TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

TSM earning this am.

What I do is every month I add money to my SEP 401k, and 80% goes to ETF's and 20% goes to my 10 stock picks. Of the ETF's, 70% of that is VOO, and 10% each are QQQM, SHLD, and QTUM. My ten stocks are TSM, AMD, NVDA, FLY, RKLB, LUNR, PLTR, APLD, SIL, and GOOG. I work in tech so I enjoy being in chip/AI stocks and space stocks, but you should choose stocks you believe in. Research those companies. Look up videos on YouTube for Fly Aerospace, Rocket Lab, Intuitive Machines (LUNR), etc. Several of them have landed on the moon recently so they at least have that going for them. They have all performed insanely good recently (my 401k is up 15% since January 1st), but they are also INTERESTING, which keeps me into it.

The Chinese can't hide an invasion from Taiwan. You would likely get a week or two of previous notice and you could sell TSM beforehand.

On the Intel point, I never said it would happen overnight. It would take several years. But I don’t think you appreciate what happens to TSMC if China successfully takes Taiwan.
TSMC becomes a Chinese company and China cancels all ADRs. They are under no obligation to honor your ADR, pay you dividends, or acknowledge your ownership of the company. TSMC is a zero for US investors.
This is principally why high growth Chinese tech companies trade at 12x earnings (used to be 8x). It’s not over fears of the Chinese economy. It’s because ADRs are contingent on the relationship between the U.S. and China. The market is valuing these companies as if they won’t exist in 10-15 years, because they probably won’t.
And just so you know, China already considers Taiwan to be a part of their country. In their constitution, the reunification of the two countries is mandated by peaceful means or otherwise. This isn’t like Ukraine where Putin decided to invade. The decision has already been made, it’s simply a matter of time.
It also doesn’t matter what TSMC does to move their manufacturing. When China takes control of the company, they can simply order the closure of those facilities. Unless TSMC completely moves out of Taiwan and becomes a U.S. company, they are eventually a zero.
Buffett didn’t sell TSM over some irrational fear. There’s a reason he doesn’t own any Chinese stocks despite them trading at fantastic valuations. It’s because he knows that in the fullness of time, they’re all zeros.

I agree, I like to sell them farther out too and should have done that. This surge today uis exceptional, yet I still should have been more aware of TSMC reporting last night and the potential that could unleash. I need to buy a few shares of TSM just so I can keep a closer eye on it and know that it is the earliest reporting tech stock when we enter the Quarterly earnings season.

Thank you TSM calls now the gains are going into CLSK! Let’s go!

If TSM wan an American company, it will be the second most valuable company behind NVDA.

BTC 2 x 320p TSM large fries with my combo today

TSM had 70% market share in pure play foundry, consistently taking away % from Samsung and other competitors from \~60 - 70% 2024Q2 - 2025Q3. This market share figure doesn't represent the \[likely permanent\] business TSM took away from Samsung with Google choosing TSM for their TPU chips. Adding on top, TSM is the first company be in full production for 2NM chips - while Samsung announced today they are at 50% yield for 2NMs.
Throughout history we have seen technology become the dominant choice not because it is 'better' but because it was the first to be widely adopted and used (ex. Famous case of VHS vs Betamax). TSM happens to be both - they have historically produced the best chips and by all accounts will continue to produce the best chips, AND has essentially a monopoloy on higher-end chips (<5NM).
My biggest fear for this stock isnt China (the world isn't going to let them stop AI advancement - thus no war) - its whether or not TSM will be slapped with some anti-competitive / monopolstic rules that will limit their potential. Otherwise, I'm not really sure who stands in TSMs way. Modern chip fabs cost $20BN+ to make, and thats only a quarter of the battle - the real challenge is having the expertise to push it to production.
holder of TSM stocks and leaps \~200K

just buy TSM

Tough to chase here, but let this be a lesson about allowing one’s political fears to bias investment decisions.
TSM manufacturers the bulk of all chips in the world. If China invades, TSM stock will be the least of our worries.

TSM my love

Well done!
My best return in HSA as of right now is ASTS, with a cost basis around $22. Not a large amount though. Most of my money in HSA is split between SPY, QQQ, KO, WMT and TSM

ATH for TSM, PL. Both still kind of overlooked, imo.

They (own) are also substantially increasing capex to continue scaling, so there are big gains in a lot of the semi equipment providers and companies with licensing in the pipeline, like LRCX (own).
So far, all the earnings-based industry channel checks are absolutely fine and are still fine every quarter. Also, once again, TSM guided really, really low, as expected.

Thanks TSM 💵

What is the consensus on TSM ER's? I didn't listen, just see it went up.

TSM up. CRWV up. No way to keep NVDA down.

It has been quite a struggle to hold NVDA & PLTR for past few months. Seems like for one reason or another both stocks keep getting beat up every now and then, mostly due to false rumors from the media. So, yesterday I finally took a deep breath and decided to sell all of my MVDA & PLTR stocks.
Few days back, in its pre-announcement, TSM had announced very strong numbers. TSM earnings have been precursor into AI earnings. So, I have been doing some research on which stocks may an upside at TSM earnings.
And, yesterday I sold all of my
2000 NVDA @ $185.25 and
1500 PLTR @ $177.75
And bought:
500 SNDK @ $388
500 LRCX @ $209.50
500 IREN @ $50.55
5000 UUUU @20.50
Since the AI infrastructure will need massive amounts of energy & fast, and the best possible way seems to be Nuclear energy. So, I also decided to buy some Energy Fuels UUUU stocks. This is a small company with almost no FCF and I believe it’s a very high risk stock. I intend to keep it for sometime with stop loss settings and see how it works out.
I’m just another retail investor and not a financial expert so this is not a financial advice by any means. Please do your own research & due diligence. I’m just sharing this info out of my frustration of holding NVDA & PLTR for quite some time and seeing the stocks go nowhere while other AI related stocks making massive gains. May be its the law of large numbers catching up with Nvidia? It’s obviously hard for a $4.5T company to grow 50%😎 However, never say never so if NVDA & PLTR reach my breakpoints I might come back to buy my favorite stocks🤣

To sum up,
- Keywords: UCITS (regulation), LSE (the exchange)
- Alternative products, ADRs. Example: TSM for TSMC.