EPISODE · Jan 18, 2024 · 6 MIN
Pressure Points: TSMC
from Pressure Points · host Deepwater Asset Management
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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Pressure Points: TSMC
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