TSM
opensemisTaiwan Semiconductor Mfg
conviction over time
convictionbuysellcloseholds at the last score until you record another
timeline · 3 entries
- 2025-07-18thesis6/10Conviction 6 out of 10
The same demand as the rest of the semis book, bought at a discount that exists for one reason everybody can name and nobody can price.
would prove me wrong
The obvious geopolitical one, which I cannot forecast.
- 2025-07-22bought35 @ $345.28
- 2026-03-25update6/10Conviction 6 out of 10
Unchanged. The discount is still there and I still cannot price the reason for it.
- 2026-07-28update6/10Conviction 6 out of 10
Checked in. Nothing to report, which is worth recording as its own kind of entry — an unchanged thesis is information, not silence.
review scheduled 2026-09-20
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last close
$430.26
on 2026-09-17
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$392.31+9.67% since
close on 2026-07-28, the day you wrote it