The Most Important Stock in the World? TSMC’s Role in the AI Race Revealed!

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3:12You got one stock to invest in the next two years, what would it be? I hate to take your pick, but... Say it. Side. Taiwan Semiconductor. Taiwan Semiconductor. I think they are the most important company on planet Earth right now. Next to NVIDIA. Next to NVIDIA. But Taiwan Semiconductor, I think, is incredibly important in us winning that AI race, quantum race, and all things AI. And it's had a deep enough discount where I like it. If I can get it at one 58. I would love it.

4:00Even at 162, I will buy in and I will hold for long term. Intel is done. TSM is better than Intel by far. Please stop asking. I've been on this tirade for two years. So Taiwan Semiconductor is the one that I would go with for sure. No, it doesn't mean sell Apple. No, it does not mean to sell in video or Microsoft. Please. No, it doesn't mean sell VR. but if I have to start from scratch right now, ESM for sure. I'm not going to argue with you on this one, man. I'm actually, those are the two. Those are the two. If it was 30 K, if it was 50 K, whatever the K was, those would be my two, especially.

4:38And I covered this on the last class. I said, AI is still a story. Don't, don't get fooled. AI is still a story. I know we went back and forth last week about the AI trade, but it's still a story. And definitely for the next two years, it's going to be when we talk about the expansion, of artificial intelligence when we talk about inferencing and that was something we spoke about um it's here you know we got carnegie hall and we saw it firsthand and every time we go to a new space it's is you're starting to see the remnants of it um but yeah i mean blackwell for sure and we're talking about nvidia's case we're going to see what that does it's sold out now there's a blackwell ultra so you can understand right ultra we're going ultra black on these on these folks uh and then you still got ruben you still got ruben sitting in a waiting uh to to be deployed to the people hopper is still moving right there would be no deep seat story if there wasn't a hopper uh chip so that's still the story and none of that happens if they can't be manufactured by the company that you we just named tsm uh so those are for the next two years for sure if you ask me five i might have gave you a two maybe a slight alteration but the next two we're talking about data centers when we're talking about prompt engineering when we're talking about personal agents those two are going to be the story for sure yeah rashad what about you is there one that you love that if you if you were high people love this question you down to your last dollar the last 30 000 which one would you invest into well the first before that because the pushback fatigue some people are going to say is what about the geopolitical risk of china and they already have tremendous aggression towards Taiwan.

6:19So for the people that are saying the risk of China invading Taiwan or China trying to cyber hack or bully or whatever, what is the threat to TSM with China having such aggression towards Taiwan? um i think i was one of the ones who probably brought up the threat first but i think it's pretty clear under biden this may not have happened but if china chooses to invade taiwan to take back what they believe is theirs big t gonna hit that button drake should have hit on kindred that's the red button what boy we can't this is like an fga it's like a free agent and la is like come on this piece is the piece on a chessboard that matters for the race that matters because the the war won't be boots on ground like you talked about before oh what boy are you referring to

7:26like thinking in the rain right every drone we have in sight and captain america and blackton america thor all them little weapons we have well we can't we can't go to war with china oh we go he go ahead no that's that's that's not sustainable suicide suicide yeah that's not sustainable that the whole world first blow that'll ruin the entire world second of all that's about to ask the war would i think the the invasion of taiwan semiconductor would would it would that it would call world war three it affects the world but it doesn't and just china's gonna be china's gonna be in control now no i think that china's gonna be in control now which they are already creeping into control now anyway that's just that would be like cherry on top like okay but it's that's what i'm saying as soon as you got that you got thrown like you have the throne they won't let them get it they have it no no i'm talking about tsm in terms of that's why it's like open door and gg ping was saying like these guys america has now allowed them to build whatever they want give them tax incentives to now bring their foundries to the u.s so it originally started at 28 billion now it went up to 60 billion last month it was another 100 billion dollar project so they've built as nearly as much infrastructure or will have as much infrastructure as they had in taiwan up and running in the next five years in on the domestic land of the united states so in the event that there's an invasion business business still gonna run no it's still gonna have a major impact though if china invades taiwan yeah for sure if china invades taiwan they're taking taiwan there's no this is like if the united states aruba like if china if china really decides that they're going to deal with the consequences later and today the day that they fully just take taiwan under their control there's nothing that there's nothing that there's nothing that anybody can do about it now you gotta start playing the diplomatic game you gotta sanction china and you gotta try to get them and you gotta try to do it that way but they can literally just take taiwan any at any point in time they want there's consequences if they do that that's why they haven't done that but there's no it's not gonna be a ukraine war it's going to be a two day would it be beneficial to who?

9:45for China? yeah in terms of let's say they shut down a TSM until they have full control over it right? does that what does that do to their their semi-economy? I don't think they care about their economy like the most dangerous person to fight is a person who doesn't care if they die that's true so like if they don't care about being defeated because if that's the case they wouldn't have had their market so constricted the last three or four years they could have take taken pole position from amazon with alipapa and they chose to shut it down so it's very interesting until recently until recently and that that was i think it was the ceo uh it was the the owner of the brooklyn nets i forget his name his name seven but he said gg ping called everybody in all the ceos of the major companies and called them in they said look this is the time like right now is the time like ai is the story and we have to figure out how we're going to lead and how we're going to build infrastructure to make sure that we stay in this race called them all in since that meeting we've we've seen now this fantastic four have a nice run with Tencent and Badoo and Alibaba.

11:03So they understand what's at stake here, right? Like we're not. What's at stake for what? Number one, this is a race that they definitely want to win. Now, this administration said there's no way that anyone will ever defeat us in this AI race because of the infrastructure and the companies that we have. But they all decided to figure out, like, yeah, we're going to work together. I don't know if that's what I'm saying. an invasion at this point, does a war or the threat of war, is that good for business? When you say work together, what do you mean? The CEOs of the Chinese companies. CEOs of Chinese companies.

11:41Yeah, they're telling America y 'all better get down and lay down. China doesn't want to be in competition with America. They want to be over America. That is their goal. Their goal is not to be in friendly competition with america their goal is to be the number one superpower in the world and they're i mean they have the largest military in the world right now they're gonna have the largest economy in the world in at least five years they're already ahead as far as technology if they're not ahead of america now they'll be far ahead in the next five to ten years it won't even be close as far as the technology gap they've already strategically placed themselves all over the world and are controlling economies from Africa to the Caribbean to South America they're all over the world they have a plan to be America 2.0 they don't I'm still thinking in terms of the greatest companies in the world are still where here but if they get that piece on the chessboard which I've been screaming which one of them is the piece you're talking about that piece that piece what that's the last infinity stone and they feel like culturally Taiwan is theirs it was stripped away the superpowers will control the technological advances right you agree I said the superpowers I guess the mag 7 we can call it they will control the technological advances over the next 5-10 years or they're going to purchase the company that does via open ai microsoft yeah but you can have great companies on your soil and still not be the number one country in the world like america still has great companies but they still got they still got an answer to china and if china is the most dominant in technology the most dominant army the most influential on a global scale i mean it's just like japan japan has a lot of great companies but they have no real power.

13:52No, I said the greatest companies, though. So, like, we're talking about market capital. We're always going to have the greatest companies, but to Rashad's point, okay, we have the greatest companies on Earth with the worst fucking spending habits of any large nation ever. I don't like that stuff Elon doing. The Doge conversation, though, the debt-to-GDP ratio being what it is, oh, it needs to be some cuts happening. They just want to cut everything black first. I don't like that part. But there has to be credit card debt is at an all-time high. Government spending at an all-time high. There's no more affordable anything damn near.

14:30Like if I was 19 or 20 living in this world right now, oh my God. Tough. Tough. And while India, we built that middle class, we built up China, sold off some important parts of tech. And for you Bitcoin maxis, China owns almost as much Bitcoin as us as well. you know michael said he's gonna take his ass right to shanghai if things get hot here it's gonna be like uh the dark night an illegal alien from guatemala charged with raping a child in massachusetts an ms13 gang member from el salvador accused of murdering a texas man a venezuelan charged with filming and selling child pornography in michigan these are just some of the heinous migrant criminals caught because of President Donald J.

15:18Trump's leadership. I'm Kristi Noem, the United States Secretary of Homeland Security. Under President Trump, attempted illegal border crossings are at the lowest levels ever recorded, and over 100 ,000 illegal aliens have been arrested. If you are here illegally, you're next. You will be fined nearly$1 ,000 a day, imprisoned and deported. You will never return. But if you register using our CBP Home app and leave now, you could be allowed to return legally. Do what's right. Leave now. Under President Trump, America's laws, border, and families will be protected. Sponsored by the United States Department of Homeland Security.

15:581969, Malcolm and Martin are gone. America is in crisis. At a Morehouse College, the students make their move. These students, including a young Samuel L. Jackson locked up the members of the Board of Trustees, including Martin Luther King Sr. It's the true story of protest and rebellion in Black American history that you'll never forget. I'm Hans Charles. I'm Menelik Lumumba. Listen to the A-Building on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. Hey, it's Joel and Matt from HowToMoney. If your New Year's resolution is to finally get your finances in shape, we've got your back.

16:35Prices, they're still high and the economy is all over the place. But 2026 is the year for you to get intentional and make real progress. That's right. Yeah. Each week we break down what's happening with your money, the most important issues to focus on and the small moves that make a big difference. Kick off the year with confidence. Listen to How to Money on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. What if mind control is real? If you could control the behavior of anybody around you, what kind of life would you have? Can you hypnotically persuade someone to buy a car?

17:07When you look at your car, you're going to become overwhelmed with such good feelings. Can you hypnotize someone into sleeping with you? I gave her some suggestions to be sexually aroused. Can you get someone to join your cult? NLP was used on me to access my subconscious. Mind Games, a new podcast exploring NLP, a.k.a. neurolinguistic programming. Is it a self-help miracle, a shady hypnosis scam, or both? Listen to Mind Games on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. This is an iHeart Podcast. Guaranteed human.