TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

If they started.
Making chips is effectively voodoo magic. It’s difficult, and took the combined efforts of an entire nations engineers to pull off what is an engineering miracle.
Trade works because it allows specialization and deep understanding of what is being done, both in NVDA’s chip design and TSM’s production. Neither could do it as well alone.
Now let’s say NVDA does the stupid thing and invests in chip production. How much CAPEX and time do they need to become a fraction as good as TSM, and why would I want that as an investor? Hell - reinvest in your own designs, or do stock BB.

IMHO the biggest MOAT has ASML. China is trying hard to catch up, but currently they are only where ASML has been ten years ago. And TSM would only buy from China, if Taiwan is conquered, which will most likely destroy the TSM-factories anyway.
Veritasium made a good video about ASML: [https://www.youtube.com/watch?v=MiUHjLxm3V0](https://www.youtube.com/watch?v=MiUHjLxm3V0)

bad day for NVDA calls, after news of Microsoft working with TSM to build more of their own chips

an invasion is more unlikely to happen than you think. China is in mostly good standing with the world right now; why would they ruin their consistent import/export, no sanctions, unlimited money maker for a highly risky and costly amphibious invasion that would likely result in a world war type event? China is smarter than that, they are going to take Taiwan from the inside over the next few decades. TSM will be fine.

TSMC, $TSM, reported revenue for July of 467.58 billion New Taiwan dollars ($14.5 billion), up 44.7% year on year, per CNBC

**TSM** revenue surges 45%, SP is limp... WTF is going on ?! so much for efficient markets

**Premarket + early Post Open**
The indices are down, oil is up and the VIX is up 44 cents to 15.34.  No real surprise as the talks with Iran have disintegrated.   I rather expected more of a negative open that we are seeing to develop, but we can easily se the markets fade much lower easily.   We are basically at the same point we were or have been for several weeks regarding actual oil flow through the Strait of Hormuz, but the potential for resolution has faded.  
AMD, NVDA and MU are all down this morning to varying degrees with AMD taking the biggest hit.  SNDK got an upgrade to a Buy and is up this morning.  TSM had a 45% increase in July sales citing AI demand, so they are doing well.  JP Morgan upped their price target for the year on the S&P to 8K from 7800, so their outlook improved.  I doo see the chip makers AMAT and LRCX jumping this morning likely on the TSM news as a positive.  MSFT is decently green as well
The market felt indecisive to me on Friday even with the indices at or hitting new ATH’s.  Today may play out into a bit of a retracement after a good week or the start of a fade lower based on oil prices.  We just need to consider where we end the week and if the markets can continue to push us a bit higher in these conditions.  I am hoping for a small controlled lift in the VIX and not a 10% jump higher pulling the rug out from under the markets. 
Let’s hope the market find some footing.
JW, sorry to hear about your developer situations. That is crazy to get both geographically diverse sites hit.
 

MSFT in talk with TSM to ramp up chip productions

Been collecting shares for the last 4 months. The TSM news has been known for awhile already though.

$TSM monthly sales up 44% monthly - this is good for semis/AI stocks, no?

Will you hold a large position of NVDA, TSM or MU for 5+ years, no matter what happens to the rate and economy? Your answer may shed light on whether you are a good long term directional investor.

Not just them, VOO,, VGT, NVDA, TSM, CBRS all making similar charts

TSM, incredibly well run company and a little dividend on top

Long Term (5+ Years) Core Candidates: NVDA, TSM, ASML or AVGO
I have held HUGE NVDA (8+ years) and large TSM (5+ years). Still like both for next 5+ years. You can choose your favorite Semi stocks, if you are confident for their long term perspective
Build up large position DCA (every 3% down) SLOWLY

Keep TSM and NVDA, ditch BABA. BABA is a retail trap. I checked trader Guru reviews to see if their trader Guru stock scanner handles international equities well, but honestly, the macroeconomic data for China is always a black box. Stick to companies with clear earnings visibility.

Long Term (5+ Years) Core Candidates: NVDA, TSM, ASML or AVGO
I have held HUGE NVDA (8+ years) and large TSM (5+ years). Still like both for next 5+ years. You can choose your favorite Semi stocks, if you are confident for their long term perspective
Build up large position DCA (every 3% down) SLOWLY
The size of the investment depends on your personal situation, your financial situation, knowledge and confidence on semiconductor technology, and more importantly, your financial and physiological strength, how much volatility you can take…you must be able to sleep well, and do not need to watch them every day or even every week
Don’t take any profits if it is NOT larger than 50% and if it is NOT LONG TERM
After you build up large enough enough positions, do the followings: BTFD - Buy The Fucking Dip; TTFH - Trim The Fucking High; KTFC - Keep The Fucking Cores
Shoot for multi-bagger performance and eventual all house money investment forever
Warnings: a. not suitable for people who do not have financial strength and stomach to endure up and down, up to 50% or more b. For the core holdings, don’t worry about short term performance. Focus on long term compound growth. Do what you plan to do. Be disciplined!
Stay tuned for more semi trade discussions

My top performing international stocks:
Ticker - Country - 10 year total return
(for comparison the 10 year total return of VOO is +318.85% and of VXUS is +152.11%)
* SHOP - Canada - +3,995.38%
* ASML - The Netherlands - +1,619.32%
* TSM - Taiwan - +1,646.49%
* GRMN - Switzerland - +634.19%
* GFI - South Africa - +720.54%
* WPM - Canada - +430.11%
* CCJ - Canada - +1,020.07%
https://stockanalysis.com/stocks/compare/shop-vs-asml-vs-tsm-vs-grmn-vs-gfi-vs-wpm-vs-ccj-vs-voo-vs-vxus/?r=MAX
All of those individual international stocks outgained both VOO and VXUS over the past 10 years.

if you're serious you might want to hedge a bit. MU or TSM are sort of high beta VOO, it's all one trade.

I know this is mostly a YOLO sub but I’ve got $50k in cash I need to get into the market. Thinking like $40k/$45k just VOO and then bet on one or two individual stocks. Thinking MU or TSM. Any other thoughts?