$TSM
Taiwan Semiconductor ManufacturingHow his view evolved
Every substantive take he's posted on $TSM, newest first — each labelled with the stance he expressed at the time.
- Jun 12, 2026Bullishconviction 3/4
Just some reflection, my core high conviction ideas from 2025 aged super well! From $ALAB: $97-> $372 $LITE: $330 -> $904 $AAOI: $30 -> $175 And others like $NBIS, $RKLB, and $TSM! This was back when I had close to no followers! I got some nuances slightly off before more https://t.co/1DKeY2x200 https://t.co/Xm8MsmzZYw
View on X → - Jun 12, 2026Bullishconviction 3/4
Just some reflection, my core high conviction ideas from 2025 aged super well! From $ALAB: $97-> $372 $LITE: $330 -> $904 $AAOI: $30 -> $175 And others like $NBIS, $RKLB, and $TSM! This was back when I had close to no followers! I got some ideas slightly off like pluggables https://t.co/JNrpU0qPwm https://t.co/Xm8MsmzZYw
View on X → - Jun 7, 2026Bullish
@vipmoaa $TSM is probably one of the better names to do that for. Probably better RoI than your depreciating car
View on X → - Apr 25, 2026Bullishconviction 3/4
@ISITrading2717 Nope, I stand by my words. I haven’t been wrong on any high conviction stock yet from $HOOD, $RKLB, $TSM, $AAOI, $AEHR, $SIVE. And now $IREN community member IQ.
View on X → - Apr 9, 2026Bullish
Here's a bunch of random 30 US-available random stocks I like today and why: 1. $INTC - America's hope for foundry, national security 2. $MRVL - scales rev from future maia asics and add ons like cpo, they do everything lost count 3. $TSM - backbone of semis/ai 4. $COHR - They https://t.co/lMUQJsYKvf
View on X → - Mar 7, 2026Bullishconviction 3/4
“Google’s Data Center Buildout Could Top 1 Trillion” The implications for $1.5T+ in capex spend for the Google TPU ecosystem: From $LITE, Mediatek, $AVGO, $TSM, SK Hynix, Samsung and others are widely positive. In an interview with Forbes on AI capex spend, $GOOGL CTO stated: https://t.co/KPTrbXHQLP
View on X → - Mar 7, 2026Bullishconviction 3/4
“Google’s Data Center Buildout Could Top 1 Trillion” The implications for $1.5T+ in capex spend for the Google TPU ecosystem: From $LITE, Mediatek, $AVGO, $TSM, SK Hynix, Samsung and others are widely positive. In an interview with Forbes on AI capex spend, $GOOGL CTO stated: https://t.co/5uETiUHRxZ
View on X → - Mar 7, 2026Bullishconviction 3/4
@daniel_koss Agreed, if your name is not $GOOGL or $TSM where you can just sit back 4 years and know it will likely do well. It’s important to monitor if there’s any material changes. Especially for extremely high beta hypergrowth names where things from macro, pivots, or excessive
View on X → - Feb 26, 2026Bullishconviction 3/4
$NVDA blows away expectations, with $78B in revenue projected vs. $72B. The stock dropped 4.82% on the earnings. Controversial opinion but Nvidia earnings is a partially lagging indicator to me. The #1 thing to look out for is hyperscaler capex projections and $TSM https://t.co/aEG0HCIrGh
View on X → - Feb 14, 2026Bullish
@XDJoeLee That's a given. $TSM (~$1.9T MC) from projections: ~$62.2 Billion (2025) -> ~$85.8B – $87.4 Billion (2026) -> ~$103.3B – $105.3 Billion (2027). Almost didn't include $TSLA due to gap between operating income with the rest but thought people would be interested.
View on X → - Feb 11, 2026Bullish
For the vast majority of retail: If you want to ride the capex trends happening right now, these are probably must have imo: 1. Memory - $MU, Samsung, Sk Hynix, $SNDK 2. Photonics - $LITE, $COHR 3. CoWoS/Foundry/Advanced Packaging - $AMKR, $TSM, $INTC There's a lot of https://t.co/10vakUjUsq
View on X → - Sep 27, 2025Bullishconviction 3/4
@DeepIceValue lol I saw NVO and UNH and then looked at your profile and realized it was more so value investing. If I had to choose, would be $NBIS or $TSM 1-2 years. Then $RKLB for a 3 year timeframe. Value investing basket would be: $TGT, $UPWK, $PYPL, $LULU, $UNH, $NVO
View on X → - Sep 25, 2025Bullishconviction 3/4
@_visionarius I just liked $TSM over $NVDA. Upside potential for $NBIS is a lot higher given marketcap.
View on X → - Sep 24, 2025Bullish
@Wind56083722900 I don't do options unless it's <33% IV things, such as $GOOGL or $TSM, both $100K+ profit each on. Usually I hold a core portfolio of high conviction stocks like $HOOD, $RKLB, $IBIT, $NBIS for a set amount of time. A basket of random stuff like $GRAB, $AMZN, etc. Then I set
View on X → - Sep 23, 2025Bullishconviction 3/4
$AMZN is an great buy here at $220 if you're doing shares. I'd wait for $211-216 before entering shorter term calls. Fed meeting today didn't affect odds of 3x rate cut. In terms of tech giants my guess is: $TSM -> $1.8T $META -> $2.3T $AMZN -> $3T https://t.co/5KwV6XZWxK https://t.co/3T0OGjMw6I
View on X → - Sep 22, 2025Neutral
@foogleman1234 I sold all my $TSM calls today $175 for 100%+ profit. I trimmed small caps that were up 20-40%+ Rotating into it into 1 month $NBIS out of money calls and shares
View on X → - Sep 20, 2025Bullish
@soulbiri1 @MMerrino569447 Hmm, I don't have many but aside from $RKLB, $IBIT, prob $TSM, $HOOD but less so at these levels. I was long HOOD back at $18 but given its 1000%+ rise already, hard to see it growing into $1T in 5 years due to limits in fintech. But it was always a high conviction long due to
View on X → - Sep 19, 2025Bullishconviction 3/4
@DavidJang0620 $TSM calls*. My calls are up 68% right now since I posted. $NBIS is probably up 10%, which is still an extremely good return.
View on X → - Sep 19, 2025Bullishconviction 3/4
@DavidJang0620 $NBIS is the only company I'd full port for highest ROI at current market rates $TSM is probably the safest full port if you're lower risk
View on X → - Sep 16, 2025Bullishconviction 4/4
@junyongisusing1 If I had a 5 year timeframe it would be $RKLB then $BTC then $TSM in terms of highest conviction. This list is just my best guess on return potential from highest to lowest in the next few months.
View on X → - Sep 16, 2025Bullishconviction 4/4
@triforcerytp I don't like chasing unless it's clear it will go up with insane demand over the next few years like $TSM. $LYFT is mainly US market and I see Waymo disrupting market share over time. Even at $20 it's still a good but I like other companies better. If i had another $1M I'd
View on X → - Sep 16, 2025Bullishconviction 3/4
@DanielTan64198 Yeah $LTC is great for the next month! $NBIS / $TSM is amazing over the next year. I still think $ETH / $ALAB is a bit overvalued at this point so you closed at a good time. $SG might need a bit of time to wait.
View on X → - Sep 11, 2025Bullishconviction 4/4
If you're debating $ORCL vs. $AMZN | $GOOGL, $AMD | $AVGO vs. $NVDA, $NBIS vs. $IREN vs. $WYFI vs. $CRWV It's easy. Just buy $TSM, everything above is dependent on it. Undervalued and a monopoly, will likely run from $1.3T -> $1.8T MC based on forward growth + capex from ERs. https://t.co/Vzh1CQaVpC
View on X → - Sep 10, 2025Bullishconviction 3/4
Day 2 — single-day returns on the positions I’ve shared: $TSSI: $14.40 → $15.76 (+9.44%) $HIMS: $47.85 → $51.17 (+6.94%) $NBIS: $91.00 → $96.20 (+5.71%) $TSM (leverage): $253.60 → $261.79 (+3.23%) $ETOR: $45.00 → $43.50 (–3.33%) — got this one wrong, but time will tell. https://t.co/caq7PYwoAo
View on X → - Sep 10, 2025Bullishconviction 4/4
These were the exact strikes I bought yesterday if you were curious. I was cost averaging, but probably scaling it to $300k worth of leaps $TSM will probably rally to $1.8T market cap, so try and find a good dip if you’re tagging along. https://t.co/xyvc7WdSU7 https://t.co/QKSscJ7cY5
View on X → - Sep 10, 2025Bullishconviction 4/4
$TSM is a screaming buy. Look at $NVDA rally -> $AVGO rally -> this will flow into TSM. $1.3T -> $1.8T given all the backlogs from Oracle/NBIS, etc. after reading all earnings. I almost never buy calls aside from $GOOG back at $150. But IV is decent ~32 and it’s such a great https://t.co/k5hrCe9P8w https://t.co/nthZPv5G2Z
View on X → - Sep 9, 2025Bullish
@moonman6577 I'm not too bullish on $SG. If I had to pick stocks I'm bullish on it would be $TSM, $HOOD, $RKLB, $CREDO, $NBIS and others. But I see $SG rebounding since it's oversold from short-term option flows and I simply just like their salad.
View on X →