In episode 84, Michelle delves into the current market optimism driven by ongoing trade talks, providing an in-depth analysis of their potential outcomes. The episode highlights TSMC's impressive profit surge and plans for production expansion, reflecting its strategic positioning in the semiconductor industry. Michelle explores the technological and geopolitical implications of Nvidia's H20 chip, offering insights into its potential impact on the tech landscape. Additionally, the episode examines BP's evolving green strategy and the ensuing confrontation with shareholders. The episode concludes with closing remarks and a reminder for listeners to follow the podcast for continuous updates and insights.

(0:00) Market Optimism and Trade Talks Analysis

(1:52) TSMC's Profit Surge and Production Expansion

(3:20) Nvidia's H20 Chip: Technological and Geopolitical Impacts

(4:57) BP's Green Strategy and Shareholder Confrontation

(6:23) Closing Remarks and Podcast Follow-Up