$Taiwan Semiconductor Manufacturing(TSM)$  I think $432 is the price at a forward P/E of 20. For me, 415 is a bit below the okay-to-buy level, so I picked up some shares again. Around 400 could be better, and honestly, the cheaper the better. Time is the only advantage I have. I wish I could share my take on the Q3 earnings call, but I can't really put it together well enough. One thing is clear though — like always, "let TSMC do its work."

$Taiwan Semiconductor Manufacturing(TSM)$ Just updated from Uncle for TSMC. Cash $126,203m ($126.2bn) P/E 27.18 at $422.25 PEG 0.47 Debt/Equity 0.14 ROIC 33.02% TTM Net income $80.58bn EV/EBITDA 18.39 FCF $49,877m Note: TSMC is not a memory stock and it does not make memory, so it shouldn't be compared with memory stocks. It's a sustainable high-growth mega cap stock.

$Taiwan Semiconductor Manufacturing(TSM)$ TSMC is moving full speed ahead to increase capacity to meet assessed demand, and stepping up CapEx investment to support customers' future growth. The company is expanding at an unprecedented pace with nearly 20 fabs worldwide in progress. They are building 13 leading-edge and advanced packaging fabs in Taiwan over the next several years, plus another five to six overseas. The N2 node has already entered high-volume manufacturing in Q4 2025 with good yield. N2 is ramping successfully in multiple phases at both Hsinchu and Kaohsiung. They expect N2 family annual capacity to more than double in 2027, supported by strong demand from smartphone and HPC AI applications. They are also leveraging manufacturi

$Taiwan Semiconductor Manufacturing(TSM)$ What happens when earnings are terrible? AI unwinding, price discovery, and so on. It's basically panic selling. I guess some people haven't figured out that they can't keep up with soaring AI demand even though they're the main highway for it. Feels like a joke of a market right now, dominated by weak hands. Plain and simple.

I don't understand people. Capex is good. If you had a machine that turned lead into gold and paid back its cost in 4 years, wouldn't you buy another one? $Taiwan Semiconductor Manufacturing(TSM)$  turns shiny silver wafers into chips. A fab turns $35 of wafer into $4,728 worth of 3nm node chips.

$Micron Technology(MU)$ Once we get some confirmation from $Taiwan Semiconductor Manufacturing(TSM)$ , the free fall could settle down. China is just a story at the moment, and if Taiwan doesn't seem worried, then the move could keep going.

$Taiwan Semiconductor Manufacturing(TSM)$ Later in the afternoon this should recover the losses, and after earnings it will be back above 460. Large investors will lock in some profits and make it look like there's an issue when there really isn't one.

$GLOBALFOUNDRIES Inc.(GFS)$ GFS is the most advanced trailing-node fab in the world, while $Taiwan Semiconductor Manufacturing(TSM)$ , Samsung, and $Intel(INTC)$  focus on leading edge. At its current valuation, this looks like it could be worth far more than it is today.

$Taiwan Semiconductor Manufacturing(TSM)$ Volume patterns look consistent with accumulation, with steady buying showing up near current price levels.

GlobalFoundries announced a five-year, $2 billion manufacturing agreement with Taiwan Semiconductor Manufacturing Co. Under the deal, it will produce silicon interposers at its Malta, New York facility to support TSMC's advanced CoWoS packaging ecosystem. Silicon interposers are critical components in high-performance AI chip packages, enabling high-speed communication between processors and memory. The agreement also sets up a framework to expand production capacity as demand grows, with GlobalFoundries incorporating embedded deep-trench capacitor technology into the manufacturing process. The deal gives the company a direct, revenue-generating opportunity tied to the expanding AI infrastructure supply chain. BNP Paribas also upgraded GlobalFoundries to Hold, reversing a previous downgrad

$Taiwan Semiconductor Manufacturing(TSM)$ TSMC posted record Q3 revenue of $46.71B, up 50% YoY, ahead of the $45.77B market forecast. AI demand was the main driver. September revenue alone rose 54.6% YoY. The company had previously guided Q3 revenue to $44.6B–$45.8B. Full Q3 earnings and updated guidance are coming next week.

$Taiwan Semiconductor Manufacturing(TSM)$ September revenue came in at NT$511.857bn, up 54.6% yoy. That puts 3Q26 total revenue at NT$1.494T, or $46.695bn. TSMC's guidance was $44.6bn to $45.8bn.

$Taiwan Semiconductor Manufacturing(TSM)$  Every pullback is an opportunity to add. My target price is $550-650 in 1.5 years. It could come sooner rather than later.

$Advanced Micro Devices(AMD)$ AMD moved to FOPLP before NVDA. Lisa will likely strike deals with ASX and TSM for their upcoming lines. INTC and AMD end up collaborating very closely on advanced packaging.

$Taiwan Semiconductor Manufacturing(TSM)$ Taiwan Semi closed at a new all-time high. No surprise my $Vanguard Emerging Markets Ex-China ETF(VEXC)$  holdings went nuts.

$Taiwan Semiconductor Manufacturing(TSM)$  is sitting near a potential breakout level. Price is around $485.91, with volume running average or below. The main catalyst here is still strong AI chip demand, which keeps optimism alive heading into the next earnings report. Resistance is at $500.00 and support at $470.00. A decisive push above $500 on rising volume could open the door to fresh all-time highs. On the other hand, if it gets rejected at resistance on light volume, that may signal exhaustion and drag price back toward support. The key thing I'm watching is whether volume expands on any breakout attempt, since that would confirm there's real conviction behind the move. Not financial advice, just my own read on the setup.

$NVIDIA(NVDA)$ Bears and clowns aside, it's Nvidia's world and we're all just living in it.

$Navitas Semiconductor Corp(NVTS)$ Magnachip has licensed the GeneSiC Gen4/Gen5 TAP tech, covering 1.2-3.3 kV and up. Navitas is expected to buy 1,461,988 Magnachip shares at $3.42, which comes to $5.0M, with closing anticipated around Sept 24, 2026. The margin story is more about mix shift. Non-GAAP gross margin was 39.5% in Q2, and Q3 guidance points to roughly 39.7%, so about 100 bps higher. GAAP gross margin is only 0.4%. The 800V and higher content angle is the management thesis, though it is not a reported dollar-per-megawatt figure from filings. The $25K-$35K per MW range is from a third party, not an official management statement. Between demand, the $NVIDIA(NVDA)$  800V angle, and the t

$NVIDIA(NVDA)$  Each year Nvidia gives you an opportunity to buy. Last year it dipped into the $80s, and this year it dipped into the $160s. If you bought those dips, you are feeling great.

$NVIDIA(NVDA)$ I've been through more dips, selloffs, and market corrections with this stock over the past decade than I can count. But none of that comes close to the gains it has delivered.