Buy TSEM by Sep 20, 2026.

My current portfolio includes SNDK, MU, CRDO, INTC, TSEM, TER, and several other positions. I want to talk a bit more about TSEM in particular. When I first discovered it, it was already in a post-rally pullback phase. Based on the information available at the time, along with earnings season dynamics and capital flow patterns, I started building a position using part of my cash reserve. As the stock continued to pull back, I gradually added more. My view was …