---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000879193.md"
description: "$Taiwan Semiconductor(TSM.US)​Context: I established my TSM position early at a fairly low cost basis, driven by high conviction in their unmatched leadership in advanced semiconductor manufacturing and long-term AI infrastructure growth.​My trade: I am currently holding my existing position without adding shares. Because my entry price provides a solid safety margin, I prefer to let profits run rather than average up my cost base during high-valuation periods.​Takeaway: Next time, I will trust my fundamental research earlier to build a larger initial position, channeling Buffett's "wide moat" philosophy and Lynch's rule to never "cut the flowers to water the weeds" by selling a long-term winner too soon."
datetime: "2026-08-31T15:32:00.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000879193.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000879193.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000879193.md)
author: "[AetherCore](https://longbridge.com/en/profiles/21854685.md)"
generator: "portal-rs"
---

# $Taiwan Semiconductor(TSM.US)​Context: I establish…


### Related Stocks

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

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