TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stockNYSEADR

> But it was just as true when he bought it lmao. Yea, but didn't he make ~500mil on TSM? Maybe he was just happy with that in a year. It's not bad.

long TSM $420/430 CDS for $4.22 exp 10/23

But it was just as true when he bought it lmao. I never understand the geography argument. Most companies are riskier than TSM, the risk is just less scary so people irrationally overrate it. It's like how people are scared of flying or terrorism, but not driving to work. I would be terrified to own a company like Nike with a million competitors, consumer sentiment shifts, etc.

Same here. I’ve been trimming my positions since late August and am currently holding nearly 40% in cash. I raised a bit more cash today, allocating it into 6–9 week T-bills—joining what seems to be a broader trend. My goal is to remain flexible in case the Fed decides to hike rates in December. A few macro and market thoughts on my radar: * **The AI Trade Shift:** Back in June, I identified liquidity crunches and "neocloud" stress as potential early warning indicators for the end of Phase 1 of the AI trade. We seem to be seeing those pressures play out now. Since this tripped for me I've been selling. * **Short-Term Valuation Risk:** I’m skeptical that Anthropic will hit its public market whisper numbers (expectations of a 10x revenue jump year-over-year) as IPO chatter intensifies. A miss or softer outlook there could force a broader AI repositioning. Or a total not going public. * **Earnings Reactions:** Stellar earnings aren't pushing stocks higher right now. TSM delivered blowout numbers, yet it still traded down today. While I maintain a healthy allocation to TSM given its fundamentals, the price action speaks volumes. * Anecdotally, there is a lot of negative sentiment, doomerism roadshows, and speculative "casino" behavior in the market right now. What do you see as the catalyst for an upside surprise from here? A novel new AI lab or use of AI will pump this I think, but that is unpredicable from where I sit.

Tf dude TSM earnings were yesternufht night,. Revenue up 50%

Thank you for the input. Truthfully the way I approach stock metrics in general was naively underdeveloped, as I’ve come to realize. I’ve decided to hold because a) I superficially understand tax lots so I don’t want to mess with them; and b) I do believe that the essential nature of semiconductors to our technology makes TSM something worth holding, even through loss. How would you define “business reasons?”

TSM: *has good earnings* Market: 🖕

im going to fullport it i think. TSM

Yea was a bit rough, was down 500 but held. Exited the setup with $92 but would've been more since TSM went up. All's good haha

Sold all my Google and TSM I’ve held since Covid for OPEN and weed stocks

Bought TSM. Earnings were good, it's behind. 15% upside from here to ATH.

I'm continuing to accumulate TSM. It's down 9.89% over the past week and one of the planet's best businesses in my opinion.

fuck it im buying TSM puts here AGAIN

Looks like I was still too early for TSM

As a fellow TSM investor, I am now picturing a huge meteor, the exact size of Taiwan, landing specifically on Taiwan. The joke being that TSM gets destroyed, but not in a way that anyone predicted.

Intc will tank like FUCK on earnings like TSM ASML You knew that already ofc

I’m not sure this is a huge dip yet, even in semiconductors. A lot of these stocks have pulled back, but I don’t think the prices are low enough to call them bargains just yet... I’d be watching MU, TSM and NVDA. MU is particularly interesting because of AI driven memory demand, but the recent China news is worth paying attention to. CXMT is making progress in DRAM, although I think it’s still too early to know how quickly it can scale and compete at a meaningful level. The near term reaction may be overblown, but I wouldn’t dismiss the longer term threat either. Memory is cyclical, and more competition could eventually put pressure on pricing and margins... TSM has a strong position in advanced chip manufacturing, while NVDA remains worth watching given its role in AI infrastructure. For me, the question is whether this sell-off has created a meaningful valuation gap or whether these stocks are simply a little cheaper than they were a few weeks ago.

fucktards. MU ASML TSM all posting face-ripping profits. wtf else do u want.

So many positive catalyst. I added to 5k to my TSM position at 435. Could only get an extra 1k in sub 415. It was literally at 487 a week ago.

All previous news last week related to AMD and TSM was positive. Lisa made deals with Sansung, TSM and others suppliers. I expect a guidance increase next earnings. Helion is plus, no one was expecting. Why not?

Feeling pretty good about that TSM $485 sell I did in my retirement account. Feeling pretty bad about that SNXX $1000 buy at $12 I did in my retirement account. It's the balance of life.

TSM is another high quality company on sale. Steady and strong. Quasi monopoly.

TSM numbers look solid. PPI cause of diesel. All good fam.

nobody knows, I bought my TSM shares back that got called away a few weeks ago

All in on TSM , with robotics and ai, I see 4000 by 2035