TSM

UberHaxorMarty

That's why you hedge with TSM puts, cheap and the stock always drills harder than NVDA relative to the contract cost

MustWarn0thers

Confused why the market was so sad about Intel earnings. Haven't they basically telegraphed their entire story of going balls deep into next Gen fabs with the support of the federal govt as a matter of national security via semi dominance? Why was a narrowed loss from last year but high spend on R&D such a big surprise? How long does the US want to be the geopolitical babysitter for TSM? 

UberHaxorMarty

TSM going parabolic calls are printing

UberHaxorMarty

TSM dumped on earnings only to go back up right after WSB calls expired worthless

delighted

Leslie Stahl please interview TSM next 

Ill_Try1620

Calls on TSM They just talked about them on 60 minutes

United_Ad956

TSM riding to 150$

BallsOfStonk

TSM projected a slowdown due to rapidly falling smartphone shipments, their HPC (high performance computing and AI) segment will grow 30% in Q2. INTC has essentially zero AI chips.

Hwangoutpltr

TSM is due

Rickster1970

I turned $300 into $1800 on TSM last week.

TheOnlySafeCult

by figuring out that you're just as likely to turn $3k into $45k I got a 13 bagger intraday on Thursday when I bought 1dte TSM calls in the morning dip and sold in the afternoon. $50 to $650 I could've easily lost it if I chose something more OTM (like some $140 strike —which I *did* buy three of 🫠) but instead I stayed "safe" by betting on it returning to the $136 high it reached on Wednesday. and it did. do I wish I bought more? nope. might as well regret not getting the lottery numbers right. ik this is not the answer you want....but if you can't turn $14k into $15k, you're just expediting the inevitable by YOLOing

Androcles_InTheSky

Just like INTEL AND TSM and they got smashed. 😆

270_Fire_Walker

Didn't TSM report that chip demand is slowing on their last earnings call?

Juliusmobile

Well, to be fair Intc has always been shit and TSM has monthly earnings on top of qrtrly earnings. Qrtrly earnings don’t mean anything when they give out the same info for their monthly earnings. 

Hwangoutpltr

TSM for world piece

Moaning-Squirtle

>Today, 9 of the 10 biggest companies my market cap are in the US. If that goes to 7 of 10 or 5 of 10 then there’s definitely a discussion to be had  Actually, it's 8/10, because of TSM and Aramco. Novo Nordisk is #12 and is pretty close to top 10, so even 7/10 probably doesn't say much. It also depends on which markets they are in. In the future, China is not unlikely to have some extremely large companies but they won't necessarily be popular in the US or Europe etc.

BosSF82

The CHIPS act money is for overall domestic production. Look into RAMP-C. This is specifically a DoD program for Intel, where all companies looking to produce advanced defense related chips will be using Intel 18A. With defense, you naturally extend that to any advances of the highest importance that you do not want to risk being produced by a TSM or Samsung, even in their CHIPS money American plants. They are simply not domestic companies. Their own products are in a specific wheelhouse. No one thinks they're going to compete against nvidia in GPUs, but their latest, earliest advanced offerings have all gotten pretty good reviews and their even better products are coming out this year. Much like the PC market, it will be about OEM product offering variety, at all price points globally. And Intel dominates there, still. Xeon 6 looks like it could be a blockbuster product, set for release later this year to help reverse their server slump.

Ill_Try1620

I just think about the TSM situation

Mythiic719

Just here to say “ Fuck TSM” for my homies. Up 8% after RH’s reported “ earnings” date? … trash. Got played

BringBackSoule

>Not when the TSM plant is built in America which is 5 years behind intel's > when China would have access to TSM? you cannot be that naive. there's like 5 reasons that wont happen. china-us trade relations after an eventual invasion would look similar to what russia looks like right now. idk if i've been memed on but i heard multiple times that TSMC has self-disable/destruct contingencies in place if china invades, etc.

Weekly_vegan

Not when the TSM plant is built in America.

Sea_Village5343

I have not gone out that far, but the sentiment is by far on the right track for TSM to test new highs in the short term. Though, With all the uncertainty in the world affairs with this administration, hell bent on continuing to fuel wars, I worry about a china / Taiwan conflict, which would imo cause a sharp drop. But, what do I know....

MrShadow04

I know Warrens the GOAT invester and we see him as this guardian diety but ..... A lot of his stock picks this last decade have been rather dull? Like bro could have gone in on Amazon or TSM back in the early days but instead chooses some random companies that haven't had much change for years now? Am I wrong for questioning buffet?

ConferenceThink4801

I wish. Have TSM 140c 5/3 that I bought before earnings. $150 at expiration is breakeven…~$10k on the line for me.

Neel_Crashkari

TSM 150 eow

stockrot

The EU will follow the United States in a tarriff . Especially if they want funding of the war in their backyard. Russia and China are partners and want to play havoc with the US. So EU goes away... where does BYD sell cars ? Africa?, the saturated Chinese market? TSM isnt building advanced Chip manufacturing in the US because Tiawan like,s the weather in Arizona . And the US is helping them .Cathy Wood got lucky once and made a name for herself me personally I wouldnt invest a nickle with her . I will say she timed TSLA pretty good selling at the top and buying back in lately. The Geopolitcal situation is going to get more volitile so unless BYD can Thrive on Domestic sales I dont see them blowing up . China stocks have been flat to down ,just look at Alibaba.

No-Quote7105

Are you making money on all those call options on TSM?

8utterbee

TSM 🤩

Willing_Group7351

Saudi Aramco, Alibaba, Samsung, Toyota, TSM, etc Or just buy an entire business like LVMH

Proper-Shop-497

Fk TSM, I missed VRT & ALAB bc of this SHIT!

The_Milkman

Subjectively, yes, it is TSM and ASML.

The_Milkman

TSM should be the most valuable company in the world considering its importance in the world economy.

MrDarcys-Prejudice

We’re all scared of TSM now, so I have a feeling we’ll all regret not grabbing calls come 5/10. Stock seems to move more during their monthly revenue reports.

Psirqit

TSM and TSLA did the exact same thing just in different directions. Both reported +9% and -9% YoY profit respectively and then did the irrational thing for 1-2 days before going in the right direction

Hwangoutpltr

TSM HOOD CONY or gfym

NotMyForte16

Unless you're TSM 

WeatherAgreeable1891

Got in late and heavy on TSM puts, sold snap calls early, held INTC 4/26 calls into close 4/25, but was able to gamble 0dte meta and spy and BUD puts and calls a couple times for solid but small 20% returns on them. Huge into SoFi puts over the weekend so I think I will print Monday. Or not. Definitely financial advice

Notyourhotcousin

Today my TSM call officially expires worthless . Was monumental WSB moment and I’ll be working the night shift tonight at Wendy’s so come by for a free Dave’s double

TheOnlySafeCult

my TSM calls last week say hi

Forecydian

I think INTL will be a slow grower unless they get new leadership and bold innovation , that or if something crazy happens like China invading Taiwan and taking control over TSM, making INTL become the main chip provider

TheOnlySafeCult

I chose $138c and the other half of funds on $140c TSM can still bail me out of the $140c but theta is railing me and the volume is thin

Fickle_Razzmatazz_59

I full ported calls at open and made back all my TSM losses lol

TheOnlySafeCult

TSM you can bail me out of my last $140 calls that I had no hope of selling. do it for me. for all the earnings bloodshed

dimolition

Speaking from the position of someone who was 10x on TSM calls on March 7th, never fucking regret taking profits.

NotMyForte16

No one wants to buy my 0DTE TSM call for 2 dollars 

AnotherScoutTrooper

following the money just gets you -99%’d anyways like with TSM

Doulloud

People gonna joke this is the last dip, but think about how much more resilient intel has been the last month than other semi stocks while on the slide down. This is a strong sign they are near their floor, and on top of that Intel has stupid money being pumped into it to compete with companies like TSM. You might not make the bag this year or even next year, but stocking up over the next couple years on Intel is going to 2x-3x your investment before the turn of the decade.... assuming the whole country doesn't collapse but hey your money has no value regardless than.

AB__17

Buy a ticket to vegas and put it on TSM.

agianttardigrade

That’s good to know on XLF. What particular ones do you think are good? On semiconductors I’ve got TSM which by current tech standards still seems undervalued. They’ve got a decades long history of steady success and innovation, can’t imagine they won’t come out big winners during this ongoing boom long term.

gnocchicotti

That little dig at Apple is hilarious, as if anyone else buys into Google's delusion that iPhone people are going to switch to PovertyOS just because of an AI gimmick. NVDA has used Samsung before when TSM capacity was not enough or they didn't like the prices. Nothing new there. If NVDA wants the capacity Jensen will open the wallet and they will multi source.

TheOnlySafeCult

nvda jump higher SPY jump higher TSM, just graze $140 and I'll be happy

howULikeThemOranges

Why DJT keeps going up? Is it a new reverse TSM for this sub

ErinG2021

INTC, TSM, KRC, MU all getting massive subsidies from USA government to produce semiconductors domestically. This is going to boost economy and fuel Tech trade for decades.

mouthful_quest

Laughs in TSM

No-Teaching8695

Yes that's totally a big factor, although I do know TSM are currently expanding into a Fab in the US. I have no idea how big this new Fab will be though or it will match that of the one in Taiwan I think the biggest thing going for Intel is having the production capacity (when its all complete) to take on big customers orders and still design and produce their own chips, graphic cards and memory (products) I think they will claw back some market share and over time begin to match or overtake tsm Intel has the western name as well dont forget, that can matter as businesses merge and partner together in tech

Sea_Village5343

Kinda like my 10 140 TSM 5/24 Call p 2.30

atlasmountsenjoyer

Bro fuck TSM.

TheOnlySafeCult

Idk why so many people wanna invade Taiwan because of TSM it's pretty clear america needs to be invaded for INTC because they're bungling the bag pretty badly.

Ill_Try1620

What's the deal with TSM? Only thing I see is ASML got a new CEO how did that effect TSM?

Visible_Ad_2271

Bro compared MSFT to TSM. You belong here.

Semperfi74

TSM to the moon !!!!

freezingStomachAche

TSM is recovering. Good if you bought stocks. Timing with options is hard

SpecialistFlight5532

Look at TSM. Asian market just replicates the previous day of USA

WeatherAgreeable1891

Yes, exactly! The majority of Americans did not understand that it was better for them for America to join WW2. It still was. The very unpopularity of the idea despite its value made it the pragmatic choice. Secondly, isolationism and protectionism are absolutely not the same thing. Chinese economic policy is incredibly protectionist but they have their chopsticks in every coffer with a flag on it wherever the sun shines. China is a formidable threat rivaled only by Americas vintage preeminence. Both are protectionist to varying degrees; the winner will ultimately be decided by who executes protectionist policy to mobilize the massive power of MNCs. To your gripes about protectionism: tell me how expecting a protectionist actor to engage earnestly in free market liberalist ideals while not hedging against the likelihood they don’t is a great idea and I will point you to the fact that the US government has been down that very same road over the last 20 years and is finally understanding the error of those ways. Protectionism is how states foster massive profit-extracting entities and deploy them at will where it is strategically beneficial. Isolationism is where states choke to death on their own farts. They are not the same and you should really consider whether you’re educated enough to espouse views on how the most powerful countries on earth should carry themselves. TSM to 0.

Momoware

We’re in the irrational mode. This will make TSM gap up 

ylli101

Lost bigly on TSM ER play 

autismovaccination

I need this sub to give up on TSM so it can go back up

MrEndlessMike

TSM always seems to inverse my position.

maxdoornink

Calls on NVDA and TSM 0 DTE 👍👍👍

UberHaxorMarty

I lost 120K on TSM calls and made 65K back with GL calls. It's time to buy more TSM calls and get hurt again.

WeatherAgreeable1891

I got TSM 123 and 122 puts expiring tomorrow. Took me a week of targeted near-ITM plays and the nuts to pull out of snap calls for a huge profit prior to close to make it positive

MrEndlessMike

Let's hope. Bought goog a and c at 86 and msoft at 222. This bodes well for my portfolio. TSM at 127. Was a Lil late to that party.

Acrobatic_Feel

I was so bullish on TSM that I ignored the glaring red flags right in front of me. You can even see multiple posts from me asking if TSM earnings were priced in. I knew this and still went in heavy on calls anyway. It was stupid and my own fault. TSM should be valued much higher than it is imo, but it is what it is. My main takeaway is never risk 30% of your portfolio on a single play. It does take money to make money, but you can also lose it just as easily.

Acrobatic_Feel

Dude I lost 5k on TSM earnings, I know the pain.

NotMe357

INTEL is all about Chip Fab. and they're too far behind TSM. It's gonna take years for them to catch up with TSM. If I play Intel then I'll bet on China take over Taiwan and IMO I don't think China dare to do anything stupid right now because they've too much problem at home like bad economy, low birth rate etc. I don't know if Intel value is good or bad right now, but remember that government got Intels back and I'm sure as long Biden is the president then he'll keep throw money at Intel but IMO I wouldn't investing money in Intel because they've sleep for too long so AMD and NVDA slowly eat up their Data Center market share. Also remember Samsung is in Chip Fab too! I think Intel will first make money from the Chip Fabs in 2030 or so, and that's only if they can get all the Chip Fabs up and run. In this market condition, I wouldn't think too much about valuation but more about Hype. Remember, this is WSB, so people in here are only gambling and don't know what they're talking about (that's included me lmao).

NiViPk

OP- I understand risk to rewards equation but when you say lost big money the thought of number being “BIG” should have been in your mind while placing the bet.. I was also wrong on Meta, TSM but I have shares with me and -13K now.. I just wait for it to break even on wait more.. so options are always riskier and not healthy.. yes you can argue that it can never become a millionaire but you see compounding works, divide your portfolio equally and play long… all that matter is you are still in the game to snatch big win when time comes.

IceBankMiceElfSoftly

That doesn’t mean shit look at TSM

GMOrgasm

why doesnt china just buy a fuckload of TSM puts and then fire like 5 missiles at taiwan are they stupid

AnotherScoutTrooper

This news will somehow cause TSM to plummet another 10%

newtownkid

Holy fuck I've been shitting the bed for the last 2 weeks. Blew most my account. Took massive hit on TSM, thought the market would start dumping and bought bad puts. Basically starting from scratch again. Very frustrating.

andydannypickle

INTC is gonna TSM and beat earning then have the stock obliterated

Itcomesinacan

TSM drops on a great ER and you went short?

hsuan23

After they cut it it by 2/3 from 36 to 12 cents? Dividend growth in names like AVGO is insane if you see their dividend history or TSM with a decent dividend

95Daphne

These are May 24th $165's, this isn't going to be pretty either way. They will be closed, but I'm not totally sure what I'll do next. May take my medicine and take 100 of my 300 shares off to dissuade me from playing any more games here. If so, I can look into probably either TSM or MELI.

k0ug0usei

Cutting edge: TSM, INTC, Samsung Legacy: GFS, UMC, TSEM and much more from China Mind you legacy fabs are facing much more challenge from China, they are building 28nm+ fab like there is no tomorrow.

TheYoungLung

One that builds the most cutting edge chips? Yes pretty much. There’s Samsung but they’re so diversified that it isn’t a good investment if you’re seeking exposure to that sector. I buy a little Intel every few weeks for the same purpose as you. I also own TSM but my hope is that Intel will have a strong foundry business by 2030.

Puts_on_my_port

LRCX, INTC, and TSM didn’t do good and went down after earnings recently. If you’re gonna make a long play I’d also do SOXS calls also just to cover yourself in case it goes south.

Acrobatic_Feel

I’m still pissed about TSM lol

Infamous-Print-5

What just happened to TSM???

Aggressive_Soil_5134

Im the first person to tell you that the market is casino and anything can happen but it would be foolish to not be trying to paint an image for NVDIA right now 1. From TSM earnings reports we found that HPC demand has increased substantially, more then expected, these are the CHIP designs that NVDIA and al the other companies Want TSM to make. 2. META has said that Capex expenditure will be increased, the year of efficiency plans have been put down the drain, All zuck cares about it getting AI right now, I think that if you study the environment you can see that all the majority of the architecture is using NVDIA's CUDA environment so this is also boding very well for NVDIA 3 and 4. We just saw MSFT and GOOG earnings, Demand for AI and return on it is substantial, again this is very good for NVDIA. I think NVDIA right now may be the only 99 percent stock that you could buy for earnings and get insane returns, and if they announce a Stock split which is seeming more likely then the picture painted is absolute insane

RemyVonLion

I bought 2 shares of TSM recently, I doubt China wants to totally fuck the world over with a full-scale invasion, they would be hurting the global economy on an absurd scale that only damages business and progress for everyone.

RemyVonLion

Valid argument for buying the Intel dip rn, but hard to imagine them overtaking the lead Nvidia and TSM hold.

NotMyForte16

Do you guys remember when TSM smashed earnings and then cratered to the center of the earth? 

Busy-Invite-9144

I told you TSM GONNA PRINT

curefantastica

TSM likes these earnings today

Infamous-Print-5

Bro I made money on Google but my 129 stop loss on TSM was activated this morning 

WeatherAgreeable1891

Woah, A16 higher than 14A. TSMC must be better chip, higher integer label. TSM to the moooon!!

encendedorsote

I sold my TSM calls to early, damn

Aeo30

After getting fuked by TSM, I am ready to be hurt again. Puts on MSFT & GOOG 

Money_Essay7793

TSM should die , fucked everyone