---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/36634176.md"
description: "$Taiwan Semiconductor(TSM.US) Google is holding up well. The market is clearly doubting NVDA's uniqueness. Half of the top models (Gemini, Claude) can run on TPUs. So the scarcity of NVDA might be loosening. If we're optimistic and TPU=GPU, then how much should Google's other assets be worth?Coming back to it, NVDA's pullback and AMD's additional pressure were expected. What's unexpected is why TSM is pulling back. Total demand keeps expanding, and diversified downstream customers are most beneficial to you. You shouldn't follow the drop. (Adjust some positions) Add more! Add more!"
datetime: "2025-11-21T16:06:05.000Z"
locales:
  - [en](https://longbridge.com/en/topics/36634176.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/36634176.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/36634176.md)
author: "[晓风 morning_wind](https://longbridge.com/en/profiles/6620864.md)"
---

# $Taiwan Semiconductor(TSM.US) Google is holding up…


### Related Stocks

- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)

## Comments (28)

- **Alloy V · 2025-11-23T17:10:08.000Z**: I also don't understand why tsm is falling
  - **晓风 morning_wind** (2025-11-24T10:09:43.000Z): Buy it!
- **老登科技代言人 · 2025-11-21T17:23:18.000Z**: It's definitely bullish in the long term, feels like just a pullback, after all gg also relies on tsm for manufacturing.
- **与时间做朋友X · 2025-11-21T17:07:36.000Z**: No cash left, had to sell AMD and INTC. Rebalanced by adding TSM and NVDA. Will buy back AMD and INTC when they return to the right side. Actually, I'm bullish on all four.
- **草珊瑚 · 2025-11-21T16:53:37.000Z**: Musk is going to make his own chips
- **护花使者爱理财 · 2025-11-21T16:40:11.000Z**: StockPro bro, I almost got off the train😭😭
- **韭條悟 · 2025-11-21T16:27:51.000Z**: Want to wait for the stock to drop to 250 before buying, make a wish
- **mWXQC · 2025-11-21T16:13:30.000Z**: Don't mess around, bro, I finally made some money shorting
  - **晓风 morning_wind** (2025-11-21T16:16:31.000Z): Short my stock, StockPro, I'll remember you, let's see your gains in a while haha
  - **mWXQC** (2025-11-21T16:19:34.000Z): Bro, I'll make some quick money and leave
  - **晓风 morning_wind** (2025-11-21T16:20:28.000Z): Hahaha
- **Tristan Hunter · 2025-11-21T16:12:55.000Z**: Google's profit still comes only from advertising, the model is too mediocre, and the response is slow
  - **晓风 morning_wind** (2025-11-21T16:18:02.000Z): This logic is too easy to refute. Dazi's profits are still only from selling cards, and besides Google ads, there's a significant portion from cloud services.
- **伯顿G马尔基尔 · 2025-11-21T16:10:40.000Z**: How can we get a chance to build a position if it doesn't fall? 😁
  - **晓风 morning_wind** (2025-11-21T16:16:43.000Z): Added yet?
  - **伯顿G马尔基尔** (2025-11-21T16:19:47.000Z): sellput position, previously entered at 200, exited at 230+...
- **一辈子站在光里 · 2025-11-21T16:09:12.000Z**: The recent situation between China and Japan is too tense, geopolitical issues should
  - **晓风 morning_wind** (2025-11-21T16:12:01.000Z): This is all imagination. Think inversely, if TSMC really has a big issue, then NVIDIA would have no stock to sell, how much should it fall?
  - **一辈子站在光里** (2025-11-21T16:13:21.000Z): The earnings report is so good. Yet it keeps falling, making me doubt life. Holding firm, knowing it's a versatile stock, but why does it keep falling on me🤣
  - **blue whale** (2025-11-21T16:36:28.000Z): Hard to say, but since the higher-ups don't want me to get it, then let's just all not eat it
- **爱吃菠萝包的猫 · 2025-11-21T16:07:48.000Z · 👍 2**: TSM should be the one with the highest certainty, I'm ready to open a position if it goes a bit lower
- **Jackson_ · 2025-11-21T16:07:45.000Z**: tsm is because of political issues, right?
  - **晓风 morning_wind** (2025-11-21T16:08:55.000Z): Even if there were political issues, it's been a while. With the U.S. stock market pulling back these two weeks, are there any new developments on the political front?
  - **理性想长远** (2025-11-21T16:10:41.000Z): Japan, right?
  - **我的小钱钱** (2025-11-21T16:10:44.000Z): Isn't Japan recently hyping up the Taiwan issue?