TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

Thanks. I also held AMZN, MSFT, NFLX, and TSM.

TSM? AMD? some photonics?

>Any other suggestion?
IMO - You've already missed the big run up for larger cap semis, and better off diverisfying with SMH or SOXX. Your TSM ASML AMAT KLAC LRCX TER have all been intertwined for decades and will all succeed or fail together. But with the ETF, you'll get the benefit of the smaller players (okay TER still on the smaller side) with larger return potential (such what happened with AMD MU MRVL etc). And what if one pick does well the other slows down, it may seem a wash but it may also lose to broader market - so you'e got coverage from the larger pool.
Risk/reward profile on TSM and ASML is not so great at this point. You mention some 17-18% drops, but that has little meaning when they are still up 25% and 40% YTD. It would be different if the haircuts took them back 2 years in apprecaition despite still posting growth (for example MSFT's recent dip), then there is value.
I'd suggest you have some mix of VOO QQQM and SMH. Note that TSM is only in SMH. ASML would be in QQQM and SMH.

I would be careful selling a broad index fund to swap into two individual semiconductor names unless this is a small high-conviction satellite bet. ASML and TSM are both great businesses, but that move is still a big jump in concentration and cycle risk. Usually the better question is whether you want core exposure or a deliberate tilt, not whether two stocks can replace the index.

I still am struggling to understand what it means when an agency anouces a price target....
Like TSM seems undervalued but I feel like you would need an army of autists to calculate forward value.

I'm a professional analyst and just built out models on these for my PA. TSM legitimately seems undervalued to me after this exercise. I modelled out their their production and costs by node. I put in fairly conservative assumptions, and expect about 40% upside in one year.
ASML appears to be trading almost exactly at fair value at the moment. I'd expect them to move sideways unless they raise their prices. Which... honestly I don't understand why they don't do this. They're a damn monopoly.

Nice. TSM and ASML IMO are two of the more durable supply AI-related buildout stocks. I own them both.

Selling SeP500 ETF and buy ASML and TSM

Only way I'm selling TSM is if it goes to 480

No bonds for me.
I am using a mix of VONV, QQQ, SOXX, PJP and KBWB. I also buy individual stocks in addition to ETf investing. AMD, WDC, MU, VRT, TSM, GOOG, AMAT, etc...
I up about $151,000 this year to date on $758,000 invested, 20% gain so far for this year, 2026. My baseline standard to beat is VOO which is up 9.6% year to date, 2026.
https://preview.redd.it/tllzw49xamgh1.jpeg?width=1794&format=pjpg&auto=webp&s=39f6bda313ef7dfee998febd9643d72660d795f9

I purchased 1 share of UGA as a hedge against the cost of gas going up.
I lost way to much on ASYD and decided fuck this I'm not waiting on earnings....and dropped out for a 22% loss. Fuck my life.
Still need TSM to go up to 428 either by 4pm or in the aftermarket hours.

TSMC's
[$TSM](https://x.com/search?q=%24TSM&src=cashtag_click)
CoWoS capacity is expected to grow from 675K wafers in 2025 to 1.275M in 2026 and 2.31M in 2027.

The 2027 forecast represents a significant upward revision from the previous estimate of 1.74M, reflecting accelerating AI-driven demand.
[https://x.com/Beth\_Kindig/status/2083221556440748063](https://x.com/Beth_Kindig/status/2083221556440748063)

Thank god.
My largest position is in TSM and I'm unsure how the bubble will affect them.
My other positions are finance stocks, steel manufacturing, and then index funds.
I wonder if I should sell TSM break even at 425 and hold it in cash until the crash or some major other event that let's me find a sweet low entry point below average.

Semi is trading high preopen. TSM, ASYS etc all up

you keep mentioning AVGO and TSM and MAG7 whatever but doesn't even see the catalyst for push was initiated by MSFT earnings and outlook on AI profitability. For sure there are other catalysts that push it up further but this week alone everything was weighing on most MAG7 earnings and especially capex. This is in total contradiction in what you are trying to push across.
Got to stop using TSLA as your sole argument too, most people know that based on profitability they don't belong there at all. Stop using market cap as the indicator too, look like P/E, forward P/E, earnings, EPS, revenue as a point to justify market cap.

I disagree because even if we believe your sentiment that it’s hard to make AI profitable for a lot of smaller companies, there is no stopping the AI arms race between China and the USA.
It’s geopolitical now and the genie can’t be put back in the bottle.
Not to mention other countries who are in line for sovereign AI build outs.
So I guess it depends what end you’re betting on, but the core of NVDA, TSM, ASML, American energy companies, data center cooling, and high speed networking, etc is going to make bank by real TAM expansion

Overnight trading is far more liquid than normal and the price jump in shares across the tech industry is very unusually high for overnight trading. This is further reflected in futures.
I have a feeling that the NASDAQ grazing correction territory was the jolt needed to push momentum back upwards.
I could be wrong of course - none of us can know what happens next. My interest here was simply arguing that the 'Mag 7' ignores several companies more important, or at least as important as, its constituent members. Given that AVGO and TSM are both bigger than TSLA by market cap makes it silly that they aren't included in any catchy name about the companies we should focus on.

I don’t see all 40% as high risk holdings. I hold those that hold higher upside than an ETF. That is how I look at them. I hold some really good tickers - CRWD, ASML, TSM, KLAC, MU. I strictly don’t buy penny stocks, spacs. No venture capital themes like some biotechs that you see peddled on these subs.
We are in our early 50’s, couple of years away from retirement. For the last few years, i have started to withdraw IRA annual gift limit (for kids). TLH helps. So I don’t see this 40% as completely high risk. All I know is I like being invested and bonds are not for me.

I don't know. Maybe.
But after TSM goes up 5%, how the fuck was I supposed to know it would go up another 3%, then anoither 2% after hours?

Dude fuck stupid ass TSM. Of course it shits the bed when I hold, then once I sell for a loss, it fucking rockets.
Shit is like fucking clockwork dude. Literally what the actual fuck.