$Microsoft(MSFT.US)$Taiwan Semiconductor(TSM.US)

Microsoft sold off all the regular shares bought during the previous decline, bringing the regular shareholding back to the base position, just holding steady.

The long call on TSMC lost 20 points right after buying yesterday. I sold it today and even made enough for a pork knuckle rice meal. Thanks for not killing me 🙏

Overall position is back to 70%. Will look for opportunities later.

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