TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stockNYSEADR

I’m okay letting it all go to 0. You want to invest in anything else? Just buy benchmark then. You want to make fucking money? AI. Did you guys see the fucking flying car? SKHY, NVDA, TSM, ASML, SOXX, AMAT, LRCX, MU, SNDK. Then if you want to hedge buy MSFT, AMZN, GOOGL, META. You guys think there are going to be more or less computers in 1y? 5y? If you truly believe AI sucks then go 100% puts and short.

I bought TSM today. Best of breed and down almost 20% from its all time high. May go lower like the chip stocks seem to be doing but I will keep buying more if so.

I don’t think buying NVDA/TSM is automatically the mistake. The bigger change was going from 50% cash to basically fully invested and concentrating even more into the same general tech/AI theme. With only a 2-year horizon, that’s the part I’d think hardest about. Two years can be plenty of time for great companies to still be underwater if valuations compress or the cycle turns. If you still like all four businesses, I wouldn’t make the next decision based on today’s price action. I’d ask whether you’d be comfortable holding this exact portfolio through a 25–30% drawdown. If the answer is no, the position sizing is probably the issue, not necessarily the companies. Personally I’d rather trim back to a cash level that lets me sleep and keep some dry powder than force myself into an all-in/all-out decision.

There is no bubble, The PE of tech companies is still reasonbable. Indian equities look like bubble due to low growth and elevated PE. Google is trading at only 18, Amazon at 21, even TMSC is only 29. | Company | Ticker | Current P/E Ratio | Market Cap | |---|---|---|---| | \*\*NVIDIA\*\* | NVDA | 28.99 | $5.53T | | \*\*Apple\*\* | AAPL | 38.61 | $4.90T | | \*\*Alphabet\*\* | GOOGL | 17.66 | $4.30T | | \*\*Microsoft\*\* | MSFT | 29.79 | $3.97T | | \*\*Amazon\*\* | AMZN | 21.11 | $2.83T | | \*\*Taiwan Semiconductor\*\* | TSM | 28.88 | $2.05T | | \*\*Meta Platforms\*\* | META | 27.06 | $1.83T | | \*\*Broadcom\*\* | AVGO | 46.17 | $1.72T | | \*\*Tesla\*\* | TSLA | 354.35 | $1.51T |

In my view, Avgo is good right now. Buy one shares every 10% down. Google is good at 280. Amazon at 200. Microsoft at 360. Meta at 600. Space X at 90. Tesla at 250. TSMC at 290. NVDA at 170. If we are going down, let's SMASH these things down 🔨 I really dont think that it will be that bad. Folks (Investors) need to have discernment to differentiate the difference between cash generating businesses and those who do not have much levers of probability. Even amongst the neo clouds, Nebius and Iren are much better ran enterprises. In my view, this is a coreweave problem and not the Ai popping. The proof is in the pudding. ASML and TSM had great earnings with great guidance. If we are slowing down, they will know first. I think about it as "if the bakery is slowing down, we will not buy as much ovens and will not need as much maintenance as our own ovens are not utilized as much," But again, I'm probably wrong like I always am.

Depends on ur time horizon. The longer u hold TSM, the closer u get to the date when China will nationalize them. I like NVDA and imo, any price here or lower is an opportunity for people wanting to invest in the picks and shovels of AI to back up the truck. But dont listen to me because I dont give financial advice and I'm wrong probably more than right. Yet I do make $$$ by stopping out on bad investments early before going insolvent.

If you bought them for the long term, you'll be fine. Both NVDA and TSM are top notch companies. They may go down for some time but in the longer run you would be fine.

For a short term trade, who knows. For a long term investment, go with the leaders, that is NVDA, TSM and MU. I also like GOOG and TSLA for non-semiconductor stocks as long term investment.

I loaded up on NBIS, TSM, GEV and MU today. Godspeed.

What is your basis for saying the bubble has ‘popped’. What have you read other than doomers posts in Reddit. S&P is down 1.83% this week. Up 14.25% in the last year. NVDA is up 17.32% in 1Y, AMD is up 122.9% in 1Y, TSM is up 32% in 1Y, AAPL 38% 1Y. Hell, PLTR is still up almost 2% 1Y. If you bought last week when everything was at all time highs and have lost some money, just let it sit there, wait for it to go green, and get out. If you can’t handle the volatility, and that’s fine, it’s not for everyone. I just want to know why you think we are at the end of the AI race when it hasn’t even started yet.

MU, TSM, MRVL

Those are fair points, but don’t Nvidia and TSM also have much bigger and financially stronger customers like Google, Amazon and Microsoft? I’m still learning, but wouldn’t that make them less exposed to the issues these smaller AI companies are facing?

Thanks man, appreciate it! Haha glad I’m not the only one who bought TSM at 415

Includes international giants like TSM, ASML, BABA, SKHY and has a slightly lower expense ratio than QNDX? Don't threaten me with a good time OP.

You'll be okay. Nvidia and TSM are leaders. They're heavily invested companies and buyers will almost always certainly show up. They're too big to move drastically in either direction

TSM

**BanBet Lost** — /u/Intrepid_Chain_9154 (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **TSM** ▲ | $430.27 → $465.00 | +8.1% | 2d | Lost |

$SPY $QQQ $MU $SMH $NVDA $TSM $ASML Nothing burger, AI not going away

NVDA, MU, SKHY, TSM

LRCX KLAC TSM WDC AMAT are my pickups.

Price fluctuation of Nvda this quarter is less than usual. ..about 17 bucks between high and low. Back in early 2024 it was at 40. Just hold. It's standard rotation. TSM says they have seen no slowdown.

TSM just had great earnings and it, and everything else went down more

I'm surprised to see the best stuff hold their day lows like TSM, NVDA even if QQQ as no bottom

|**Stock**|**Current Price**|**ATH**|**percent to ATH**|**off from ATH**|**Market Cap**| |:-|:-|:-|:-|:-|:-| |NVDA|$216.47|$243.37|12.43%|11.05%|$5.22T| |TSM|$413.53|$487.47|17.88%|15.17%|$1.88T| |ASML|$1,654.78|$1,999.96|20.86%|17.26%|$629.41B| |**AMD**|**$540.85**|**$658.52**|**21.76%**|**17.87%**|$883.60B| |SMH|$547.67|$671.83|22.67%|18.48%|\-| |MU|$897.60|$1,255.00|39.82%|28.48%|$1.02T| |MRVL|$233.91|$329.88|41.03%|29.09%|$205.11B| |SKHY|$138.50|$199.87|44.31%|30.70%|$697.51B| |AVGO|$335.28|$495.00|47.64%|32.27%|$1.60T| |INTC|$91.56|$142.35|55.47%|35.68%|$483.87B| |LRCX|$267.11|$438.50|64.16%|39.09%|$334.26B| |STX|$651.05|$1,145.00|75.87%|43.14%|$149.02B| |SNDK|$1,337.29|$2,354.39|76.06%|43.20%|$194.35B| |AMAT|$415.45|$739.67|78.04%|43.83%|$329.70B| |ARM|$234.61|$452.70|92.96%|48.18%|$250.56B| |WDC|$339.54|$799.87|135.57%|57.55%|$126.84B| |CRWV|$63.04|$187.00|196.64%|66.29%|$34.71B| As bad as it feels, we're doing better than average for the whole sector.

So what? TSM also exceeded expectations. Did it go up?