The Treasure Hunt Economy

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 18 April 2024

⏱️ 26 minutes

🔗️ Recording | iTunes | RSS

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Summary

Are little luxuries are still scoring with consumers? (00:21) Sanmeet Deo and Deidre Woollard discuss: - How smartphone and EV demand are impacting Taiwan Semiconductor. - Japan’s place in the tech race. - More uses for weightloss drugs. (13:39) Mary Long and Deidre Woollard explore the allure of the treasure hunt economy. Companies discussed: FIVE, DLTR, DG, TJX, TSM, ASML, LLY, NVO Host: Deidre Woollard Guests: Sanmeet Deo, Mary Long Producers: Ricky Mulvey, Mary Long Engineers: Dan Boyd, Tim Sparks Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Taiwan Semi would like you to refresh your smartphone.
0:07.7	Spotley full money starts now. Welcome to Motley Full Money. I'm Deidro Willard here with Motley Full Analysts on this Thursday. How are you doing today?
0:28.0	I'm good, Didra. How are you?
0:30.0	Good. You know, yesterday, Tim and Dylan on the podcast, they broke down ASML. That's the big European
0:36.6	company that makes the chip machines. Today we're talking about the chips themselves because we've got earnings
0:42.1	from Time One Semiconductor, which you have an the chips themselves because we've got earnings from Taiwan
0:43.0	semiconductor which you haven't heard of it you should have heard of it
0:46.2	it makes the most chips in the world you know it's interesting because ASML's
0:50.6	earnings and guidance not so rosy but of course they make those massive machines.
0:55.2	Taiwan's Emmy, the results initially lifted the chipmakers in the market because they
1:00.3	beat on expectations and profits. The market's still digesting that.
1:05.1	But how do we square those different inputs?
1:07.6	Because ASML, pretty cautious, time 1 semi felt very full speed ahead to me.
1:13.0	Yeah, so you know ASML yesterday reported much weaker than expected
1:17.4	EUV orderbook, EUV is their electric ultraviolet machines which was 656 million euros in the first quarter, down from 5.6 billion
1:27.1	euros in the previous quarter. So a huge decline in their order book. Who was a big purchaser of these E UV machines?
1:35.0	A big client, of course, is Taiwan Semiconductor.
1:37.5	So, you know, it was expected that Taiwan Semiconductor would have booked more orders, but
1:42.0	seems like they didn't.
1:43.0	So hence, ASML's big drop in orders.
1:45.4	So when I went through the results for Taiwan Semi
1:48.9	this morning, while we heard them discuss huge demand in AI,
	...

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