$Taiwan Semiconductor(TSM.US)

I've been watching TSM since it broke below 375 in July. I've traded the volatility, buying and selling multiple times. The previous rally was too fast, and I failed to hold. After the recent US debt crisis pushed prices back down to 450, I've re-entered.

My thesis is that US Treasury yields won't drop anytime soon. I'm treating the panic as noise; the bearish sentiment ahead of the midterm elections has already been priced in. Plus, AI remains the only cure.

Now, we'll just have to wait and see how the market plays out.

For high-quality names like TSM, you shouldn't sell everything due to market volatility. It's better to keep a core position.