TSM - Taiwan Semiconductor Manufacturing Company Limited 0 WATCHERS

AI bubble to Air pocket. But why did all meme stocks move up insanely today? I noticed that many stocks that do not have any income, so-called growth stocks, have moved insanely high today. I know they got a hit recently after AI bubble terminology was used, but now changed …

GOOG, TSM and VRT took up sizable positions during the tariff dips back in April/May

Bought AMD, NVDA and TSM all on the same day in January. Guess there was a dip.

TSM, CRISPR, GMAB, GOOG

I would say all you listed although I think it will be a few days before some of the weird news gets clarified with MSFT. Regardless, the big boys will endure & add NVDA, CSCO & IBM to your list. Other don’t sells… TSM, ASML & AAPL.

Visa (V), Caterpillar (CAT), Waste Management (WM), PG, TSM, CSCO, VST, NFLX, and SOFI to name a few.

I like goog and amazon and sofi, i would swap AMD with NVDA or MU or TSM.

If you were forced to hold only three positions for the next 20 years, what would they be? Pretty much title. I am wondering what high conviction stocks everyone has. I would probably go with GOOGL (solid growth, domination is many verticals), TSM (growing chip demand and diversified customers) and …

* Cloud: GOOG, AMZN, MSFT (40%) * Semis: NVDA, AVGO, TSM, ASML, KLAC, (30%) * Toll booths: V, MA, SPGI, MCO, FICO (20%) * Other: NET, MELI, NBIS, IREN (10%)

I'm confused where you are getting your PEGs? At least per Yahoo, TSM is at 1.4.... double that of NVDA and near triple of AMD. PEG is like golf - lower is better.

The answer is already here: geopolitical issues. TSM is investing in new fabs in Japan and Arizona to help mitigate those issues. However, their gross profit margins are going to take a hit in the near-term as a result. Coming with those new fabs is going to be expected 2-3% …

Nvidia - gross profit >50%, YoY growth >60%, forward P/E about 25, significantly low debt and incumbent leader in AI with locked in supply chain commitments and a significant moat. Sure - competition is growing but that's what is causing the stock to be grossly undervalued relative to other players …

I literally sold all my NBIS at $85 and now it's $100 again? dogshit AI stock alongside TSM, I'll rebuy it when it crashes 20% again, give it a day or two

NBIS, APLD, and TSM.

I'm not going to comment on BTC. I'm neither for or against. For tech companies some are currently reasonable priced. Problem is if there are shenanigans going on. Circular economy. Inflated earnings and promises of future revenue streams that may never materialize. E.g. Nvidia's booked 500b revenues next 2 years. …

Sold TSM in 2021

TSM

Unless Broadcom can get the capacity TSM allocates to Nvidia then no.

This sub is wrong about OpenAI. **Edit: This was not written with any LLM help. If the comments don't follow this sub's rules (no trolling, no low effort posts), I'm going to delete this post and you guys can all go back to your circle jerk. And most of the …

Ticker,Mentions,Market Cap,P/E Ratio,Stock Price,52-Week High,52-Week Low RKLB (Rocket Lab),13,$22.52B,-108.69,$42.27,$73.97,$14.71 QXO (QXO Inc.),5,$12.31B,-41.35,$17.69,$24.69,$11.85 ASTS (AST SpaceMobile),4,$20.63B,-44.59,$55.52,$102.79,$17.50 SOFI (SoFi Technologies),4,$35.51B,53.89,$28.49,$32.73,$8.60 NBIS (Nebius Group),3,$23.63B,103.29,$95.00,$141.10,$18.31 KRKNF (Kraken Robotics),3,$1.24B,98.78,$4.05,$5.48,$1.40 TSM (Taiwan Semi.),2,$1.50T,29.59,$289.96,$311.37,$134.25 INDI (indie Semiconductor),2,$727M,-4.43,$3.49,$6.05,$1.53 NVTS (Navitas Semi.),2,$2.02B,-12.55,$8.97,$17.79,$1.52 RDDT (Reddit),2,$41.00B,114.32,$208.49,$282.95,$79.75 AMPX (Amprius Tech.),2,$1.48B,-26.31,$11.33,$16.03,$1.63 APLD (Applied Digital),2,$7.54B,-23.77,$27.12,$40.20,$3.31 VRT (Vertiv Holdings),1,$69.29B,64.84,$172.12,$202.31,$53.91 UAMY (US Antimony),1,$860M,-149.02,$6.16,$19.71,$0.71 HOOD (Robinhood),1,$115.50B,53.22,$128.80,$153.86,$29.66 RYCEY …

Mainly focused on AI Data center buildouts and trying to own the shovels of AI Top 5 - CLS, VRT, LRCX, NVT, SANM Next 5 - NVDA, TEL, TSM, ANET, AVGO Speculative A - SNDK, WDC, LITE, STX, ETN Speculative B - CIEN, JBL, NBIS, APLD, SMCI, FN, COHR,

NBIS perhaps TSM, depending on China.

OKLO and TSM.

SOFI and TSM

QXO: The building materials space is highly fragmented and consolidation should boost margins through economies of scale. Plus the housing market is chronically undersupplied and in such a rough place there is likely some macro upside. TSM: They have a strong moat from the costs of entry and expertise necessary …

BABA, TSM, 000660.KS, 005930.KS

Nvidia is the hottest one rn, Amazon probably, Meta probably a little bit, TSM because they have a literal monopoly on chip manufacturing

META, amazon, pinterest, paypal, 4shift payments, uber, mercadolibre, NU holding, adobe, TSM, micron, AMD, nvidia and more. There´s a lot of value in the tech sector. You have to look further than your favorites.

Following the advice from Dalio and the like I’d say TSM and NOW and META are possibilities.

The semiconductor industry would probably explode, primarily NVDA, AMD, AVGO, TSM. ORCL would drop like a fly.

TSM not fucking around

it’s a good time to buy MU and TSM

What are you thankful for? Tbh, I’m not thankful for much in life right now but… I’m very thankful for everyone here and on Afterhour that follows me and those who have supported me this last year. I’m thankful for the Thanksgiving ramen in my cupboard. Today, as you all …

Micron and TSM if you want to avoid any uncertainty or cyclical effects

I hold the stock but you're right. If you compare any company to NVDA, everything is overvalued compared to it. The best semi plays are NVDA, TSM and semi equipment makers. There is no point trying to convince other people, it will never work, wait until next earnings releases for …

APLD NVDA GOOG TSM MU AVGO JPM GS TJX HOOD AMD NBIS

Is $AVGO the play with $GOOGL TPU dominance? Coatue (top hedge fund) just shared their thesis on the Google $GOOGL vs. OpenAI complex. I came to the conclusion that under either AI supply chains, Broadcom $AVGO (and of course $TSM) stands to be a beneficiary. I may be wrong as …

What do they sell? What is their moat? It seems that companies can spin up usable AI LLMs pretty quickly. I know reddit hates Elon, but he was able to bring Grok online very quickly, and it is a totally acceptable and robust AI model for most applications. 3 years …

TSM does deserve a steep discount for the geopolitical risk. If they were based in EU or US they would be a 50 P/E company, in Taiwain they are 25-35. There is some risk, call it 10% maybe, that in the next 5 years China invades the island where 90% …

Why is your WACC 12%? Did you actually calculate it? It seems high for such a large company. Also 5% terminal growth is very high and why is it the same as your stage 1 growth rate? I would assume the market has a much higher stage 1 growth rate. …

No mention of TSM or ASML? Cute graph I guess..

Note that TSM.US (ADR) is currently trade at 21% premium of 2330.

Am I making a mistake here TSM DCF..? I was running some numbers for TSM and what % growth was priced in.. I got **fair value** when I took the following assumptions- 1. revenue g **31%** 2. discount rate 12% 3. terminal g 5% 4. EBIDTA multilple 15 5. FCF …

TSM is down because MSCI index adjustment reduced its weighting. Everyone and their false news. This led to lots of funds adjusting to match it and hence lots of outflows.

TSM’s the AI chip backbone which Google/Nvidia wins = TSM wins, market’s just being short-sighted!

My portfolio is the following, equal weighted(can't be bothered to type it out manually, hoping it pastes from a spreadsheet well): || || |AVGO| |NVDA| |META| |JPM| |NFLX| |PLTR| |WMT| |V| |ORCL| |CSCO| |FIX| |TWLO| |CW| |CIEN| |TLN| |USFD| |WWD| |LITE| |FLEX| |CASY| |IDCC| |AWI| |DY| |TTMI| |EAT| |SANM| |CTRE| …

BABA, TSM, AMZN, CAI, ZTS, JPM, GS, 000660.KS, 005930.KS

If China wanted to invade Taiwan, it would've done so already. The reason why it can't is because invading Taiwan means direct war with the US. If Taiwan fell, the entire world economy collapses. Not even exaggerating. Car production stops. Military defense contracts fall through because plane can't be made. …

People are too dumb to know TSM makes shovels for shovel designers.

What I don’t understand about people going so ham on neoclouds is that you can get great exposure to cloud through any of the hyperscalers coupled with incredible other businesses. You can even get more traditional datacenter exposure with established players like Equinix etc. Or you can go in at …

I agree TSM wins no matter what unless China invades and at least from my perspective every one of these chips from all the companies will sell out. So now it’s about watching who is stealing TSM production share.

this is one of those geopolitical risks that’s impossible to time and extremely hard to price. Even professionals with far better data can’t model a Taiwan conflict with any precision. But you can think about it in probabilistic terms, not predictive ones... A Chinese invasion of Taiwan is highly unlikely. …

TSM is probably the best value play right now. Just look at their numbers. And they are a monopoly. They have no real competitors. Samsung, intel are far far behind. They are already fully booked until 2028. Keep buying especially when they are on sale.

The market is pricing in uncertainty around what a possible change in demand could mean for TSM. The unit economics for TPUs =/= the unit economics for GPUs. The margins could be very different based on the difference in nodes, whether CoWoS remains a bottleneck, etc. Assuming all of that …

Here is my take: 1) NVDA is leading in semis industry and semis ETF and major holdings of these ETFs due to largest market cap. Thus any bad news and selloff of NVDA, you will see collateral damage to other semis due to ETFs selloff. 2) the 2330.TW (TW exchange …

TSM, RDDT, MRVL, BMNR, NBIS, PLTR

TSM

As Nvidia's margins go down (due to revenue share with Google as you pointed out), there will be less cash flow overall to pay for increasing prices at TSM. NVIDIA enjoyed hefty margins before and could sustain, and maybe even motivated the price bumps that TSM has been throwing around …

Some of the less commonly mentioned stuff I will continue holding for years to come, WM, TSM, GOOG, RKLB, PSTG, CSX, RYCEY

TSM is still up 50% this year

GOOGL, AVGO, META, and TSM

Explain the Google, TSMC, Nvidia dynamic to me TSM tends to trade with Nvidia. Nvidia goes up, TSM goes up. Makes sense. AI trade. Google goes up because Meta wants to buy access to their TPUs. Google needs to make more TPUs to sell to Meta right? So Google needs …

TSM

Who produces Google’s chips? TSM?

There is so much misunderstanding from the retail investor regarding tech right now it’s insane. Granted there is a lot of froth in the market, but there is real opportunity for the true AI winners. Long GOOG, AMZN, and TSM

TSM is the primary manufacturer of Google AI chips. Broadcom contributes to the design. The chips themselves come from TSM. AI summary: Broadcom is a fabless semiconductor company that designs chips (Application-Specific Integrated Circuits, or ASICs) for customers like Google, which owns the intellectual property for the Tensor Processing Units …

Not surprised by this GOOGL rally. Should be at least $350. THey (plus nvidia and in turn MU and TSM) are the only ones with the convincing and realistic way of making money in AI.

To put it simply, the models themselves are a horrible thing to focus on as an investor because they've quickly become commoditized and this will only get worse in the future, especially because unlike traditional software, as usage increases, and thus revenues increase, so do costs, massively because of the …

I also have a similar position in TSM, I am holding - demand for and production of chips aren't slowing down anytime soon.

TSM makes the best microchips and has had a pullback

GOOG, RDDT, MU, AMZN, TSM are my top picks right now, I have recurring buys on those. Another (small) position I just started is HOOD. Looking for a really nasty drop before considering NVDA.

Honestly what is this correction that people are talking about? I have a very heavy "AI bubble" portfolio and yeah, I'm about 5% off my all time highs and still almost 30% up YTD. GOOG, my by far the biggest position is still literally pennies from ATH. NVDA is down …

TSM has had a big pullback and will continue to make the best microchips

Bought APP earlier in the week. Sold it in the early morning pop. Didn‘t expect the market to drop like a rock. Bought it back in the last hour. Should have bought it back in the last 15 minutes…. It will rally hard when the market is done falling. Also …

ASTS GOOGL TSM NTDOY RDDT GLW STRL ANET IBM

Asked AI, What stocks to buy for maximum growth when AI bubble burst? 15+ years time horizon Planning ahead if AI bubble bursts. Got cash on sidelines. Planning to stock pick when stocks crash. Currently 50% in Stock 50% in cash. Trying to be greedy when others are fearful. Chime …

Critique my revised 1 yr hold portfolio This is it. Total value is roughly 800k, decided to put 50k in voo. The rest: NVDA — 18.02% AVGO — 11.60% ASML — 10.33% ANET — 9.93% OKLO — 6.45% PLTR — 6.41% MSFT — 6.24% TSLA — 6.02% GOOGL — 5.02% …

TSM calls

I never thought but today was a great opportunity. By the way I also added some that I think are worth no matter what for a long term. MU, TSM, SMCI, VST, AMAT, few other non AI related.

This is: 1.) A surefire way to get a government handout. 2.) A surefire way to run the company into the ground, in perhaps the single hardest, low margin, no room for error business on the planet. There is a reason TSM is the only remaining cutting edge fab on …

Positioning for the Next AI Wave Hey everyone, with how chaotic the market feels right now I’m thinking about switching up my holdings. I’m expecting some kind of correction or a small pop in the current AI hype cycle. I don’t think AI is overhyped long-term, but I do think …

Trimmed down my TSM and AMD shares, this tingle in my bumhole is the sell signal.

TSM

i would go with either TSM or Google, it's kinda funny to me how TSM is not being talked enough, we are talking about a company that manufacture everyone's chip, one of a kind, irreplaceable

Maybe I'm stupid, but I don't understand why the consensus seems to be that META, Oracle, and Amazon issuing massive amounts of bonds to fund data center CAPEX is bearish for AI writ large. Won't that money be just be used to purchase more TSM and NVDA chips? It should …

TSM just joined the red gang lol we are cooked today

Actually if you really want to diversify you should sell both to a certain amount you feel comfortable with. At the end of the day they are both cloud computing, advertising and streaming content companies. Google is a bit more with AI, search and chips. Amazon is a bit more …

28M, I have my 401k matched, roth ira the boring VOO, VT portfolios but I wanted advice on my brokerage stock portfolio. Holdings: Please advice any holdings I should add. I added companies that I believe can't be replaced in the long term for what they do and are diversified …

BMNR, KO, PEP, TSM, NVDA, AMD, CRWV, LULU, NKE, COST, BBAI, IREN, WM, GOOGL, W, PLTR, BTC, ETH, HD, GEV, LMT, DK, FNMA

I agree with the framework. My bet: **AI infrastructure** (not AI models). Everyone's chasing NVDA and "AI stocks." The asymmetric play is one layer down—the picks and shovels. **Why AI infrastructure fits your criteria:** **a) New tech + changing behavior:** AI datacenters will consume 8% of US grid by 2030 …

Future Tech Pure Plays to Invest in Now? I’m curious what future tech folks are investing in / watching today with a multi-decade view. I’m especially interested in pure plays, and ideally in areas that haven’t already gone on a 300% or so tear over the past year. For context, …

GOOGL and AVGO, major major play in here. Pair it with MU and SK and you great covering both ASICS/Overall AI with Gemini/ TPU maker. If you wanna cover GPU and Wafers then add NVIDIA/TSM

This is my portfolio which is heavily invested on picks & shovels for the AI infrastructure together with some companies for disversification that are undervalued. My thesis is that, I rather invest in the infrastucture because its hard to know who will really win in this AI race because road …

Analyze my 1yr hold portfolio for flaws I will walk away and rebalance/change holdings in one year and not look at it until then. NVDA 18.8% AVGO 12.0% ASML 11.0% ANET 11.0% MSFT 6.5% PLTR 6.7% OKLO 6.5% TSLA 5.7% GOOGL 4.5% TSM 4.8% FGKFX 3.7% AMZN 2.9% ETN 2.5% …

Critique my 1 year no-touch portfolio NVDA 18.8% AVGO 12.0% ASML 11.0% ANET 11.0% MSFT 6.5% PLTR 6.7% OKLO 6.5% TSLA 5.7% GOOGL 4.5% TSM 4.8% FGKFX 3.7% (LOCKED) AMZN 2.9% ETN 2.5% VRT 2.1% AMD 1.5% FBTC 1.0% FETH 1.0%

At a very high level, this is how I’m thinking about it. Nothing is cheap, but… GOOG and AMZN are the cheapest with the best monetization paths in my opinion. META is cheapest, but their AI monetization plan is less clear. I understand that they can use AI to boost …

Googl, meta, brookfield corporation (AI-infrastructure and power) and TSM. Companies as broadcom, ASML and amazon are contenders too (a bit more richly valued). Financials will probably benefit a lot from AI too.

28M, I have my 401k matched, roth ira the boring VOO, VT portfolios but I wanted advice on my brokerage stock portfolio. Holdings: Please advice any holdings I should add. I added companies that I believe can't be replaced in the long term for what they do and are diversified …

TSM I’ve been slowly selling off whenever the price hits 300. I bought at nearly 3x less, and the valuations just didn’t make sense anymore. Have also been trimming other tech positions e.g GOOG and MSFT for the same reason, pretty big returns on those and I’m uncomfortable with the …

Exclusive: GOOG, PLTR, AVGO, TSM, AMD - Data Signals 1M Price Predictions Inside Just uncovered quant-driven signals on 5 tech stocks showing significant momentum shifts for the month ahead. Here’s a sneak peek at what our analysis reveals: • GOOG: Bullish breakout pattern forming, with RSI indicating potential 8-12% upside. …

List incoming: Semi/chips: TSM, AMD, NVDA, AVGO, ASML, MU Datacenters/energy: NBIS, APLD, VRT, CEG, VST, TLN Other: GOOG/L, , MSFT, META, AMZN Just the stuff off the top of my head. Look into each of these yourself, not all are value buys and some are speculative. Just a quick lost …

Letting go of winners is its own kind of discipline Have any of you guys sold any positions lately? I sold parts of two positions this year that I originally bought when sentiment was awful. I sold to fund something I believe had more upside. TSM when the market priced …

If AI is not a bubble, then you buy all the bubbly AI names. NVDA, TSM, AMD, AVGO, ASML, BABA, GOOG, ORCL, MU, PLTR, NBIS, etc.

I try to keep 2-3% cash laying around for when there is a selloff. Also have margin to deploy if the selloff is deep enough. Bought some TSM this morning early. Tried to add to my AMPL position, but limit didn’t get filled. NVDA earning next week should be very …

I view it more a toggle between risk on and risk off. Risk off means more T, VZ, Bonds, SCHD, etc. Risk on means more Sofi, NVDA, TSM, AMZN, etc. At a high level, most people sell their big winners (and rotate it to somewheres safer) from strength and buy …