TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

This is similar to what we do. We have 4 “buckets”. Cash/swing, Dividend Income, ETF boring stability, and Core/Long Term Growth. It’s working really well for us to have the “why” compartmentalized.
As someone who spent 25 years in plumbing/HVAC with a side step into CFM: swap Schneider for VRT if you’re able to.
And if it were my portfolio, I would have TSM and ASML rather than NVDA.

Look man, I sold all my TSM at $70 a few years ago. Don't ask me for any advice.  

That’s why you hedge only the volatile plays like TSM

I held about 2K TSM in an investment, but sold it last year. I want my exposure limited to my ISA going forward.

We got ASML and TSM this week. AMAT, LCRX, KLAC soon, and then AMD AVGO MRVL NVDA May June

TSM GONNA SEND THE ENTIRE MARKET TO VALHALLA 📈📈📈 THURSDAY

Am ber, but the short term bull case is that it's not going to show up in earnings yet. TSM has already previewed good numbers.

To be fair, Google doesn't rely on Nvidia...but they rely on their competitor Broadcom, who turn depends on TSM. Google also depends on a host of other companies for other hardware needs (cpus, cooling, memory, assembly, switches, routers).

They're taking money out to build infrastructure.
There's nothing more to it.
Blackrock told me so.
My guess is that they're trying to step up to a level on par with TSM.
With the introduction of AI standards and feasibility..replicating quality could be possible.
For what purpose you ask? For war of course..now or in the future..war is always an option for wealth and outsourcing chips makes it more expensive.
As well, if there's any scenario where a lockdown or UBI is introduced..having an early start building the needed infrastructure to service social media addictions, would be a great revenue plan.
If they cared about your life or the materialistic things therein..we'd already have no issue with spreading the money around, or eliminating needless taxes etc.
Infrastructure or fall to global progression.

This is similar to what we do. We have 4 “buckets”. Cash/swing, Dividend Income, ETF boring stability, and Core/Long Term Growth. It’s working really well for us to have the “why” compartmentalized.
As someone who spent 25 years in plumbing/HVAC with a side step into CFM: swap Schneider for VRT if you’re able to.
And if it were my portfolio, I would have TSM and ASML rather than NVDA.

Look man, I sold all my TSM at $70 a few years ago. Don't ask me for any advice.  

That’s why you hedge only the volatile plays like TSM

I held about 2K TSM in an investment, but sold it last year. I want my exposure limited to my ISA going forward.

We got ASML and TSM this week. AMAT, LCRX, KLAC soon, and then AMD AVGO MRVL NVDA May June

TSM GONNA SEND THE ENTIRE MARKET TO VALHALLA 📈📈📈 THURSDAY

Am ber, but the short term bull case is that it's not going to show up in earnings yet. TSM has already previewed good numbers.

To be fair, Google doesn't rely on Nvidia...but they rely on their competitor Broadcom, who turn depends on TSM. Google also depends on a host of other companies for other hardware needs (cpus, cooling, memory, assembly, switches, routers).

They're taking money out to build infrastructure.
There's nothing more to it.
Blackrock told me so.
My guess is that they're trying to step up to a level on par with TSM.
With the introduction of AI standards and feasibility..replicating quality could be possible.
For what purpose you ask? For war of course..now or in the future..war is always an option for wealth and outsourcing chips makes it more expensive.
As well, if there's any scenario where a lockdown or UBI is introduced..having an early start building the needed infrastructure to service social media addictions, would be a great revenue plan.
If they cared about your life or the materialistic things therein..we'd already have no issue with spreading the money around, or eliminating needless taxes etc.
Infrastructure or fall to global progression.

Yup they contribute to every advancement of new technology. Unfortunately when I individually value TSM, ASML, KLAC, AMAT, LRCX, ect. They all seem priced past perfection to me. It could take years for intrinsic value for these to catch up and alot can happen in that time. No reason not to trade the momentum on the sector but long term investing wise there is alot of places I can put cash in the market.

Down, every bank along with TSM down. Market won't care, everything else pumps.