TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

It is not all about SK Hyinx. If that is the case why not just go DRAM. It is just a part of the parcel. You have TSM, Tencent, HonHai and Baba. You can bet against all of them with something better than that please do share. If this not going to work then OP could go all the way value because that is the only thing doing well along with dividend ETF’s

MU SNDK TSM AMD

I tried the ETFs but it was so boring. I want to be interested. Nothing worse than a red day on something you could care less about. Give me MU, TSM, MRVL, AVGO all day everyday.

That's true and one reason I'm looking at GFS; because it's an asymmetric bet compared with TSM. No significant overlap. I don't want to simply "duplicate" my bet on TSM by purchasing Samsung or Intel. TSM is my high-conviction state-of-the-art foundry; GFS for mature node production.

Thanks. Ultimately, I'm looking for something to complement my TSM position, not duplicate it. GFS seems better positioned to capture the larger chips robots require because they don't compete in the same space as TSM and INTC.

But physical AI and edge AI don't require a lot of AI "brain" chips. They require many more "body" chips. I know they're not chasing TSMC's and Samsung's business. I own TSM and am long on them. So I'm looking for a smaller cap complement to invest in.

Man kan handla med hävstång på Avanza för låg ränta om man bara lånar lite, så kan öka hävstången men isåfall mycket högre risk.
Microsoft, TSM, alphabet, Investor, Securitas+ lite gott och blandat har 12 stycken olika för att minska risk+ändå ha tid att följa utvecklingen i bolagen.

All this data and still basically comes down to "if Warsh says scary words we dump, if not we pump" - markets are something else

The TSM flow is a bit worrying though, that kind of deep ITM call selling before a decision is not typical positioning for a calm day after

That 740 level being almost naked on the options chain is interesting, if we break 750 there's not much to slow things down before hitting it

Since everyone pumping their bags, let me sneak in….!
IREN, NBIS, CRWV (NCLD etf)
Avgo, Crdo, TSM, ASMl (EUV etf)

They are still supply limited. If TSM can increase their fabrication rate/yield there will be more chips toe sell

I’m an anesthesiologist.
Would need to know more about your situation to give good advice, as a lot of it depends on your skillset and resources. I found the highest paying job I could right out of training in a LCOL area and saved and invested aggressively. Once I maxed out my retirement accounts, I took half of my take home and put it in the market and swung for the fences. I’ve had a few ten baggers (NVDA, TSM, AVGO, RKLB, to name a few). My safety net is my work retirement accounts but I have several million across my taxable brokerages and my Roth. Don’t buy depreciating assets. Dont overpay for shit. Be smart with your money, take care of your health, and don’t marry the wrong woman. You’ll be fine.

TSM very suspicious close (in a good way) - Of course happened after I sold my 1DTE calls just so I can withdraw $50 from my account (yes I am that broke)- Hope the very small, further OTM position I left open pays off tomorrow 🙂🙏🏻

Sold my TSM call for a loss, you can buy now to get rich off my pain. You’re welcome.

|**Stock**|**Current Price**|**ATH**|**percent to ATH**|off from ATH|
|:-|:-|:-|:-|:-|
|**AMD**|**$546.57**|**$584.73**|**6.98%**|**6.53%**|
|NVDA|$218.74|$236.54|8.14%|7.53%|
|TSM|$426.28|$479.00|12.37%|11.01%|
|SMH|$559.68|$671.83|20.04%|16.69%|
|MU|$977.53|$1,255.00|28.38%|22.11%|
|INTC|$110.86|$142.35|28.41%|22.12%|
|MRVL|$241.21|$329.88|36.76%|26.88%|
|AVGO|$349.16|$495.00|41.77%|29.46%|
|STX|$800.48|$1,145.00|43.04%|30.09%|
|SNDK|$1,602.12|$2,354.39|46.95%|31.95%|
|LRCX|$268.59|$438.50|63.26%|38.75%|
|ARM|$259.76|$452.70|74.28%|42.62%|
|AMAT|$415.50|$739.67|78.02%|43.83%|
|WDC|$423.37|$799.87|88.93%|47.07%|
AMD has recovered faster than other semis. We may end up retesting or breaking ATH before the next ER.

AMAT isn't a chip manufacturer. They build the machines used by foundries like TSM that make the chips. If you want to be bullish on them, you need to ask yourself if foundries have the ability to expand which increases the demand for production equipment.