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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.
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