TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

$200 is holding up well, especially considering the day we're having. I'm thinking of opening a short-term swing position in TSM; it looks like a solid entry point right here.

TSM is going to zero before the end of April. The weather window opens in a few days, China only has two weather windows a year, April or October, to have calm enough seas to attempt to take Taiwan. US interceptor missiles are quietly being moved to Middle East to replenish allies and ourselves against Iran. We will not have enough to defend our assets in Asia which makes it tough calculus for us if they move on Taiwan. This is China's best chance in decades to take Taiwan. TSM literally has their factory rigged to blow if China tries to take Taiwan. Puts are lottos here.

TSM puts this weekend guys

Been doing this with leaps for a while now. AMD, Google, apple, nvda, Adobe, OXY, TSM, SNAP, UNH etc.
Biggest holdings rn are Google and Amazon. Down a bit on those currently and quite a few others, but I'm still up 51% on the year lol.

Congrats on being able to invest that much at your age. Although people criticized your 40% TSM investment, I think it’s fine for now. I would just hold what you have and invest the money elsewhere until it’s down to 5%.

Photonics is the future. Once photonic transistors are mass adopted, there could be a huge shift away from electronics. So in my insane opinion, LITE could go to $10,000 a share. Even at that price, lite would still only have a market cap half that of TSM. In the future, if lite reached TSM value (1.76 T), it would put it's share price at around $25,000 a share. Speculating is fun.

I sold some OXY leaps that I was in since the Maduro shenanigans. Sold the news when the Iran war kicked off. Should have held lol. Sold Adobe for a nice gain, as well as apple, TSM and a couple others.
I'm holding a bunch more. Lots of Google, Amazon, nvda, meta, and Healthcare. NVO and UNH. Those last two are hurting lol.

I just got off an hour long video and the only stock knew Louis Neville ever to followed him for like 20 years. The only thing he gave us was Ionq just FYI the whole discussion was on mask and how he’s getting into quantum and AI together buy three books to figure out who these companies are or they could possibly be based on the video. I just watched
It could be
RGTI
QBTS
ALSO, IN THIS VIDEO, THEY SAID THAT THE TESLA CARS JUST INDIVIDUAL ONES WE BUY WILL HAVE THE AUTOMATIC DRIVER CAPABILITY SO IF YOU WANT TO BE AN UBER DRIVER, YOU DIDN’T EVEN GUESS YOU COULD SLEEP THROUGH IT. I DON’T KNOW IF THAT WAS ALL ABOUT. I JUST THOUGHT I’D THROW THAT OUT THERE. I’VE BEEN ALL OVER Y’ALL‘S SITES FOR A LONG TIME. I’VE JUST NEVER REALLY PUSHED QUESTIONS CAUSE I’VE BEEN DOING PRETTY GOOD BUT I NEED TO GET SOME MONEY MADE FAST FOR MY FAMILY. YOU KNOW THE VIDEO BLEW OUT THE CEILING TSM DOES ANYBODY THINK IT’S EVER GONNA BLOW OUT LIKE 1400 LIKE VIDEO DOES I’D APPRECIATE ANY KIND OF COMMENT TO HELP ME OUT IT’S A MEDICAL EMERGENCY THANK YOU,
TRACI

is TSM better than smh?

I agree with this. I think competitors like AMD are already left in dust. People just dont see it yet. I sold all my AMD stock today. They might still do well, but there are less risky investments out there like NVDA, MU, TSM or even Google and Apple.

i chose not to sell my TSM put when it was +500 percent at bell open today. ugh

I bought that dip, but sold all of it too soon. I thought there was no point in holding ASML, AVGO and TSM.

Yeah lol. Ignore the copers. LLMs are here to stay for the foreseeable future. MU, NVDA, ASML, LRCX, and TSM are all great options(heh) over a \~3-4-year timeline.

As Sean Strickland, philosopher, would say…here’s the thing you guys. I can’t imagine China not taking the opportunity in a few more weeks to blockade Taiwan. TSM will go to 0 and Intel/AMD etc will go to a bazillion. Yes? No?

Kinda funny that TSM kicked Tesla out of the mag 7 and he’s like I’m building my own chip fab 🤷🏻‍♂️

Don’t know, don’t really care. There must always be a bear case in investing or there’s no opportunity to be bullish. If everyone can already see the value, then no one’s selling and the price has already risen. You have to buy what nobody wants when nobody wants it.
Find an investment with a bear case you can live with. I can’t live with China threatening Taiwan - that’s your opportunity to buy TSM cheaper. Piper doesn’t like DRTS last week? That’s extending my opportunity to get in lower on DRTS. Long term the truth will come out.
DRTS could absolutely need to raise again. But they have so much leverage now that I don’t believe it will be through an unfavorable straight dilution. Treating them like every other binary outcome biotech is a lazy failure to think. Japan will start to bring in some as-yet-unknown amount of revenue. Maybe the cash runway is longer than it looks on the balance sheet?
Maybe the bears are correct that it’s shorter. But DRTS have publicly stated that big pharma is now at attention. They can choose and negotiate a partnership (or any number of financial options) among many suitors from a position of tremendous strength. If they were desperate to do a deal it could have been done already.

i have TSM puts. when do i get to retire?

I often do, excluding diversified holdings (about 15%), I hold about 60 individual stocks. Although 20% of my portfolio is concentrated in 2 stocks, 50% in 9, and 65% across 19 right now (that is unusually concentrated for me by about 15% though).
I actively manage and trade my portfolio as well admittedly, but I think there's nothing wrong with the 1% holds either. They have many uses from lynch' 7 of 10 thing for small and mid caps to just diversifying exposure in a sector. For instance I could have 10% in NVDA or I could have 3% NVDA, 2% AMD, 2% AVGO, 1% ARM, 1% ASML, 1% TSM.
I don't think one is right or wrong and they will likely out-perform each other at different points over time frankly. I have still concentrated 10% of my portfolio to a very similar type of exposure in quality companies.
I also like to pair a mature large cap with a small cap within the same industry.
Or take drones, I'm bullish on drones. I could pick to put 5-10% in AVAV, KTOS, or ONDS, or go 3/2/2%. Or why pick a winner between RKLB or ASTS when both are good companies that do very different things if you want space exposure.
Yeah it requires more time to monitor more companies, but that isn't an argument for under-performance in and of itself.

SOXS -what if Taiwan runs out of LNG in 12 days and can't produce? anybody factoring that into semis? TSM NVDA AMD AAPL QCOM AMD INTC will be sol, will knock the SOXS off them. Not to mention how expensive the spot price of LNG is for their cost of production,40%?, somebody has to pay, happy whistling...

This is actually a really terrible idea. MVIS is a speculative lottery ticket where you could lose all your money. You are young and sound very idealistic and naive. Your best move is to max out a Roth IRA every year into an index fund or low cost ETF. Most of your money should be with solid funds/ETFs. Then another good portion should be with well-run companies that compound over time like Google, TSM, ASML, Meta, etc. And finally, leave only a small portion on long-shot companies like MVIS where if they hit, you'll still make plenty of money.