TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

Consensus is, if China invades Taiwan, it's very likely TSM goes away.

Not a real issue. TSM recycles 99% of helium so they are crazy efficient. And plenty of places produce helium, like the US. They will outbid everyone else to get it.

That’s what I do to jump from $3200 to my portfolio size currently!! AMD, LITE, TSM, NVDA, and even MU (I still have some MU and TSM, and they’re in a lull rn).
I was able to sell many of my holdings at profit to increase the amount I started with!!
What do you think you’ll be investing in for dividend-paying stocks in the future?

TSM is the best play for AI

Just bought more GEV, GE, LRCX, STRL, UUUU.
Already heavy with MU, WDC, NVDA, TSM, GOOG, AMZN, SNDK.
Wish I had more RKLB, KTOS, UMAC, RCAT.

I mean it only takes like 10 minutes to leverage my entire savings into TSM puts because #CHYNA CRAZY

Anyone know how long TSM can keep making chips without getting helium and LNG from the gulf?

anyone else see the head and shoulders on TSM? lmao

SOFI has shady rep and the stock isn’t really cheap, they mostly are very promising companies that haven’t proven themselves yet. No AAPL, AMZN, MSFT? Or if GOOGL, AVGO, TSM get really cheap? XHB and AAL/UAL for a trade?   Just maybe some companies that aren’t going anywhere. 

This is a much more dire situation than tariff last year, but things are getting too cheap. MSFT/enterprise software is the best risk/reward imo, but NVDA & META are cheap. AMZN very close. Google is the future but just head & sholdered. AAL/UAL close too. Wish AVGO & TSM would drop more. 

if it get cheaper, buy a bit more. no one can say for certain, but I bought TSM, MSFT, META and GOOG

TSM

I'm still +6.3% ytd in my Roth
it's because TSM was still ripping until almost March and I went 50% cash pretty quickly after the war-not-war started. I also had a decent position in Netflix before it shot up after that deal went south, so I made a quick 20% there and then sold most of it

STO, Put Spread, TSM May15 +280p/-300p for $4.35

Now my biggest holding - overtook TSM last week

TSM, XOM

Decided to sell half my msft holdings and all amzn holdings and swap into MU, NVDA and TSM today.
I've been bullish on msft, goog and amzn, but realised that NVDA and tsm are safer and will grow in synch with these tech giants but at a faster pace, because the reliance of growth of these tech companies has become reliant on their ai capabilities that NVDA and TSM automatically win if the tech giants win, but don't necessarily lose if one or more of the tech giants lose (the Capex is real).