TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stockNYSEADR

Uber, Netflix, Broadcom, TSM, Nvidia.

Less than 1%. TSM.

If any pocket of NVDA or AVGO chip capacity opens up it will get gobbled up by sidelined demand, and it would take a dramatic, prolonged slowdown to change that. GPU rental rates are going up, AWS is booked through the end of next year, Azure and GCloud are capacity capped, Elon Musk wants to triple the number of NVDA cards at Colossus.... If TSM.opens up even 1% manufacturing capacity someone is filling it. That's why OpenAI and Anthropic are in such a precarious/dire position. They have to either spend billions every quarter hand over fist on as much comoute as they can possibly procure, and if they slow down at all they open up space for their competitors. Having "runner up" models doesn't matter at all to Gemini or Co-Pilot, they have distribution and the product is "good enough", for OpenAI and Anthropic of their products aren't "good enough" they fail. TLDR the picks and shovels are still sold out for years to come but the gold miners are playing a risky game.

not only am I not selling, I'm buying. plenty of liquidity left but stuff like TSM is really tempting now.

TSM and BA

I bought 75 shares of TSM Friday so hopefully the selloff is over.

Scared money don’t make money, but I’m pretty aggressive and I wouldn’t put 50% of my money in any sort of thematic fund. I like SCHG. I’m an SPMO holder of more nearly a decade, auto contributions monthly, so I like it as well. 100% in anything is a gamble, but historically - VOO, SPMO, SCHG is intelligent “risk”. Ask yourself what in SMH do you like, and look under the hood. NVDA is **TWENTY** % of the whole thing. The top 10 is 70% of the whole fund. SPMO holds 16% weight of that. VOO about 15%. Index’s are already pretty semi heavy. TSM is the only hold not in SPMO or VOO.

TSM recently reported strong earnings but still sold off with the broader semiconductor sector. I think the selloff may be overdone, so I'm looking for signs of buyers stepping in and a potential recovery rally.

your problem isn't NVDA or TSM specifically, it's that you went from a setup you were comfortable with to one that's making you anxious in the span of a single trading day 2 years is a weird in-between horizon, long enough to ride out some volatility but short enough that a prolonged slump could leave you stuck if you actually need the money then. being all-in on big tech when that's already the crowded trade isn't ideal if you're losing sleep over it if you're already second guessing yourself this hard maybe keep what you bought but next time just ease into a position instead of deploying everything at once. nothing wrong with taking a swing but if the regret is eating at you that's your gut saying you overcorrected

VTI, TSM, and ASTS (sad)

Mu sndk TSM amd

AMZN and TSM

TSM

Good, amzn, nvidia, TSM. All current buy the dip opportunities

Why TSM? Is there any news?

Sleep easy. Those are pretty safe choices. Do NOT panic sell even if they dip for months at a time. I've been holding NVDA through ups and downs for 8 years and TSM for 2 years. Both will get back to all time highs again.

TSM calls what you guys think?

Wait for a bounce than ditch or trim some of those. You don’t need to make it back where you lost it. And then buy some NVDA, APPL, TSM and something like Costco, Netflix etc and then get an index fund or 2. SPMO, QQQ, for example. Still growth but won’t Titanic in a correction.

Well OP, you are not stupid nor crazy. I did the same. I bought a little Wednesday and yesterday. AAOI. ALAB, CBRS, COHR, MU, MRVL, TSM, INOD, VST Ppl sell when they go up and buy when down, happens all day long. I am still pretty much all in the AI trade and I am retired (I think I am much older than you or most ppl here). It’s not gambling. Day trade or options is gambling. Margin is gambling as I did in the late 90’s. You and me are just trying to buy on the dip where many professional money managers do. I actually missed out on the bottlenecks. But at least I’m glad I waited for them to correct recent moths and didn’t buy at the high. No one has a crystal ball to know if they will go up or down in the next 1-3 years but the fact that I bought I believe MU will hit $1200-1500 next 1-2 years. I doubt it will hit $2500-3000 as some analysts think. I am not expecting 2X in a year but hopefully 20-30% in a year. MRVL was at $300 few days ago and I think it will touch that again. If I think it will not go up then I would not have bought. I think we have 1-2 more years left on this AI run. AI buildout will continue but the rate will slow down a lot and stocks will come down a lot. Not to the dot-com bust (which I went thru) but at some point we will reach 5th inning or 6th inning or 7th inning. And ppl leave before 9th inning.

## Biggest Semiconductor Losers — October 9–16, 2026 | Ticker | Company | Weekly Change | |---|---|---:| | AAOI | Applied Optoelectronics | -31.07% | | INDI | indie Semiconductor | -30.00% | | ICHR | Ichor Holdings | -29.71% | | AEHR | Aehr Test Systems | -28.40% | | SMTC | Semtech | -27.00% | | UCTT | Ultra Clean Holdings | -25.65% | | COHR | Coherent | -25.50% | | COHU | Cohu | -25.49% | ## Major Semiconductor Stocks | Ticker | Company | Weekly Change | |---|---|---:| | AMAT | Applied Materials | -19.28% | | MRVL | Marvell Technology | -17.24% | | LRCX | Lam Research | -17.22% | | ALAB | Astera Labs | -16.48% | | MU | Micron Technology | -14.59% | | INTC | Intel | -14.18% | | AMD | Advanced Micro Devices | -13.05% | | AVGO | Broadcom | -9.07% | | TSM | Taiwan Semiconductor | -8.98% |

I currently own KOF (Mexico). The only other individual EM stock I’ve owned was TSM but it’s went up so much it’s not much of a dividend.

AVGO. Unfortunately, I think I’m back in EUV. 😂 Longterm thesis remains strong. ASML, TSM crushed and raised guidance. Absolutely hammered this week. DRAM I rode up and dumped back in June. Eyes back on it as well.

TSM all the way

Like the TSM did on Thursday, right?

Bought small positions last couple days in AAOI, ALAB, AVGO, CBRS, LITE. COHR, INOD, MRVL, STRL, TSM, VST