TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

110 shares at 80 cost avg. I had another 130 shares that I purchased at 110 but sold at 240. I only had 30k of cash so I rotated it all into NVDA, TSM, AMD lmao. Still holding since su bae is a damn good ceo

You are welcome. Most of its recent performance is due to Samsung, SKY Hynix, TSM, and LTM. I have some extra exposure to those in one of my new/recent smaller satellite holdings of AIS for extra AI/Memory exposure.

This guy fucks. You are right. Just look into LPUs used for inference and NVDAs quick acquisition of Groq too, it shows they are very cautious. Marvell and Broadcom are getting deals for specialized chips for hyperscalars but dont directly compete with NVDAs gpus but good to keep a sharp eye on that space and have some in that basket too. And like you said ASML is a monopoly rn that is non replicable.... Same with TSMs production although Nanas Intel is coming into the game, although lets be honest... NOBODY can do it like TSM.... other essential pieces of this are timing chips MEMs like SITM and fiber optics like GLW , chip related optics like COHR/LITE.... then theres the power piece, picks and shovels, electrification/grid, wiring, the materials and copper involved etc etc etc...... lets make that money boiisss yeehaw

I think the companies that have near monopolies in the semi industry & are also booked out on orders for years will inevitably trade well for the next 2 years, if not longer: TSM, ASML, MU, ASX, GEV, VRT

You realise Intel wasn't able to do what TSM was doing for literally years, right? Intel specialises in chip making and still struggled in the industry.

Yes, but imo TSM is cheaper, so while still risky I think it’s less risky.

Couldn’t we say the same thing about TSM?

Big Tech is panic-buying RAM like toilet paper in 2020, and Micron is sold out until 2026. the real play is rotating into the infrastructure bottlenecks: **$TSM / $ASML / $VRT / $AVGO**

Good mix. I hold most of the top holdings individually: NVDA, AMD, INTC, MU, TSM. I read that SOXQ may be my best bet as it's not as top heavy in those. And expense ratio is low.

You are a fool not buying and holding AMD in addition to other AI plays like MU, NVDA, TSM etc. Going all in with NVDA is completely foolish. NVDA could have huge revenue growth and modest stock price growth in comparison

Right now the S-Tier AI related stocks are NVDA, TSM and AVGO.
TSM is a monopoly that pretty much all the other chipmakers depend on.
AVGO made 145% YoY.
But right now, nothing to beat NVDA as it's PEG (Price/earnings growth rate) ratio is 0.31 which means it's absurdly undervalued.

pretty silly comment. but also TSM has factories set to open and are being built in Japan and the US. Their most advanced chip factories are of course still in Taiwan. Taiwan fully supports TSMC

I traded Marvel and AMD. Adding to positions atm in Nvidia, TSM and Broadcom, people will rotate back at some point imo

This [Reddit ETF post](https://www.reddit.com/r/stocks/comments/ku6skz/reddit_etf/) was made at the beginning of 2021, near the period of peak COVID euphoria. Anyone who was around at the time can testify that this really did represent consensus opinions in this sub at that time, which you can see in the comments of that post. Note that the game store madness did not really begin until a couple weeks later, which is why it did not appear there.
I felt like it was going to play out poorly so I bookmarked it, and now have been doing yearly updates. After all, for something like this, you really need to give it a multiple year timeline at least.
We are now on year 5, which I think is a pretty good benchmark. For years it was laughably bad, and I have sarcastically remarked about how the sharp, financial geniuses of the time performed against SPY and VTI. Last year was a bit of a surprise though, and closed the gap quite a lot due almost entirely to NVDA and PLTR. Let's see how 2026 stacked up
*I used a $100,000 initial investment and just rounded all the prices to the dollar for visual simplicity (all entries use the real, full prices, I have just rounded them for this table). This also backtracks prices from stock splits.*
|**TICKER**|**Jan8, 2021**|May 22, 2026|**% change**|**Initial $**|**Final $**|
|:-|:-|:-|:-|:-|:-|
|TSLA|293|426|\+45%|5000|7,270|
|AMD|95|468|\+392%|5000|24,606|
|PLTR|25|137|\+448%|5000|27,376|
|ICLN|33|22|\-32%|5000|3,395|
|NIO|59|5|\-91%|5000|441|
|SQ|241|668|\-72%|5000|1,412|
|NET|79|216|\+174%|5000|13,682|
|DKNG|52|25|\-52%|5000|2,415|
|NVDA|13|215|\+1,521%|5000|81,073|
|AAPL|132|309|\+134%|5000|11,698|
|ENPH|207|64|\-69%|5000|1,547|
|PLUG|67|4|\-94%|5000|282|
|SE|210|87|\-58%|4000|1,662|
|BABA|263|130|\-51%|4000|1,977|
|CRSP|164|50|\-69%|4000|1,228|
|TSM|119|405|\+240%|4000|13,597|
|AMZN|159|266|\+67%|4000|6,694|
|DIS|179|103|\-42%|4000|2,302|
|ABNB|150|132|\-12%|4000|3,529|
|FSLY|88|16|\-81%|3000|556|
|CRM|222|180|\-19%|3000|2,433|
|ARKG|106|31|\-71%|2000|579|
|JMIA|37|7|\-81%|2000|377|
|JD|92|30|\-67%|2000|655|
|**TOTAL**|\-|\-|\+111%|**$100,000**|**$210,786**|
2 very strong years in a row for Reddit ETF, up 50% in the past 16 months since I last measured it. Let's see how it stacks up against the market.
|**Portfolio**|**Initial**|**4/22**|**1/23**|**1/24**|1/25|5/26|**% change**|
|:-|:-|:-|:-|:-|:-|:-|:-|
|Reddit ETF|100,000|70,125|56,558|83,579|140,882|210,786|**+111%**|
|SPY|100,000|112,996|105,007|126,536|159,516|195,573|**+96%**|
|VTI|100,000|109,552|100,903|120,221|151,287|151,287|**+51%**|
Folks, I never thought I would see it. Reddit consensus, at the period of peak euphoria, has now outperformed the market over a 5 year period. At the behest of u/[gorays21](https://www.reddit.com/user/gorays21/).
I was pretty relentless making fun of this for several years, but my my how the turntables. Come take a bow.
You do owe the portfolio manager a couple thousand bucks though. Assuming you managed to hold onto this in its entirely through multiple years of large underperformance of course.

NOK, NVDA, NVTS, APLD, ASML, TSM

Need TSM to pump a little more to avoid a banbet loss.

I think if that happens, we have much bigger issues so to me personally it’s worth it. However, I’m an idiot and have known for years to invest in TSM yet I never did.

110 shares at 80 cost avg. I had another 130 shares that I purchased at 110 but sold at 240. I only had 30k of cash so I rotated it all into NVDA, TSM, AMD lmao. Still holding since su bae is a damn good ceo

You are welcome. Most of its recent performance is due to Samsung, SKY Hynix, TSM, and LTM. I have some extra exposure to those in one of my new/recent smaller satellite holdings of AIS for extra AI/Memory exposure.

This guy fucks. You are right. Just look into LPUs used for inference and NVDAs quick acquisition of Groq too, it shows they are very cautious. Marvell and Broadcom are getting deals for specialized chips for hyperscalars but dont directly compete with NVDAs gpus but good to keep a sharp eye on that space and have some in that basket too. And like you said ASML is a monopoly rn that is non replicable.... Same with TSMs production although Nanas Intel is coming into the game, although lets be honest... NOBODY can do it like TSM.... other essential pieces of this are timing chips MEMs like SITM and fiber optics like GLW , chip related optics like COHR/LITE.... then theres the power piece, picks and shovels, electrification/grid, wiring, the materials and copper involved etc etc etc...... lets make that money boiisss yeehaw