TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stockNYSEADR

I am not an tax advisor just a dude on the internets. but your 28, be aggressive as you can be. and accept its going to go up and down... No thoughts safe/proven plan : 50% FNILX 50% + QQQM or SPMO - and just chill - FNILX since your at fidelity and they have your roth, its no fee sp500, and you can sell tax free anyway if you ever want to(Roth). If your buying extra outside your Roth 401k etc, then buy fxiax or voo etc, they can be ported easier. But the plan works for all the accounts... Going VTI is safer slightly less growth, VXUS if you think world will outperform. if you don't mind the risk, could go all in on momentum something like spmo/xmmo, in the roth, and safer elsewhere. Everyone has their own risk tolerance! For you, max your 401k and your ira, keep a 6 months savings (if you lost your job you could pay 6 months of bills) and everything else you can into a taxable. For reference: I have been using this Taxable: 40% fxiax 30%QQQM 20%SPMO 10% XMMO (I consider this safe enough as my largest holding) Roth: 100% SMH - and I am deciding where I will rotate to in the coming months, unsure most likely into more momentum. -- I prefer to go most aggressive in my roth. And I hold a handful of global and select single stocks. But I don't like having too many as the tax paperwork gets to be silly for tiny amounts of shares. But its hard not to want to hold ASML/TSM/MELI/baba ... Honestly so many options just work if you put in the money and don't mess with it, even Target_Date_Funds work. Id wager if you just invested however and don't day trade it away, your more likely going to lose it to a ex-wife than a bad fund... (Marrying the girl with the art degree from harvard and 700k in debt = bad idea, fyi) ^_^

ASTS, RKLB, NBIS, GOOG, CCXI, NVDA, GLW, SKHY, KRKNF, TSM, KTOS, JOBY

NVDA, AMZN, META, TSM, AVGO, UBER, APLD, WULF, CORZ Sold recently for profit: MSFT, NOW Looking for some non-tech to diversify. Watchlist is: SPGI, BN, RKT, QXO, STRL (kinda dependent on ai infra buildout), BLDR

Amzn mu TSM msft nvda avgo etn acmr

Apple , Google , TSM, NVidia , SMCI

The more I look at where AI infrastructure is heading, the more I think inference is going to be one of the bigger opportunities in the space. Training is what teaches the mode and inference is what happens every time you actually use it. Every question, image, search or task has to be processed somewhere, and as AI usage grows that means an enormous amount of computing demand. We are moving from people asking models one question at a time to agents making dozens of calls in the background to complete a single task, and that changes what actually matters and speed, latency and efficiency become much more important when every task starts triggering multiple inference steps. Thats where Cerebras comes into play The arcitecture is very different from the traditional GPU setup as cerebras uses 44GB of on-chip SRAM per wafer and keeps much more of the data the model needs physically closer to the compute. The easiest way to think about it is that AI chips spend a huge amount of time moving data between the processor and memory and the closer that memory is to the processor, the less waiting around there is. That is interesting to me with MU already talking about memory becoming much tighter through 2027 and 2028. Most high-end AI accelerators rely heavily on HBM, which is extremely fast memory placed alongside the chip. and Cerebras is much less dependent on it, so if HBM remains constrained, that architecture could become a much bigger advantage. They have also already secured wafer supply from TSM, which removes another obvious bottleneck and makes this increasingly about execution and how quickly they can scale into demand.. The agent angle is the biggest part of the thesis because if one request starts creating 10, 20 or 50 model calls behind the scenes, small improvements in latency start adding up very quickly. Something that saves a fraction of a second once may not matter much, but save it dozens of times inside the same workflow and suddenly it does. Sam Altman also called Cerebras a close partner pushing the frontier of speed, which gives me more confidence that this is not just another alternative AI chip story. I am also watching the lockup situation as Cerebras did not have one huge expiration date, the shares have been coming out across 11 different stages and several of the largest tranches have already passed. There can still be some supply pressure from the remaining unlocks, but I actually prefer this to one massive cliff because a lot of that selling has already started working its way through the market. Basicaly if AI keeps moving toward agents and inference demand explodes with it, Cerebras is one of the more differentiated ways I have found to play that shift. In terms of institutional flows, there have been more bullish conviction as you can see from the chart bellow https://preview.redd.it/7w2vxokeftth1.png?width=1012&format=png&auto=webp&s=9c5cd27b18240b7af98c2d09d83cf65d48997269 In terms of market positioning and market maker exposure, the picture is bullish as you can see from the nodes pointing left, especially having moved above 180 for the stock and $200 is likely to be the first target. market makers will be buying the dip as long as above $170 for now https://preview.redd.it/wjn96lafftth1.png?width=745&format=png&auto=webp&s=80493b62a8631ddbe76004302b21312b77b0ed66 Call option volumes are also picking up on $200 https://preview.redd.it/t7jxj00gftth1.png?width=736&format=png&auto=webp&s=f5cd2bda7110c1d67abf195780a1251da92ffc4d

I did FTEC + CHPS. Pretty much the same overweight of US tech, with the TSM, ASML, Samsung added parts for a lower ER. The smaller companies that are part of IXN I have covered by FZLIX.

Find the absolute leading liquid names that the institutions can pour money into in order to put risk on. The leaders. Up the most. Showing persistent relative strength. Buy as price leaves a volatility contraction/consolidation zone or conversely on a pullback to a support area like VWAP or prior chart structure. Buy renewed strength though, not as it is pulling back. Finally, if price has created a good range in one of these names, you can buy new highs if volume is confirming. Use tight stops. I trade these patterns everyday. I was in and out of all of the leaders today - TSM, ILMN, APP, TSLA, MRNA, CRBS, WDC, STX. But I lost money on balance on these trades but made a really nice haul in the name of the day, the best leader imo that accounted for my entire day - SPCX. Hope this helps!

TSM with that regard strength. I guess it just waited for me to get out so it can moon :kekh:

## 📈 52-Week Highs: The 52-Week Highs list shows stocks that have reached their highest price point in the past 52 weeks during the trading session. | Symbol | Name | Price | Year High | Market Cap | |:-------|:-----|:-----:|:---------:|:----------:| | [NVDA](https://marketrodeo.com/asset/NVDA) | NVIDIA Corporation | $238.90 | $240.10 | $5.8T | | [TSM](https://marketrodeo.com/asset/TSM) | Taiwan Semiconductor Manufacturing Company Limited | $485.80 | $487.44 | $2.5T | | [CRWD](https://marketrodeo.com/asset/CRWD) | CrowdStrike Holdings, Inc. | $272.67 | $274.23 | $277.6B | | [PBR](https://marketrodeo.com/asset/PBR) | Petróleo Brasileiro S.A. - Petrobras | $24.14 | $24.76 | $155.6B | | [FTNT](https://marketrodeo.com/asset/FTNT) | Fortinet, Inc. | $184.13 | $184.61 | $135.1B | ## 📉 52-Week Lows: The 52-Week Lows list shows stocks that have reached their lowest price point in the past 52 weeks during the trading session. | Symbol | Name | Price | Year Low | Market Cap | |:-------|:-----|:-----:|:--------:|:----------:| | [PEP](https://marketrodeo.com/asset/PEP) | PepsiCo, Inc. | $125.65 | $124.22 | $171.6B | | [MCD](https://marketrodeo.com/asset/MCD) | McDonald's Corporation | $233.04 | $229.20 | $165.6B | | [SNY](https://marketrodeo.com/asset/SNY) | Sanofi | $39.51 | $39.19 | $94.9B | | [BNH](https://marketrodeo.com/asset/BNH) | Brookfield Finance Inc. | $14.59 | $14.12 | $91.8B | | [AON](https://marketrodeo.com/asset/AON) | Aon plc | $272.05 | $266.49 | $57.7B | **Source:** [52-Week Highs-Lows](https://marketrodeo.com/market-movers?tab=highs-lows)

Not OP but that data center project in Texas is basically space X’s version of being NVDA, MU, and TSM/Intel all at once. Being from Texas and being able to have been to both his space X sites and Tesla plant…. One thing Elon does deliver on is building these gigantic buildings. It’s much more than rockets.

Whole book: $11,196.43, up $148.52 (up 1.36%) since Friday's close, counting the weekend's crypto and Kalshi action. The Kneeler went 24 for 24 on Sunday. It bets on surefire wins and takes advantage of NFL gaps in Kalshi markets. Kinda didn’t want to share this one so I can take more of the volume but it’s almost guaranteed wins. With $150 allocated, across 24 bets it cycled $523.76 through those contracts and got $544.26 back. After $1.36 in fees, that's about $19 on the day. Business As Usual, $2,633.05, up $59.47 (up 2.31%), best dollar day. It holds the S&P 500 and switches into UPRO, a 3x leveraged S&P fund, when New York weather reads normal for the season on Kalshi's temperature markets. Monday was one of those days. It bought UPRO at $151.47 right after the open and rode the day levered. First of the Month, $1,045.07, up $25.52 (up 2.50%). Its turn of the month leverage window closed today. It bought UPRO at $150.07 on Sept 24 and sold it at $153.63 two minutes before today's close, +2.4% on the levered leg, about $24. It's back in plain SPY until the next turn of the month. FAANG+ Momentum, $2,549.95, up $30.83 (up 1.22%). Sold AMZN and GOOGL, bought AAPL, META and NVDA. High Profile Congress, $469.86, down $1.63. A new batch of disclosures meant a full rebuild: out of AVUV, FSLR, IJR, OTIS, WMT and WPM, into AAPL, AMGN, GOOG, HD, MSFT and NFLX. That also ends the FSLR saga from the last two posts. It sold the rest at $172.65. Crypto Rotator, $209.93, up $7.58 (up 3.75%) over the weekend. It's been holding AVAX since Sept 29 at $11.38. AI Picks & Shovels, down $8.50 (down 0.78%), the worst equity day. It reweighted out of AMD, ANET, Micron and some NVDA and into DELL, MRVL, SMCI and TSM.

amazon and google are user facing end product companies, nvidia products are necessities to tech companies. Along with TSM, ASML etc

P/E is 30.28 TSM has upcoming earnings next week and a sales report on the 10th of Oct. All the analysts on Google Finance say buy. Maybe someone can fabricate an analyst to say sell or hold....

I need suggestion on TSM ...if anyone did some digging and are playing that stock ..can you please DM me ?

can TSM please hit $500??

anyone playing TSM earnings ? or holding calls ? .....any opinions ?

How about TSM?

$TSM

"Could" depends entirely on how much risk you want to take. NVDA/MSFT/AAPL/TSM/V/MA would give you a good base to sell come CC on's. 500k margin should be able to stay quite conservative selling puts and pull in another $10k/mo.

$TSM getting out of my reach 👿

Account size- $1.4m with portfolio margin. Also have tax advantaged accounts but don't want to mention them as we don't want to incur any withdrawal penalties on this (we're late 30s, early 40s so a long way from being penalty free on those) Major expenses- mortgage $6.5k/month, followed by property tax $11k/year. No other debts. Taxes - all federal. No state dividend, no short term or long term cap gains. Holdings - 70% VOO, 30% NVDA/MSFT/AAPL/TSM/V/MA. Haven't bought individual stocks since \~2021, just been buying VOO. Experience- on and off for 10+ years mostly selling naked puts and occasionally cash secured (mostly the former as I mostly DCA'd into VOO so cash holdings was mostly in banks). \~45 DTE, 15-20 delta when IV% was 30-50% on these stocks, always avoiding earnings. Buy back at half profit or rarely more. But I was pretty busy so I'd typically only spend \~10 minutes during lunch on this and could go months long without even logging into the brokerage. I don't have enough to quit entirely and live off dividends (I guess I could in a lower COL part of the country, but we're in upper medium COL in a west coast, near the ocean part of the country) but this is where my question **on how much could I realistically make on selling options given the above info?**

A strong DXY/USD puts pressure on international stocks and a weaker DXY lifts international (ex-US) stocks. The AI cap ex data center build out is leading to ex US outperforming US indices. Google, Amazon, Microsoft, and Meta are spending their entire 2026 FCF plus additional debt on AI data center cap ex. A majority of that money is going to Samsung, SK hynix, ASML, TSM, etc. As long as the AI data center cap ex infrastructure build out continues, $VXUS (ex-US) will continue to outperform $VTI (US) and $VPL, $EWY, $EWJ, and $EWT will outperform $VXUS. You are simply following the flow of money.

I just calls TSM. Now inverse me or whatever

TSM fuken LEGIT