TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

"Other names to consider: Memory: MU, SKHY Cloud / Compute: GOOG, AVGO, AMZN, NVDA, AMD, MSFT Infra / Capacity: CIFR, CRWV, SPCX, WULF, HUT, AKAM"
Out of those, in which would you invest in if you received a windfall amount of several hundred-thou$and?
Put another way, which have evidenced the most consistent returns, and which have the highest reasonable expectations over the next 1-3 years?
(I note that TSM not even on the list)

TSM and NVDA , versus other IT companies

!Banbet TSM $500 16d

Debated doing this with TSM earnings call coming on the 15th

!banbet TSM $500 17 days

TSM has been critical to AMD's success. They understand what's happening before any of us. This decision was made 5-6+ years ago when they decided on strategic, not opportunistic, pricing on node availability. I worry about a lot of things but TSM is not one of them.

!banbet TSM $500 October 16

!banbet TSM $500 by October 17th

In descending order of personal gains (without reinvested dividends):
NVDA (+4,822%) CRWD (+1,685%) SHOP (+1,505%) AVGO (+825%) FTNT (+662%) ANET (+649%) TSLA (+594%) AMAT AMZN ASML MSFT NFLX PANW ODFL MA TSM KNSL FICO AAPL (+309%)

Easy day. Rolled 4 trades out in time and sold a put against TSM. Premium received $2844, not much else expected this week.
[https://imgur.com/a/dqiDNGd](https://imgur.com/a/dqiDNGd)

Fuck $MU. God bless $TSM

GOOD NEWS:
\- NVIDIA 150B buyback programme
\- TSM increase 2NM capacity by 20%
\- EAST-WEST oil pipeline is running in Saudi Arabia.

KLAC LRCX AVGO NVDA TSM ASML AMAT NXPI NVMI ALGM AXLS. And if u wanna throw in adjacents, MU GLW WDC CEG. Shit, I'd buy POET over INTC.

TSM probably has by far the strongest moat, of any company in the world