TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

bad day for NVDA calls, after news of Microsoft working with TSM to build more of their own chips

an invasion is more unlikely to happen than you think. China is in mostly good standing with the world right now; why would they ruin their consistent import/export, no sanctions, unlimited money maker for a highly risky and costly amphibious invasion that would likely result in a world war type event? China is smarter than that, they are going to take Taiwan from the inside over the next few decades. TSM will be fine.

TSMC, $TSM, reported revenue for July of 467.58 billion New Taiwan dollars ($14.5 billion), up 44.7% year on year, per CNBC

**TSM** revenue surges 45%, SP is limp... WTF is going on ?! so much for efficient markets

**Premarket + early Post Open**
The indices are down, oil is up and the VIX is up 44 cents to 15.34.  No real surprise as the talks with Iran have disintegrated.   I rather expected more of a negative open that we are seeing to develop, but we can easily se the markets fade much lower easily.   We are basically at the same point we were or have been for several weeks regarding actual oil flow through the Strait of Hormuz, but the potential for resolution has faded.  
AMD, NVDA and MU are all down this morning to varying degrees with AMD taking the biggest hit.  SNDK got an upgrade to a Buy and is up this morning.  TSM had a 45% increase in July sales citing AI demand, so they are doing well.  JP Morgan upped their price target for the year on the S&P to 8K from 7800, so their outlook improved.  I doo see the chip makers AMAT and LRCX jumping this morning likely on the TSM news as a positive.  MSFT is decently green as well
The market felt indecisive to me on Friday even with the indices at or hitting new ATH’s.  Today may play out into a bit of a retracement after a good week or the start of a fade lower based on oil prices.  We just need to consider where we end the week and if the markets can continue to push us a bit higher in these conditions.  I am hoping for a small controlled lift in the VIX and not a 10% jump higher pulling the rug out from under the markets. 
Let’s hope the market find some footing.
JW, sorry to hear about your developer situations. That is crazy to get both geographically diverse sites hit.
 

MSFT in talk with TSM to ramp up chip productions

Been collecting shares for the last 4 months. The TSM news has been known for awhile already though.

$TSM monthly sales up 44% monthly - this is good for semis/AI stocks, no?

Will you hold a large position of NVDA, TSM or MU for 5+ years, no matter what happens to the rate and economy? Your answer may shed light on whether you are a good long term directional investor.

Not just them, VOO,, VGT, NVDA, TSM, CBRS all making similar charts

TSM, incredibly well run company and a little dividend on top

Long Term (5+ Years) Core Candidates: NVDA, TSM, ASML or AVGO
I have held HUGE NVDA (8+ years) and large TSM (5+ years). Still like both for next 5+ years. You can choose your favorite Semi stocks, if you are confident for their long term perspective
Build up large position DCA (every 3% down) SLOWLY

Keep TSM and NVDA, ditch BABA. BABA is a retail trap. I checked trader Guru reviews to see if their trader Guru stock scanner handles international equities well, but honestly, the macroeconomic data for China is always a black box. Stick to companies with clear earnings visibility.

Long Term (5+ Years) Core Candidates: NVDA, TSM, ASML or AVGO
I have held HUGE NVDA (8+ years) and large TSM (5+ years). Still like both for next 5+ years. You can choose your favorite Semi stocks, if you are confident for their long term perspective
Build up large position DCA (every 3% down) SLOWLY
The size of the investment depends on your personal situation, your financial situation, knowledge and confidence on semiconductor technology, and more importantly, your financial and physiological strength, how much volatility you can take…you must be able to sleep well, and do not need to watch them every day or even every week
Don’t take any profits if it is NOT larger than 50% and if it is NOT LONG TERM
After you build up large enough enough positions, do the followings: BTFD - Buy The Fucking Dip; TTFH - Trim The Fucking High; KTFC - Keep The Fucking Cores
Shoot for multi-bagger performance and eventual all house money investment forever
Warnings: a. not suitable for people who do not have financial strength and stomach to endure up and down, up to 50% or more b. For the core holdings, don’t worry about short term performance. Focus on long term compound growth. Do what you plan to do. Be disciplined!
Stay tuned for more semi trade discussions

My top performing international stocks:
Ticker - Country - 10 year total return
(for comparison the 10 year total return of VOO is +318.85% and of VXUS is +152.11%)
* SHOP - Canada - +3,995.38%
* ASML - The Netherlands - +1,619.32%
* TSM - Taiwan - +1,646.49%
* GRMN - Switzerland - +634.19%
* GFI - South Africa - +720.54%
* WPM - Canada - +430.11%
* CCJ - Canada - +1,020.07%
https://stockanalysis.com/stocks/compare/shop-vs-asml-vs-tsm-vs-grmn-vs-gfi-vs-wpm-vs-ccj-vs-voo-vs-vxus/?r=MAX
All of those individual international stocks outgained both VOO and VXUS over the past 10 years.

if you're serious you might want to hedge a bit. MU or TSM are sort of high beta VOO, it's all one trade.

I know this is mostly a YOLO sub but I’ve got $50k in cash I need to get into the market. Thinking like $40k/$45k just VOO and then bet on one or two individual stocks. Thinking MU or TSM. Any other thoughts?

AXON, OUST, RYCEY, TSM, and GOOGL

I've been on this ride more than once.
I'll give you a suggestion, next time a fund like this opens up, put everything you can scrap into an international fund. Expense Ratio is higher, but it won't matter in the long run.
Buy lumpsum and SIP both. I have a 30K SIP into ICICIPru Nasdaq 100 Index Fund and 5K into this Edelweiss US Tech Eq FoF. My SIPs are scheduled for 10th, so maybe this is the last SIP into Edelweiss Fund for now.
ICICIPru's SIP is the last one to keep going and I'm glad I selected a somewhat higher number for it. I believe this will pay me handsomely later on.
I calculated this a little while ago. I have some 35% of all my equity investments in US Funds. And this has kept me sane over the last 2 years where our market has been flat.
Funds I own, in the decreasing order of invested amount :
Navi TSM US Equity Passive FoF, Navi Nasdaq100 US Equity Passive FoF, ICICIPru Nasdaq 100 Index Fund, Motilal Oswal Nasdaq 100 FoF, Mirae Asset NYSE FANG + ETF FoF, Edelweiss US Tech Eq FoF.
My XIRR in these funds is between 23% and 49%.
Obviously, this is a unique case and maybe the Indian Markets will have a steller decade ahead, beating US Equities, but I'm sleeping well knowing my eggs are not in one basket.
This is the most straightforward way to invest into international funds, so I'll buy whichever fund will accept my order going forward.
My portfolio size is too small to matter in for LRS. I'm not entirely sure of how IndMoney, etc work for investing in US Equities. End of the day, I'm happy all my investments are with one Broker and Zerodha gives a very nice comprehensive excel sheet and my CA know how to handle it. Keeps like simple.

What? Find companies with promising drugs in early trial phases. Hi risk, high reward. But if the drug fails you will lose like 90% of your investment.
Dude - pick a different stock. TSM is, IMO, the best long term play out there. You can probably buy it under $410 next week although if we have another bull run i expect it to go to $440+. They are the most important company in the world.