TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

Splitting it into compute/memory/foundry/equipment is the right way to think about it - these don't all move together and the timing on each is completely different.
One thing worth looking at alongside individual names is SMH, the semiconductor ETF - it holds NVDA, ASML, TSM, MU and the rest in one package. $1.8B flowed into it just last week, which suggests institutional interest hasn't dried up despite the run.

Technically SMH is sitting around $611 with the sector already up about 68% this year.....whether that means expectations are fully baked in or there's still room is something everyone has to work out for themselves 😄
Just observations, not financial advice\*

More MU under 1k, AVGO, TSM would be my top 3

Nice buy! TSM is a great core own and especially at that price! I wonder though if the market is pricing memory as a commodity why not semis and the semi foundry. As is usual the future is probably betweeen the bull and bear cases.

next Thursday my port has the opportunity to go up or down 5% thanks to TSM and NFLX but I care more about MSFT and NVO in about 3 wks those two are so undervalued and earnings are highly anticipated.

Not likely, but never know. When we suddenly had the chip surplus, due to Covid and post covid, I bought a good number of shares of TSM for $75/share.

These companies feature overwhelming analyst support, with heavy clusters of "Strong Buy" and "Buy" ratings due to powerful core market tailwinds.
* AA, TSM, NFLX, ELV, UAL

2024 TSM would like a word

ASML & TSM comin up

Some implied move for earnings next week:

[https://www.optionmillionaires.com/some-implied-moves-for-earnings-next-weekjul-13th-july-17th/](https://www.optionmillionaires.com/some-implied-moves-for-earnings-next-weekjul-13th-july-17th/)

$ASML 8.5%
$TSM 6.4%
$NFLX 7.9%
$ISRG 7.9%
$AA 8.1%
$BLK 5.2%
$CAG 6.2%
$MS 4.9%
$UNH 6.3%
$C 4.6%
$GE 5.4%
$ABT 5.4%
$GS 4.6%
$JPM 3.8%
$BAC 3.7%
$WFC 5.1%
$FAST 5.9%
$AEHR 22.5%
$ELV 6.8%
$JNJ 3.8%
$CTAS 5.3%
$UAL 7.4%
$JBHT 6.9%
$RF 4.2%

Exactly this! I’ve been selling 2 weeklies on TSM (strike anywhere from $470-500), unlike ASTS, TSM usually doesn’t pump like 10-20% in a week and worst case I can afford a roll. With my ASTS (own 300 shares) I haven’t sold calls at all, too volatile.

Thank you for showing TSM some love. Never see it mentioned but it’s arguably critical infrastructure for basically the world atp.

Hey everyone, below is a list of my current dividend stocks in an individual brokerage account (ignore the spacex, thats just for shits and giggles).
The numbers next to the tickers are the quantities I currently hold.
I'm not particularly married to any one of these, and I already have strong mutual funds in my other Roth accounts. Looking for advice to grow this into a dividend snowball machine as years go by. Any tips? Open to anything! Age: 30
AAPL: 17.18
COST: 4.021
CVX: 25.781
GOOGL: 4.012
JNJ: 14.729
KMB: 31
KO: 75.962
KVUE: 94.505
META: 1.002
MSFT: 11.02
NVDA: 3.008
PEP: 27.611
PG: 17.71
PSX: 25.326
SPCX: 11
TSM: 1.026
XOM: 76

TSM gotta start strong with amazing monthly revenue report on Monday

Also have MU, SMCI, TSM, and NVDA. We use Gemini in DoW and not sure how Tesla will turn out with their focus on Optimus robot, but they will have to do something with their automotive division as Chinese EV manufacturers are eating their margins.

You pay a premium for ADR's. Look at TSM.

Plus next week is ASML and TSM earnings, two companies closely linked to NVDA. Something good might be brewing.

I knew a lot of spending would circulate once the government announced their spending package. I wasn’t sure who the clear winners would be. I thought it was Oracle at first until about March when it was clear Micron had room to run.
Micron still has room to run and Oracle will have its day in the next two years when it can capitalize on its massive revenue backlog.
Super Micro Computers SMCI is another good buy in my opinion. Full stack server solutions for AI with a large revenue backlog. Looking forward to earnings in August. The recent stock issuance caused the stock to fall, however the financials are still there.
SK Hynix is Micron on steroids, however I do hope Micron takes share going forward to support US Manufacturing.
Google is another great player. Gemini for robotics is going to be huge along with their other AI endeavors and Gemini integration with Apple phones.
Sezzle payment solutions has treated me well the past year. Breaking payments into 4 months is attractive to a lot of consumers.
I have no positions in Tesla because I believe the fundamentals are outrageous, however I do believe the trend in innovation they set. Humanoid robots are the real future and a direct result of artificial intelligence. I am looking forward to the shareholders meeting to see how advanced the humanoid robots have gotten. They use 10x the memory of an autonomous vehicle.
Nvidia and TSM are must own stocks.
Oklo nuclear energy is another play I am making as the government, data centers, and manufacturing have made it clear that energy independence from the grid is a priority. Their product rolls out at the end of 2027, so I am early to the party on this.
Anyway, if you read this, cheers!

Momentum doesnt have to be all-time highs. Qualcomm, TSM have momentum, but a bit more safety in pricing. 38 P/E for one of the biggest moats in tech at this point in time its kind of no brainer, but people get stuck on past pricing action and lose out on future gains. Me included. Emotion is one of the biggest drawbacks in investing.

reddit still obsessed on ai trade but anyone looking other places for upside
found OHI for health care
also found FIVE for the consumer side
PGR for insurance
BNY for finance
only decent tech trade i found that wasnt overextended was ADBE.
maaaybe even TSM has some juice left
any thoughts? what are you guys looking at that looks good

TSM and ASML maintains their buy ratings burning increasing caution, NFLX generally positive outlook, UNH is a long-term play but currently navigating pressure due to medical loss ratio—green bigly