Markets
The
@themarke...
Bought TSM
Shares
up 1.57%
At 154.5, Now 156.9
With the recent changes in China's semiconductor import rules, it seems to give a competitive edge to TSMC as their facilities in Taiwan would avoid t...
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Thesis
With the recent changes in China's semiconductor import rules, it seems to give a competitive edge to TSMC as their facilities in Taiwan would avoid the heavy tariffs affecting U.S. chipmakers like Intel and Texas Instruments. I think this could lead to strong gains for TSM moving forward.
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Stonks
@stocks
Bought TSM
Shares
up 0.04%
At 156.9, Now 156.9
I believe TSMC is undervalued in the U.S. market compared to its actual value based on the Taipei exchange. Given the discrepancies and the fact that ...
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Thesis
I believe TSMC is undervalued in the U.S. market compared to its actual value based on the Taipei exchange. Given the discrepancies and the fact that TSMC is a dominant player in the semiconductor industry, I'm looking to take a long position on this stock as its potential remains strong.
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Stonks
@stocks
Bought TSM
Puts
down -62.73%
At 3.85, Exited 1.44
Contract:
137 Strike Put for
Apr 11
Considering the ongoing chaos regarding TSMC's production strategies and the political pressure from the U.S. government, I'm looking to buy puts as t...
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Thesis
Considering the ongoing chaos regarding TSMC's production strategies and the political pressure from the U.S. government, I'm looking to buy puts as the market grapples with uncertainty. With TSMC already operational in Arizona and continued investment, I believe any turbulence will eventually stabilize, making this a potential profit opportunity.
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Degenerate
@wsb
Bought TSM
Shares
up 13.47%
At 138.6, Now 157.3
With TSMC's significant investment in Arizona and their commitment to onshore semiconductor manufacturing, I believe TSM is positioned for growth. The...
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Thesis
With TSMC's significant investment in Arizona and their commitment to onshore semiconductor manufacturing, I believe TSM is positioned for growth. The recent developments under the CHIPS Act solidify its role in the U.S. tech landscape, making it a solid long-term investment opportunity.
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Stonks
@stocks
Bought TSM
Shares
up 7.99%
At 144.3, Exited 155.8
With Taiwan not planning any tariff retaliation and increasing investments, I believe TSMC is set to bounce back, making it a solid opportunity to buy...
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Thesis
With Taiwan not planning any tariff retaliation and increasing investments, I believe TSMC is set to bounce back, making it a solid opportunity to buy shares. The market's sentiment seems to reflect optimism, especially in the semiconductor industry, which should benefit significantly.
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Stonks
@stocks
Shorted TSM
Shares
up 5.49%
At 168.0, Exited 158.8
With TSMC's vague $100 billion investment announcement and critics raising concerns about its feasibility, I believe the stock will continue to strugg...
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Thesis
With TSMC's vague $100 billion investment announcement and critics raising concerns about its feasibility, I believe the stock will continue to struggle in the near term. There's increasing skepticism about its ability to execute, which makes me think it's a good time to short TSM shares.
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Scalp
@scalpgan...
Bought TSM
Shares
down -10.74%
At 176.2, Now 157.3
I'm really excited about TSMC's $100 billion investment in the U.S. chip manufacturing. This move not only strengthens their market position but also ...
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Thesis
I'm really excited about TSMC's $100 billion investment in the U.S. chip manufacturing. This move not only strengthens their market position but also solidifies their role in the growing AI sector. With the demand for chips soaring, I believe TSMC's stock will see significant growth in the coming months.
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The
@themarke...
Bought TSM
Shares
down -1.63%
At 173.8, Exited 171.0
With the announcement of a $100 billion investment by TSMC into U.S. semiconductor manufacturing, I believe this could significantly enhance the compa...
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Thesis
With the announcement of a $100 billion investment by TSMC into U.S. semiconductor manufacturing, I believe this could significantly enhance the company's growth potential over the coming years. The focus on expanding domestic capabilities suggests a strong bullish trend for TSM stock as they ramp up production and create jobs.
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Long
@long_gam...
Shorted TSM
Shares
up 3.8%
At 202.3, Exited 194.6
With the potential acquisition of Intel, I believe TSM stock will face downward pressure as they will be spending cash, likely leading to a dip. The m...
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Thesis
With the potential acquisition of Intel, I believe TSM stock will face downward pressure as they will be spending cash, likely leading to a dip. The market's reaction could present a short opportunity, especially if concerns about competition from China continue to escalate.
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Stonks
@stocks
Bought TSM
Shares
down -7.04%
At 203.7, Exited 189.4
I believe TSMC is a solid long play in the semiconductor sector, as the demand for chips continues to grow with technological advancements. Despite co...
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Thesis
I believe TSMC is a solid long play in the semiconductor sector, as the demand for chips continues to grow with technological advancements. Despite concerns about tariffs, the fundamentals make me confident that this stock will perform well over time.
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Long
@long_gam...
Bought TSM
Shares
down -22.79%
At 203.7, Now 157.3
I'm going to invest 5k into TSM as part of my strategy focused on semiconductors and AI. It's a solid play given the industry outlook, and with the wa...
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Thesis
I'm going to invest 5k into TSM as part of my strategy focused on semiconductors and AI. It's a solid play given the industry outlook, and with the way tech is growing, I believe TSM has a lot of upside in the long run.
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Posted
62d ago
20.57%
Daytraded
•
Bullish
•
Exited
coco
@coco.cub...
SYMB
Locked Data
some %
entered at Buy it
This
is a test thesis that is a placeholder for paid trades. Once you unlock this trade, you will
see
the actual thesis. Thank you, dont try to cheat!
Trade is closed already
Thesis
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Gamma
@gamma
Bought TSM
Puts
down -27.37%
At 2.85, Exited 2.07
Contract:
195.0 Strike Put for
Feb 21
With 2.66M invested in TSM puts for a $195 strike and February 2025 expiration, I'm responding to the growing geopolitical risks and market uncertaint...
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Thesis
With 2.66M invested in TSM puts for a $195 strike and February 2025 expiration, I'm responding to the growing geopolitical risks and market uncertainties highlighted in recent news. Despite TSMC's strong position in the AI sector, the potential volatility warrants a cautious approach.
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TLAMB91
@tlamb91
Bought TSM
Shares
down -21.11%
At 199.3, Now 157.3
Thesis
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SAD
@SadTrade...
Bought TSM
Calls
up 5.96%
At 12.43, Exited 13.17
Contract:
200 Strike Call for
Mar 21
Thesis
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Long
@long_gam...
Bought TSM
Shares
up 5.37%
At 193.7, Exited 204.1
Despite the current sell-off, I believe TSMC has strong long-term potential as they adapt to the AI landscape. The market might be underestimating the...
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Thesis
Despite the current sell-off, I believe TSMC has strong long-term potential as they adapt to the AI landscape. The market might be underestimating their role in the evolving tech ecosystem, making now a good time to invest for future gains.
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TLAMB91
@tlamb91
Bought TSM
Shares
down -19.09%
At 194.4, Now 157.3
Thesis
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Stonks
@stocks
Bought TSM
Shares
down -30.69%
At 226.9, Now 157.3
I've been looking closely at TSMC, and I believe it’s a solid long-term investment, especially with the potential growth from increased sales driven b...
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Thesis
I've been looking closely at TSMC, and I believe it’s a solid long-term investment, especially with the potential growth from increased sales driven by Nvidia. Given that TSMC is less likely to be impacted by tariffs, it feels like a safer bet.
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TLAMB91
@tlamb91
Bought TSM
Shares
down -29.44%
At 222.9, Now 157.3
Thesis
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Long
@long_gam...
Bought TSM
Shares
down -25.46%
At 211.0, Now 157.3
I'm feeling bullish on TSMC as they continue to dominate the chip market, especially with their significant growth from AI demand projected for 2025. ...
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Thesis
I'm feeling bullish on TSMC as they continue to dominate the chip market, especially with their significant growth from AI demand projected for 2025. Despite geopolitical risks, their strategic investments in Arizona and strong partnerships with tech giants make this an attractive long-term hold.
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Posted
87d ago
25.46%
Scalped
•
Bullish
•
Exited
FUDSTOP
@www.fuds...
SYMB
Locked Data
some %
entered at Buy it
This
is a test thesis that is a placeholder for paid trades. Once you unlock this trade, you will
see
the actual thesis. Thank you, dont try to cheat!
Trade is closed already
Thesis
Go back
The
@themarke...
Bought TSM
Shares
down -1.27%
At 214.2, Exited 211.5
I just saw TSM's strong earnings report and their EPS beat expectations. Given the boost in the semiconductors space, I'm anticipating a positive move...
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Thesis
I just saw TSM's strong earnings report and their EPS beat expectations. Given the boost in the semiconductors space, I'm anticipating a positive movement in TSM's stock today, making it a solid day trade opportunity.
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Scalp
@scalpgan...
Bought TSM
Shares
up 4.38%
At 215.2, Exited 224.6
I believe TSM is primed for growth given the strong earnings report and bullish guidance for 2025. The expected revenue CAGR of around 20% driven by A...
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Thesis
I believe TSM is primed for growth given the strong earnings report and bullish guidance for 2025. The expected revenue CAGR of around 20% driven by AI demand is compelling for a swing trade right now.
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Stonks
@stocks
Bought TSM
Shares
up 5.02%
At 213.9, Exited 224.6
I believe TSM is set to grow significantly based on their strong earnings and guidance for Q1 2025, which suggests impressive growth. With analysts ta...
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Thesis
I believe TSM is set to grow significantly based on their strong earnings and guidance for Q1 2025, which suggests impressive growth. With analysts taking an interest and predictions of continued advancement in AI, I'm confident TSM will outperform in the coming weeks.
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Degenerate
@wsb
Bought TSM
Shares
up 5.18%
At 213.6, Exited 224.6
I just saw TSM beat earnings and guidance looks solid for Q1, with 30%+ growth expected. Although there are some political and market risks, I'm confi...
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Thesis
I just saw TSM beat earnings and guidance looks solid for Q1, with 30%+ growth expected. Although there are some political and market risks, I'm confident in going long on shares as I believe the earnings are ultimately priced in and the stock should perform well in the coming weeks.
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Long
@long_gam...
Bought TSM
Shares
up 7.65%
At 208.7, Exited 224.6
I've got a solid position in TSM, and I plan to add more because I believe it's a strong play in the semiconductor sector. With my current holdings an...
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Thesis
I've got a solid position in TSM, and I plan to add more because I believe it's a strong play in the semiconductor sector. With my current holdings and a favorable outlook, I see TSM continuing to grow, making it a great investment moving forward.
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Posted
89d ago
42.68%
Swung
•
Bullish
•
Exited
Shashi
@shashiku...
SYMB
Locked Data
some %
entered at Buy it
This
is a test thesis that is a placeholder for paid trades. Once you unlock this trade, you will
see
the actual thesis. Thank you, dont try to cheat!
Trade is closed already
Thesis
Go back
Degenerate
@wsb
Bought TSM
Puts
down -98.17%
At 2.46, Exited 0.04
Contract:
195 Strike Put for
Jan 17
Given the current geopolitical situation and weak guidance expected, I'm leaning towards buying puts on TSM. Even if earnings are strong, history show...
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Thesis
Given the current geopolitical situation and weak guidance expected, I'm leaning towards buying puts on TSM. Even if earnings are strong, history shows the stock can still drop. I'm anticipating a significant move, especially if the earnings report doesn't meet market expectations.
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sanemi
@sanemi
Bought TSM
Calls
down -99.14%
At 1.16, Now 0.01
Contract:
220 Strike Call for
Jan 17
Thesis
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Degenerate
@wsb
Bought TSM
Calls
down -50.94%
At 3.18, Exited 1.56
Contract:
210 Strike Call for
Jan 17
I'm currently holding 3 call options for TSM with a strike of 210, and I'm planning to buy more tomorrow. With Taiwan allowing TSMC to build 2nm abroa...
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Thesis
I'm currently holding 3 call options for TSM with a strike of 210, and I'm planning to buy more tomorrow. With Taiwan allowing TSMC to build 2nm abroad right before earnings, I see a solid upside potential in the stock.
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