TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

Hello, and welcome to the second installment of Meet the Legend, a series dedicated to the absolute disgusting degenerates of history (of which there are many), who, if they were not already a part of this community, would definitely be made honorary Mods and Gods.
It was tough to decide who would be made the second inductee to this prestigious list, so I asked AI and it started talking about Lou Gherig and degenerative diseases. What the fuck?
Time to do this old school. So I thought to myself, the list is long. Whomst should get this honor? I then had the bright idea to let my pet goldfish decide. Living or dead, male or female, East or West? Lo and behold, the second inductee:
Many of you know him as Leobold Asperger the wunderkind. The second coming of Cathie Woods. Or perhaps as Leo Cuckbrenner. His government name is Leopold Aschenbrenner, a 24/25 year old (for some reason his birthday is in dispute) German degenerate autist who owned a hedge fund that, at its peak, held over 45 billion USD AUM (assets under management). Today, due to its private holding that were not a part of the lquidation having gone up, is estimated to be $10 B today.
This autist had humble beginnings. He went to John F Kennedy School in Berlin (lol) He got a degree from Columbia University and started at the FTX Future Fund team in 2022, a philo arm of FTX (yes, THAT FTX, the one run by SBF). After that shit DECLARED BANKRUPTCY, he got work at OpenAI, but then got fired in 2024 due to an alleged information leak, to which this day he denies. He claims it was because of benign brainstorming document sent to a few external researchers for feedback. Well, OpenAI gave him feedback and said to get the fuck out: YOU'RE FIRED!
So our little Leopold then wrote a paper on AGI, the title of which became the namesake of his famous hedge fund and which landed him the spot as the second inductee: Situational Awareness.
With this new hedge fund, and hundreds of millions of other people's money in tow, our lovely degenerate decided to go all-in on AI related companies, both private and pubic (Anthropic, Sandisk, Micron, TSM, Nebius, Coreweave, and Bloom Energy among others), and also SHORT SaaS companies (Adobe, Infosys, Applovin, and Figma). He decided that he needed margin, and not just any margin, but supercharged autistic margin. Like any logical investor, rumors say he went 4-5x leverage. And, like any logical investor, got fucked on all sides like a JAV actress in a bukake gang bang. 
Then in July, the fire nation attacked. Our degenerate brothers and sisters in South Korea got margin called (lol) which sent memory and storage stocks tumbling. Also, Saas companies did pretty okay - which obviously meant it would send their stock prices to the moon. All of a sudden, Leopold's pubic portofolio was looking like a Chinese New Year lunar holiday in Beijing while wearing rose tinted glasses. His upside went down, and the shortside went up. Then margin came calling.
Losses totaled over a reported $35 B, with a B, like in "damn, Bitch". The world famous shark, hedgie loser, and WSB nemesis, Kenny Griffin of Shitadel, Inc. LLC Corp (of who was allegedly behind the shitnanigans of the stock that shall not be named) swooped in and bought out Leocuck's assets for nickels on the dollar (RIP in peace the penny). 
All of this leading up to his wedding, by the way. While he was getting liquidated, his soon wife-to-be probably cucked his no-longer-billionaire ass with her bull on their wedding night. Not joking, supposedly they live in Nob Hill, San Francisco.
To this day, due to the Korean markets and the likes such as S.A., AI related stocks have still not fully recovered. RIP in pieces to anyone still holding Sandisk since July.
Shalome, Leo! Hope the SEC investigation is going well!
Tldr; Leopold lost over $35B due to hyper autism and a risk management style that met his personal risk tolerance.

Hey all — hobby project I run locally every morning before the bell. No AI summaries, no sentiment scores: it just pulls headlines and counts how often each stock / commodity / sector gets mentioned, then saves the top 3 with links so anyone can verify. Full run    covered 95 headlines across 4 feeds. Thought this crowd might enjoy the raw output:                                                                                                                  
  **1. Bitcoin (11 mentions)**                                                                                                                                                                                                                                                   
• Trend: most-discussed entity #1 this morning by raw mention count.                                                                                                                                                                                                     
• Top Source Example (Yahoo Finance): Bitcoin and ethereum prices today, Monday, September 7, 2026: Crypto investors on rate watch                                                                                                                                       
(https://finance.yahoo.com/personal-finance/investing/article/bitcoin-and-ethereum-prices-today-monday-september-7-2026-crypto-investors-on-rate-watch-140242204.html)                                                                                                
  **2. Oil (4 mentions)**                                                                                                                                                                                                                                                        
• Trend: most-discussed entity #2 this morning by raw mention count.                                                                                                                                                                                                     
• Top Source Example (CNBC Top News): Oil prices rise to 6-week high after Iran and U.S. trade blows, Saudi Aramco facilities reportedly hit                                                                                                                             
(https://www.cnbc.com/2026/09/07/oil-prices-rise-to-6-week-high-after-iran-and-us-trade-blows-saudi-aramco-facilities-reportedly-hit.html)                                                                                                                            
  **3. Semiconductors (3 mentions)**                                                                                                                                                                                                                                             
• Trend: most-discussed entity #3 this morning by raw mention count.                                                                                                                                                                                                     
• Top Source Example (Yahoo Finance): Taiwan Semiconductor Manufacturing Company (TSM) Raises Guidance as Demand for Advanced Chips Soars (https://finance.yahoo.com/markets/stocks/articles/taiwan-semiconductor-manufacturing-company-tsm-142602670.html)              
  Happy to share the counting method if anyone's curious — it's embarrassingly simple (case-insensitive keyword matching, no ML).                                                                                                                                            
  *(P.S. I let this run autonomously every morning. If folks find this data useful, I’ll set up a simple page that forwards the raw daily output to your email before the bell if you think this is useful).*

Been going through my mega cap holdings and one thing keeps standing out. NVDA and MU are the only two that still look reasonably priced once you sit down and estimate future cash flows and fair value instead of just going off market cap or sentiment. The rest of the basket, GOOGL, TSM, MSFT, AAPL, META, AVGO, looks like price has run well ahead of what the numbers can justify.
Not dumping any of the "overvalued" names, I like all of them long term. But some have had a great run already, and for those I'm comfortable trimming a bit and rotating that capital into NVDA and MU where the growth/cash flow math still lines up with the price.
Curious how others see it!

He asked for something akin to TSM. Buying high is part of the request

Thanks. I feel comfortable with NVDA + TSM (been growing my position to be \~50% of my NVDA holdings) and adding AVGO as the smallest holding of the 3. Will then monitor AVGO going forward to see how to adjust the weighting.

I love TSM and moved 1K out of NVDA to put into TSM. There's a Sleep Well At Night factor for me in it because no other foundry comes close. And I don't have to bet on which semi company has the most wins.

Do you still like TSM? I think it's one of the safer AI plays out there. Whether it's ASIC's or GPU's TSM wins either way. I've been buying anytime it goes near $400. In 2-3 years I think it can be $800+.

Fair callout. That’s definitely something to consider if OP still wants a two horse tech run. It’s still 80% US, but within the top 10 you have TSM, ASML, Samsung, and SK.

I sold some amounts of my semi's (NVDA AVGO ASML LRCX TER) to put into SMH (and even into VOO and QQQM as semi's runup has taken too much of my overall portfolio). Over the years I had been tempted to buy TSM AMD AMAT KLAC MRVL MU; figured it might just be best to go with the ETF.
Sometimes sector based ETF's are watered down with lots of underperformers. But the nice thing about SMH is with such a limited pool of stocks, the large majority are 2-3 decades leaders in their niche. It's predominantly proven winners, and low on underperformers and more speculative plays.

Fundamentals are still good for all 3, but the chart for AVGO is in a downtrend. Sectors and individual stocks within sectors move in cycles. NVDA was deemed as “too expensive” for the last year even though their PEG ratio is below 1 and lower than all the mega caps. Didn’t make sense. MRVL has a narrative atm of being a threat to AVGO’s ASIC revenue. It’s probably a bit overblown but the street loves the story and sees MRVL as undervalued compared to its competitors. MRVL spent years building a base between roughly $60-$120 before breaking out this year. I first bought the stock in 2022/2023 for around $65. I sold it back in ‘24 before its first run to $120, but then came back to it this spring just under $80. This is why trading individual stocks is so hard. You literally do need to keep track of this stuff almost every single day over years to be able to see the best opportunities before others do. NVDA is currently in ascendancy and is closely aligned with MRVL so those are the two I would be buying.
On another note, if you want some foundry exposure and missed TSM, I would recommend buying GFS and UMC. INTC is also a no brainer at these levels. I like CBRS too. However, my main focus in the chip sector is power semis. They had a great run in the spring but got sold off hard. Power semis and the 800v DC theme will be a huge opportunity in the coming years. Then quantum will likely come next.
You can’t go wrong buying AVGO long term, but I think you will have better gains in the short term with NVDA and MRVL. AVGO will have its moment when OAI Jalapeño chip starts its mass production.

Nice. From there I swing trade individual stocks. MSFT, AMD, TSM, NVDA, ANZN, etc. Stuff that I don't mind being stuck with if there's a sudden market correction. Profits always get dumped into the ETFs above. This method has been working great so far, and beating just going all in on VOO/VTI. I'm not that close to retirement, but I like adding VYM and/or SCHG as time goes on.

The only thing I’d sell NVIDIA for is TSM and even then they’re kinda tethered anyway

One thing worth considering is that a lot of the space stocks that sold off before SPCX were low market cap (RKLB, ASTS, PL, FLY, LUNR, etc). Compare that to AI and you’re talking about companies worth a trillion or hundreds of billions (SKHY, MU, ASML, TSM). A lot of space stocks are also way more speculative and in their infancy, while AI stocks are highly profitable and accelerating. It’s apples and oranges. I’d be lying if I told you for sure they wouldn’t sell off, but I doubt it.

Recent yrs. reality is that NVDA and TSM do move with quite a high degree of correlation, which I guess makes sense on the basis of NVDA’s leadership and size, but, as TSMC grows and services more and more chip makers I would think that correlation should weaken, but it hasn’t much. But if you’re looking to move $ from NVDA to TSMC, now could be as good a time as any. NDVA is \~3% off its all time high, while TSMC is 12% off its all time high and has appreciated +5% in the last wk. (so last week would perhaps have been better, but whatever). TSMC will grind higher. It will in tandem with NVDA, but it will also move on their own earnings and revenue growth, it will respond to AVGO, it also responds to their own monthly reporting of net sales and yoy growth. It also delivers a 1% div. yield which is about 1.5x NVDA’s, 0.42%,m. Neither are much, but if you’re holding for a few years, it’s better than a kick in the head.
But… it’s also worth considering this: Broadcom (AVGO) just delivered strong earnings. Their growth rate remains intact, yet AVGO is about 40% off its all time high. There’s clearly a mean reversion rerating in the pipeline in Q4/2027 and if they eventually meet and exceed their ATH, there’s 50%+ upside. (For NVDA to achieve that the market would have to find $2.75 trillion. I’d call that pretty unlikely).

NVDA, TSM, GOOG, SKHY