TSM

I-ProGamer-I

PLTR for earnings play or TSM 150c for longer term?

Brilliant-Message562

Second thought: I feel like this is what we saw with Intel - a company who had a large consumer base and felt comfortable that even if they didn’t have cutting edge technology, their customers wouldn’t make the switch to another company/socket/go through changing their hardware, and now Intel is in the dust of every other chip producer and is floundering while TSM makes billions. What prevents that from happening to apple via Microsoft, Samsung, Google, or any other phone producer?

ethanhopps

TSM up 3% and broke 140, you know what that means (Ending the day down -0.5%)

TheOnlySafeCult

TSM green on healthy volume? haven't seen that since March 🫣👀

SpecialistFlight5532

TSM is also mooning

8v2HokiePokie8v2

TSM been rejected at 139.50 like 8 times in the last week. Please break through that today and get back into the 140s

daddys_juicy_dong

I love how the market (manipulators) find reasons to prop up Apple artificially when it’s clearly as shit report, but with SOFI TSM etc it nosedives even on good overall report but there’s some extreme nuance “guidance” explanation for a 10-15% dump

AnotherScoutTrooper

put $15k in a HYSA in case anything comes up medically, put the other $5k in TSM, either direction, because it’s guaranteed to take your money

AlluSoda

Imagine if Apple decided to actually sell AI chips… even Nvidia outsources fab work to TSM. https://preview.redd.it/9oqgr6oz15yc1.jpeg?width=1024&format=pjpg&auto=webp&s=b4eb3df0d1ce69c31a5643440d0cba4878a5e7b4

TrophyWifeAspiration

Good earnings season overall for everyone who literally just inversed WSB sentiment and had TSM puts, TSLA calls, META puts, or AAPL calls

ACiD_80

I might know more about it than you realize. Have you seen their roadmap? Everything is on track. AMD struggling and TSM struglling with their 3nm. Intel getting into high na euv years before TSMC. Intels graphics look like they have a good chance to beat AMD too. If anyone is in trouble its actually AMD.

totalwaraster

Even TSM is pumping 💀

totalwaraster

Even TSM is pumping 💀

SpecialistFlight5532

TSM

Mobile_Helicopter261

I totally agree with you! I could have made a lot of money on TSM. I wanted to buy puts and some people said if you want to lose money go ahead and buy puts. I bought calls instead and end up loosing my ass. sometimes we have to go against the crowd.

PlasticLoveDoll

Awesome! You must be doing well? I bought some TSM myself, I hope they both do well. Okay so you're not buying puts but you're fairly confident UBER will drop on the 8th? Can you tell me why?

Stop_The_Rain

Fly TSM fly.....

delighted

TSM 

agianttardigrade

Anyone have suggestions for a couple of good stocks outside of tech to ride out the next year or two? I think I’m currently too tech heavy—MSFT, GOOG, TSM, ZS, and (tech heavy) SPY. Only have PFE (healthcare) and PVH (retail apparel) outside of tech. I want to avoid energy except maybe wind. I keep seeing that financial sector has lots of potential but difficult to assess which positions might be best there.

Caesars_Palace321

Just my opinion but TSM did come out and say there was going to be a massive oversupply soon and the semi's didn't really react too well it to. Where there is a shortage is the highest end chips.

wearahat03

Their results matched their outlook from last quarter. That's a neutral sign when considering the chip companies are doing the same thing. ASML, TSM, LRCX, KLAC, INTC, QCOM etc. all reported results that fell within guidance. The chip stock that delivered beyond guidance was MU. Samsung and SK Hynix had great profits as well. HBM is the market in short supply vs demand at the moment.

Alive_Lingonberry_22

TSM most cutting edge factories are exculsively in taiwan, still high risk of china swooping there.

mmoney20

Been eyeing this. shit might go down. ASML, TSM, AMD & SMCI did. Most guided lower deliveries and supply constraints. I think TSM had positive earnings and guidance if not mistaken but still went down. QCOM was the only one up today but don’t know the details. It’s probably going to lower this week if semis get pushed down by market. I’m sure IV gonna be picking up for next week.

encendedorsote

Will Nvidia ER be bullish for TSM?

bevo_expat

Courtesy of our future overlords, here is the summarized version from Chat GPT… 1. SMCI reported flat earnings but raised its full-year outlook. It's important to recognize that SMCI is only a fraction of Nvidia's business, so diversifying holdings is recommended. ASML also raised guidance, indicating positive momentum in the sector. 2. Supply chain constraints benefit Nvidia's business by driving prices up. This could lead to strong earnings for Nvidia in the future. 3. Companies related to Nvidia, such as Samsung, TSM, Qualcomm, Meta, AWS, Tesla, and Microsoft, are all reporting positive news, indicating strong demand for AI-related products and services. 4. Microsoft's capacity constraints are affecting its AI throughput, with demand exceeding supply. This could impact Nvidia indirectly. 5. Apple could be an attractive investment opportunity, especially considering strong demand for AI-enabled devices like iPhones and Galaxy phones. Overall, the message suggests optimism for Nvidia and related companies, despite potential challenges in the supply chain. Regards to all the regards,

breakyourteethnow

SMH is a semi ETF, XLK is a tech ETF which long term is much safer than TSM who will eventually have its country at war, eventually.

Xtianus21

Here's an alternative 1. SMCI = Actually came in flat and reguided on full year outlook. People need to understand that SMCI is a fraction of Nvidia's business. VRT is a great company and also a great partner in this exact same space so diversify that holding. Next, ASML guided the exact same way. More to come towards the back half of the year. Buy the dip. The reason for this is that their business model is completely different and cyclical to to Nvidia's. 1 is pre-sale nvidia and the other is post sale installation to nvidia. To put in in perspective, Jensen just delivered the 1st H200 to OpenAI. That took me by surprise. The 1st? I thought they had a million of those things out by now. 2. Supply chain constraints are the lifeblood of Nvidia business. This is simply supply and demand microeconomics. While it may hurt an SMCI it does nothing but drive Nvidia's prices up. Also, this has a smoothing effect that I think will play out with Nvidia just posting strong earnings because it's not even fathomable how many chips are needed and what is even actually out there. 3. Everyone that is directly relating to Nvidia is actually posting good news that nobody is paying attention to. Samsung just had record earnings from selling phones and HBM memory. TSM reported strong demand for AI chips over their other chips that have nothing to do with Nvidia. Qualcomm just posted AH good earnings. 4. Bonus. Nobody caught this zinger on the Microsoft call and this directly relates to Nvidia. The throughput you can obtain from Microsoft is being crushed downwards because they don't have "enough" capacity. They posted a +7% AI spend for their Azure revenues. An analyst asked Microsoft why wasn't it higher (effectively) and the response was because they just don't have the capacity to meet the demand. I can verify 1st hand this is true. They even went further to say that for Copilot they have dedicated capacity so that the demand doesn't affect Copilot usage. 5. I think Apple is a sleeper here. What better time, unless they drop after earnings, to buy Apple. If there is a time to get in it's now. The Rabbit and Pin are stupid and people will do all of those things on the IPhone and Galaxy phones. No need for another device. It's coming. QCOM Just reported strong growth on strong demand for the newest and latest AI phones. How will that AI work? From GPT on the Iphone. Your calls may be fucked

Gamer6322

idfk what to do, the market is just all over the place. dark days left and right. I want to just hope the tech/AI sector brings me back from the hard losses I took, nvidia and TSM ftw.

BobWileey

I have faith in the stock market in general to make me money, and I know $XOM is a top 20 holding in VTI, but I'm not gonna outright invest in fossil fuels, so SMH is a pass for me; also isn't betting on $TSM is "going bigger" than $XLK?

RomanticRhymes

thank u JPOW for letting me sell my TSM bags at 139 

BobWileey

Random 2k to add to brokerage account: more VTI or open a position in $TSM?

TheOnlySafeCult

yeah but I can predict TSM better

TheOnlySafeCult

my TSM calls 🥲 sold at $1.05 instead of $1.45

NeferpitouOP

If I haven’t recovered mentally from my 15K loss in TSM and it’s been 1-2 months I don’t even want to know the pain when he’s just alone and this picture just comes in mind

SpecialistFlight5532

TSM again  this is the most shitty 💩 stock I’ve ever seen

TheOnlySafeCult

I bought 138c TSM weeklies again. hoping to skim some profits 🫣

rusakke

As soon as TSM builds enough factories outside Taiwan, no one will care about that little island anymore. Sad reality is TSM is the only thing keeping Taiwan free right now.

TheOnlySafeCult

the fact that the remaining TSM calls I had for 04/26 didn't print was bs. $140c should've printed. got my cost-basis out but goddamn did that sting. can wait for people to FOMO back at the end of Q3 when they remember all their shiny new tech toys needed semis to exist

TheOnlySafeCult

TSM was done an injustice that I'll never forget 😢

Mopsweep

Holy shit TSM went green and I didn’t lose money god bless

stillstackingfarts

TSM doesn't look manipulated at all

Affectionate_Fan_617

Semis tanking  WSB hyping TSM was the peak 

AHHHH_AHHHHHHHH

Ppl gotta stop buying options on these companies with massive floats. TSM's float is over 5B, even NVDA is only like 2B. This stock will forever trickle up and down. Barley enough volatility for options plays even if the market is bear. Full regard mode. I hope I'm wrong, for your sake.

housemouse431

hilarious that TSM still does its stupid AH pump. can someone tell it no one cares anymore about that POS lmao

Gamer6322

should I just buy back into TSM?

Androcles_InTheSky

No brother. All chipmakers went bad this quarter. Just take a look at Intel. TSM, SMCI AND NOW AMD lmaooo

Peach_Garden_Oath

Chip stocks are throwing the biggest head fake right now. NVDA, AMD, TSM, and MU look prime for a big rip. I think this market cycle has one last juicy run in it.

JayArlington

Selling NVDA/MU/TSM/AVGO on AMD’s results… 

rain168

TSM because of that stupid chant. It went something like “we have auTSM and 💎hands…” But because reverse WSB works, TSM might moon instead.

Gristle__McThornbody

AMD or TSM don't know which is the biggest dogshit stock.

Gamer6322

watch it do the inverse just like tesla and TSM

soclear1700

Ugh, MU and TSM calls smoked by AMD

I-am-in-Agreement

Taiwanese man steps on a Lego, TSM red.

Asm2D

I have been optimizing software in the past 2 decades and I can tell you honestly that x86 architecture is indeed dying. Of course Intel/AMD doesn't want to lose it, but switching to something else is the only option if they want to stay relevant long term - and by competitive I mean being able to perform computations at the same cost as other CPUs based on AArch64. The reason X86 never found a way to mobile devices is because it's not power efficient, and power efficiency is today important not just in mobile segment, but in a rapidly growing cloud segment! So x86 is challenged in many areas and the only remaining area where it's a de-facto standard is desktops (I would ignore mac minis atm). X86 as an architecture is archaic and bloated - it wastes so much space (literally bytes per instruction) on useless prefixes and it's SO complex to decode that just decoding instructions cost the CPU 15% of power budget. Improving it only helps applications where binary compatibility is a hard requirement, like older games, etc... But with the growing open source ecosystem, Linux, etc... architectures are not that relevant anymore, and MSFT knows that and wants ARM-based laptops where you would run Windows (they have a contract with Intel Foundry to manufacture the CPUs BTW). Now some numbers - X86 can decode 4-5 instructions per clock cycle, but sometimes much less, because a single instruction can be 1 to 15 bytes long. The CPU needs a lot of decoding units (more than 4 of course) and it simply drops the decoded instructions where it missed their start - the problem is that you have to decode an instruction to know where the next is, so you use multiple decoders and just guess where they are and discard the wrong guesses. On the other hand architectures such as AArch64 don't need that; Apple CPUs can decode and retire up to 8 instructions per a single clock cycle, which is something unheard of in x86 world. This BTW matches the bandwidth of AVX-512 - On X86 you can execute 2 AVX-512 instructions, which means you can process 1024 bits in a single clock cycle, on Apple you can execute 8 NEON instructions (128-bit each), which means you have the same compute bandwidth. Not saying it's practical to do 8 independent computations on 128-bit vectors, but it's possible and my own benchmarks say that Apple M3 can beat my Ryzen 7950X in many workloads. Now back to expectations. I think anyone who is betting on INTC because of X86 platform is going to lose pants. X86 is not a savior architecture, it's a burden of the past. It's not a king anymore and it cannot compete against AArch64 when it comes to power efficiency. I do see, however, some future in Intel Foundry, but I don't think that it's something granted. US govt provided incentives to both Intel and TSM - both got billions to build their fabs, so it's not like they want to depend on a single manufacturer - there will be competition and TSM is a tough one for Intel. I have liquidated my INTC positions and I may buy some in the future, but I don't think it's the only semi stock that should grow in the future. There is a tough competition here and Intel will not get a free lunch, they have to earn it hard, and based on earning reports I don't see it at the moment.

rjduddus

Been watching TSM for a while now. Actually looking very strong since the shit show leading up to earnings even though market and chip stocks have been weaker. Loading up on august $155c

TheOnlySafeCult

NVDA? red SPY? red TSM? holding up somehow. haven't seen this before o_O

thezenunderground

Do TSM or NVDA..they will move as AMD moves, with way less IV crush. I'm thinking about it too, but not sure. If they miss, that shits gonna plummet

Arrosis

Too broke to play SMCI earnings so I’m in TSM

Semperfi74

Calls on GOOG and TSM

looool_k_libtard

Can’t FUCKING wait for TSM to be a $350 stock soon. BooYUH

NotMe357

Damn, Cathie Wood bought AMD, PLTR, QCOM, TSM and META today 

Maximum_Standard_604

$TSM calls dirt cheap .. $AMD , $SMCI earnings on deck .. FUCK IT! Should run if those run. I just want a 40K rolex !!

dimp13

Blackberry actually had support of entire governments. For many government organization it was the only approved smartphone even when it lost market share on consumer market. Obama used Blackberry until 2016. Intel will not go away as a company for a very long time, but it may underperform the market for years to come. Look at IBM 10 year chart (another company government used to rely on). Anyway, good luck with your bet I will stick with "overpriced" NVDA and TSM. I may buy Intel if they show something real, not the prototypes or promises of future products. I am OK with not catching the exact bottom.

nowayystupidd

Tsla run is nice.. So-fi being So-fi. I need $hood to deliver and $PANW to recover my losses from $TSM.

minrknju2p0

The sting from TSM a few weeks back feels more painful than TSLA being a bitch everyday.

tall_giraffe3232

Yeah I saw a post on here created an hour ago taking about long term potential based on TA. My little gold mine is gonna go the way of TSM 

Inevitable-Ear7641

Smh i better not see the same people that were bashing Tesla 4 weeks ago, praising it now lol. This board continues to be a prime example of “be greedy when others are fearful…” etc. Look at what TSM did after everyone pumped it. Now Sofi. Tesla was bashed and now it’s a hero again.

Neel_Crashkari

TSM moon tomorrow on trust me bro

Gamer6322

besides, NVDA and TSM, SMCI and MSTR FTW.

milocreates

Royally fucked by TSM

Alpina_B7

guys i'm just glad TSM is behind me. the road ahead is bright and clear. to Valhalla we ride

SpareSupermarket1708

NVDA *Kýrie, eléēson* AMD *Kýrie, eléēson* INTC *Kýrie, eléēson* AVGO *Kýrie, eléēson* MU *Kýrie, eléēson* TSM *Kýrie, eléēson* ...

howULikeThemOranges

DJT kicked me in the nuts today again. But it’s okay. I don’t feel anything since it was kicking me in the nuts whole last week along with TSM

Doulloud

I have the same opinion here on Intel. You are not getting rich buying this year or even next year but before the turn of the decade Intel is gonna 2x - 3x at the minimum. The government is dumping too much into making them a global foundry competitor to TSM.

BallPythonTech

TSMC is still ahead of Intel. They will reach 16A first, it just started making the news that TSMC's 1.6nm process will be in production in late 2026. Of course both TSM and INTC go down today. The mistake many people are making is thinking that one or the other will win at the expense of the other. I think there is more demand for chips than the capacity to produce them. All fabs will make money. Cars, robots, automation, AI - the demand for chips for the next 10 years will be greater than the production capacity. It will take the market 2-3 years to recognize that the chip manufacturers are among the most important companies in the world and over value them the same way as chip consumers (NVDA, AMZN, MSFT, GOOG, AAPL, META, etc.) I expect a bubble in the chip sector at some point by 2030. I own both TSM and INTC.

FoolsGoldMouthpiece

Options are a waste of time for blue chips. I had to learn this the hard way with TSM. MSFT is a stock you buy to leave a legacy for your grandchildren, not make weekly tendies.

mirkwood11

Yo, wtf TSM 😐😐

HeiPando

Remember AMD and TSM always fade after 9:50

Eastern-Cranberry84

and TSM ;)

Ghost_Pains

How many of yall had TSM calls that expired worthless on Friday 

Ill_Try1620

WTF TSM stonks go up

Cautious-Raisin-1947

Infrastructure improves long term economic growth. A wartime economy entirely focused on building weapons might temporarily boost growth but is ultimately a massive waste of finite resources. A single bomb can take out a multi billion dollar bridge that took years to build... The Soviet Union imploded in 1991, about 2 years after the end of the decade long Soviet Afghan war. The US spent 2 decades in Afghanistan. According to Cost of War study by Brown university, post 9/11 wars cost US taxpayers $8 trillion. Only for the Taliban to take back Kabul in a single week. We learned nothing from Vietnam and only doubled, tripled down on our mistakes, especially now with Ukraine and Israel. The US govt could have invested trillions into US tech, US businesses, US infrastructure... If we really wanted to we could create our own TSM instead we're a mostly bullshit service economy that consumes far more than it produces and living beyond our means on a credit card with a seemingly infinite line of credit... Yet now we're already struggling to keep up with just the interest...

memelordzarif

Wanted to buy TSM in 2023 at $84 seeing it on the news. I had handsome money to invest but didn’t. It jumped to $140 now and yeah.

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.