Amazon.com Inc.

Alphabet Inc - Class A

Taiwan Semiconductor Manufacturing - ADR

![image](https://cdn.commonstock.com/7bc4b59098b481fd479e25c0ce6f9af3ddc6f9b5c00dd6acf33c8d6d01b933bc-1200x630.png)


Down for the day : -1.38%
Down for the week: -1.49%
Down for the month: -0.02%
Up for the Year to date: +23.15%

Trades for the months:
Buys: **$TSM** **$GOOGL** **$AMZN** 
Sells: none

![image](https://cdn.commonstock.com/a71e8a7fb7d9629c43f96c4aefd827c767d2b77381ac7a43b0d4c67cefe3edf9-1179x1966.png)

![image](https://cdn.commonstock.com/9d58a6f797a7b3e7a5db54e8547618033672bac9f1c8da9802412d7740b5cc8e-1179x1956.png)

![image](https://cdn.commonstock.com/95623e60bc0d676328e4f9c40e4a1b5ab5a96d3eadc6f41d86c2af7a6061887b-1179x1968.png)


![image](https://cdn.commonstock.com/7ff855dff43c9c02526cd344fa96cdefa858931d080221259f9d2da9c48c320d-1179x1999.png)


Thoughts on **$NET** ER? Disappointed but long term thesis intact. Thought management got ahead of themselves with their guide last quarter and it showed. 