TL20 Portfolio Rebases on Semiconductor Revival, Up 57% This Year

The Technology Letter's TL20 portfolio completed its eighth rebalancing, betting on a semiconductor revival, and is up 57% this year, far outpacing the Nasdaq and S&P 500. ASML, despite beating earnings expectations, saw its capacity sold out through 2028 with orders stretching beyond 2029.

2026-10-15 ~ 2026-10-15 · 2 related posts

• ASML sold out through 2028 but stock dips 2%; TL20 index up 57% YTD — TiernanRayTech · 2026-10-15
• TL20 up 57% YTD beats Nasdaq; ASML says it's sold out through 2028 — TiernanRayTech · 2026-10-15