TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

My rationale:
\-Almost the same holdings, but weights are different.
\-SMH has twice as much weight in NVDA as SOXQ. 19% compared to 9%. (Not to mention, TSM is also double in SMH)
\-The past 5-year return for SMH wins 36% to 31%
\-NVDA had a 903% run up during that time (2023-24)
\-NVDA big run now over, and has kind of flattened out over the past year.
\-2026 year-to-date, SOXQ wins 75% to 62%, probably due to NVDA flattening.
\-Expense Ratio SOXQ is lower, 0.19% to 0.35%
Does SOXQ continue this outperformance? Thoughts?
I've held NVDA stock individually since 2019, so I'm already very heavy in NVDA, probably making SOXQ a better choice anyway at least for me.

What are we thinking about $TSM for Thursday morning?

Bearish on TSM?

Quiet day. I closed an old position in TSLL that had been defensive for a long time. 20 short puts, initiated 12/15/25 at the $18 strike. Cost $8700 With over a dozen rolls that generated enough premium that I got out only losing $385. Now that is a campaign not a trade.

I sold a call against my PLTR shares and sold calls against my TSM shares.

Wouldn’t be shocked, they’re clearly consolidating at the moment after huge moves. Nothing materially has changed other than some big guys profit taking, TSM reported yet another monster Q. I’m sure mag 7 will still be spending capex like crazy.

- ASML Earning tomorrow before the market open.
- PPI before the market open.
- TSM Earning on Thursday after the market closed.
If ASML and TSM's A.I Capex guidance is good and PPI is good like today's CPI then I think we'll slowly pump until next week for our first MAG7 Earning (Google On Wednesday).
I think slowly buy the dips now may be a good idea 👍

How is TSM not up more?

What are the chances TSM will hit 460 by friday?

I'm looking at $225. It could honestly go higher -- there's very little overhead resistance right now. The real drags could be Iran, or perhaps an underwhelming ASML or TSM earning report. The latter would have more impact I suspect, but that would be a genuine big surprise based on what I'm reading.

Does anyone understand why there's such a wide gap between SK Hynix KR ticker and ADR?
I'm guessing based on EWY and DRAM, the KR ticker would be trading no more than 10% higher during US market hours today. But the ADR is up 20+%. The ADR was already trading at a 10+% premium to the KR ticker even before today. Now the gap just got even wider.
I understand US ADRs trade at a bit of a premium (TSM, BABA, etc), but how can the difference be this large? Will there be some convergence in price at some point?

WTF is TSM stock doing.
I was up 11% two weeks ago but now my stock is down below my average buying cost of 421.10
Are the Bears running loose this week?
Also how fucked is oil/gas?

brother what are you playing this week? TSM earnings is causing every stock you listed to watch to have insanely juiced up IV. Even if TSM reports stellar earnings I'm not sure how we don't lose money buying calls on those other stocks this week due to iv crush

yeah bruh ima go ahead and start buying TSM again.

TSM earnings will pump NVDA to ATH

That's great, options do offer better returns, since if the stock moves 10%, options returns can be 100%, especially during events including earnings, product announcements, other company related news, generally volatility increases before the event, measured by IV (implied volatility) and is crushed after the event, make your move on time and cash it while you can.
Having said that all have positive sentiments with TSM highest, ASML and NFLX. NFLX doesn't have products are shredding the market, so don't expect significant movement, unless the results are truly breakout.
With options trading lookout for high liquidity and large volume options so you get better premium and get in and out easily!

Is TSM good longterm or is this a meme I cant tell anything anymore

Hi everyone,
I’m a complete beginner when it comes to investing. I haven’t read as much as I probably should have, but investing has interested me, so I decided to start instead of waiting until I felt like I knew everything.
I have around **€30,000** available to invest. So far, I’ve invested my first **\~€20,000**, roughly divided as follows:
**51.4%** – Vanguard S&P 500 UCITS ETF (VUAA)
**37.2%** – NVIDIA (NVDA)
**7.1%** – ASMI
**4.3%** – Taiwan Semiconductor (TSM)
I still have **€10,000** left to invest.
I know the obvious advice will probably be: *“Don’t invest money until you’ve done more research.”* And honestly, that’s fair.
I am continuing to learn and read more every week.
That said, I’m curious:
If you were in my position, how would you allocate the remaining €10k?
Would you add to my current positions or diversify into other sectors/assets?
Are there any stocks or ETFs you think are worth looking into?
My goal is to achieve around **10–15% annual returns** over the long term. I know that’s ambitious and definitely **not guaranteed**, and I’m fully aware of the risks involved.
I’d really appreciate your thoughts and constructive criticism. Thanks!

# Today is Tuesday, the 14th of July
## Upcoming events for Tuesday, July 14th
- Stock splits:
- JEM @ **1:12**
- APEOF @ **1:3**
- ASWRF @ **1:20**
- LMED @ **5:1**
- LGHL @ **1:9**
- ARMH @ **10:1**
- ASMH @ **10:1**
- STHH @ **10:1**
- YXT @ **1:10**
- Expected earnings:
AEHR, ANGO, BAC, C, CRMT, EQBK, ERIC, FAST, GS, JPM, KMTS, LOOP, PXED, WFC
- Ex-div:
APOG, CCD, CGO, CHI, CHW, CHY, CPZ, CSQ, FCEF, HNDL, NEWTH, SATA
- Economic events and announcements:
- 3-Month Bill Auction (actual: 3.760%, previous: 3.735%)
- 6-Month Bill Auction (actual: 3.860%, previous: 3.830%)
- FOMC Member Bowman Speaks
- Fed Waller Speaks
- Federal Budget Balance (actual: -120.0B, consensus: -135.8B, previous: -293.0B)
- OPEC Meeting
## Upcoming events for Wednesday, July 15th
- Stock splits:
- AIBD @ **1:10**
- AMDD @ **1:10**
- GGLS @ **1:10**
- KORU @ **20:1**
- MUU @ **20:1**
- DRIP @ **1:10**
- SOXS @ **1:10**
- TZA @ **1:10**
- TECS @ **1:10**
- Expected earnings:
ASML, BLK, BNY, CAG, CTAS, CTBI, ELV, FEIM, FHN, GSBC, HOMB, JBHT, JNJ, KARO, KMI, MRTN, MS, MTB, PGR, PKBK, PLBC, PNC, SIFY, UAL, UNB, UROY
- Ex-div:
BCIC, BELFA, BELFB, BPOPM, CAC, CHCO, CMTV, CSWC, MLCIL, NHP, NWFL, OCCI, OCCIM, OCCIN, PECO, SATA, STRC, TRIN, VSEC
- Economic events and announcements:
- ADP Employment Change Weekly (previous: 21.00K)
- API Weekly Crude Oil Stock (previous: -0.399M)
- CPI (consensus: -0.1%, previous: 0.5%)
- CPI (consensus: 3.8%, previous: 4.2%)
- CPI Index, n.s.a. (consensus: 334.71, previous: 335.12)
- CPI Index, s.a (previous: 333.98)
- CPI, n.s.a (previous: 0.63%)
- Cleveland CPI (previous: 0.3%)
- Core CPI (consensus: 0.2%, previous: 0.2%)
- Core CPI (consensus: 2.8%, previous: 2.9%)
- Core CPI Index (previous: 336.12)
- FOMC Member Bowman Speaks
- Fed Goolsbee Speaks
- Fed Governor Cook Speaks
- Fed Vice Chair for Supervision Barr Speaks
- NFIB Small Business Optimism (actual: 97.4, consensus: 95.8, previous: 95.3)
- Overall Net Capital Flow (previous: 26.10B)
- Real Earnings (previous: -0.2%)
- Redbook (previous: 11.5%)
- TIC Net Long-Term Transactions (consensus: 128.5B, previous: 103.1B)
- TIC Net Long-Term Transactions including Swaps (previous: 103.10B)
- US Foreign Buying, T-bonds (previous: 50.50B)
## Upcoming events for Thursday, July 16th
- Expected earnings:
AA, ABT, BANF, BCML, BSVN, BVFL, CASS, CBSH, CFG, CHMG, CNS, CWBC, FFIN, FNB, GE, HOVR, IIIN, INDB, MAN, NFLX, PLD, SFNC, STT, TSM, UNH, USB, VIST, VZLA, WABC, WAFD, WBS, WIT
- Ex-div:
HRZN, JOUT, REGCO, REGCP, SATA
- Economic events and announcements:
- Beige Book
- Core PPI (consensus: 0.4%, previous: 0.4%)
- Core PPI (consensus: 5.2%, previous: 4.9%)
- Crude Oil Imports (previous: 1.096M)
- Crude Oil Inventories (previous: 2.998M)
- Cushing Crude Oil Inventories (previous: -0.052M)
- Distillate Fuel Production (previous: -0.001M)
- EIA Refinery Crude Runs (previous: -0.172M)
- EIA Weekly Distillates Stocks (previous: -4.980M)
- EIA Weekly Refinery Utilization Rates (previous: -0.8%)
- FOMC Member Williams Speaks
- Fed Governor Cook Speaks
- Gasoline Inventories (previous: -1.904M)
- Gasoline Production (previous: -0.233M)
- Heating Oil Stockpiles (previous: -0.427M)
- MBA 30-Year Mortgage Rate (previous: 6.58%)
- MBA Mortgage Applications (previous: -2.2%)
- MBA Purchase Index (previous: 169.5)
- Mortgage Market Index (previous: 266.3)
- Mortgage Refinance Index (previous: 794.4)
- NY Empire State Manufacturing Index (consensus: 9.40, previous: 5.70)
- PPI (consensus: 0.0%, previous: 1.1%)
- PPI (consensus: 6.2%, previous: 6.5%)
- PPI ex. Food/Energy/Transport (previous: 0.8%)
- PPI ex. Food/Energy/Transport (previous: 5.1%)
## Upcoming events for Friday, July 17th
- Expected earnings:
ALV, AUC, BFC, DIT, FITB, HDB, IBN, MCBS, OVLY, RBCAA, RF, SPFI, TFC, TRV
- Ex-div:
CBRL, FRD, GWRS, HERZ, KARO, MGRC, OXLC, OXLCM, OXLCN, OXLCO, OXSQ, PBHC, RGCO, SATA, WDFC
- Economic events and announcements:
- 4-Week Bill Auction (previous: 3.630%)
- 8-Week Bill Auction (previous: 3.635%)
- Atlanta Fed GDPNow (consensus: 1.3%, previous: 1.3%)
- Business Inventories (consensus: 0.3%, previous: 0.5%)
- Continuing Jobless Claims (previous: 1,814K)
- Core Retail Sales (consensus: -0.1%, previous: 0.8%)
- Fed Governor Jefferson Speaks
- Fed Logan Speaks
- Fed Schmid Speaks
- Initial Jobless Claims (consensus: 215K, previous: 215K)
- Jobless Claims 4-Week Avg. (previous: 218.75K)
- NAHB Housing Market Index (consensus: 35, previous: 35)
- Natural Gas Storage (previous: 61B)
- Pending Home Sales (consensus: -0.3%, previous: 3.8%)
- Pending Home Sales Index (previous: 76.8)
- Philadelphia Fed Manufacturing Index (consensus: 12.1, previous: 10.3)
- Philly Fed Business Conditions (previous: 50.2)
- Philly Fed CAPEX Index (previous: 41.20)
- Philly Fed Employment (previous: 7.9)
- Philly Fed New Orders (previous: 27.3)
- Philly Fed Prices Paid (previous: 53.20)
- Retail Control (previous: 0.7%)
- Retail Inventories Ex Auto (consensus: 0.4%, previous: 0.4%)
- Retail Sales (consensus: 0.3%, previous: 0.9%)
- Retail Sales (previous: 6.88%)
- Retail Sales Ex Gas/Autos (previous: 0.5%)
^^^^2026-07-14

NVDA, TSM, AVGO
theyre at the center of everything. gpus have limited lifespan and need to be constantly replaced every year. and these companies control the center of the entire Ai economy. and theyre still undervalued

>No semis
>TSM