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610いいね 15034回再生

URGENT: What TSMC Just Revealed About NVIDIA (Broadcom Too)

Today we take a look at Taiwan Semiconductor Manufacturing Company or TSM or TSMC. One of the most important companies in the world. This stock gives us a great window into other technology stocks. Today we go through the conference call, discuss the Arizona FAB building progress. We talk about what TSM executives said about Nvidia and Broadcom AI server demand for 2025 and beyond.

2 Picks For The HBM Market:    • The 2 Chip Stocks That Will Outperfor...  

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