TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

AVGO & TSM

Basket approach
25% VOO
25% schd
10% O
10% EPR
10% TSM
10% JNJ
10% KO
Probably could do better but you get the idea.

Tae-won is very similar to Taiwan. Calls on TSM

Okay, here is an updated portfolio:
VOO 20%
QQQM 15%
AVMV 10%
AVUV 15%
VXUS 10%
AIS 5%
NASA 5%
ITA 5%
PICK 5%
XLE 5%
XBI 5%
https://etfdb.com/tool/portfolio-analyzer/?etfs%5Bxbi%5D=5&etfs%5Bxle%5D=5&etfs%5Bpick%5D=5&etfs%5Bita%5D=5&etfs%5Bnasa%5D=5&etfs%5Bais%5D=5&etfs%5Bvxus%5D=10&etfs%5Bavuv%5D=15&etfs%5Bavmv%5D=10&etfs%5Bqqqm%5D=15&etfs%5Bvoo%5D=20
The main differences to an index like the S&P500 is that you have reduced your top 10 weighting from around 35-40% to 15.72%. The top 20 in your portfolio is 23.64%. Lots of dispersed weightings. +35% in technology and tech as a service. The top holdings are still majorly mag7 stocks. This is not bad and in some ways good.
GE aerospace is a top 10 and your weighting in oil companies is huge. RKLB, TSM, SK Hynix are some non S&P500 stocks that stand out.
This is a very aggressive and complicated portfolio to dollar cost average into. While not top 10 heavy, still weighted heavily into volatile stocks.
The thematic etfs can go down or sideways for months or years. It can be very easy to stress about them. A broad market momentum etf like SPMO or FMTM could simplify your 30% etf hunting portion of your portfolio. It's up to you.

TSM, GOOG, MSFT
I'm willing to bet that at least 2 out of the 3 print on earnings day

VOO TSM URA

INTC. TSM. GOOG.

TSM, AMD, ASTS.

ABBV, ASML, TSM

TSM, NVDA and SCHG

TSM, ALAB, MU

MU tied with TSM
NVDA (2x less than respectively MU or TSM)

MU AMZN TSM

Spy TSM dram

CEG UUUU KLAC TSM LRCX ASML GLW MU SNDK and a little APLD have been my recent purchases. I swing trade pretty aggressively and don't mind 50% drawdowns, so check yoself and proceed wit caution.

options flows are heavily favoring MSFT. Its one of the few tech stocks with amazing fundamentals that isnt massively overinflated right now.
also AVGO, PLTR, NVDA, TSM

I’m no tech genius, but everyone says this company is almost TSM level vital. I’m holding a small bag, looking to add, not dump. 

Google, TSM, AVGO, more MSFT maybe 

The new-gen but boring ones: MU, NVDA, TSM, DAVE (too high now), and companies that profit from cheap gas, companies that can profit from medical AI, energy companies that can fund datacenters, semicons (maybe but timing is important), quantum companies (too soon), and keep an eye on weak businesses that might profit if Democrats gain power-of-the-purse again.
Just DO NOT make the mistake of staying in a losing stock if there is a better stock that can make your money back quicker.
It's America, we are still free for now! You get to choose your own gamble !!!!

I sold a bunch of TSM shares to buy drugs so same