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Taiwan Semiconductor Earnings Review
Taiwan Semi manufactures chipsets for designers like Nvidia, Amazon, AMD, Broadcom and Qualcomm. It does so in its highly expensive and complex chip fabrication plants. These are called “fabs” for short.
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November 20, 2025
November 19, 2025
1 New Holding & 1 Exited Position -- Portfolio & Performance Updates
Portfolio changes & updated performance vs. the S&P 500.
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November 15, 2025
News of the Week (November 10-14, 2025)
Earnings coverage, macro developments, investors conferences and more.
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