TSMC winning in AI

Episode 615 of the WorldWide Markets with Simon Brown podcast, hosted by JustOneLap.com, titled "TSMC winning in AI" was published on January 21, 2025 and runs 18 minutes.

January 21, 2025 ·18m · WorldWide Markets with Simon Brown

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Episode Description

TSMC's Record-Breaking Results

Taiwan Semiconductor Manufacturing Company (TSMC) hit $26 billion in quarterly revenue.
A strong contender in the AI supply chain with growing global operations.

Gold: Continuing the Bull Run

Gold remains a strong investment pick for Simon, with a potential to hit $3,000/oz.

Gold | Weekly | 21 January 2025

Brent Crude Oil Concerns

Rising oil prices could hurt both the global and South African economies.

Trump Meme Coins & Meme Coin Mania

Trump and Melania meme coins: Novelty or nonsense? Simon unpacks the hype.

Grinrod & Mozambique Challenges

Operational risks in Mozambique but potential opportunities with Transnet's private rail plans.

Sasol: A Case of Caution

Chemical spin-offs and high oil prices spark discussion, but Simon isn't convinced to buy.

Cristal Challenge

Simon's picks for the Cristal Crystal Challenge: Shoprite*, Purple Group*, ADvtTch*, Calgro M3*, and Richemont*.

* I hold ungeared positions.

All charts by KoyFin | Get 10% off your order

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