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TSM Trading Journal

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD · US

Public retrospectives that investors wrote about TSM, with related filings and news in one place. All self-reported and unverified — not stock picks.

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9 public retrospectives

@daniel_cho · 6d ago · EN

ADDEDTSMUS2026.03.01 → 2026.03.01

Added to TSM on a March dip after the trim. Buying back a slice cheaper than where I sold — felt good to execute the plan.

Author's own past trade · Informational only, not investment advice or a recommendation · Self-reported, unverified

@daniel_cho · 2026.06 · EN

HELDTSMUS2025.08.05 → 2026.04.01

Held TSM through a sloppy first quarter. Trimmed earlier so I was comfortable sitting tight on the rest.

Author's own past trade · Informational only, not investment advice or a recommendation · Self-reported, unverified

@daniel_cho · 2026.05 · EN

TRIMMEDTSMUS2025.08.05 → 2025.12.22+33%Self-reported · Unverified

Trimmed a quarter of TSM after a strong fall run. Position had grown too big relative to the rest of the book.

Author's own past trade · Informational only, not investment advice or a recommendation · Self-reported, unverified

@daniel_cho · 2026.05 · EN

HELDTSMUS2025.06.10 → 2026.01.15

Held 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.

Author's own past trade · Informational only, not investment advice or a recommendation · Self-reported, unverified

@daniel_cho · 2026.04 · EN

ADDEDTSMUS2025.10.18 → 2025.10.18

Added to TSM the day after monthly sales came in strong. Just topped up the existing position a little.

Author's own past trade · Informational only, not investment advice or a recommendation · Self-reported, unverified

@daniel_cho · 2026.03 · EN

ADDEDTSMUS2025.10.16 → 2025.10.16+18.9%Self-reported · Unverified

Added 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.

Author's own past trade · Informational only, not investment advice or a recommendation · Self-reported, unverified

@daniel_cho · 2026.03 · EN

EXITEDTSMUS2025.02.01 → 2025.07.22+42.1%Self-reported · Unverified

Closed my long-term TSM hold after a strong run. One of my better trades this year — just rang the register.

Author's own past trade · Informational only, not investment advice or a recommendation · Self-reported, unverified

@daniel_cho · 2026.02 · EN

BOUGHTTSMUS2025.08.05 → 2025.08.05

Started a fresh TSM position after closing the old one. Wanted exposure back on before the next monthly sales update.

Author's own past trade · Informational only, not investment advice or a recommendation · Self-reported, unverified

@daniel_cho · 2025.09 · EN

EXITEDTSMUS2025.05.20 → 2025.06.18-9.7%Self-reported · Unverified

Tariff and export-control chatter spooked me out of this one in June. Took a loss to protect capital and stay disciplined on my stop. Looking back I clipped it a touch early, but rules are rules.

Author's own past trade · Informational only, not investment advice or a recommendation · Self-reported, unverified

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