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TSM AI Stock Analysis - Taiwan Semiconductor ($TSM) as an Artificial Intelligence Investment
Manage episode 410351355 series 3566434
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Is Taiwan Semi the right AI stock for you? In this episode we discuss Taiwan Semiconductor Manufacturing Company (TSM), the top global semiconductor foundry. TSM's impressive earnings report and dominant position in chip manufacturing make it one of the core AI companies to own. We explain the concept of earnings per share (EPS) and highlight TSM's financial performance. We discuss the role of $TSM in chip manufacturing and also address the risks and concerns surrounding TSM, such as competition, rising costs, and the geopolitical situation. We touch on Intel's attempt to catch up with TSM in AI and share our bullish outlook on the company. The episode concludes with a discussion on short-term trading and the market outlook for AI investing and AI stocks.
TSM as an AI Stock - Episode 3 Outline:
0:00 Introduction to Taiwan Semiconductor Manufacturing Company (TSM)
2:20 Impressive Earnings Report
4:05 TSMC as a Core AI Company
6:21 Understanding Earnings Per Share (EPS) and TSMC's Finances
9:04 TSM's Role in Chip Manufacturing
10:30 Bullish Outlook on TSM
12:10 Risks and Concerns: Competition, Rising Costs, and Geopolitical Situation
21:04 Short-Term Trading and Market Outlook
What do you think of TSM as an investment in artificial intelligence? Is Taiwan Semi ($TSM) a top AI stock?
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