TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

No, AMD, Nvidia, TSM, Intel, and Micron plus some S&P 500 and Brk-B.

Watch TSM go brrrrr 📈📈📈

I’m in tpe right now, I’ll go tell TSM to make more Nvidia chips, the world needs them 

Yes and no.
If we are looking for the highest return in this sector you should buy what these companies spends capex on.
Marvell, micron, TSM, broadcom, AMD, Texas instrument, SK hynix, sandisk, samsung, ASML and more. These companies have widely outperformed the megacaps since 2024 (where the capex started to increase meaningfuly).
The question going forward is; what's the next bottleneck? Whoever controls that bottleneck have huge pricing power? CPU? Memory? Electricity? EUV? Rare materials?
For buy and hold for 10 years without touching you portfolio then yeah, just buy broad indicies.

TSM is famously conservative with capex and they are strongly insistent that demand is real and persistent. Also, GeV just announced they have 3 years of revenue backlog and data center orders are on pace to be up 400% YoY.
I'm not saying I'm confident this cycle will last for years, but I wouldn't be betting on it to pop in the next few months.

Who says its over?
We still have big guys Earning coming up next week. Google, Apple, META, MSFT and Amazon.
If they spend more money on A.I then I think AMD, NVDA, TSM and Intel will pump more.

Welcome to the world of investing! You're going to be addicted to it quickly.
Let's look at your current investments, you need to clean that up first since there's a lot of overlap in holdings. At a quick glance QQQM, SOXQ, QQQI mostly invest in the same 10ish companies.
Could your money be better allocated based on your investment theme?
You already have the building blocks for it: good dividend yields and price appreciation. Use that to help guide you in your clean up.
Here’s an example portfolio for you –
Possible Theme: Information Technology with Monthly Dividends
Possible Positions: GOOGL, META, NVDA, MSFT, AMD, TSM, AVGO, and QQQI.
QQQI here serves as the monthly payer in dividends where you can then choose to either reinvest back into it or allocate it to other positions.
Allocations can then waterfall down from 100% to 10% in cash. This is where you decide which positions get what percentage.
Remember: Each portfolio doesn’t need to have the same theme i.e. what’s in your ROTH doesn’t have to match what’s in your taxable account.  
This is not financial advice, strictly for educational purposes.

## 📈 52-Week Highs:
The 52-Week Highs list shows stocks that have reached their highest price point in the past 52 weeks during the trading session.
| Symbol | Name | Price | Year High | Market Cap |
|:-------|:-----|:-----:|:---------:|:----------:|
| [AMZN](https://marketrodeo.com/asset/AMZN) | Amazon.com, Inc. | $263.99 | $264.38 | $2.8T |
| [TSM](https://marketrodeo.com/asset/TSM) | Taiwan Semiconductor Manufacturing Company Limited | $402.46 | $409.49 | $2.1T |
| [AMD](https://marketrodeo.com/asset/AMD) | Advanced Micro Devices, Inc. | $347.80 | $352.99 | $567.1B |
| [MU](https://marketrodeo.com/asset/MU) | Micron Technology, Inc. | $496.72 | $506.99 | $560.2B |
| [INTC](https://marketrodeo.com/asset/INTC) | Intel Corporation | $82.57 | $85.22 | $414.6B |
## 📉 52-Week Lows:
The 52-Week Lows list shows stocks that have reached their lowest price point in the past 52 weeks during the trading session.
| Symbol | Name | Price | Year Low | Market Cap |
|:-------|:-----|:-----:|:--------:|:----------:|
| [ACN](https://marketrodeo.com/asset/ACN) | Accenture plc | $178.36 | $173.85 | $109.8B |
| [INFY](https://marketrodeo.com/asset/INFY) | Infosys Limited | $12.86 | $12.41 | $52.2B |
| [CTSH](https://marketrodeo.com/asset/CTSH) | Cognizant Technology Solutions Corporation | $55.11 | $54.26 | $26.6B |
| [CHTR](https://marketrodeo.com/asset/CHTR) | Charter Communications, Inc. | $180.13 | $178.00 | $22.8B |
| [WIT](https://marketrodeo.com/asset/WIT) | Wipro Limited | $2.04 | $2.01 | $21.4B |
**Source:** [52-Week Highs-Lows](https://marketrodeo.com/market-movers?tab=highs-lows)

The only true winner here is TSM. Regardless of who buy chips from whom, NVDA, AMD, cerebras, custom chips from Broadcom or Marvell, Amazon, Google TPU, etc. TSM is still the one making them all. They make CPU for AMD, too. And they make chips for Apple & Tesla.

Look at what TSM did? that company and all of its customers are saying sales are good.

What was your take on ASML and TSM beating and going down. Seems like maybe it’s one of those up is down, down is up earnings seasons?

Another week of results from running low delta **Short Put Verticals** aka Bull Put Credit Spreads!
I finished the week up with $7,122 in profit closing out 64 SPVs ( $111 per SPV)
That puts my April profit at $32,103 over 226 SPVs ( $142 per SPV).
I have been day trading these spreads closing at 20% profit due to the market instability hence the lower average per spread for this week.
 Here are my rules for trading credit spreads:
* **All SVP's will be opened 35 to 49 DTE**
* **Short put strike chosen at .20 delta or lower (I have been choosing 13/6 deltas for new verticals).**
* **Long put chosen to achieve a net delta of .07**
* ***All the following criteria must be met prior to opening trade***
* **Analysis of spreads Max Profit must show 80% or more probability for Maximum Profit**
* **Analysis of spread's Break Even must show 80%or more probability for Any Profit**
* **Analysis of Max Loss must show 10% or less Probability for Maximum Loss**
* **ROI for premium collected (premium divided by collateral required for spread) must be 10% or more**
Below is a breakout of the 21 ticker I ran SPVs on and their totals:
|Ticker|Profit +/-|
|:-|:-|
|SNDK|$2,761|
|MU|$2,564|
|AMZN|$345|
|WDC|$208|
|VRT|$194|
|AGX|$167|
|NVDA|$166|
|GOOGL|$138|
|AAPL|$131|
|PWR|$89|
|BE|$79|
|TSM|$76|
|CIEN|$73|
|AMD|$28|
|TSLA|$23|
|GLW|$22|
|HOOD|$17|
|WMT|$14|
|ARM|$13|
|INTC|$8|
|AMC|$7|
|Totals|$7,122|

Anytime one stock in a sector pops that big, everyone invests in their competitors because if the lame duck of the group can crush earnings like that, everyone else should be able to do so as well. Intel pops and everyone buys AMD, NVDA, TSM, ARM, and NVTS. Every sector is the same way, they all move in tandem...

Bruv I’m up 55% for Y/Y on 95% US stocks (TSM being my Non-US concentrated position). Almost double VXUS over the same time period. There’s really no comparison to the US at this point, especially over longer time horizons

If you want to get out of America you could do AIA(top 50 Asia). Heavily weighted in TSM(22%) and Samsung(14%).

ARM is a funny one. I think they are way overpriced unless they deliver flawlessly on their plan to make their own chips and increase yearly rev by 5-6x within 5 years. META is supposed to be a huge customer for these new chips. I believe META has the test chips from ARM right now. And today META said they will be buying a ton of chips from AMZN…. So that’s odd lol. Maybe they also buy tons from ARM directly as well. The really funky part is AMZN’s chips are using ARM’s tech (ARM usually licenses out their chip tech and collects royalties). So ARM is actually competing against its own licensed out tech, but are also now trying to actually make the chips using TSM to boost rev / profits for themselves vs their old approach of only royalties.

INTC singlehandedly added close to $1 trillion to the semiconductor sector when you consider what's happening with NVDA, AMD, TSM, ARM, QCOM, ASML, etc.

TSM sells on its Q1 earnings then runs on Intel’s earnings, unreal

Its not just Intel. There are a lot of companies bigger than intel that are up today that are part of the Nasdaq index. For example, AMD has a bigger market cap and is up 13%. NVDA is up 5%. TSM is up 5%.

TSM will be producing around 30% of bleeding edge stateside. The real reason intel needs to float like the turd it is would be no one wants a foundry monopoly. Moreso than it is already at least due to intel incompetence