EPISODE · Jan 27, 2026 · 27 MIN

Chips and Streaming

from Long Term Investing - With Baskin Wealth Management · host Barry Schwartz

Barry and Ernest explain how narratives impact near-term stock movements, before reviewing earnings and the 2026 outlook for Taiwan Semiconductor Manufacturing Company and Netflix. 0:00- Intro1:31- Stock price narratives5:27- Constellation Software disruptive threats14:15- TSM’s strong growth 18:47- Netflix update

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Chips and Streaming

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