Portfolio Change & Performance Update
Table of Contents * a. Updated Performance * b. Portfolio Change * c. Updated Holdings a. Updated Performance
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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 14, 2025
November 12, 2025
On Holdings Q3 2025 Earnings Review
Dissecting this disruptor's quarterly results.
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