Sold to close our TSM position at $50.05 At the market open this morning ADI stop hit and we closed at $107.17, and COST hit and closed at $298.80. Earnings season is in full swing. TXN gave very weak forward guidance which has sent semiconductor stocks into a tailspin this morning. We’ll close TSM with a nice gain and reevaluate once the SOX (semiconductor index) finds its footing again.
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