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 …