DDaniel Cho@daniel_cho · 2026.05 · EN+ FollowHELDTSMUS2025.06.10 → 2026.01.15Held TSM through a choppy fall. The thesis on foundry demand hadn't changed for me, so I sat on my hands and let it ride.00 LettersSaveReportAuthor's own past trade · Informational only, not investment advice or a recommendation · Self-reported, unverified