$Taiwan Semiconductor Manufacturing(TSM)$  Going to go out on a limb here and say Huang will not be replaced. He brings too much vision, too much individual marketing power, and too many powerful connections with world leaders for the Board to let him go. The Board's issue isn't Huang himself, but the bad optics of the situation. They could take the old Roman co-consul approach and create a position for someone to sit in the other room, but in the end, the Board has to answer one simple question: who is best for the company? And the answer to that is Huang. I just hope I don't hear that branch I'm out on creaking.

$Taiwan Semiconductor Manufacturing(TSM)$ TSMC is committing $500 million to Anthropic's $26B IPO private placement. AMD is putting in $2.5bn, AVGO $1bn, MU $1bn. Alphabet already owned $124.4bn worth pre-IPO and hasn't revealed how much more they'll commit. MSFT has been quiet about the amount so far. At this pace, it feels like everyone will end up with an indirect stake in Anthropic.

$Taiwan Semiconductor Manufacturing(TSM)$ October revenues came in well above expectations, and it looks like supply won't be able to keep up with demand through 2027. I think this stock gets back to its all-time high before too long.

$Taiwan Semiconductor Manufacturing(TSM)$ This is the time to buy, not sell. Look at the company's financial statements and performance. Trust the same instincts that convinced you to buy the stock in the first place. And most importantly, don't listen to the media. You invested with this company to make money, and we all did. The company is still doing fantastic. At the end of the day, all the other players - NVDA, AVGO, MU - all need TSM. They are nothing without TSM. Always keep one thing in perspective: the only important price for TSM is the price on the day you sell it. Best of luck and much long-term success with your investments.

$Taiwan Semiconductor Manufacturing(TSM)$ The modern world will not exist without TSM. Amazing price action. But thanks for the shares, I guess.

$Taiwan Semiconductor Manufacturing(TSM)$ I'm sitting in cash across the board until the election wraps up. The odds right now are pointing to a Democratic sweep, at least according to the odds makers. That's probably why Teck dropped again, and I plan to load up once the Democrats take Congress. If the market tanks, I'm going all in.

I don't think enough investors appreciate how aggressively $Netflix(NFLX)$  is buying back its own stock. Netflix repurchased roughly $4.8 billion in shares during Q3 alone. Over the last 12 months, that number is close to $13 billion. With free cash flow continuing to grow, there seems to be plenty of room to keep returning capital to shareholders. One more reason I'm bullish long term.

Top 5 bullish stocks based on options flow. $Taiwan Semiconductor Manufacturing(TSM)$  — $2.11M in call buying, with strong confirmation over the past week. $NEBIUS(NBIS)$  — $2.64M in calls purchased, supported by $16.2M in net bullish premium over seven days. $Palo Alto Networks(PANW)$  — $1.08M in December calls, with $9.32M in positive weekly flow. $Alibaba(BABA)$  — Bullish call buying and put selling suggest positioning for a potential recovery. $ARM Holdings(ARM)$  — $410K in near-the-money calls ahead of November 4 earnings, although weekly confirm

$Atlassian Corporation PLC(TEAM)$  has been in a steady uptrend and is breaking out after a channel breakout. Watching calls above $230 for a move toward $240 and $250. The stock has picked up multiple price target upgrades. $Taiwan Semiconductor Manufacturing(TSM)$  is sitting in a support zone from $400 to $410, and it's currently trading inside that range. Watching calls above $420 for a move toward $435 and $450. Puts below $400. $Zeta Global Holdings Corp.(ZETA)$  keeps moving higher with multiple analyst price target upgrades. It's been rangebound for a while now. Watching $34.50 for a move toward $36, with a bigger breakout if it clears that

$Taiwan Semiconductor Manufacturing(TSM)$ I'll buy. Usually when it gets slammed down early, it tends to rebound. SMCI results were good, but I'm paying more attention to LRCX and TXN. And I'd rather own TSM.

$Taiwan Semiconductor Manufacturing(TSM)$ $SpaceX(SPCX)$ Musk may not say it, but the quickest route to the future already runs on the TSMC highway. Nobody wants to admit it because it's a competitive world, but facts are facts.

People fretting over $ASML Holding NV(ASML)$  at $1,718 as if EUV machines grow on trees. $Taiwan Semiconductor Manufacturing(TSM)$ , Samsung, $Intel(INTC)$  all need them. Revenue up 50% YoY, margins expanding to 57%. It's a monopoly, so the noise around it doesn't change much. If it dips, I'd rather add before the print.

$Micron Technology(MU)$ Down over the past week. I have a feeling it might bounce off the $900-$930 level, with ASML and TSM earnings coming up.

$Tesla Motors(TSLA)$ A car company is trying to look smart with xAI and ride the semi boom along with TSM. But shorting it still seems like a bad idea.

TSMC ($Taiwan Semiconductor Manufacturing(TSM)$ ) closed the third quarter at NT$1,494.2bn based on the sum of its monthly sales, up 51% from a year ago. September came in at NT$511.9bn, 0.6% below August's record NT$514.8bn but still up 54.6% on last September. Single months are lumpy, so the quarter is the cleaner read. July and August alone nearly matched all of 3Q25. The AI build is showing up at the foundry: chips for data centers and high-end computing (TSMC's HPC platform) were already 66% of its sales last quarter, up from 60% a year earlier. Year to date, sales are NT$3,898.7bn, up 41.1%.

$Advanced Micro Devices(AMD)$ $Taiwan Semiconductor Manufacturing(TSM)$ AMD plans to increase its chip supply in 2027 to meet growing AI demand, according to Reuters. CEO Lisa Su said the company has already been able to boost supply through 2026 and intends to increase it substantially in 2027. Su recently visited Taiwan to make sure AMD's supply chain could ramp production, and has met with Foxconn, with a meeting with TSMC also planned as part of talks with local partners.

$Taiwan Semiconductor Manufacturing(TSM)$ Honestly, it feels like another one of those confusing, all-day chop fests again. Nobody can really predict the market these days. The Trump tariff drama just keeps cycling through strike, talk, and strike again. Meanwhile, oil has been swinging up and down as well. It's not a straightforward market to navigate. I'm just trying to stay calm and not get a heart attack over all the noise. "Bull markets are born on pessimism, grown on skepticism, mature on optimism, and die on euphoria." From where I stand, we're still in a bull market. It hasn't even matured into broad optimism, so some skepticism is normal.

$Taiwan Semiconductor Manufacturing(TSM)$  Now that things have settled, here's a bit of history — nothing shady, just a walkthrough. On 1/24/2025, TSMC hit an ATH at $226.40. By 3/3/2025, it had dipped into bear market territory, down 22.99% from that $226.40 top. I doubt anyone still remembers how much $226.40 was being talked about back then. By 4/8/2025, TSMC had lost 39.1% from that same intraday high. People love to say they bought the bottom at just the right time, but this is a chat board — even Buffett missed the bottom. By 5/19/2025, TSMC finally crawled out of that bear market. The point is, buying into a bear market can still hurt you pretty hard. By 6/26/2025 and 6/27/2025, TSMC hit another set of al

$Taiwan Semiconductor Manufacturing(TSM)$  Hard to make sense of this price action. TSM is now down 100 from the highs. They're the ones actually building the AI chips, so unless the market is pricing in the AI race winding down, I don't really get why it's falling this much.

$Taiwan Semiconductor Manufacturing(TSM)$  Hoping we start to see some recovery from here.