TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

LAM, KLAC, ASML, TSM, Micron, Sandisk, KORU (play on samsung/skhynix). These companies will win regardless of who ultimately wins the AI race. Honestly you could just buy SMH or CHAT or QQQ and be fine.

I’m still pretty new to stocks, but CAT seems like a good example of the stocks that are going up and benefiting from ai, but aren’t ride or die on it
If AI is ever doing bad for a time, construction and manufacturing are likely not going to implode with it because the ai boom is just an extra bonus to those industries
Another example would be all the microchips ai is demanding is helping stocks like TSM and SNDK, but microchips are so universally demanded so its not the only factor for them by a long shot
Between that and my limited knowledge of CAT being a very stable corporation I’d say it’s a good long investment

Sounds like we have similar portfolios, same highest 3 holdings. Then some KLAC, EWY, EME and TSM as smaller positions.

I bought 50 shares of MU and TSM in April 2025 immediately after Trump said it out of his mouth during his speech lmao they were 75$ then!!
A lot of people choose not to listen to politics and the speeches but trust me!! They are literally telling you what to buy during the speeches! You just have to listen closely lol.
Personally I still think it’s a good buy. Just not as good as before but it will stay bullish for a while

The problem with TSM is : what happens if China will invade Taiwan ????

I don’t know how many shares you have owned TSM but frankly please no matter what, don’t sell TSM. It is a golden goose. You should buy more. I have 2200 shares in equivalent to 440 shares in ADR and continue to accumulate in fraction share each month. In Taiwan, most local ETF are having their portion of TSM over at least 50%. The government backed fund will buy TSM mainly when there is a correction in the market. The CEO of TSM project 25% of profit growth each year all the way beyond 2030. Diamond hand on TSM.

correct. stock at all time high like TSM can still be value lol he doesn't understand what he's talking about

I have a question because I am not sure what to do.
I have about 20 stocks in my three trading accounts.
. Since October I lost about $65,000.
My stocks are:
Invidia, Arm Apple Amazon, Meta, Novo Nordisk, CoreWave, Google, Palantir, SMCI, TSM, OKLO, VOO, QQQ, Microsoft, Open, Vistra, Broadcom, Crowdstrike and Tesla.
I want to try advisory investment company to manage my trading accounts. They will probably sell all or most of my positions. I think I have good stocks and they will recover but on the other hand the $65,000 lost makes me wonder if I’m doing good by waiting until I will recover my loses. I’m not in the red but under high price.
What should I do ?
Wait until my stocks will go up or let the investment company to take over right now ????
I will still have to move about $60,000 from my saving account to the brokerage account because I’m below the balance I need to be taken by them to manage .

Need more paper in money printer, one moment.
I mean, if crwv, nbis, and apld are up, it's just a matter of time. And TSM up. ASML up. Those laggards like Nvda and AVGO got to go up.

Missed out on 1400% on TSM. What’s the next play?

Going to wait until sour hour then buy Nvidia / TSM / MU if it’s on discount, for inevitable slow pump next week. It’ll be sour hour because everyone is scared to hold weekend.

Congrats to anyone who bought ANET when it was down 5% yesterday 📈🚀
A lot of the tech stocks are just being thrown out with the bath water right now. A lot of it is being overdone and may be a long way from over but the things ai is going to need to run have already all bounced back and pushed to new highs like MU and TSM. Memory and semis.
It’s a punishing time for contrarians and a very rewarding time for those who understand the new technology and what it will require.

Chasing 52-week highs without fundamental analysis is a recipe for buying the top. However, strength begets strength in momentum strategies. TSM hitting highs confirms the AI hardware supercycle is still intact. Don't just buy the list; look for companies with expanding margins to justify the price action. Buying laggards (the Lows list) is often 'catching a falling knife' unless you have a deep thesis on the turnaround.

## 📈 52-Week Highs:
The 52-Week Highs list shows stocks that have reached their highest price point in the past 52 weeks during the trading session.
| Symbol | Name | Price | Year High | Market Cap |
|:-------|:-----|:-----:|:---------:|:----------:|
| [TSM](https://marketrodeo.com/asset/TSM) | Taiwan Semiconductor Manufacturing Company Limited | $361.91 | $364.76 | $1.9T |
| [XOM](https://marketrodeo.com/asset/XOM) | Exxon Mobil Corporation | $151.59 | $151.78 | $639.3B |
| [CVX](https://marketrodeo.com/asset/CVX) | Chevron Corporation | $182.28 | $182.95 | $364.4B |
| [CAT](https://marketrodeo.com/asset/CAT) | Caterpillar Inc. | $742.37 | $752.00 | $347.8B |
| [CSCO](https://marketrodeo.com/asset/CSCO) | Cisco Systems, Inc. | $86.27 | $88.19 | $340.8B |
## 📉 52-Week Lows:
The 52-Week Lows list shows stocks that have reached their lowest price point in the past 52 weeks during the trading session.
| Symbol | Name | Price | Year Low | Market Cap |
|:-------|:-----|:-----:|:--------:|:----------:|
| [SPGI](https://marketrodeo.com/asset/SPGI) | S&P Global Inc. | $401.08 | $395.88 | $121.4B |
| [BSX](https://marketrodeo.com/asset/BSX) | Boston Scientific Corporation | $74.25 | $73.92 | $110.1B |
| [ADP](https://marketrodeo.com/asset/ADP) | Automatic Data Processing, Inc. | $225.53 | $223.44 | $91.2B |
| [AJG](https://marketrodeo.com/asset/AJG) | Arthur J. Gallagher & Co. | $212.58 | $210.00 | $54.6B |
| [RELX](https://marketrodeo.com/asset/RELX) | RELX Plc | $29.29 | $29.09 | $54.1B |
**Source:** [52-Week Highs-Lows](https://marketrodeo.com/market-movers?tab=highs-lows)

Except TSM is not included in the S&P...

I prefer SOXX. SMH is too top heavy with Nvidia and TSM for my liking. I already own those two individual stocks anyway. 

So far they haven’t demonstrated any ability to run a high yield HVM product for an external customer so IFS still far behind TSM. Their packaging technology is interesting and given the bottleneck with TSM’s CoWoS, they could be a good second vendor there. I think that’s one of the reason NVDA/AMD is interested in them (besides the political tailwind). Either way, I don’t see it hitting ATH in the next year or 2. I been selling $30 puts on them for a while so happy so far.

I'm at the stage where I'm living off the gains so I care deeply about concentration risk, even in my highest conviction plays. This spreading-out also lets me capture the bottleneck as it moves around the industry. For example, if I concentrated into NVDA and TSM as the core, I would've missed the MU run-up. Some of it should also be seen as flexibility to capturing value when it presents itself, like NOW, CRM, and VEEV atm.

Yes china will invited Taiwan, please send all TSM shares to me for safe keeping

I just re-wrote my allocation targets, happy to share and I'm super open to suggestions or criticism. I'm gradually reallocating to minimize short term gains and extensive marginal tax costs so my current allocation is more heavily weighted NVDA, GOOGL, and MU.
**60% - Technology**
* Semis - 25%
* NVDA - 12%
* MU - 6%
* TSM - 4%
* LRCX - 2%
* BESI - 1%
* Cloud - 25%
* GOOGL - 12%
* AMZN - 5%
* BABA - 4%
* CRWV - 2%
* ORCL - 1%
* IREN - 1%
* Software - 9%
* NFLX - 2%
* META - 2%
* UBER - 2%
* CRM - 1%
* NOW - 1%
* SHOP - 1%
* Robotics - 1%
* SYM - 1%