
NVIDIA$Taiwan Semiconductor(TSM.US)
I’m holding TSM at 286.33, but the position is small, so it mainly keeps it on my radar.
I’m not too concerned about the price. If it rises, I’m already in. If it pulls back, the impact on my portfolio is minimal, so I can stay calm and observe.
What matters more is whether the business continues to perform and the market rewards that quality. If both fundamentals and price trend positively, I’ll feel more confident adding.
@Bridge Buzz SG
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