DDaniel Cho@daniel_cho · 2026.03 · EN+ FollowADDEDTSMUS2025.10.16 → 2025.10.16+18.9%Self-reported · UnverifiedAdded to my Taiwan Semi after the October numbers came in ahead of where the Street had it modeled. The reaction was muted day-of so I scaled in. Foundry remains my cleanest way to play the whole AI buildout without single-name drama.00 LettersSaveReportAuthor's own past trade · Informational only, not investment advice or a recommendation · Self-reported, unverified