Portfolio +24.6% YTD, 3.2x the market since inception. Plus, TSM's revenue +40.6%, margins highest in a decade, full-year guide raised, but TSM underperformed SOX by 12 points. That’s the setup.
Weekly #78: TSMC Beat Every Line, The Market…
Portfolio +24.6% YTD, 3.2x the market since inception. Plus, TSM's revenue +40.6%, margins highest in a decade, full-year guide raised, but TSM underperformed SOX by 12 points. That’s the setup.