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TSM AI Stock Analysis - Taiwan Semiconductor ($TSM) as an Artificial Intelligence Investment
Manage episode 410351355 series 3566434
Investing in Intelligence에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Investing in Intelligence 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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?
15 에피소드
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