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Pressure Points: TSMC
Gene talks about why TSMC should be the company that expands the Mag 7 to the Mag 8. Spoiler alert: What they do is critical to AI and it’s hard to replicate.
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 Asset Management
5
33 ratings
Gene talks about why TSMC should be the company that expands the Mag 7 to the Mag 8. Spoiler alert: What they do is critical to AI and it’s hard to replicate.
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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