Pressure Points: TSMC

Pressure Points - A podcast by Deepwater Asset Management

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Business Technology

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