TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stockNYSEADR

One simple thing some put sellers overlook on deep underwater assigned shares is that they can switch to a different stock if they want. And if they’re in a taxable account, this has the added benefit of harvesting the losses for tax benefit. I got hammered recently on INTC. But instead of deciding “do i sell INTC calls” or “do I roll into a lower INTC strike” or any other action plan involving INTC, I just sold the INTC and bought some TSM to take its place. Now I’ll think about selling calls on TSM, or selling the TSM and selling a new CSP promising to buy it back at a lower price, etc. To be clear, I’m not recommending or un-recommending any stock here, just mentioning that some people think “now I’m stuck with INTC” in this story. This isn’t true, and for the tax situation may be an outright bad idea. And similar argument holds for deep ITM puts.

Facilities damaged by war? TSM announced a scorched earth failsafe where production would be destroyed and unable be up and running if China invaded. That would permanently wipe your money out whilst you slept and never be able to be recovered as the company would just suicide itself.

I'm a long-term Intel shill, so I'm very biased I feel that once the customers start being announced, it pops again, but with that said, it could retrace more. Don't believe the trolls that say Intel can't produce on the same level as TSM. They aren't right now, but they will. Plus the packaging tech and the wafer material blah blah they are cooking. The US Gov needs chips that are not produced in the China zone for security purposes

After 12000 strikes in Iran war, just few more days strike here and there, how big impact to market? Just to make media noise, scare market & increase volatility. All companies have strong earnings $SPY $QQQ $NVDA $MU $KLAC $TSM $AMZN $GOOG $META $MSFT Midterm & Q4 buyback time

KLAC LRCX TSM ASML

TSM, NVDA and ASML are all major players in the semiconductor industry, so if they all started falling that sharply, the entire market would probably be in trouble.

TSM, NVDA and ASML will never dump like crazy in a day because they are the structure of the Semis history, if you see one of those -10% you will see the entire market bleeding like crazy, the only new that I see making that happen is Recession or the Hypers saying that AI is shit and they won't be putting more money into it

There are several supply chain issues on the horizon from a lack of domestic energy strategy (Nuclear Grid Investment and Alternate Power sources to supplier manufacturing capacity which is limited. When you have TSM ASML NVDA as well as numerous other suppliers saying 'sold out' someone is not getting their goods. These are natural roadblocks to achieving the spend targets. Then add on the self-induced NIMBY efforts and the outright moratoriums and you have a recipe for China to take the lead. They have built the power infrastructure that we need and they don't have the political roadblocks.

Wallstreet lost fundamental analyst. Nowadays analysts are meme-pumper at media. Think if BigTech not slowdown spending, buy what candies? BigTech spending for semi-chip, GPU, CPU, HBM, power, Optical switches. $NVDA $MU $AMD $INTC $KLAC $LRCX $AMAT $ASML $TSM $MRVL $COHR $QQQ Either open source model or closed source models, all need semiconductors, no escaping from advanced semi.

There has always been the possibility you're right. This is why you have to know what you're buying and what is in those funds. $VXUS will be hit if the AI cap ex bubble does pop like you think it will. But the fund's largest stock holding is $TSM @ 4.2%, Samsung @ 2% and Sk and ASML around 1.5% each. You are looking at 10% market cap in semi or AI stocks in the top 10 stocks in the fund. Now compare that to the $QQQ. $NVDA, both Googles, Microsoft, Micron, Amazon, META, and AMD come in at 36.5% market cap concentration. I'm not including Apple. Now if you bought $VT over $QQQ or $VTI those same 8 stock market caps are pushed down to approx 15 % of the fund/ETF. Now you will have to add in SK, Samsung, TSM, ASML but the AI/cap ex spending market cap stock risk is still reduced. The fact that I am now being downvoted as much as you are means that we might both be onto something here. Cheers.

Oh man TSM is VERY tasty here i'm about to fuck myself on margin.

I'm lucky to have bought early and sold close to peak with TSM.

TSM on the 200 MA. Crazy.

Boy am I glad I bought that dip on TSM Friday. What a great call. I'd only I had sold this morning instead of letting it melt back down negative. Not taking profits strikes again!

|**Stock**|**Current Price**|**ATH**|**percent to ATH**|**off from ATH**|**Market Cap**| |:-|:-|:-|:-|:-|:-| |NVDA|$206.39|$243.37|17.92%|15.19%|$4.97T| |TSM|$405.93|$487.47|20.09%|16.73%|$1.88T| |ASML|$1,562.71|$1,999.96|27.98%|21.86%|$611.87B| |SMH|$520.63|$671.83|29.04%|22.51%|\-| |SKHY|$150.51|$199.87|32.80%|24.70%|$779.60B| |**AMD**|**$486.78**|**$658.52**|**35.28%**|**26.08%**|$794.66B| |MU|$853.28|$1,255.00|47.08%|32.01%|$964.28B| |AVGO|$329.59|$495.00|50.19%|33.42%|$1.57T| |MRVL|$178.35|$329.88|84.96%|45.93%|$156.41B| |LRCX|$232.72|$438.50|88.42%|46.93%|$290.71B| |STX|$606.95|$1,145.00|88.65%|46.99%|$139.19B| |AMAT|$387.74|$739.67|90.76%|47.58%|$307.76B| |SNDK|$1,118.08|$2,354.39|110.57%|52.51%|$161.62B| |ARM|$202.72|$452.70|123.31%|55.22%|$216.69B| |INTC|$62.03|$142.35|129.49%|56.42%|$329.76B| |WDC|$348.34|$799.87|129.62%|56.45%|$130.33B| |CRWV|$52.79|$187.00|254.23%|71.77%|$29.12B|

TSM and GFS are up ffs. This action on AMD is down right manipulation/stupid.

TSM just stay up goddamn it. China isn’t invading you it’s okay

TSM at current valuations probably, too strong of a company to be at that stock price

Was between buying NVDA or TSM at their lows on Friday before close... Went with TSM, which of course is dumping all of its recovery while NVDA keeps going up. Nice 1 regard.

Why $TSM ??? Why do you want to be a follower !!!!

Core: VOO, VEA, VWO, QQQ Some for dividends: O, VNQ, VNQI, SCHD, BND Satellite: TSM

Is it? Who is TSM paying out to? Or micron or SanDisk? Or Samsung? Or apple? Where's the circle there?

And TSM has a 30 pe ratio and is the most important company in the world for ai

AI gonna have a 50% bounce this week before black swan event with Anthropic IPO. NVIDIA and TSM are going to $0.

Every once in a while I pick a top comment or post from what seem like reddit trading experts and see what their recommended stocks have done in the last year or so. No ill will, I am not listing the user's handle, just pointing it out in the hopes that it helps someone. Below if from a top post from a top contributor 10 months ago. All % are YTD. Just sold: GOOGL (-10% YTD) Holding: AMD (+135%), ADBE (-28%) and AMZN (+4%) Currenty buying: PYPL (-2.35%), PINS (-25%), MELI (-20%), NU (-30%), BN (-14%) and betsson (-40%) May buy: UBER (-20%), META (-6%), MU (+227%), MRVL (131%), TSM (33%), FOUR (-36%) and DLO (-10%)