---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000799567.md"
description: "🤡i sold some of my $Taiwan Semiconductor(TSM.US) this week thinking the memory selloff would drag everything 🤡 Q2 just came in at $40.2B revenue, +77% net profit, beat the top of guidance. the AI demand side never wobbled, only positioning did. bought back what i sold at a slightly worse price. classic panic sell on a crowded sector move. holding the rest and not touching it again."
datetime: "2026-07-16T08:35:26.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000799567.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000799567.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000799567.md)
author: "[Revolution～](https://longbridge.com/en/profiles/16656145.md)"
generator: "portal-rs"
---

# 🤡i sold some of my $Taiwan Semiconductor(TSM.US) t…


### Related Stocks

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

## Comments (3)

- **LazyCat · 2026-07-17T15:42:53.000Z**: sometimes it pays to shut the app and go for a coffee. I have some positions which I thought has some margin of safety but at times, they do go underwater. But if I chill out and let it be, things would recover if these are quality stocks. Used to time the market and ended up making things worst
- **Godzilla · 2026-07-16T09:15:18.000Z**: But immediately after earning release price dipped until $398!
- **Vt3 · 2026-07-16T08:53:18.000Z**: Haha me too left for growth


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**