TAIWAN SEMICON MAN forum
TSM what do we think about 1/10/25 calls? I feel like we will break through this resistance soon.
TSM Breakout of the upper trend-line or quadruple top??? We'll find out soon.
TSM is it time for semis to come back? Healthy correction… but is it over?
NVDA The whole semiconductor sector is in a 5-month slump. Trading flat or at a loss since June. As the world waits in anticipation of Trump tariffs now, the sector is at a make or break level to continue the bull run or flatten out over 3+ quarters.Inside trades from key shareholders could begin to take place if growth continues on pause.
Big investors may rotate some funds if this sector continues flat or without returning gains beyond a full quarter.
NVDA is a major part of the SPX and NDQ portfolio. So its move up or down will weigh heavily on the market.
It’s an interesting time for AI and how it affects global economics, national security, transportation, education, and re-shapes every industry.
We may be heading into the phase where companies that build on top of the AI infrastructure layer are the ones that top the charts with booming growth. Maybe even the already existing software layer giants like META. For now, the semiconductor sector growth has been on pause after enormous growth. This sector will no doubt continue to be important and I’m sure it will grow over time. 5 months without returns just may begin to discourage investors if the sector doesn’t break into new growth soon.
I know I’ll be watching each industry closely to see which companies adopt AI to gain an edge over their lagging competitors.
Just like the age of the internet. And social media. Look for the industry innovators in AI to come out on top. Especially in industries of automation, transportation, healthcare, etc. Every industry is in a new era of innovation. We will see more shifting of fate and position in industry than ever before.
As AI hardware and software evolves, look for companies innovating and adapting better and faster than their peers.
AMD SMH SMCI TSM 
MU 
AVGO
TSM why today it’s going down…..any news..TSM end of the day 199
TSM Continue selling to reach 172-174.
TSM another once in a lifetime buying opportunity?
TSM looking for break of 193 zone