Why TSM Might Be The Most Important Company In The World

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5:15Amazon Health AI presents Painful Thoughts. Why did I search the internet for answers to my cold sore problem? Now I'm stuck down a rabbit hole filled with images of alarmingly graphic sores in various stages of ooze. I can clear my search history, but I can never unsee that. Don't go down the rabbit hole. Amazon Health AI gets you the right care fast. Health care just got less painful. Well, let's talk about that. Let's cut you off, but all right. So let's get into topics. TSM. TSM. We haven't talked about TSM in a while. So TSM is having a good year. It's 52 week low. is$184. 52-week high is$420, hovering above$400 right now.

6:06So TSM has not been talked about as much as Micron or SanDisk. So TSM, is TSM on the verge of something historic? I felt like TSM, we talked about it so much that it was like we had to find some new companies to talk about. It's been the company has been my number one company, that and Amazon, I think since the start of the show, just because we know the role that it plays. I think what we're seeing right now over the past week or so is it's kind of like it hit this 400 mark and it almost felt like it might've been its resistance. But what's happening is that they have so much demand that they're trying to build the fabs fast enough so they can meet it.

6:53And so that becomes a slight issue, so much so that they've had to sign on other companies to help them with some of the manufacturing. I know we're trying to get the fabs here in Arizona up and running. They're trying to build out even more so inside of Taiwan. The geopolitical threat is still there. TSM is at the core of it. So much so last week that there was a report that they said that, you know, we talked about how the cog of AI works, right? ASML makes the machines. TSM buys the machines and manufactures for the rest of the world. They said, look, we're trying to make the next machine ourselves, right?

7:24What ASML does is great and they still have customers. It's not the fault of ASML by any means. They'll still have their customers. But they're saying, look, we might even need to be even more dependent on what we can make. And so they're looking at the long term, five to 10 years. Hey, we build the next EUV machine for ourselves. That way we don't have to spend 400 million per machine to meet demand and we can produce at the highest level. They're not going anywhere. In fact, if that story changes, then I will come on Market Mondays and it will be a very different tone. But as long as TSM has said that demand is still at the highest levels, the backlog is sort of the issue why it hasn't gone.

8:01We've said this on here a bunch of times. We wouldn't be surprised if it was a$300 stock. And here we are at$400. That's a company that doesn't go anywhere. Yes, we're very aware of the geopolitical threat, obviously, with China and Taiwan. But it's vital to the AI story. It has to succeed in order for the space to succeed.

8:26okay um really quick to piggyback off that can we stop saying in general that companies that have gained 130 return have not performed how they should like i know some of you are excited and this may be your first year investing this is not normal and it's not going to continue here's what's happening let that breathe for a second they're giving you three years worth of gains in one year so when the economy goes to shit they can say we gave you the ETF, we gave you TSM, we gave you Micron if you haven't figured out a way to be okay and financially viable after this run up even in private equity and I'm seeing how many people that were employees of OpenAI elect to cash out now opposed to waiting to IPO, I think is very telling.

9:19So even if you're getting 200 % gains this year, factor in if the market drops and we have a rough year in 27, you're going to have to take care of yourself for the next two years off of this year's gains. That's why when Rashad was like, hey, I'm conservative, we've seen this story before. There's been a bunch of high-flying stocks that have went up 300%, 400%, 100 % and the option as a result has went up 700 % in the early 2000s. And what happened a year later? Tumult. 2021. Had a hell of a run up. 2022 came. I'm like, they changed the definition of the recession, but the entire market still fell.

9:58You need a financial umbrella. So it's great. And that's why I posted yesterday and today. No luxury spending for the next few years unless you've hit your freedom numbers. Oh, what about? Do what you want. But I'm telling you, the economy is shakier than ever. And most people on social media that are reporting how well they're doing, they're lying. We know all of them. So that means no AP swaps for you? I mean, that price point. Xander said, this looks like garbage. I said, listen, my brother. But that's not a luxury price point for me. but shawty listen even with that everyone's a competition even them collaborate think about this in the last three months we've got a affordable macbook and an affordable ap that's telling that that is very telling about the timing of when these collaborations are coming out so yeah yeah i think just the last point on tsm if it it's up 26 this year if it if it stopped this year then trade it like that would be a good year right 26 return on a company that large a trillion dollar company is a great move if you go span out from year to date it's up 117 if you look at the past five years 260 what do you want yeah so like having a trillion dollar company move 20 percent it's tough that's a that's a really good year but the crazy part is that it's still part of the growth story and it's going to continue um as i was actually looking at the market caps of trillion dollar companies you know we got 13 right now like we started to show there was none like we were there so the first one we're at 13 now micron we watched on friday it hit 700 billion and went over 700 a share now we're up at eight instead of like this will probably be all likelihood the next trillion dollar company.

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