TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stockNYSEADR

\> they're financing A few companies margins: [https://www.macrotrends.net/stocks/charts/MU/micron-technology/profit-margins](https://www.macrotrends.net/stocks/charts/MU/micron-technology/profit-margins) [https://www.macrotrends.net/stocks/charts/TSM/taiwan-semiconductor-manufacturing/profit-margins](https://www.macrotrends.net/stocks/charts/TSM/taiwan-semiconductor-manufacturing/profit-margins) Who are leveraging their windfalls to build out capacity that will devalue the installed base.

Very interesting perspective. I agree on TSM but with msft, do you not think due to the onset of AI, google is making progress in enterprise, and could eventually take meaningul market share from them. [https://uk.finance.yahoo.com/news/alphabet-shares-rise-google-pushes-131122567.html](https://uk.finance.yahoo.com/news/alphabet-shares-rise-google-pushes-131122567.html)

Okay if this works you'll have an example of what I trade. I decided to make some trades today although first I had a late breakfast/bullshit session with a buddy the I got gas, went grocery shopping and bought a soda. Went home put things away read the mail and fixed lunch. While I was home I sort of kept eye on my computer in the other room. I sat down on here and started answering questions/comments for over an hour and then said the hell with it and started trading figured I'd do some trades to show you what I trade and going forward I can show you how I arrived at those trades. So let's see if it will load. It wasn't a very profitable day but I made a little bit of money now comes the hard part hanging onto it. 😂 https://preview.redd.it/xnzdognnwauh1.png?width=1304&format=png&auto=webp&s=7a55bbcc97558612317d8d4f47623c46824012dd |Date|Execution Time|u/L Symbol|Type|Qty|Description|Price|Est. Fee|Est. Comm|Est. Amount|Open/Close| |:-|:-|:-|:-|:-|:-|:-|:-|:-|:-|:-| |10/8/2026|3:32:12 PM|AMD|Bought To Open|1|AMD Oct 16 '26 $547.50 Put|$1.50|$0.01|$0.15|($150.16)|Open| |10/8/2026|3:32:12 PM|AMD|Sold Short|1|AMD Oct 16 '26 $550 Put|$1.68|$0.02|$0.15|$167.83|Open| |10/8/2026|3:24:48 PM|AMZN|Bought To Open|1|AMZN Oct 23 '26 $235 Put|$0.68|$0.01|$0.15|($68.16)|Open| |10/8/2026|3:24:48 PM|AMZN|Sold Short|1|AMZN Oct 23 '26 $237.50 Put|$0.94|$0.01|$0.15|$93.84|Open| |10/8/2026|3:20:59 PM|AVGO|Bought To Open|1|AVGO Oct 16 '26 $325 Put|$0.78|$0.01|$0.15|($78.16)|Open| |10/8/2026|3:20:59 PM|AVGO|Sold Short|1|AVGO Oct 16 '26 $327.50 Put|$0.94|$0.01|$0.15|$93.84|Open| |10/8/2026|3:20:42 PM|AMD|Bought To Open|1|AMD Oct 16 '26 $547.50 Put|$1.65|$0.01|$0.15|($165.16)|Open| |10/8/2026|3:20:42 PM|AMD|Sold Short|1|AMD Oct 16 '26 $550 Put|$1.84|$0.02|$0.15|$183.83|Open| |10/8/2026|3:20:23 PM|AMZN|Bought To Open|1|AMZN Oct 23 '26 $235 Put|$0.69|$0.01|$0.15|($69.16)|Open| |10/8/2026|3:20:23 PM|AMZN|Sold Short|1|AMZN Oct 23 '26 $237.50 Put|$0.95|$0.01|$0.15|$94.84|Open| |10/8/2026|3:20:08 PM|AVGO|Sold Short|1|AVGO Oct 16 '26 $327.50 Put|$0.93|$0.01|$0.15|$92.84|Open| |10/8/2026|3:20:08 PM|AVGO|Bought To Open|1|AVGO Oct 16 '26 $325 Put|$0.77|$0.01|$0.15|($77.16)|Open| |10/8/2026|3:19:47 PM|GOOG|Bought To Open|1|GOOG Oct 16 '26 $322.50 Put|$0.58|$0.01|$0.15|($58.16)|Open| |10/8/2026|3:19:47 PM|GOOG|Sold Short|1|GOOG Oct 16 '26 $325 Put|$0.78|$0.01|$0.15|$77.84|Open| |10/8/2026|3:19:35 PM|GOOG|Bought To Open|1|GOOG Oct 16 '26 $322.50 Put|$0.58|$0.01|$0.15|($58.16)|Open| |10/8/2026|3:19:35 PM|GOOG|Sold Short|1|GOOG Oct 16 '26 $325 Put|$0.78|$0.01|$0.15|$77.84|Open| |10/8/2026|3:19:10 PM|JNJ|Bought To Open|1|JNJ Oct 23 '26 $242.50 Put|$1.23|$0.01|$0.15|($123.16)|Open| |10/8/2026|3:19:10 PM|JNJ|Sold Short|1|JNJ Oct 23 '26 $245 Put|$1.70|$0.02|$0.15|$169.83|Open| |10/8/2026|3:18:55 PM|JNJ|Bought To Open|1|JNJ Oct 23 '26 $242.50 Put|$1.24|$0.01|$0.15|($124.16)|Open| |10/8/2026|3:18:55 PM|JNJ|Sold Short|1|JNJ Oct 23 '26 $245 Put|$1.71|$0.02|$0.15|$170.83|Open| |10/8/2026|3:15:02 PM|AMZN|Bought To Open|2|AMZN Oct 16 '26 $237.50 Put|$0.37|$0.03|$0.30|($74.33)|Open| |10/8/2026|3:15:02 PM|AMZN|Sold Short|2|AMZN Oct 16 '26 $240 Put|$0.52|$0.03|$0.30|$103.67|Open| |10/8/2026|3:13:17 PM|TSM|Bought To Open|2|TSM Oct 16 '26 $432.50 Put|$2.91|$0.03|$0.30|($582.33)|Open| |10/8/2026|3:13:17 PM|TSM|Sold Short|2|TSM Oct 16 '26 $435 Put|$3.40|$0.04|$0.30|$679.66|Open| |10/8/2026|3:12:35 PM|CSCO|Bought To Open|2|CSCO Oct 23 '26 $106 Put|$0.28|$0.03|$0.30|($56.33)|Open| |10/8/2026|3:12:35 PM|CSCO|Sold Short|2|CSCO Oct 23 '26 $107 Put|$0.40|$0.03|$0.30|$79.67|Open| |10/8/2026|3:10:15 PM|BAC|Sold Short|2|BAC Oct 16 '26 $50 Put|$0.18|$0.03|$0.30|$35.67|Open| |10/8/2026|3:03:29 PM|GOOG|Bought To Open|2|GOOG Oct 23 '26 $322.50 Put|$1.39|$0.03|$0.30|($278.33)|Open| |10/8/2026|3:03:29 PM|GOOG|Sold Short|2|GOOG Oct 23 '26 $325 Put|$1.75|$0.03|$0.30|$349.67|Open| |10/8/2026|3:00:34 PM|JNJ|Bought To Open|2|JNJ Oct 16 '26 $247.50 Put|$1.64|$0.03|$0.30|($328.33)|Open| |10/8/2026|3:00:34 PM|JNJ|Sold Short|2|JNJ Oct 16 '26 $250 Put|$2.29|$0.03|$0.30|$457.67|Open| |10/8/2026|2:55:47 PM|NFLX|Sold Short|1|NFLX Oct 16 '26 $74 Call|$0.36|$0.01|$0.15|$35.84|Open| |10/8/2026|2:52:04 PM|NVDA|Bought To Open|2|NVDA Oct 23 '26 $217.50 Put|$1.72|$0.03|$0.30|($344.33)|Open| |10/8/2026|2:52:04 PM|NVDA|Sold Short|2|NVDA Oct 23 '26 $220 Put|$2.21|$0.03|$0.30|$441.67|Open| |10/8/2026|2:51:42 PM|NVDA|Bought To Open|2|NVDA Oct 16 '26 $217.50 Put|$0.89|$0.03|$0.30|($178.33)|Open| |10/8/2026|2:51:42 PM|NVDA|Sold Short|2|NVDA Oct 16 '26 $220 Put|$1.22|$0.03|$0.30|$243.67|Open| |||||||||||| ||||||||||$836.64||

Missed buying 1DTE TSM calls by one second 😭 Destroyed by the bell, so will definitely rally tomorrow guys lol

Contrarian pick here, I’d say **TSM**. GOOG is interesting, but Search is still the big revenue generator. Ads are already highly personalized today, but I do wonder what happens as more people just ask AI what they should buy, where they should go, etc., instead of searching for it. Google will obviously play in that space, but I’m not sure it will be as profitable as Search is today. I actually think META may be a little better positioned for that shift given all the data they already have from Instagram and Facebook. But over a 10-year horizon, I suspect MSFT or TSM has the best chance of being the world’s largest company by market cap. Both have moats that seem to have relatively few cracks, and both benefit heavily from continued AI growth without needing to pick the eventual winner.

If the stock loses 35 support, it is even more broken. Institutional support is weak. Selling is on increasing volume and the stock is below the 50-day. IMO, there are much better opportunities if you want to play for a bounce. Stocks with the highest relative strength are more likely to resume their strength than IREN. Stocks like LITE, TSM, NVDA for example.

I bought SMH in early 2026, when I wasn't sure which of it's holdings to buy. At the time I already owned NVDA and AMD, but after more research I picked up MU, TSM, ASML, and later Dell. Turns out, TSM and ASML returned about the same as the ETF. But MU and Dell blew SMH away. If you owned any name mentioned, you'd be doing really well for the year. But hindsight is 20/20. Stock picking can be rough and if you're not sure or comfortable with doing the research and have high conviction, ETFs are certainly a safer choice.

Well I now have a 40k TSM position. Not what I was expecting but was just buying into the dip and kept adding. Guess it’s better to buy into red candles.

Pls $TSM I need an oil change and spark plugs, don’t do this 😰😰

happy to continue adding TSM at these prices

Holy fuck $TSM always do this when I full port

Elon talking to TSM

$TSM frying me 😒😒

>" I own over a dozen stocks that have beaten the S&P 500 index during the time I have owned them, and that's for years, not 11 months. My best performer, NVDA, is up +4,978%. My $5,600 investment is worth $284,434. Again, just because *you* are bad at investing in individual stocks after 11 months doesn't mean other people can't be successful at it. " Your NVDA example is a once and a life time example in a once in a lifetime market bullrun, most investors won't be able to catch these spectacles in the market, unless they hold a few amount of stocks and go all in and catch these speciticals. These are also clinical stocks they can drop any second with a market correct, NVDA,DELL,TSM,LITE,ASX,AMD as examples are the only ones holding up in the market while the whole semi space got annihilated from July. While ETFs are at ATHs and/or 5-6% from ATHs. > All it takes is a few big winners to more than make up for the losers and supercharge a portfolio. The ratio and winner compounding to do this takes a lot of luck, which the average investor won't know how to do. Unless you are choosing a small portfolio of winners every time and going all in on those winners. Your only going to do this also by choosing clinical stocks too, aka the current sector trend. > Wrong again, Mr. Expert after investing for 11 months. You can use growth-focused ETFs and/or 20-30 individual stocks. All it takes is a few big winners to more than make up for the losers and supercharge a portfolio. Once again you are pushing the ratio agenda, this works in theory bigger wins compound over years mean even bigger gains, but this only works with clinical stocks, heavy investing and picking winner stocks and then allocating into other winner stocks. Unless your a genius the average person won't be able to compound like that. As I mentioned before Hedges can't even beat the market over a long period of time. Just because you made it big with NVDA, as well did a lot of others doesn't mean you wont get smoked in the future by thinking you have a chip on your shoulder thinking you can do it again. No one can predict the stock market and it will take your money and run. I caught MU and SNDK early 200s back in Nov, threw in a small investment, did I think it would run as much as it did, no. Telling investors to compound winners is the answer yes, but winners are slim here and there, you will only beat the market by having winner after winner compound and only by being in the clinical sectors. Telling new investors to do this is playing with fire. ETFs have a history of recovering and telling investors take your winners to other winners is flawed because no one can predict the future, and your most likely going to get smoked trying to chase winners that might not happen. Look at everyone chasing MU,SNDK in June, market corrected hard af, all the investors for Bloomberg were saying MU would be 3000, could still be true but ETFs are already near ATHs while most tech stocks either never recovered. Lastly, I wish the best for you because trying to chase the next NVDA is going to smoke you in the long run. NVDA,MU,SNDK are once and a life time moves, chances are you will be chasing that move again and your only going to make money again on a move like that if you not only catch the next 10000x play but also go majority in.

TSM Anyone ???????

Is TSM is good buy now ...can anyone tell me ur take on TSM ?

That’s what they do. Just hold and hold during these swings. TSM is up about 50% this year so patience is key, even with the explosive growth of this great company

$TSM 😞😞😒😒😒

# 1. AI Computing Infrastructure & Specialized Providers * **NVIDIA Corporation ($NVDA)** — *NASDAQ* * **Focus:** The dominant backbone of AI compute, providing enterprise GPUs, rack-scale systems (such as Blackwell/Rubin generations), and the CUDA software ecosystem required for training and running large AI models. * **CoreWeave ($CRWV)** — *Private/Public market tracking* * **Focus:** Specialized GPU cloud provider purpose-built for heavy AI training and inference workloads. * **Super Micro Computer ($SMCI)** — *NASDAQ* * **Focus:** High-performance server and storage solutions optimized for massive AI data center deployments. * **Maase Inc. ($MAAS)** — *NASDAQ* * **Focus:** An AI-centric digital systems provider and operator focused on building high-performance distributed computing infrastructure, model deployment, and enterprise token-based AI computing services. # 2. Semiconductor Foundries & Hardware Components * **Taiwan Semiconductor Manufacturing Company ($TSM)** — *NYSE* * **Focus:** The world’s leading contract chipmaker, manufacturing advanced sub-nanometer chips for major AI designers like NVIDIA and AMD. * **Advanced Micro Devices ($AMD)** — *NASDAQ* * **Focus:** Develops high-performance data center GPUs (such as the MI series) designed to scale enterprise alternatives for AI model training. * **Broadcom Inc. ($AVGO)** — *NASDAQ* * **Focus:** Supplies networking chips and custom AI accelerators (XPUs) critical for moving massive volumes of data inside AI clusters. * **Arm Holdings ($ARM)** — *NASDAQ* * **Focus:** Architect of power-efficient processor designs increasingly integrated into AI-centric client and server systems. # 3. Hyperscale Cloud & Infrastructure Platforms * **Alphabet Inc. ($GOOGL)** — *NASDAQ* * **Focus:** Operates Google Cloud alongside custom AI TPU chips and the Gemini ecosystem, integrating high-performance computing directly across enterprise and consumer apps. * **Microsoft Corporation ($MSFT)** — *NASDAQ* * **Focus:** Powers enterprise AI at scale via Azure cloud data centers and integrated AI Copilots. * **Amazon.com****, Inc. ($AMZN)** — *NASDAQ* * **Focus:** Through AWS, provides managed AI infrastructure services via Amazon Bedrock alongside proprietary Trainium and Inferentia silicon.

Some people are worried about the invasion of China. I personally buy TSM stocks.

When TSM results ?

So why not just buy TSM stock 🤣

I think the biggest thing you’re missing is that 3 days of paper-trading gains don’t tell you whether the strategy works. $9,500 on $350k feels great, but it’s noise. That same concentration could easily be down $50k+ later. You’re 36, have a family of four depending largely on your income, and already have a pension. You don’t need to swing for the fences with this money. For example, I might think about something like 70–80% in broad market index funds, 10–20% in bonds/cash depending on your needs, and 10–15% in individual stocks like NVDA/AMD/AVGO/TSM if you really want the AI/semiconductor exposure. You still get meaningful upside if your thesis plays out, without making your family’s inheritance dependent on a handful of companies. The goal shouldn’t be to make $350k grow quickly. It should be to let it compound for decades without one bad bet wrecking your financial security.

(In order of concentration): MSFT, GOOG, META, AMZN, TTWO\*, TSM, AVGO, SPOT \*Looking to drop TTWO next time it rallies and spread into remaining holdings. Got caught up in GTA6 hype and bought some in April—got greedy instead of locking in some quick gains. Everything else is a long-long-term hold barring anything crazy.

I'm a shareholder and like the company. Packaging is a bit of a bottleneck and there practically is only ASX, AMKR, or TSM packaging inhouse. TSM is swamped...so they should outsource much of this. TSM has invested in a massive plant in Arizona...and right next door is a new AMKR factory (massive). ASX isn't investing in the US...so AMKR will have a local monopoly on packing the new TSM chips that come out of AZ. Because of US onshoring rules with semis, this is actually huge. There are concerns though...AMKR's market cap is only 13B...yet the AZ facility could cost 12B. Everything hinges on this. Execution is a risk and local opposition and water restrictions have been an issue. US labor costs are high and margins from the factory once runingn could be dissapointing. That said...IMO it's a good stock. It's also very volatile...waiting for a big dip is your best bet for entrances.