bought TSM at 140, sitting at +207% unrealized. still not selling. send help.

Average cost 140, current price 431. Up 207% unrealized.

The number of times I almost sold this position is embarrassing. Sold a little during the tariff panic. Bought back higher. Classic.

At this point TSM is less of a trade and more of a personality trait. Every AI capex story, every Nvidia earnings beat, every data center buildout — it all runs through TSMC eventually.

Not selling until something fundamentally breaks in the AI capex thesis. Which probably means I'm holding this forever.

Anyone else in TSM since before it got cool?