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Chips and Streaming
Barry and Ernest explain how narratives impact near-term stock movements, before reviewing earnings and the 2026 outlook for Taiwan Semiconductor Manufacturing Company and Netflix.
0:00- Intro
1:31- Stock price narratives
5:27- Constellation Software disruptive threats
14:15- TSM’s strong growth
18:47- Netflix update
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By Barry Schwartz
4
55 ratings
Barry and Ernest explain how narratives impact near-term stock movements, before reviewing earnings and the 2026 outlook for Taiwan Semiconductor Manufacturing Company and Netflix.
0:00- Intro
1:31- Stock price narratives
5:27- Constellation Software disruptive threats
14:15- TSM’s strong growth
18:47- Netflix update
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