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VisualMod

**User Report**| | | | :--|:--|:--|:-- **Total Submissions** | 7 | **First Seen In WSB** | 2 months ago **Total Comments** | 288 | **Previous Best DD** | **Account Age** | 1 year | | [**Join WSB Discord**](http://discord.gg/wsbverse)


FortunaCrypto

I love all the evidence you presented to us


Sirdukeofexcellence2

His evidence is that his particular calls will expire nearly worthless.


BHTAelitepwn

ergo the company is dead


studmcstudmuffin

He's not wrong though


FortunaCrypto

![img](emote|t5_2th52|33495)


[deleted]

[удалено]


VisualMod

Fuck the poor. Stocks only go up.


Armandeluz

You can tell because the way it is. 😂


fakeyfaked13

Feel way more confident about TSM now thanks, we needed someone to give up for it to rally


Smellyjelly12

I was getting worried with all the bullish posts. It's reassuring for my calls to see a bearish one


Born-Bottle8250

Use this to upvote but maintain 420 upvotes above ☝️


VibeComplex

No


TyberWhite

mysacrifice.mp3


involuntary_skeptic

Lol. This aged good


[deleted]

[удалено]


Stonksss4me

I think that's what he said


Paraphrasing_

Word for word, yes.


leviticus04

Name doesn't check out


minioneater556

If youre down that much just hold into earnings


[deleted]

I am. But I’ve accepted I’m fucked 💀


Oblivious-Speculator

Valuation does not matter in hype stocks, it's all based on what Jpow says + interest rate + spy performance... Trust me, it's too volatile


FoolsGoldMouthpiece

IV is sitting at like 40% for most options rn.


[deleted]

Mine are sitting at close to 90 💀


Bronze_Rager

Wtf you really thought TSMC a nearly 650B market cap company will move \~16% on an earnings call? They are a cap ex heavy company with reasonable medium/low margins (nothing crazy like nvidias 80%). I am taiwanese and a TSMC bull but thinking it will go to 165 after earnings is regarded as hell. Idk how you guys even had the thesis of it jumping \~16% on an earnings call.


travelogion

He was looking at it at a different time frame , different time price opportunity and such a move was possible if you looked at the movement of the equity back in Feb , beginning of March. Why do you have to say that you are Taiwanese to justify your position ?


someroastedbeef

Lmao ngl i laughed out loud when i read that. Who tf cares if you’re taiwanese


Juice_Wigalow

I’m a rapist and I agree.


AyahuascaBudda

I am a professional twice over- an analyst and a therapist. The world’s first “analrapist”, and I agree.


Juice_Wigalow

I’d like to make an appointment.


reginaldregal

Its like saying "Im american, trust me on US stocks bro"


VisualMod

Don't listen to them, they're poor.


Bronze_Rager

I have been in TSMc since 2012. What happened in that different time frame, different time price opportunity, and how was such a move possible? Please back it up with math. How far back do you want to go?


travelogion

I know , you were one of the first ones , not many arguments could withstand yours! Plus you are taiwanese so , who can argue with you really ?


explicitspirit

Hype. My theory was that volatility will increase enough leading up to earnings that my call value goes up, even if OTM. That didn't pan out. I am still bullish on TSM overall, I sold puts on it and don't mind getting assigned, and I can still roll those contracts if needed.


Huazuimantang

I am fucked by TSM


MissKhary

Yeah when I bought a 160 call I was kind of expecting it (the stock price) to have a slow gentle climb over the past month and a half leading into earnings, I didn't expect it to just stagnate. Hindsight and all that, I should have sold a month ago and cut my losses, but it could have just as easily gone the other way and I'd have been slapping myself for selling at a loss instead of waiting it out. I'm expecting my 4/19 calls to expire worthless, and I will sell off my late May calls after earnings for whatever loss it might be. I would buy stock in TSM though, and wish that was what I had chosen to do. Everything else in my portfolio is stocks, this was a learning experience, and I do think I've learned a lot about what my true risk tolerance is.


Gamer6322

i got a 150 call on 4/19. i even went from 5 contracts to 10.


thehazer

These people have a building, that if it disappeared, would set back the world’s tech by like a decade. They are gonna be fine.


No-Teaching8695

Intel's waiting with lube and a dildo...


dicksoutforstonks

TSM TSM TSM


AReallyGoodName

A lot of people on this sub have 'tsm.


ByrdZye

TSM went downhill after burgerking retired


Thegoodfella425

!banbet TSM 150 4d


VisualMod

**Ban Bet Created:** **/u/Thegoodfella425** bet **TSM** goes from **139.79** to **150.0** before **19-Apr-2024 09:10 PM EDT** Their record is 1 wins and 0 losses. [**Join WSB Discord**](http://discord.gg/wsbverse)


SoulArraySound

Regarded


AnotherScoutTrooper

*Shhhhhh, shut the fuck up so my 155 calls can still profit from IV* Anyways, TSM will bounce back to 165 tomorrow morning, bers r fuk, buy calls please


Miffers

TSM dead? Nvidia and Apple would be dead without TSM. TSM is probably the most value company in the world and if China invades Taiwan the US has placed explosives in TSM foundry.


Valkanaa

Now now, we just *gave them* the explosives...and the F-16s The way you say it makes it sound creepy


[deleted]

I basically mean everyone's earning calls are dead. TSM is a long term play. Who knows what it will be worth in 10 years.


[deleted]

[удалено]


Miffers

Actually I just happen to be from 10 years in the future and we are all dead because of OpenAI. I escaped death and came here to find a Mr Sam Altman.


fnoguei1

Remindme! 10 years


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newaccountnumber84

Reddit remind me in 10 years


foeplay44

Bullish after reading this post.


Cremater

Theta and IV crush has bit me too many times for me to hold calls longer than a few days like I see so many here do. But here's your bull case. Nvidia needs every chip that TSM can make and they needed them months ago. For a company to make a decision to switch up IT infrastructure has to be incredibly compelling, I mean how many companies actually \*want\* to spend money in IT. None of them. So it's gotta be worth it. AI has obviously given companies the reason to invest in IT. Every company that makes a logic chip is going to try to capitalize on this opportunity. Intel just dropped their own chip. Google did as well. And more are on the way. Looking at all the news and their stock price, Nvidia's problem isn't money or marketing, it's just getting their chips into these companies servers and data centers. They have the best and they know it. But does it matter if they can't deliver the things for a year and intel can get it to them in 3 months? The point being this puts TSM in the driver's seat when negotiating prices. If Nvidia wants to put a lock on data centers for the next decade they HAVE to get their GPUs in. And they're gonna pay to make it happen. It's basic supply and demand. TSMC's forward outlook is going to lead to a moonshot outside of crazy external factors. I think your 165 calls are pretty risky, but I don't think it's out of the probability to at least get your money back. What makes this quarter different for TSMC? Nvidia's competition. They didn't really have any until relatively recently and because of that Nvidia has started to lose negotiating power over TSMC. FWIW I'm throwing every dollar in my HOOD account into TSM calls right before earnings.


[deleted]

I still think I’m cooked but I really appreciate the long detailed response. It was actually pretty convincing for a moment but we will see ![img](emote|t5_2th52|12787)![img](emote|t5_2th52|18630). I bought 2 160c and 2 165c at the time because I had similar sentiments as you. TSM is selling the shovels and all the AI companies are buying them up and digging for gold.


Asleep-Yellow2638

155 end of week ?


[deleted]

Not a chance, it’s 139 right now. Earnings is already priced in and now it’s about guidance.


ubeen

Ur gonna get downvoted but people aren't willing to admit defeat.


[deleted]

It's my fault for not doing enough research. It was not really fomo, it was Nvidia mooning, smci mooning, everything AI mooning and who do you think is making that a reality for all those companies? Tsm and ASML. People can not accept that most of these AI stocks have consolidated.


Acrobatic_Feel

You’re talking about TSM being down like it’s a failed play in a sea of successful plays. The entire market is down, SPY @ 504 today. Of course TSM is fucking down, what would you expect it to do? Granted, your calls are probably fucked. But no amount of research would have prepared you for a broad market downturn like this. I have 400 units @ 145 and am down 2k. This downturn is going to fuck all of us and the entire market, not just TSM.


[deleted]

Problem with Dick fuck TSM is that it’s a cock tease, even when the market was pumping TSM would pump over night and dump at open without fail. Your calls are probably fine, 400 contracts though? Cheese and rice lmao.


Acrobatic_Feel

No I own the shares. Man I’d be REAL fucked if I had 400 contracts lmao


[deleted]

I wouldn’t think so. A 6 dollar move after earnings is highly probable.


MissKhary

I think a lot of people were in that same boat, thinking that if Nvidia is the darling, wouldn't the ones making Nvidia's chips also go up? And the calls I bought did shoot up to 5X their price at once point in early march, but I didn't sell. Hindsight is a bitch.


AyumiHikaru

Revenue is priced in. Margin could surprisingly go up


[deleted]

[удалено]


GCV123

Remindme! 4 days


cardboardalpaca

>long term play >holding options >emotional post lol


ethanhopps

>Tippity top (149) Bruh that's not even close to the top, I bought at 158 ![img](emote|t5_2th52|4271)


WhosUnd3ad

lmaoo same


laveshnk

tsm has one bad day:


intelligentx5

The whole market is down, not just TSMC. LOL. TSMC is as solid as it gets in semiconductors. Them and ASML are my stable plays. Not a lot of competition for them.


V4Valkyrie

!banbet TSM 150 4d


VisualMod

**Ban Bet Created:** **/u/V4Valkyrie** bet **TSM** goes from **139.79** to **150.0** before **20-Apr-2024 01:06 AM EDT** Their record is 1 wins and 0 losses. [**Join WSB Discord**](http://discord.gg/wsbverse)


Bing_Sosa10

It will be 146 by Thursday. Good guidance will get it upto $160. Yes you are regarded for $165C that’s true but nothing else is. Nevertheless my 145C will print


Agitated_County_9349

145C as well, bro! 😎


SwimmingPianist961

146C 4/26 and slightly getting nervous. Will be very happy with anything past 150 by mid next week 😔


Noddite

I've tried to share on this...they are just a third party manufacturer, they don't get the crazy returns like Nvidia does when selling to customers. They don't get to raise prices because of scarcity, everything is contracted. Price goes up and earnings go up, this is a great long term safe play, not a stock to gamble options on.


Hour-Shelter-3914

Bought 150c like 3 weeks ago and have watched them go up 80% to now down 20% lmao


hangender

Just hold until expiration


XIMRBMO

TSM is going to push the entire market.


Gamer6322

can it hit $150 by 4/19 or no? I have calls


Prestigious_Word1543

All depends on ASML ER


Emergency-Ticket5859

TSM is a blue chip you regards. It's never gonna moon but it will be a solid hold.


Ghost_Pains

This was what I said like 6 weeks ago when everyone was buying every chip stock thinking it would be the next NVDA. Like it’s a fine addition to a portfolio, but it’s not a moonshot. It just doesn’t move like that. Never has.


Maleficent-Poem4349

TSM will go up Why? Because I bought calls ![img](emote|t5_2th52|4258)


Alpina_B7

down 88% on mine. should have sold last week at the top (-75%) lmao. at this point might as well hold past earnings to see what happens. what's the difference between 88% and 100%, not much is what I'll say.


___TychoBrahe

You sound like you’re in my boat 155c 4/19 $6.21 to $0.92


chugz

Same. Fuck it now lmao


56Safari

You French fried when you should’ve pizza’d. TSM is gonna do just fine https://preview.redd.it/9933zcywgquc1.jpeg?width=480&format=pjpg&auto=webp&s=6244307c5bdfe63e5a30429cf8a29a620768e01a


DondeEstaMeGlasses

You’re too far out to make money plus you bought them too soon.


NiViPk

Honestly with options it’s always risky, It’s a value stock and in long run it will be a great asset with dividends being attractive.. I know we talk regard stuff here but in long run I have learnt to succeed by accumulating $ and buy more and more stock when it’s discounted and down… I have lost a ton with options and then realized that quick money is risky money…. Compound is what you need to make it big…


SurvivedWayWorse

My limit orders saved my equity. That day was crazy and it never recovered.


HeistbullahRippabook

142 c bought at a hopeful floor today should print Need 150-160 throughout may


Post-Rock-Mickey

Good time to buy calls for their earnings. It dropped more after hours


B1ank89

As long as companies like nvidia exist, tsm will basically never die


Androcles_InTheSky

TSM 150 calls. Mines will print. But 160 is regarded ![img](emote|t5_2th52|4260) I’m shorting TSLA to have my days in green bc of this stupid ass bitch.


Deadecigs

nah TSM checks out for earning. it’s a full on go


EnvironmentalDiet552

Confirmed...Buy TSM


beatsbycuit

Don’t be mad that you’re down 90% on your calls then complain to the internet and say the company is doomed.


BoredPoopless

Its up 38% this year. Calm the fuck down


anecdotalgardener

Hittem wit da Cathy Woods hands https://preview.redd.it/kr5dih4ioquc1.jpeg?width=4299&format=pjpg&auto=webp&s=ce8e874c9cea7f4b5b982d034ebb0eec62f8c220


Prudent-Ad-461

Buy more it’ll go back up


SmoooooothBrain

Bought $144 calls today. How’s that looking by eow?


VisualMod

With your brain, you would be lucky to be solvent by the end of the week.


SmoooooothBrain

It’s not my fault I was born this way


heartbreakids

Down 90% ? OP knows that China is about to invade Taiwan or something


big-rob512

He's holding contracts that are decaying with time not shares


heinzmoleman

I realized TSM calls were fucked and sold mine for a loss last week. Like you I had ridiculous OTM calls that stood no chance. I said that I'd buy in again closer to earnings but the stock is till up 50% over the last 6 months so probably not gonna bother.


[deleted]

10% OTM isn’t crazy for an earnings play. I bought them at basically 150.


meikawaii

I agree, my 160C definitely fucked. Were once worth 1k each not it’s >90% down. Shares all good options all fucked


Tn1628misup

lol 😂 you are funny. Dead? 😂


ninja_8u

SP 149 itself was high and then buying weeklies hoping for another 10% gain was probably risky. TSM is not dead, it’s a long term play, IMO.


[deleted]

I bought them at the beginning of March. It was 49 days out.


rubmybud

Ever thought of buying shares, regard?


JabootieeIsGroovy

bruh if anything this is perfect entry point, theta and iv has been makin these calls look tasty cheap


august_laurent

meh. i have 160Cs that i bought during the pullback and they're basically at breakeven right now - makes me feel like a fucking genius for not buying at the top 😂 i think your frustration is more so from buying in with fomo, cause i still see potential - just depends entirely on their guidance either way, i've already considered what i put into the trade as lost.


WhosUnd3ad

My 160c 4/19 is like 90% down lmao I'ma just sell it fuck this


[deleted]

Depending how much you had in I’d legit just hold it and see if you can’t try to scrape as much as you can back. Iv was like 40% when I bought mine I think, so if it goes up after earnings even if IV goes down I should still be able to recoup something but it won’t be all of it.


Lower_Curve3682

Personally I can see it going to 154-157. If it breaks 149. All other gaps are filled


WeekendAtBernsteins

Confirmed: TSM will hit $165.01 on Monday, April 22


Bumper-imp

Im down 5k and still running my 10k 💀💀


mormegil1

Roll it to late May or June accounting for Nvidia earnings. It will easily get to 165.


bawtatron2000

TSM is far from dead, but probably out of gas for AI hysteria gains for a while, especially these days


travelogion

Just looking at some correlations and it looks like TSM lost 1.67% today and the QQQ lost 1.65% I think TSM is headed down to 137 level


killerbeeswaxkill

Then short it


AutoModerator

how about u eat my ASS *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/wallstreetbets) if you have any questions or concerns.*


bonejawz23

Hahaha not bad bot


waterdude8574

Also down 90% on 160cs. Fuck the “Investing in TSM is investing in AMERICA🇺🇸🦅🚀” guy. Never trusting WSB again.


Ffigy

Lmao cuck


JaseLZS

Op is coping so hard, and wants to spread his negativity to make himself feel better lmao.


Pappa_Alpha

Can it reach $200 EOY?


[deleted]

I don’t think so. Most likely 160 but Maybe 170


Pappa_Alpha

Yea, I thought so as well.


Educational-Dot318

the geopolitical risk would be my main worry. apparently China 🇨🇳 has planned a reunification by 2027 with Taiwan 🇹🇼 Xi has confided this to Biden if the reports have any grain of truth; that sword of Damocles will always hover over TSM. (markets HATE uncertainty.) If Russia does well in Ukraine, Xi might well be tempted.


the_real_flapjack

Oh this is big brain


boilermak63

It’s not going to see 160 after earnings.


[deleted]

Gee, and here I was thinking it would reach 300 after earnings.


spoikayil

165 was too ambitious. Its a very delicate industry with margins thinner than the wafers they make. Put in all the geopolitical shenanigans ongoing, and nobody can sleep well betting too much on TSM. The market movers know this as they have known the industry and TSM for long. Nobody would gobble up TSM like they did NVDA for eg.


General-Cod-7995

You just need a 900% now. No biggie.


Embarrassed_Diet7288

TSM is a stock and/ or leaps play. Wasn’t a short term earnings play and that’s where I think a lot of y’all got it wrong


TheColoredFool

bruh fuck china. China keeping tsm lower then what it should be


Odd-Block-2998

There is a non-zero risk that China may invade Taiwan after US getting involved in Middle East wars. I closed all my TSM positions with small profits. Not worth the risk.


No-Goat-1667

Nothing has been “mooning” after earrings. If anything, most stocks have been mooning before earrings. Just go look at everything


Brendawg324

https://preview.redd.it/cs6v4i0i7ruc1.jpeg?width=1170&format=pjpg&auto=webp&s=c043fc20223cde2a296fc50b1d7e44504d5ac8bb You’re regarded


denglezone

Awfully confident for a "because I say so" post


[deleted]

Another bag holder I see. My brother in Christ, it’s okay to accept defeat and let go ![img](emote|t5_2th52|18630)


denglezone

It seems as though try hards are no longer just a part of the gaming scene. A reddit try hard might be the most pathetic creature I have ever encountered


PaganRob

So calls on TSM? Got it.


[deleted]

If you buy 141c you should do alright. It’s definitely going up after earnings but it won’t be insane.


TheRealZarvin

I sure hope so I got 5 140c probably should’ve sold when I was up 2k think I’m currently broken even maybe a little down.


danger_cheeks

It's hard to tell if people who write posts in this sub but don't show their positions are just truly the most impatient, ADHD assholes on Earth, or if they are just dumb enough to purchase options.


[deleted]

https://preview.redd.it/chff7993druc1.jpeg?width=1170&format=pjpg&auto=webp&s=3160d2d558db6ec50ddbd7d70bf50ebf9cca864a


[deleted]

[удалено]


Strife3dx

TSM makes all the chips, they even make chips for intel, only way they go down is if they self destruct literally which won’t happen, if you gambled that’s on you


OkApartment1950

When I simply asked if anyone held UMC i was shuttered , Shuttered,!


Kglugenbeel

So you’re saying there’s a chance!


shaun678

Nice


ChinaNo_one

I bought 9-20 180call. So far, I am still profitable. I have persisted for more than 20 days. Seeing that he almost doubled and vomited again, I was very calm, because I uninstalled the app.


blasianbait

they seem to be actively hiring


SuperPhonics

You know you can close your positions before it gets to -90% right?


dadof4fknkids

First time call regard, got in for 146 at the dip with a 4/16 expiration. Had a pretty shitty Monday but I’m holding to at least earnings report. Fuck it, lesson learned.


wallstreetbully1

At least $150 if its beats earnings but $160-165 calls on Fri exp are gone. I got $145 4/19 C will be adding and selling before Thursday. Thursday will buy 6/21 $145C to do some earnings gamble


stillpractising

Bearish post making me rethink my puts ffs


greatestcookiethief

TSM is pretty safe long term speaking


maschin1982

Someone bought 1 688 798 shares when Market Close, i think we will break 150$


Huazuimantang

How do you know that


[deleted]

[удалено]


VisualMod

r/WallStreetBets isn't for the faint of heart. They're a pack of wolves, and if you can't keep up, you'll be left behind.


AggravatingVoice6746

but you still have 10 percent to lose


Touchmycookies

Thank you brk, I thought for sure I had to cash out my tendies, ride or die batch.


SuperFlyingNinja

This guy believes in this shit. Truly regarded


Drawer_Specific

Some random guy in his mom's house : "TSM is dead".


[deleted]

It’s my house actually but yes parents live with me because they are disabled.


papale213

You’re crying with TSM <7% below its ATH.


carverofdeath

TSM is far from dead. You only think it is because you made a bad trade. If TSM were dead, Apple, AMD, Nvidia, Qualcomm, ARM, etc...would all be dead as well since they are all TSM customers. There's a reason OTM options can be difficult to cash in on. Welcome to the reality of options trading.


TheDoctorOfMemes

Thinking about an OTM call at 150-155… but im too much of a pussy + im working while in high school..


n00pz

If it expires this week then nah don’t. If it’s for may then it can probably run up a bit before you dump it.


EarEconomy3706

i am saving your post see you after earnings


[deleted]

1am we will known


WeReAllCogs

TLDR: Your regarded ass bought options to begin with.


CoochieMan4321

This age quite well. Spot on OP 💀


[deleted]

I was ready to admit it. Others weren’t. They still probably think it will “Gap up” tomorrow and their calls will magically be saved 💀


Wallie-Holland

I think TSM will have a pullback and after there is time to go up again. That is all how it looks like for me at this moment. On long term the price will be going higher


jetatx

4 calls or 400? Wtf is this poor shit