• This is the Most Important AI Company in the World

  • Nov 11 2024
  • Length: 25 mins
  • Podcast

This is the Most Important AI Company in the World

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  • Summary

  • Taiwan Semiconductor is probably the most important AI company on the planet. It’s also the most recent addition to my portfolio. In this video we do a deep dive on Taiwan Semiconductor and their stock, talk about the things I liked and didn’t like, and why I waited until now to add it to my portfolio.


    00:00 Understanding TSMC’s business

    04:07 TSMC’s Revenue, Growth, and Comptetition

    08:50 Risks & Opportunities

    12:22 Operations & Valuation

    18:30 Overall thoughts


    📊 Use the same research tool in this video and get 15%: https://buildinvestlive.com/finchat
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