Rotated out of TSM and happy I did.

---

TSM better launch back to ATH when NVIDIA rocks the markets dick straight off

---

Opened up more TSM calls this morning. Some for 200 November and some for 200 June 2025

---

#Ban Bet Lost /u/Prestigious-Object67 made a bet that TSM would go to 149.0 within **4 days** when it was 168.17 and it did not, so they were banned for a week. Their record is now 0 wins and 1 losses [**Join WSB Discord**](http://discord.gg/wsbverse)

---

TSM waiting for big brother Nvidia to decide whether or not to shit the bed or moon

---

Every semi is trash except NVDA. I don't mean as a company. I mean their valuations. They are being bid up in tandem to NVDA, and they are not going to deliver. Just look at DELL, MU, ASML, TSM, AMD, NXPI, etc.

---

Her rationale was sound as well. She even explained it that they made the move because it would make sense that business creating the inputs for NVDAs main product would also explode with NVDA. Which it should have, but TSM didn't explode with it. It rose quite a bit, but only like half of what NVDA has done. Honestly though the AI hype train is what is carrying NVDA. Which is great. They have a great product, don't get me wrong. But they are insanely overvalued.

---

TSM puts

---

But she bought TSM

---

Just Russia and part of the Middle East. And it’s still not the point… Taiwan is more than TSM.

---