TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stockNYSEADR

I have small positions in AAOI, ALAB, CBRS, MU, MRVL, AVGO, LITE, COHR, CRDO, TSM, NBIS … because the truth is I don’t know which one of them will win out. (Plus my NVDA from 2020 buy at $10). So I just buy a small basket of them and create my own little etf.

Have 30 shares of TSM at $450, and 15 shares of ASML at $1780. I’m hoping for a 5-10% rise into earnings.

I am trying to squeeze the last bit of juice for the next 1-2 years that’s why I am still fully in the AI trade. Everyone has a different investment philosophy and risk appetite so if you want to be on the sideline that’s perfectly fine. Or if someone believes the party will never end, sure that’s fine too. Jefferies Chris Wood wrote a piece yesterday you might want to take a look. I think there is some juice left because I don’t believe NVDA’s $240 today is the top and down hill from here. I would love to see NVDA hit $275 that would give my wife 100X but $400 would be a question mark for me. There are PT for TSM at $600 but I won’t think about $600, maybe I’ll get out by $500 but I definitely don’t think $450 is the highest we will see for the next 2 years. Same with AVGO…Will we see $700 as the street high, I don’t know, but I think it should go back up to the $400s. LITE ceo yesterday said they are sold out to 2029. MU has contracts to 2030. Most ppl don’t understand that these contracts can be cancelled anytime. Analysts Gene Munster and Dan Niles say this is a bubble but doesn’t mean bubble can’t get bigger before it bursts. So I am cautious. I do worry that TSMC is building so many fabs now and these are super capital intensive. And if, or when, the party slows down or closes the fabs will be “dark fab” like 25 years ago “dark fiber”. Good talking with you and hope the street treats you well.

Today is Taiwan birthday. The diesel deal is great for Putin. Wondering what deal he is making with Xi . . . MP, TSM, AMD, NVDA

I first bought into TSM in 2021 after the crazy crypto mining and even then I thought I was too late. Can’t believe it’s already 3x today

TSM just recently went ahead of EPD in value for me. Of course EPD pays a much higher more consistent dividend but TSM keeps their payout ratio in the upper 20s so when their business is booming you get a bigger dividend returned to you.

Just buy TSM and you have all the Taiwan you need lol

I started out with simple etfs like spy or voo...then because of my job i saw first hand how AI can change improve efficiency of companies, then I decide to study and buy only individual stocks of AI companies ...nothing fancy or obscure, just 10 or so big names everyone knows about, and my account gained 40%, 55%, 50% last three years, and this year will likely be another 40%...it's been a crazy buy...what can be more easy when companies like TSM are cheaper than Walmart. Good luck to you

INTEL going to pump on ASML and TSM earnings.

Everyone is talking about the geopolitical risk but China and America know that any harm of TSM will destroy the world's economy. Who knows with Trump tho

It's not just the TSM factories. The entire supply chain is in TW. Even the US factories depends on parts and supplies from TW.

Some implied moves for the kick-off of the 3Q earnings season (up or down idiot) - 53 companies reporting: $JPM: 3.58% $BAC: 3.99% $JNJ: 3.59% $ASML: 6.07% $BLK: 5.14% $GS: 4.72% $TSM: 4.26% $WFC: 4.72% $MS: 4.49% $ACI: 11.66% $UNH: 7.17% $AA: 6.92% $IBKR: 5.52% $SCHW: 4.35% $C: 4.13% $PNC: 4.07% $USB: 4.06% $PGR: 3.56% [https://www.optionmillionaires.com/implied-moves-earnings-next-weekoct-12th-oct-16th-53-companies-reporting/](https://www.optionmillionaires.com/implied-moves-earnings-next-weekoct-12th-oct-16th-53-companies-reporting/)

TSM is good, because you don't need think about who will win more NVDA, AMD or AVGO. Or where to bet CPUs, ASICs or GPUs. All of them need TSM to make their chips.

'China risk aside' The geopolitical risk is existential to Taiwan and TSMC. It's no joke. That said, I have TSM as 10% of my portfolio. The company is just too good too well managed, and I sm willing to take the risk. I think if nothing happens geopolitical wise, it can 3x from here within next few years. Good luck to you

TSM would probably surpass Amzn by market cap in 3 years. Their market share in the chip industry is still increasing.

TSM is a chip fabricator and there is no direct neck to neck competition and its a slow moving stock. wealth generator for sure

Yes, I do believe the upside in nvidia given the current stock price is higher than in TSM.

NVDA wouldn’t go to 0. TSM very well could if it would be captured by a foreign power

|Metric|Nvidia (NVDA)|TSMC (TSM)| |:-|:-|:-| |Trailing P/E|28.99×|29.68×| |Forward P/E|18.96×|20.27×| |Market cap|$5.54T|$2.07T|

I rather go full nvidia then spreading my investment into TSM for the moment. Nvidia is both valued way lower and have way higher growth.

How the fuck are you down on TSM 😂

I’ve gone with this and it is performing very well: Palantir (PLTR) 8.5% Alphabet (GOOGL) 8.25% Apple (AAPL) 8.25% ASML (ASML) 8% Taiwan Semiconductors (TSM) 8% Amazon (AMZN) 7.5% Broadcom (AVGO) 7.5% Micron Technology (MU) 7.5% Nvidia (NVDA) 7.5% Tesla (TSLA) 7.5% Robinhood (HOOD) 7.25% SpaceX (SPCX) 7.25% Constellation Energy Cooperation (CEG) 7%

TSM going to lift Intel to 120 on its earnings.

TSM needs to revive my intel calls next week

TSM getting the pump because Terafab?