TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stockNYSEADR

Google. All big tech is starting to make their own chips for AI compute. If you want to buy shovels, buy TSM or ASML instead of Nvidia.

I like AMD. It’s my second highest percentage profit stock behind TSM. It was part of my weekly purchases for a while. Now that I have a decent amount of shares and 200% gain, I am fine just having AMD be part of the 4% allocation in VGT. I think AMD will continue to do well. I would buy more if there was a significant drop. I’d definitely pick it over Intel. Right now I’m currently watching AVGO, GOOGL, TSM, and ORCL for any large purchases. They’ve had decent pullbacks. I’m heavy in tech because I’m 32 with a $510,000 401(k) that’s entirely in FXAIX. That’s my “safe” investment.

You can go 85% VT and 15% IXN. Prefer IXN over VGT/XLK as it's global and has TSM and other Intl Tech stocks. QQQM is also decent option which is more diverse and not really pure Tech.

Micron is already dumping massively and likely will never see its ATH ever again. TSM is still holding up surprisingly well. The SaaS stocks like NOW could dump at any moment but for now it probably makes sense to stay long (panic sell if they suddenly go vertical and never look back). At least those are all profitable unlike those other 3 that are effectively just meme stocks. Meme stocks can make you money but you really don't wanna hold them too long after they go parabolic.

Getting advice from reddit is the same. Im doing well with NOW, TSM, and Micron but currently a loser with SLS, HOVR, ASTS, and a few others

“This month… worst month as can remember…”. So I assume you are fairly young. I went thru covid drawdown (2020 March), Great Recession (2008 Sept to early 2009), and Dot Com bust in 2000. I’m retired and been in the market for 35 years. (Some commenters here probably not even 35) I still have 90% in individual AI names… AAOI, LITE, COHR, MU, AMD, CRDO, AVGO, GOOGL, MRTA, TSM, PANW, ZS, CRM, NOW, NVDA (in $10 2020), CRWD (in IPO date 2019) and others… I read some of the comments here… some are valid but some… AI will continue to dominate the world, will benefit humans….but continued AI expansion does not mean AI stocks will continue to shoot up. Stocks don’t equal to industry growth. Wish you luck.

This is not a flex post or anything. I'm genuinely looking for advice to make passive income from my 4M$ portfolio. **Portfolio details** Highly concentrated portfolio ( < 20 holdings) with following top 5-6 holdings 1. GOOG 2. AMZN 3. META 4. TSM 5. ASML 6. UBER 7. MELI **What am I seeking ?** I'm not trying to gamble and win huge in anyway. I am looking for relatively safe and automatable strategies that can even make 3% (120K), 2% (80K) or even 1% (40K) would still be a huge hit for a portfolio this size. Some of the things I'm looking into a) Selling short term (30-45d out) OTM covered calls b) Getting margin against the portfolio (RH margin account enablement is just 1 click thing) and use it to sell ITM cash secured puts for stocks that I'm happy owning at that strike price. Other suggestions / improvements are welcome. Lets learn and grow our portfolios together. Thank you

Thank you so much, which are your other stocks like Google that are great investments. Would it be Amazon or TSM or something else you recommend?

The secret to sucksex is buying TSM. :happy: :happy: :happy:

That’s hilarious…my $NVDA, $MSFT, $AMD, and $TSM shares completely dismantled your theory.

I'm really happy that all the money leaking out of AI is pouring into Adobe for some reason. I wasn't expecting Adobe to go up this soon after buying it. I bought TSM because they are really smart and make the components of what goes onto computers. I don't really care for AI either way, but I like that it puts more money into TSM.

Life is negative risk-reward. Restaurants owners spend $250,000 on a restaurant. to make $1,000 a week. Break even in 5 years. Video-game consoles - sold at a loss - make money on accessories and other purchases. Supermarkets - price one item at a loss to attract customers inside - hopefully they buy more things when in store to win back the loss. they risk $500 in free samples - reward is hopefully people spend more to recoup the loss Gillette razors - sold at a loss - make money on blades and other items. Mobile phones - given away at a loss - make money on the contract. Software companies - Spend 50 million on free software - hopefully enough customers pay for the full software that you turn profitable over time Gym membership - free for everyone for a month - but hope that the customer buys a full contract. risk one month of free use - hopefully you make it back if people become members Building a shopping mall for 100 million - takes 5 million in rent a year. an insurance company risks 200,000 dollars to take your 2,000 dollars. a casino risks 100,000 dollars to take 10 dollars off you. oil companies spend millions drilling into land hoping they find oil worth more than the drilling costs if you put all your money into the s and p 500 - you risk everything to make 10% a year. this is negative risk reward. risking a medium size loss to eventually make more money over time. so how could you apply this to trading? grid trading. divide your money into 10 parts. for example 1000 dollars, 100 dollars per trade. buy something like tesla stock - take profit every 5%. if you have a losing position, leave it alone, forget about it, you have 9 parts of your money left. buy again and take profit every 5%. keep taking small wins. you will take so many winners that you will break even on losing positions, and eventually become profitable anyway if you take lots of small wins. this is negative risk reward because you are in theory risking the entire amount (100 dollars) to take 5% profit. even warren buffett sold things after only holding them for 6 months and took quick profits. he didn't hold everything forever. notable he sold TSM after only 3 months

I am all for a lower interest rate, but looking at the current situation in Iran and oil prices.. even I concede that we have to have higher rates. Perhaps not yet in Canada, but it is becoming increasingly more evident that high energy prices are spilling over and causing inflation in other areas. I had hoped that Trump would end or at least come to some sort of ceasefire agreement with Iran but I dont think that is happening. If Trump had any intention to end the war, he would have done it by now. Escalation appears inevitable. And I dont want to just put it on Trump. The U.S. administration before any strike had numerous mediated meetings and talks. If I remember correctly at least 4 to 5. Iran continues the enrichment to 60% and does not make sense whatsoever why it will be enriched that much for civilian use. They ARE going for nuclear weapon. And it appears they will never give it up. They appear to have 0 willingness to do so. And I dont blame them with everything that has happened thus far. The war appears inevitable. If the U.S. economy can handle it then the yield would rise. If it can't, it will lead to a recession. Either way it appears bad for the U.S. and the world. Ground invasion is not possible. Iran is not iraq. Land is too big. The population of 90 million. But targeted air strikes are certain. I hold 25% stocks in Nvda, Meta, Google, Soxx, Oracle, Amzn, and TSM. The rest in short term bonds. I will buy at the peak fear with some long term bonds as well. But that was my take. I am not here to lecture. But how do you see the market? And takes would be appreciated.

This ☝️ in addition to NVDA and TSM

Amzn, goog, avgo, TSM. All great prices at the moment. And pretty safe bets long term

TSM and GLW

Yes it is. So I have net of $670k. I own 115 ish stocks. Largest positions are TSM PM CNQ DUOL JPM etc

TSM will never go down again

And as part of that condition he said unless they create an entirely new form of AI they will collapse. They didn't invent a new form of AI and they didn't collapse. Are you illiterate? Sure, a bubble popping would look like what happened in 2000 or 2008. We would see valuations plummeting. In October 2025, Anthropic was valued at around 183 billion, and OpenAI at 500 billion, today it's around 1.5-2 trillion for Anthropic and 1.25 trillion for OpenAI. Not only are they worth a shitload of money, but they are being assigned an extremely high p/s ratio showing investors have faith in the company. Semicondcutor companies like TSM/AMD etc are up 100% YoY and trading are multiples that price in significant growth. No one is saying the bubble has popped.

TSM save me please 🙏🏻

TSM wants to run free

Waiting for all the "buy the dip" posts to change to "I'm selling everything." This market refuses to break down. Feels like we need a good old fashioned capitulation to wash out the remaining dip buyers and turn them into panic sellers. I'm keeping my cash for that event. Then I will look closely at GOOG, META, NBIS, TSM, MU among others.

Nothing yet. $TSM and $SPCX nibble.

Deer baby jesus, let TSM and CRWV take over the world today, by your grace Lord let it be so. Bless the hands and keyboards of the workers, may they be swift and productive. Let your will be done inside of their walls lord, build up your warring business angels all around them heavenly Father and lead them into success and prosperity. I pray this in the name of the father, the son, and the holy Spirit, Amen.

TSM is a good dip buy