TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

seems like they're both basically about holding Samsung, SK Hynix/Square, and TSM:
https://preview.redd.it/3y6mqmce78ch1.png?width=718&format=png&auto=webp&s=0e9fdd8e486f18015c5c3850082a6d5dd7524bdc

Intel. It has a real chance to compete with TSM, chips will be forever in demand, and it’s basically a matter of national security that Intel succeeds. It’s not even near a 1T value yet and new CEO is doing good things.

I'm more interested in the suppliers than Meta itself. The question is who captures the most value from another wave of AI capex.
I was comparing these on TipRanks earlier, and it's interesting how analyst sentiment differs across MU, ANET, VRT, and TSM even though they're all tied to the same theme.

party is back on boys. false alarm when thy said they were renting compute. i guess they were just desperate and worried about their capex burn
meta being on of the main drivers of the ai capex build out doubling their spend means were back in business
VICR, MU, TSM, GEV, GLW

Can buy now it seems, couldn't before from isa. TSM NYSE
Something changed or am I mistaken? I've put in a small buy order from my ISA account to see, pending till market opens.

I won 2 previous ones - on TSM, 0 loses, but seems record was wiped clear when the bit changed

Got tired of real investors complaining they weren't listed in the US simple as that. See ASML TSM ASE etc your trying to make something out of nothing

Put your money in TSM. To achieve it

$SPY $QQQ strong Q2-earnings coming.
This Iran war is almost feels like Ukraine war, market digest and move on.
$MU got $42 Billion revenue. Means $165 Billion annual revenue rate for $MU
$SNDK $WDC $STX $ASML $AMAT $TSM $NVDA $LRCX $ARM $SMH $QQQ $SPY
AI never going away

In fairness the whole world economy & markets have pumped up by money printing. But that's why when I am asked if I am concerned that $VXUS is being propped up by Samsung, ASML, TSM, and SK; I say yes. But those stocks make up less than 10% of the market cap of $VXUS vs $VTI being at 37% tech/Mag 7 stocks.
Everything will get hit if this bubble pops. But I don't think people are looking at what is in what they own and are buying.
This is what people are missing about today vs dot com. It wasn't the shit tech stocks that crashed the market. It was that everyone owned the same 6-10 stocks and they made up over 35% of the $SPY. If everyone owns the same damn stocks and they all start to fall then who is gonna buy when everyone is selling the same 6-10 stocks when they sell their index funds???

TSM news friday

AMD, NVDA, TSM

TSM is always carrying his sloppy dead weight friends GOOG and MSFT. Should have been all in

Top 5 holdings make 50% percent of my port. NVDA, MU, CRWV, APLD, TSM.

Even if Broadcom gets the deal. Whether TSM has room for manufacture the chip is another problem. I recall their capacity is capped out until 2028 both 2 and 3 nm.

I keep investing in SCHG, TSM, and GOOG with my spare cash. Have started putting more in MSFT lately as well.

You think that's bad? Look at $VLUE, +20% only on MU. Some of iShares EM value and non value ETF have 30% of their holdings in TSM, Samsung and Hynix.
The only way to avoid this is going for dividends instead of value sadly.

TSM tortillas

I keep investing in SCHG, TSM, and GOOG with my spare cash. Have started putting more in MSFT lately as well.

I don’t do timing the market but Im also a long term investor, not a hold a couple weeks or month and sell regardless how the market moves gambler…
So If you do your research and believe in the fundamentals of a company, it’s a great time to buy/invest in MU.
Personally I feel institutional investors are manufacturing a Dip currently. By amplifying "AI Bubble" narratives via media, they create panic selling, triggering retail to sell off their positions or crush the options market. This forces a 15% to 20% correction, allowing institutional funds to accumulate shares at a discount price right before the massive HBM4 revenue wave later this year.
Note: NVDA / TSM only began fabbing Rubin GPU in early June and first shipments are scheduled for later this month / fall. Meaning the revenue from HBM4 chips hasn’t even been reported on earnings.
AND NVDA roadmap has Rubin Ultra scheduled for 2027, The Feynman Architecture for their new 3D stack and brand new-rosa cpu for 2028, and The Rosa Feynman Era from 2029-2030.
So keep believing the news cycle that AI buildout is done or HMB4/HBM5 will go through the normal cyclical cycle as traditional DRAM.
Me, Im gonna accumulate as much stocks in MU and soon SK Hynix when it’s available to invest on 7/10.