TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

Apparently you don’t understand the article or else you won’t reply my comments with it. The article says they are burning their current model into silicon. Of course, all ASIC does that. The first two letters literally say application specific. But the model evolves very fast. Their researchers use GPUs to create new algorithms and change architectures. Nvidia GPUs enjoy those performance gains immediately, but their newly minted silicon design goes to Broadcom first, and then TSM, by the time those silicon are deployed, their savings already lagged behind the newest algorithms running on GPUs

Feelings on buying shares or leaps?
I have leaps on TSM, GOOG, AMZN.
I have shares of MSFT

Thanks for sharing! TSM seems to be discounted because of geopolitical risk, but my sense is any event will tank the whole market, not just TSM…

Ok so still the supplier side. I'm in semis too. TSM, ASML, AVGO, etc. Volatile. Crowded. Was just thinking about what is AI actually good at. There's a lot of magic thinking about AI but it's very good at processing information. That got me thinking about businesses where that could lead to strong upside.

Entirely depends on your risk appetite and time you want to hold.
AI infrastructure is in its early stages but extremely volatile. Semis + memory + data center buildouts are all growing thanks to enormous mag 7 capex. They all confirmed it’s going up through 2027 and likely until 2030. But can you handle enormous drawdowns if Trump decides to restart the war? Many are also taking on big time debt to keep up with the demand/scale, so something to keep in mind if demand slows.
Long term growth mag 7 (besides Tesla) are always a safe bet. It’s hard to imagine Google, Apple, Microsoft, etc will slow down anytime soon. But they basically move the indices anyway so most people just buy SPY or QQQ. I’m a big fan of TSM personally.
I personally don’t like dividends, at least dividend focused stocks, because I am younger and want the companies to reinvest in themselves rather than pay out a dividend.

I have a Brokerage account that's $1.2m and made up of Vertex 20% Visa 15% Micron 10% Amazon 5% QQQI 5% SCHD 5% SPYI 5% VTI 5% TSM 5% OSCR GPIQ VYMI VXUS IGRO IDVO DRAM HIMS
Then have several 401Ks and Rollover IRAs. Rollover hold Micron 20% VUG 10% Amazon 10% Nvidia 10% Google 10% VGT 5% SCHD 5% TSM QQQI AVGO VYMI IVDO
And 40% of my NW are in real estate and may consolidate someone of it to get equity out.
Have started to slowly transition some of the aggressive investments into more dividend and income funds plus more diverse stock funds like VTI and VXUS.

The funny thing after all this is that not much beats what I found without AI (eg companies like Microsoft, Amazon, Google, Mastercard, TSM)....

NVDA, AMG, FSLR, EVR, BWMX, TSM, SCHW

🚨NEW TRADE ALERT
Congressman Cleo Fields just disclosed adding more $TSM to his position
He’s currently holding \~$2.2m worth of $TSM

2. how exactly? the hyperscalers guided higher capex for 2027
also why would your thesis play out just for the memory stocks and not other semis (TSM/ASML/AMAT/AVGO/etc.) ?

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