$Taiwan Semiconductor Manufacturing(TSM)$ Beyond Lisa Su's comments, LRCX announced a new supplemental $25B stock buyback. LRCX has a clear read on what's happening in chips. They're a class act and a great investment.
$Taiwan Semiconductor Manufacturing(TSM)$ Not a bad week so far. I raised my TSM stake by 27% while bringing my average cost down 3%, and I also bought physical gold at $3995.
$Taiwan Semiconductor Manufacturing(TSM)$ I've been waiting for this kind of opportunity for a long time. Added some NVDA and TSM shares today. $360 was the level I was watching for TSMC, and maybe more GOOGL around $250? TSM's bottom back in 2022 was at a forward PE of 12, which translates to 281. PE of 14 gives you 328, and that was during the April 2025 tariff and DeepSeek shock. So I'm still waiting for 328 to show up. If I can add a bunch of shares there, it could be a life-changing opportunity. I think there's a good chance this doubles in 2-3 years. I'm not going to hesitate.
$Taiwan Semiconductor Manufacturing(TSM)$ SK Hynix was in focus after Reuters reported that the U.S. Commerce Dept. has held up plans for American semiconductor manufacturing equipment the company needs to expand production in China. SK Hynix is seeking export licenses to bring new equipment to its plant in Dalian, China, saying the production increase would help fund its expansion in the country. The Commerce Department has done a good job here.
$Taiwan Semiconductor Manufacturing(TSM)$ My best move, and one I plan to take, is to load up after the midterm results are announced. TSMC is sitting around $80 off its yearly high and it is the ultimate provider of chips. Without TSMC the whole AI trade stops. Samsung is the only competitor. There should be a massive premium. With 10 fabs being built or coming online, this should trade back up to $480 in the next 3 months. SpaceX also said they need 200,000 wafers a month to build out their AI trade. NVDA announced 70% growth and there are over 500 data centers being built right now. Other than a large market correction, I don't see a better setup. I am out until the elections are over, and if there is a sweep
$NVIDIA(NVDA)$ Another new high. I've been holding this for more than ten years, basically playing with house money at this point. Not sure why anyone would want to trade around a company that's been up 12 of the last 14 years.
$NVIDIA(NVDA)$ I'm looking at the next frontier, robotics. It's not hard to guess who's going to lead the way. This Musk and Jensen partnership looks like it will keep paying off in a big way.
$Taiwan Semiconductor Manufacturing(TSM)$ I'm waiting to add more shares at 400. Might add more at 360 as well. For now, 300 to 330 is the lowest range where I'd consider buying more.