; they are becoming the operating systems for AI driven business**
**GOOGL-Still the most diverse AI play out there with the deepest talent pool.**
**The Moonshots**
**TSLA- I’m betting on them winning the "Robot Race" (Optimus/FSD). If they do, the valuation becomes a different beast entirely**
**AAPL / AMZN My "Sleep Well At Night" plays.They have the cash and the ecosystem to dominate the consumer side of AI.**
**My Strategy**
**Be prepared for massive volatility. If picking individual winners feels like a full time job, keep it simple with ETFs**
**SMH: If you just want the semi conductors**
**SCHG: If you want a diversified "Growth" bucket that captures the winners without the single stock risk.**

China won't invade Tawain but even if it did literally every stock would crater not just TSM, so not even worth taking that into consideration if you want to buy the stock.

TSM 1,000 by end of 2027

Sounds right to me. China is business-focused, largely. They also play the Long Game. "Let the others destroy themselves" is probably part of their philosophy. Guess I should buy more TSM.

I bought TSM as well, I think in January. Doing well. There's a risk if China invades Taiwan. But evidently there's a huge financial risk to China itself if they invade, because apparently the chip fab machines have kill switches on them that render them useless. China needs TSM for chip fab as well IIRC, so it could wreck their economy too if they invade.

TSM should grind higher

Biggest issue for TSM would be China invading Taiwan…so geopolitical risk

Never forget: good stocks are always pushing ATH. The only time you will be able to get them cheap is when the entire market is down like it was in March, and timing that isn’t wise — just buy more when it happens.
If it helps you, this is my current satellite individual stock portfolio. It is entirely centered around AI, data center buildout, robotics, etc. — I do not rebalance it, I just split my contributions into these percentages and let them grow however they grow:
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
* Core Compute, Silicon Design & Networking (17%)
* 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%
* The Memory Bottleneck (10%)
* DRAM (ETF): 10%
* Emerging Hardware: Robotics & Quantum (10%)
* SYM: 4.0%
* APH: 4.0%
* IONQ: 2.0%

what further future projection can there be? intel already has trailing pe of 900 and forward pe 125, TSM is like 35 and 25 respectively

Since TSM is trading way cheaper than INTC. It’s actually easier for TSM to give better returns than INTC. INTC have already priced in the next five years of parabolic growth. But TSM is still going slow slowly and only quarter to quarter or sometimes maybe one year forward growth is the only thing we just priced in.

Easy to see that path? I don't think it's easy. Intel really has to have spectacular execution. TSM has proven that it does have that execution

If something happens with Taiwan/ TSM realistically might reach 200$ no ?