The Most Important Stock in the World? TSMC’s Role in the AI Race Revealed!
Earn Your Leisure
EYL Network
4.8 • 7.8K Ratings
🗓️ 23 March 2025
⏱️ 14 minutes
🧾️ Download transcript
Summary
In this clip, hosts Ian Dunlap, Rashad Bilal, and Troy Millings delve into the dynamic landscape of global investments and technological revolutions. Troy recommends Taiwan Semiconductor Manufacturing Company (TSMC) as a top investment over the next two years, predicting its central role in AI and quantum computing advancements. Learn why TSMC beats out competitors like Intel and why buying at $158-$162 could be a strategic move.
As the world focuses on AI's evolving role, Ian highlights its significance in domains like data centers and personal agents. However, geopolitical tensions, especially regarding China and Taiwan, pose potential risks. The hosts discuss the implications of a Chinese stance towards Taiwan and how U.S. investments in semiconductor infrastructure could buffer global disruptions.
Despite concerns over potential invasions, they downplay the likelihood of direct military conflict, suggesting that economic sanctions would be the route taken by global powers. The conversation also expands on China’s strategic ambitions beyond economic considerations, focusing on its goal to become the world’s largest economy and military power. Discover insights into how China is closing the technological gap with the U.S. by focusing on regions like Africa and South America.
The clip further touches upon challenges faced by the U.S. economy amid rising debt and spending issues, housing affordability, and economic pressures on younger generations. Meanwhile, China's influence through its significant Bitcoin holdings is also highlighted, offering a financial twist to the global chess game.
Join the discussion for an insightful look into the intricate balance of technology, economy, and geopolitical strategies shaping our world today.
*Hashtags:* #Investing #TSMC #Taiwan #China #AI #Semiconductors #GlobalEconomy #Geopolitics #Technology #Innovation #USChinaRelations
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Transcript
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| 0:54.4 | everything secure. Yeah, one stock to invest in the next two years. What would it be? |
| 1:00.7 | I hate to take your pick, but... Say it. |
| 1:04.7 | Taiwan Semiconductor. |
| 1:09.0 | Taiwan Semiconductor. I think they are the most important company on planet |
| 1:15.4 | earth right now next in video next video but Taiwan semiconductor I think is |
| 1:22.9 | incredibly important in us winning that AI race quantum race and all things AI |
| 1:31.3 | and this had a deep enough discount where I like it if I can get it at 158 I would love it |
| 1:39.3 | even at 162 I will buy in and i will hope a long term intel's done tsm is better than intel |
| 1:51.1 | by far please stop asking i've been on this tirade for two years um so taiwan semiconductor is the |
| 1:56.7 | one that i will go with for sure no it doesn't mean sell apple no it does not mean to sell in video or microsoft yeah no it doesn't mean sell Apple nor does not mean to |
| 2:01.4 | sell in video or Microsoft please no it doesn't mean sell V-all but if I have to start from |
| 2:06.6 | scratch right now TSN for sure I'm not gonna argue with you on this one man I'm |
| 2:12.4 | I'm actually those are the two those are the two if it was 30k it was 50k |
| 2:17.1 | set whatever the k was |
... |
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