TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stockNYSEADR

if it's the only position you have then your right to worry if it's part of a balanced portfolio then it's something to watch. I own TSM as well but it's only one of many that I own and I watch over it like I do the rest of my positions. If your not comfortable doing that then buy an S&P index fund

Yes, it's 3x bull of SOXQ etf, including TSM and NVDA etc semis

Shares? It’s a derivative of semis right? So TSM and NVDA etc?

Earnings week watchlist, can't stop staring at TSM next Thursday

The first year after my dad died, I sold the stuff he had and started fresh. Bought a lot of TSM and did great the first year, but this year has been scarier. I am worried about being too tech/AI heavy. I don’t do options (yet), but I am trying so hard to keep up on the pulse of things and be smart to preserve and build this nest egg (but I guess we all do that, so I am not exactly special…I Just would feel sick seeing his hard-earned wealth evaporate bc I didn’t do my absolute best. After all, this was supposed to be HIS retirement money for him to live comfortably and joyfully, not my personal gambling fund. Days like today having me taking it a lot more seriously than I did when he first died, because back then I was so deep in grief and overwhelm that I didn’t have TIME to worry about what TSM did or why I had “conviction,” I just listened to some dude I used to date in New York City’s advice to buy it and it worked out well. (That said, same guy also recommended MELI, CAVA and BROS, lol). I’m just worried it’s going to get bad, and I’m not prepared. Maybe this is the wrong forum for this comment, but I’m posting it here because it’s on my mind now.

You can integrate OpenAI with Google now… but what happens if Google wants to stop them from using it? Meta is not really going after enterprises but there’s entire businesses that only advertise and do business on Facebook. A lot of service companies that will pay a big premium to be able to have all their messages be automatically answered and their schedule be automated for them. Meta will be for the everyday guy. Not necessarily Fortune 500 companies. Also I believe there will always be a muse model that is free that they will monetize through ads, just like Facebook with your own feed about your own interests. I agree with you that them getting bought out by Microsoft is a definitely a possibility. As far as spcx I see them more as an infrastructure play. The site they are building in Texas is their version of NVDA/TSM all in one where they can design and manufacture the chips all in one place. They have already broken ground. Then in later years I think they will have an advantage in robotics and self driving cars once they merge with Tesla.

TSM, GOOG, SKHY

\> 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 😞😞😒😒😒