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DeepTech315: TikTok / TSMC Earnings / Anduril Update
Gene and Doug delve into the complexities surrounding TikTok's future amidst political and legal challenges, the resilience of the AI trade exemplified by TSMC's growth, and the innovative strides in defense-tech by Anduril.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
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By Deepwater
5
44 ratings
Gene and Doug delve into the complexities surrounding TikTok's future amidst political and legal challenges, the resilience of the AI trade exemplified by TSMC's growth, and the innovative strides in defense-tech by Anduril.
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com
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