Portfolio +8.0% YTD, 2.5x the market since inception. Plus I watched AGX pop after I closed the position for +166%, and updated my view on TSMC’s upside and risks.
Weekly #65: Why I’m Raising My TSMC Target…
Portfolio +8.0% YTD, 2.5x the market since inception. Plus I watched AGX pop after I closed the position for +166%, and updated my view on TSMC’s upside and risks.