TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

I like IXN over VGT. World Tech, TSM, ASML, & SKHY are included.

lotto $470C on TSM for $4.45

TSM 500 next week

TSM has been a monster today. I was hoping for a pullback so I could close CCS, but looks like I am taking max loss.

last earnings season the whole world was waiting for TSM and ASML to charge the next AI bull run. They reported great numbers and they just tanked after and nothing happened. What's gonna happen in a week or two when they report this time?

TSM about to breakout.

What was your job and living expenses that allowed you to save ~50k+ a year since 2012?
That financial situation far more integral than the VOO lmao. Imagine throwing all that into AMD, MU, TSM, etc instead for example. VOO isn't the magic sauce here, even if it's a great ETF.

I have a 5% position in EUV. Yesterday was a big indicator of what I want to see. ASML and TSM barely moved, but the whole bucket raged.

Whole economy in recession with inflation already below 1.5%.
All sectors excluding AI-ponzi vibe.
Only index high by AI-Ponzi vibe & dc-vibe with daily media appearances & media invite AI analysts & sing 1000 times AI,AI
$NVDA $MU $MSFT $META $GOOG $TSM $QQQ
Too Big to Fail

50/50 - but 10yr treasuries instead of shorter & S&P. Sell those treasuries when rates drop and turn around and buy $O, $VST, & $TSM

SNDK, NVDA, MSFT, TSM, EQT, SCHW are the stocks I bought about 3 months ago.
I'm not a trader, I'm not buying anything right now except SPY/QQQ

MU latest quarterly net profit was more than either GOOG, AAPL, MSFT, TSM, Saudi Aramco, or AMZN.
In fact, their latest quarterly profit was more than the last 2 quarters for Amazon COMBINED.
But sure, let’s short it…

I dipped my toe in when it was under $30, but I didn't have the balls to gamble more than $1,000. I'm about about $5,000 on that play, but that's not much to talk about.
The tiny bits I put into NVIDIA, AMD, MU, SNDK, WDC, ASML, TSM, NFLX, MSFT, and AAPL have all printed, but I never risked enough to be life changing. If I had dumped my investments into my individual picks instead of VTI I'd have about $5 million I estimate, even factoring in for the plays that didn't pan out.
No risk, no reward.

TSM are you ok?

I ran your search and TSM came top. I wonder why you are not investing in it.

this is just very early innings of AI boom innit? To capitalize the next innings would you agree DCAing in these stocks would be the safest? AMAT, TSM? What else?

The Munger quote is a classic, but applying it literally to different ponds gets messy fast when you look at the regulatory piranhas swimming around in some of them. That 10 P/E in China isn't a free lunch, it's hazard pay for the chance your entire thesis gets blown up by a single policy shift overnight.

What I've found more useful is thinking of fishing as finding the specific structure within a pond, not just jumping to a whole different lake. Even in a supposedly overfished US market, there are always pockets nobody's paying attention to, spin-offs, small caps that fell out of an index, ugly industries with clean balance sheets. The fish are there, just not in the middle of the lake where every tourist is casting a line.

The TSM example is tricky too because it's a crown jewel that both superpowers have a vested interest in keeping functional. Most Chinese companies don't have that kind of geopolitical plot armor, so the discount makes perfect sense until the risk actually materializes.

Not saying avoid international markets entirely, plenty of quality in Europe and Japan without the same binary wipeout risk. But acting like a P/E multiple is an apples-to-apples comparison across legal systems is how people end up catching a boot instead of a bass.

Going back to price hikes on CPU skus. I don't like it. Keep prices low and blow out the inventory. I like the way TSM has treated AMD. Obviously we don't know all of the details and things could have been more perfect. That said, I don't think that AMD should raise their prices on customers any more than TSM has raised prices on AMD. Relationships and power structures can fluctuate rapidly and there can also be undeniable long term trends. I trust in Dr. Su.

You have buy opportunity with google, AVGO, ARM, TSM, AMZN, BE rn

flat on call is good, means we didn't get rugged. Only company that has better earnings calls than MU is TSM, shit is going to pump so hard once Sanjay starts talking about SCAs and buybacks come december.