TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stockNYSEADR

**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **TSM** | $465.00 (above) | $430.27 | +8.1% | Fri 3:58 PM ET |

TSM calls knee grows

!banbet TSM 465 2d

neoclouds are the worst investment ever just buy TSM

!Banbet TSM $465 2 days

Yeah, I know it’s hard. But you bought a great company that is vital to the world of the present, and the future. Stand by it. Share prices swing around in the short term, but TSM will gain value in the long term.

I wouldn't say bad but looks like Micron, SK Hynix, NVIDIA are sitting in a much better space: [comparison](https://www.stratdeck.uk/compare?tickers=TSM%2CNVDA%2CAVGO%2CMU%2CAMD%2C000660.KS) [Micron](https://www.stratdeck.uk/stocks/MU) especially looking quite tasty

recovery could be as early as TSM earnings tomorrow. This market is fickle and punishes bulls and bears equally.

Who tf is TSM, league team?

TSM Losses and Approach- Amateur Investor

TSM will save us

Tomorrow is payday and billions get invested into 401ks and also TSM Earnings will show demand for chips aint going anywhere

AI hype is down since June, hardly off the charts. The major players are also trading at pretty modest valuations, look at hyperscalers, NVDA, TSM, ASML, memory etc.

BTC MRVL 10/16 285c +87% \> small consolation. STO RDDT Feb'27 120p @ $8.87 \> I was getting low on RDDT puts so went a little further out. Something like 14-15% annualized RoR which isn't great for RDDT but I'll take it for the 120. BTO SPY 0DTE 772/774 @ $0.24 just to feel something. Added a bit of TSM shares.

Might sell some AAPL to have some juice for TSM calls post reporting

|**Stock**|**Current Price**|**ATH**|**percent to ATH**|**off from ATH**|**Market Cap**| |:-|:-|:-|:-|:-|:-| |NVDA|$222.54|$243.37|9.36%|8.56%|$5.36T| |TSM|$434.33|$487.47|12.23%|10.90%|$1.97T| |**AMD**|**$578.72**|**$658.52**|**13.79%**|**12.12%**|$944.75B| |**SMH**|**$571.05**|**$671.83**|**17.65%**|**15.00%**|\-| |MRVL|$252.86|$329.88|30.46%|23.35%|$221.72B| |MU|$930.96|$1,255.00|34.81%|25.82%|$1.05T| |AVGO|$347.78|$495.00|42.33%|29.74%|$1.66T| |INTC|$99.70|$142.35|42.78%|29.96%|$526.92B| |LRCX|$289.10|$438.50|51.68%|34.07%|$361.79B| |STX|$728.44|$1,145.00|57.19%|36.38%|$166.84B| |AMAT|$449.49|$739.67|64.56%|39.23%|$356.71B| |SNDK|$1,426.76|$2,354.39|65.02%|39.40%|$207.35B| |ARM|$243.35|$452.70|86.03%|46.24%|$259.90B| |WDC|$369.84|$799.87|116.27%|53.76%|$138.16B| Time to repost this. I didn't realize memory stocks were getting pummeled this badly, woof. All things considered we're sitting pretty if the bloodletting stops here.

loading up on AMZU GGLL TSM and some NBIS

Real question is why MU over SKHY / 00660 , knowing they have 70% of NVIDIA order booked for HBM, they're the only one selling HBM4 pivotal IA innovation, the biggest market share in memory chips worldwide and highest operational fabs for production volume Samsung and MU are catching up on fabs allocation and technology innovation, and they both have very distinct competitor davantage, as MU is on US soil (good for investments due to passive funds allocation) and have hyperscaler proximity, while Samsung have fully integrated value chain operation, allowing them to capture all the margins and deliver a fully built key-in-hands product. SK Hynix on the other hand as the momentum of innovation and production capacity lead, while positioning itself as NVIDIA and TSM major partner for Vera Rubin architecture and HBM4-equiped chips speciliazed for agentic IA respectively. And purely based on fundamentals SK Hynix is the best of the 3, close to Samsung, both of them being far ahead of MU for similar forward P/E and market cap.

even if hyperscalers save cash by cutting capex, that capital was literally the main revenue engine for the rest of tech (NVDA, AVGO, TSM, power/data center suppliers). cutting capex nukes earnings across the entire hardware/semiconductor supply chain instantly. buybacks on a slowing core business won't stop the broader index re-rating.

# Today is Wednesday, the 14th of October ## Upcoming events for Wednesday, October 14th - Stock splits: - SKIN @ **1:20** - Expected earnings: ASML, BAC, BLK, CMTL, EDUC, EQBK, FAST, HOMB, MS, NXTT, PGR, SOTK, STT - Ex-div: AIPI, CCD, CEPI, CGO, CHAD, CHI, CHW, CHY, CPZ, CSQ, FCEF, FEPI, HYBI, IDCC, MST, MU, QDTY, QLDY, RDTY, SATA, SDTY, TSYX, YRAM - Economic events and announcements: - 3-Month Bill Auction (actual: 4.085%, previous: 4.050%) - 6-Month Bill Auction (actual: 4.200%, previous: 4.165%) - ADP Employment Change Weekly (actual: 24.80K, previous: 23.80K) - Existing Home Sales (actual: 1.5%, consensus: -0.8%, previous: -3.2%) - Existing Home Sales (actual: 3.99M, consensus: 3.95M, previous: 3.93M) - FOMC Member Barkin Speaks - Fed Collins Speaks - Fed Waller Speaks - IMF Meetings - NFIB Small Business Optimism (actual: 97.9, consensus: 98.1, previous: 98.7) - OPEC Monthly Report - Redbook (actual: 10.4%, previous: 8.6%) ## Upcoming events for Thursday, October 15th - Stock splits: - BTOC @ **1:16** - Expected earnings: AA, ALOY, BNY, BSVN, CMC, CMMB, CNS, CTW, CWBC, ERIC, FHN, IBKR, INDB, INFY, JBHT, LOOP, MAN, MRSH, PLD, PNC, PULM, SCHW, SFNC, TSM, USB, WABC, WAFD, WIT - Ex-div: BCIC, BELFA, BELFB, BPOPM, CAC, CHAD, CHCO, CMTV, CSWC, DHCNI, GAING, GAINI, GAINZ, NWFL, OCCI, OCCIM, OCCIN, OXSQG, OXSQH, PECO, REGCO, REGCP, SATA, STRC, VSEC - Economic events and announcements: - API Weekly Crude Oil Stock (previous: -2.090M) - Beige Book - CPI (consensus: 0.6%, previous: 0.4%) - CPI (consensus: 3.6%, previous: 3.4%) - CPI Index, n.s.a. (consensus: 336.65, previous: 334.98) - CPI Index, s.a (previous: 334.13) - CPI, n.s.a (previous: 0.32%) - Cleveland CPI (previous: 0.2%) - Core CPI (consensus: 0.2%, previous: 0.3%) - Core CPI (consensus: 2.5%, previous: 2.4%) - Core CPI Index (previous: 337.77) - FOMC Member Barkin Speaks - FOMC Member Bowman Speaks - FOMC Member Bowman Speaks - Fed Goolsbee Speaks - Federal Budget Balance (consensus: -29.0B, previous: -167.0B) - IEA Monthly Report - IMF Meetings - MBA 30-Year Mortgage Rate (previous: 7.49%) - MBA Mortgage Applications (previous: -4.2%) - MBA Purchase Index (previous: 145.1) - Mortgage Market Index (previous: 204.7) - Mortgage Refinance Index (previous: 515.8) - Real Earnings (previous: 0.2%) - Redbook (previous: 8.6%) - Thomson Reuters IPSOS PCSI (previous: 50.45) - US Leading Index (previous: -0.1%) ## Upcoming events for Friday, October 16th - Expected earnings: ATLO, BANF, BVFL, CFG, GLDG, HDB, HIFS, HOST, IBN, MCBS, MTB, PBAM, RBCAA, RF, TFC, TRV - Ex-div: CBRL, CHAD, GWRS, HRZN, IMMR, MDRR, MGRC, OXLC, OXLCM, OXLCN, OXLCO, OXSQ, PBHC, RGCO, SATA - Economic events and announcements: - 4-Week Bill Auction (previous: 3.980%) - 8-Week Bill Auction (previous: 3.980%) - Atlanta Fed GDPNow (consensus: 3.6%, previous: 3.6%) - Business Inventories (consensus: 0.4%, previous: 0.8%) - Continuing Jobless Claims (previous: 1,716K) - Core PPI (consensus: 0.3%, previous: 0.2%) - Core PPI (previous: 4.6%) - Core Retail Sales (consensus: 0.5%, previous: 1.4%) - Crude Oil Imports (previous: -0.053M) - Crude Oil Inventories (previous: -3.186M) - Cushing Crude Oil Inventories (previous: 0.444M) - Distillate Fuel Production (previous: 0.287M) - EIA Refinery Crude Runs (previous: 0.223M) - EIA Weekly Distillates Stocks (previous: -0.042M) - EIA Weekly Refinery Utilization Rates (previous: 0.2%) - Fed Chair Warsh Speaks - Fed's Balance Sheet (previous: 6,748B) - Gasoline Inventories (previous: 0.382M) - Gasoline Production (previous: -0.117M) - Heating Oil Stockpiles (previous: 0.668M) - IMF Meetings - Initial Jobless Claims (consensus: 195K, previous: 197K) - Jobless Claims 4-Week Avg. (previous: 198.00K) - NY Empire State Manufacturing Index (consensus: 3.20, previous: 7.60) - Natural Gas Storage (previous: 85B) - PPI (consensus: 0.5%, previous: 0.4%) - PPI (previous: 5.4%) - PPI ex. Food/Energy/Transport (previous: 0.3%) - PPI ex. Food/Energy/Transport (previous: 4.7%) - Philadelphia Fed Manufacturing Index (consensus: 26.5, previous: 37.8) - Philly Fed Business Conditions (previous: 52.9) - Philly Fed CAPEX Index (previous: 37.10) - Philly Fed Employment (previous: 11.8) - Philly Fed New Orders (previous: 29.2) - Philly Fed Prices Paid (previous: 48.60) - Reserve Balances with Federal Reserve Banks (previous: 3.022T) - Retail Control (previous: 1.4%) - Retail Inventories Ex Auto (consensus: 0.1%, previous: 0.1%) - Retail Sales (consensus: 0.3%, previous: 1.2%) - Retail Sales (previous: 5.36%) - Retail Sales Ex Gas/Autos (previous: 1.2%) ## Upcoming events for Saturday, October 17th - Economic events and announcements: - CFTC Aluminium speculative net positions (previous: -0.9K) - CFTC Copper speculative net positions (previous: 69.4K) - CFTC Corn speculative net positions (previous: 452.5K) - CFTC Crude Oil speculative net positions (previous: 99.1K) - CFTC Gold speculative net positions (previous: 210.3K) - CFTC Nasdaq 100 speculative net positions (previous: 58.1K) - CFTC Natural Gas speculative net positions (previous: -236.4K) - CFTC S&P 500 speculative net positions (previous: -154.1K) - CFTC Silver speculative net positions (previous: 23.2K) - CFTC Soybeans speculative net positions (previous: 273.9K) - CFTC Wheat speculative net positions (previous: -16.0K) - Capacity Utilization Rate (consensus: 76.5%, previous: 76.3%) - Export Price Index (previous: 0.6%) - Export Price Index (previous: 8.6%) - IMF Meetings - Import Price Index (consensus: 0.6%, previous: 0.7%) - Import Price Index (previous: 7.0%) - Industrial Production (consensus: 0.4%, previous: 0.0%) - Industrial Production (previous: 1.42%) - Manufacturing Production (previous: -0.3%) - Overall Net Capital Flow (previous: 83.70B) - TIC Net Long-Term Transactions (consensus: 125.7B, previous: -27.9B) - TIC Net Long-Term Transactions including Swaps (previous: -27.90B) - U.S. Baker Hughes Oil Rig Count (previous: 462) - U.S. Baker Hughes Total Rig Count (previous: 603) - US Foreign Buying, T-bonds (previous: -3.60B) ^^^^2026-10-14

TSM tomorrow? Is this the time for a re-rate (finally)?

ASML has like a monopoly with TSM on the machines that make semiconductors. They are quiet important.

TSM might be interesting - ER's thurs am

everyone is obsessed with Nvidia's margins and who has the best GPU, but the funny thing is Jensen doesn't actually make the physical silicon. Nvidia is fabless. they design the architecture, write CUDA, and lock in the software moat, but the heavy lifting of actually turning sand into working chips gets outsourced to TSMC, while the HBM memory stacks come from SK Hynix and Micron. it's a brilliant business model because they avoid dumping 50 billion into fab capex every few years, but it also means the real bottleneck for the entire AI cycle isn't design. it's manufacturing capacity and advanced packaging. everyone knows TSMC prints the wafers, but the real choke point right now is CoWoS packaging and high-bandwidth memory allocation. Nvidia can book all the hyperscaler orders they want, but if TSMC doesn't have enough packaging capacity or HBM yields slip, the delivery tape stalls out. which makes me wonder why so much retail money keeps blindly piling into NVDA at peak sentiment while the companies actually manufacturing the bottleneck trade at a fraction of the multiple. curious how you guys are playing this. are you just riding NVDA directly, or allocation to the foundry and memory names like TSM and MU instead?

What's a good EFT to diversify my straight holdings of NVDA and TSM