Tse Lin Chen
Tse Lin Chen @jerry902226

Performance
All

-0.79%2026
2026
101.15%2025
2025
242.16%2024
2024
121.46%2023
2023
-65.55%2022
2022
-29.81%2021
2021
62.25%2020
2020
-88.97%2019
2019
242.2%0%-242.2%
Discussions
Tse Lin Chen
Taiwan
17d
Hello everyone. Facing our performance honestly is the foundation of our long-term investing. The first quarter of 2026 has concluded, and our report card is not stellar: a slight drawdown of -0.76% in January, -5.71% in February, and a drop of -6.83% in the just-concluded month of March. Facing three... Show More
Tse Lin Chen
Taiwan
2m
Hello everyone, With a -5.71% drawdown in February, I don't plan to do any routine individual stock analysis this month. Simply put, too much has happened in the world. The outbreak of the Iran war on February 27 makes it virtually impossible to predict what the market will look like on the first... Show More
Tse Lin Chen
Taiwan
3m
Edited
In this month's update, I want to discuss the "infrastructure" plays we hold and share my perspective on the next phase of the Musk Empire. 1. ONDS (Ondas Holdings): We Bought "Infrastructure," Not Vaporware Despite the volatility and market noise surrounding ONDS this month,... Show More
Tse Lin Chen
Taiwan
4m
Hello everyone, Happy New Year. Looking back at the second half of 2025, my overall performance wasn't dazzling. Amidst the market's ups and downs, my portfolio showed an "extreme tug-of-war": on one side, the surge of Google and ONDS; on the other, the silence of MP and Circle. I... Show More
Tse Lin Chen
Taiwan
5m
Hello everyone, It has been nearly a month since my last update (Dec 4, 2025). Market sentiment is currently divided. The post-earnings volatility in NVIDIA (NVDA) has many worrying about an "AI Bubble," but the numbers in my portfolio tell a different story: our strategy is working. Today,... Show More
Tse Lin Chen
Taiwan
5m
Hello everyone, Faced with the recent severe market volatility, many people are starting to panic about an "AI Bubble." I'd like to use this opportunity to explain my investment strategy and the logic behind my holdings in detail. 1. Core Holdings: The AI Revolution (GOOG, NVDA, AMZN,... Show More
Tse Lin Chen
Taiwan
6m
To my fellow partners, The market volatility in October has been significant. In light of these conditions, I want to share one objective data point: As of today, despite the sharp market correction, our portfolio has seen only a minor pullback of -0.31%. This performance is comparable to the relatively... Show More
Tse Lin Chen
Taiwan
6m
To my fellow partners, September was a month where our strategic execution delivered powerful results. We achieved an exceptional +11.25% return, a direct outcome of our dual-focus approach: decisively capturing new opportunities while holding firm to our long-term, high-conviction core. This agility... Show More
Tse Lin Chen
Taiwan
7m
Edited
August Report: Where Conviction Meets Action To my fellow partners, I'm pleased to report a +4.29% gain for August, marking another month of outperformance against the QQQ index. Our success was a direct result of our two-part philosophy: the conviction to hold our core winners, and the decisiveness... Show More
Tse Lin Chen
Taiwan
10m
$RKLB (Rocket Lab Corp) Rocket Lab and Its Main Product Lines Electron Rocket: This small launch vehicle perfectly meets the demand in the small satellite launch market. Last year, its launch frequency ranked second globally, just behind SpaceX's Falcon 9. For customers who prefer not to "rideshare"... Show More
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RKLB
Rocket Lab Corp
84.79
1.87 (2.25%)

About Tse Lin Chen
Taiwan
Strategy: Growth

I don’t chase trends—I back visionaries. High-volatility tech, long-term logic.
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594 Followers

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