TSM

"Regardless of who designs the chip, it's built by Taiwan Semiconductor, ticker symbol TSM."

"me find great stocks like Nvidia, Micron, and TSMC years before the rest of the market."

"Taiwan Semiconductor makes up 9.38%"

"And then there's the real choke point, Taiwan Semiconductors. There is basically one place on the planet that does the advanced assembly every cutting edge AI chip requires, and it is booked solid into 2027."

"Taiwan Semiconductor, the company that physically makes the chips, just put up record sales."

"Here's that same Taiwan semiconductor we talked about earlier, TSM, on the chart."

"you got Taiwan Semiconductor."

"Moreover, the company is highly dependent on TSMC for its fabrications and that is a risk that investors are going to have to permanently accept."

"If transistors are like [516s] switches, then AI cores are like [518s] workers."

"Cerebras built a chip that should [1018s] be unbuildable. They partnered with TSMC [1021s] to develop a process that didn't exist."

"and [283s] trimmed TSMC here as well."

"They added to TSMC"

"TSMC"

"But then you have TSMC, right? The builder of all these chips. Look at them. $2.1 trillion."

"Nvidia, AMD, Micron, TSM, those stocks are holding the whole show up right now, right?"

"Cuz if you're going to sell your AMD, your Nvidia, your TSM, your Micron, whatever, right?"

"Taiwan Semiconductor TSM this is usually seen as a stable company in the semiconductor space right 16% the stock is up in the past year TSM says is this is the greatest stock market in history right"

"And that brings me to the Taiwan Semiconductor Manufacturing Company, ticker symbol TSM. I've been covering TSM stock for over five years."

"which helped me find stocks like Nvidia, TSMC, and Micron years before the rest of the market."

"TSMC, ASML, and Broadcom are the chip building, the packaging, and the networking companies tying it all together."

"The semiconductor supply chain. TSMC is the hardware factory responsible for the software apocalypse."

"Drago asks, "Does the uh does the dividend get paid quarterly annually? Do you know? Are you sure? Are do you know if that ho how often they pay that out?""

"is this a stock that you own? TSM, Taiwan Semi"

"And it should be asking me what company and this is TSM Tai Taiwan Semi."

"The number one choice was Taiwan Semiconductor with 39.5% of the vote"

"Evidence shows the TSM plans to raise prices for its most advanced processors by three to 10% annually to offset the higher cost for raw materials power and international expansion. Does this company have pricing power uh in spades?"

"I see it now. TSM is the ticker, right? Taiwan."

"Taiwan Semi is putting up 19% revenue growth."

"Uh, primary growth driver marketing and sales moderate. There are pure play where the sales is primary technical R&D."

"Taiwan Semiconductor with 39.5% of the vote beating out Uber quite quite handily."

"TSM Taiwan Semi? Let us know this is a massive company. I think it was a two trillion dollar market cap the last I looked."

"The ticker symbol here is TSM. I opened up access to our prompts library."

"Okay. Drago asked does the does the dividend get paid quarterly annually? Do you know? Are you sure? Do you know if that how often they pay that out? Well let's look it up. We'll open up fresh copy of Fiscal. TSM. >> I see it now. TSM is the ticker right? Taiwan."

"745s] It'd be like if Nvidia and Taiwan semi [747s] were together. Right."

"112s] But Taiwan Semi is the one who actually [114s] makes them. Intel does both parts."

"1375s] this is now a liability by falling [1378s] behind Taiwan Semi's in process [1380s] leadership."

"1543s] As as Taiwan Semi starts building [1545s] fabrication plants in the United States, [1548s] that is a serious threat to this type of [1550s] moat."

"506s] and Taiwan Semi's building stuff, too. [508s] So, don't get me wrong on US soil."

"1436s] squeezed by Nvidia and TSMC and their [1440s] valuation multiple of PE of 32."

"including chips from the companies like TSMC."