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
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