What do you think of yesterday's drop in $TSM stock? Are you buying? There may have been better buying this year, but 5% down is not a bad thing. I saw that even Cathie Wood and Ark Invest immediately bought 28,909 shares of Taiwan Semiconductor.

So today the results of 2 very interesting companies - $PM and $TSM. Personally, I'm more interested in the dividend legend, but I'd like to see how the chips are doing too. What do you expect from the companies? And do you have a portfolio of any of them?

Hey all the success of $NVDA $TSM and many others is based on $ASML... when do you think their performance will level out?

What do you think? Is it realistic? I'm thinking a lot about buying $TSM, but I'm afraid if it's too late...

Also, as one of the companies that rode the AI hype,$TSM has now beautifully filled the gap that the price created during the euphoria with $NVDA.

Stocks love to fill these price gaps and I'm just curious to see how this particular Nvidia one plays out.

A nice +5% on $TSM today, and that's basically nothing happened. I just read that Japanese Prime Minister Fumio Kishida plans to meet with top executives of global semiconductor companies to boost multilateral cooperation.