$Taiwan Semiconductor(TSM.US)1️⃣ Been active on this stock since day1. ONE of my winners. After adding this order on 1/7…
$Taiwan Semiconductor(TSM.US)
1️⃣ Been active on this stock since day1. ONE of my winners. After adding this order on 1/7 this year again, I closely monitored its price movements and market developments. The position remained aligned with my long term investment thesis despite normal market fluctuations.
2️⃣ After this, I chose not to add or sell because my original conviction remained unchanged, and it has to prove to meet my top line. So, I preferred to avoid reacting to short term volatility.
3️⃣ Over the next 2 months, I plan to continue monitoring earnings, industry demand and valuation levels, while remaining patient and prepared to add only if attractive opportunities arise.
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