$Taiwan Semiconductor(TSM.US)
1️⃣ After my last July added purchase, the stock advanced as AI infrastructure spending remained strong and demand for leading edge chips stayed resilient. This reinforced confidence in TSMC’s technology leadership and earning outlook.
2️⃣ However, I decided to sell at the below price during last two sessions to lock in gains after a slow rally, while reassessing valuation, macro risks and whether market expectations had become too optimistic.
3️⃣ Looking into next quarter, the outlook remains positive, supported by AI related demand and advanced node adoption. However investors may become more sensitive to valuation, customer spending trends, and any signs of slowing semis demand after the recent surge.$Taiwan Semiconductor(TSM.US)
2026.10.0110:10:42Sell orders
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