TL20 Portfolio Up 58% This Year, Crushing Nasdaq and S&P 500

The Technology Letter's TL20 portfolio has gained 58% this year, far outpacing the Nasdaq (14%) and S&P 500 (11%), led by AI supply chain names like SanDisk and Lam Research, as tech stocks recovered after digesting AI risk remarks from Sam Altman and Dario Amodei.

2026-09-17 ~ 2026-09-19 · 2 related posts

• Tech stocks back on the march: TL20 AI-heavy basket up 58% YTD, beating all benchmarks — TiernanRayTech · 2026-09-17
• TL20 Up 58% YTD as AI Supply-Chain Stocks SanDisk and Lam Research Lead Rally — TiernanRayTech · 2026-09-19