TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

I can’t buy more as I don’t have any money. I’m contemplating selling some Nvidia , TSM to buy more

MU, NVDA, GOOGL, BRK.B, TSM, AVGO, ASML, PLTR, BE, NFLX

Looking for long-term holdings and thinking of SpaceX?! Are you sarcastic?
Look for companies with a reasonable valuation relative to their earnings and earnings growth per share.
META, MSFT, NVDA, NU, MELI, UBER, ADBE, BN, AVGO, AMZN, FICO, EXPE, BKNG, TSM, INTR to name a few.
Stay away from space stocks.

DELL, GOOG, TSM, and SCHG (ETF) are my biggest long term holds.

TSM

I'll looking at INTC, TSLA, and TSM. I hope **TSM** will bring some good news.
[Calendar Source >>](https://www.moomoo.com/us/events/welcome?global_content=%7B%22promote_content%22:%2211067213%22,%22promote_id%22:20795,%22promote_type%22:43,%22sub_promote_id%22:1%7D)

Rough week for anyone holding semis. Chip stocks dumped 11% Wed into Thursday and my port felt every bit of it.
The one that really got me was $MU. Down 14% on the week, worst since March, and the multiple compressed from 11x to 7x in like two weeks. Pulled the chart on moomoo and it looks like it fell off a cliff. At 7x either it's a value trap or the market way overshot, idk.
Zoom out and it's ugly everywhere. Mag 7 shed around $2.3 trillion in June alone. MSFT off 20%, NVDA 13%. Goldman's high-beta momentum basket fell 18% in two days, apparently the steepest since 2020.
Now everyone's staring at this week for a read. Samsung Q2 guidance on DRAM/HBM, TSM June revenue, and the SK Hynix ADR debut Friday which honestly feels like a retail sentiment test.
The thesis I keep coming back to is whether AI infra spend actually holds up or if it was all just NVDA concentration. If hardware stabilizes and the non-AI names hold, maybe this was the flush. If chips break again, look out below.
Anyone still bullish on semis here or did everyone bail? Am I crazy for eyeing MU at 7x?

*TSM

Yep sold out of Micron and TSM to move to Meta and Microsoft. I'm not losing any sleep and am confident long term.

And BTW "Apple Pay" is a digital wallet. You can put a Venmo debit or PayPal debit/credit card within Apply Pay, it is not a direct competitor. "Apple Cash" is a competitor but TSM metrics showing large volume and disruption are for Apply Pay, some of that volume goes through PYPL. Makes sense when you realize Apple Pay has beena round since 2014.

I buy & hold $VXUS, $EWY, $EWJ, and I trade $DRAM for my AI/Semis positions.
My thesis is different from many others here I am sure. I think we are seeing the beginning of a long term cycle of cash move from West to East. The AI cap ex spenders (Google, Microsoft, Amazon, and META) have stopped all their stock buybacks and are now spending all of their 2026 FCF, diluting shareholders, and adding debt and sending the majority of that cash to Pacific Asia. (SK Hynix, Samsung, ASML, TSM, Kioxia and Softbank).
I want to own the indices that are receiving this cash and reinvesting that cash back into their local economies (South Korea, Japan, Taiwan, etc.) This has more volatility than $VTI, $QQQ, or even $SOXX as I also face USD currency fluctuations. But I am looking at the long term big picture as we enter a new market cycle.
I own $DE for the USA data center build out since it is trading at a much cheaper valuation than $CAT.
Good Luck

is anyone here gonna play ASML and TSM earnings next week? Sorry, I should ask - can anyone here afford ASML calls / puts to play?

my NVDA position losing the race with my TSM position
and the NVDA position is like 6x the size
help

AVGO, TSM, GOOG, and MSFT

That's why rumors are only rumors and short term investing is perilous. It's better to look at say Foxconn earnings or TSM earnings or sales report...which by the way is out late thursday west coast time...10ish? They had increases over the two months indicating 24% increase in sales year over year. Demand is high as usual but they are having a hard time meeting demand as usual ==> no bubble.

I'd spread it out amongst aristocrats, kings, those w/ a high CAGR (for its div), and some quality growth. For instance: VZ, MO, ABBV, ORI, XOM, COST, NVDA, ASML, TSM, and MSFT.

TSM is currently paying high premium compares to their Taiwanese counterpart.

Amzn PLTR TSM

TSM 唯一擁有高階製程產能的企業

Intended portfolio as below, will it be a gamble?
Pls feel free to give opinion. Cheers!
|MSFT |
|:-|
|GOOGL|
|TSM|
|AVGO / MRVL |
|AMAT / RMBS|
|LRCX|
|RKLB |
|ASTS|
|RDW|
|MU / DRAM |
|NBIS / IREN|
|SLS|