Latest / Earn Your Leisure / The Most Important Stock in the World? TSMC’s Role in the AI Race Revealed!

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The Most Important Stock in the World? TSMC’s Role in the AI Race Revealed! · Earn Your Leisure

• 0:01
  Speaker 1: Earners.
• 0:01
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  Speaker 3: pushing your vision forward. This episode is brought to you
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  Speaker 3: P and C Bank National Association Member FDIC.
• 1:51
  Speaker 2: Yeah, one start to invest in the next two years?
• 1:53
  Speaker 2: What would it be?
• 1:56
  Speaker 4: I hate to take in your pick, but say it
• 2:00
  Speaker 4: sign Taiwan semi Conductor. Taiwan semi Conductor. I think they
• 2:06
  Speaker 4: are the most important company on planet Earth right now.
• 2:13
  Speaker 5: Next time video, Next time video.
• 2:16
  Speaker 4: But Taiwan Semi Conductor I think is incredibly important in
• 2:20
  Speaker 4: US winning that AI race, Quantum race and all things AI.
• 2:28
  Speaker 4: And it's had a deep enough discount where I like it.
• 2:30
  Speaker 4: If I can get it at one fifty eight, I
• 2:34
  Speaker 4: would love it even at one sixty two, I will
• 2:42
  Speaker 4: buy in and I will hope for long term Intel's done.
• 2:45
  Speaker 5: TSM is better than Intel by far. Please stop asking.
• 2:48
  Speaker 4: I've been on this tirade for two years, so Taiwan
• 2:51
  Speaker 4: semi Conductor is the one that I will go with
• 2:53
  Speaker 4: for sure. Know what doesn't mean to sell Apple. No,
• 2:56
  Speaker 4: it does not mean to selling video or Microsoft. Please no,
• 2:59
  Speaker 4: it doesn't mean all. But if I have to start
• 3:02
  Speaker 4: from scratch right now, yes.
• 3:04
  Speaker 1: Sir, for sure.
• 3:05
  Speaker 3: I'm not gonna argue with you on this one. Man.
• 3:07
  Speaker 3: I'm actually those are the two. Those are the two.
• 3:10
  Speaker 3: If it was thirty K, if it was fifty K set,
• 3:14
  Speaker 3: whatever the K was, those would be my two. Especially
• 3:17
  Speaker 3: and I covered this in the last class. I said,
• 3:19
  Speaker 3: AI is still a story. Don't don't get fool AI.
• 3:21
  Speaker 3: It's still a story. I know we went back and
• 3:22
  Speaker 3: forth last week about the AI trade, but it's still
• 3:25
  Speaker 3: a story. And definitely for the next two years, it's
• 3:28
  Speaker 3: going to be when we talk about the expansion of
• 3:31
  Speaker 3: artificial intelligence, when we talk about inferencing, and that was
• 3:33
  Speaker 3: something we spoke about. It's here, you know, We're at
• 3:37
  Speaker 3: Conegie Hall and we saw it firsthand. And every time
• 3:40
  Speaker 3: we go to a new space it is. You're starting
• 3:43
  Speaker 3: to see the remnants of it. But yeah, I mean
• 3:46
  Speaker 3: Blackwell for sure. And we're talking about Nvidia's case. We're
• 3:49
  Speaker 3: gonna see what that does. Is sold out. Now there's
• 3:51
  Speaker 3: a black Blackwell ultra so you could get right ultra,
• 3:56
  Speaker 3: We're going ultra black on these on these folks.
• 3:59
  Speaker 1: Uh, and then got Ruben.
• 4:01
  Speaker 3: You still got Ruben sitting in a waiting uh to
• 4:04
  Speaker 3: be deployed to the people. Hopper is still moving right,
• 4:07
  Speaker 3: There would be no deep seat story if there wasn't
• 4:10
  Speaker 3: a hopper trip.
• 4:11
  Speaker 1: So that's still the story.
• 4:13
  Speaker 3: And none of that happens if they can't be manufactured
• 4:15
  Speaker 3: by the company that we just named TSM. So those
• 4:19
  Speaker 3: are for the next two years for sure. If you
• 4:21
  Speaker 3: ask me five, I might give you a two, maybe
• 4:23
  Speaker 3: a little different, slight alteration. But the next two we're
• 4:27
  Speaker 3: talking about data centers, when we're talking about prompt engineering,
• 4:30
  Speaker 3: when we're talking about personal agents, those two are going
• 4:35
  Speaker 3: to be the story for sure.
• 4:37
  Speaker 4: What about you or is there one that you loved it?
• 4:39
  Speaker 4: If you if you were people love this question. If
• 4:42
  Speaker 4: you're down to your last dollar, the last thirty thousand,
• 4:45
  Speaker 4: which one would you invest into?
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  Speaker 2: Well?
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  Speaker 6: The first before that because the pushback Fatia, some of
• 4:51
  Speaker 6: people are going to say is what about the geopolitical
• 4:52
  Speaker 6: risk of China? And they've already had for a minutes
• 4:56
  Speaker 6: aggression towards Taiwan. So for the people that are saying
• 5:03
  Speaker 6: the risk of China invading Taiwan or China trying to
• 5:08
  Speaker 6: cyber hack or bully or whatever, what is the threat
• 5:13
  Speaker 6: to TSM with China having such aggression towards Taiwan.
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  Speaker 4: I think I was one of the ones who probably
• 5:24
  Speaker 4: brought up the threat first. But I think it's pretty
• 5:28
  Speaker 4: clear Underbiden this may not have happened. But if China
• 5:32
  Speaker 4: chooses to invade Taiwan to take back what they believe
• 5:34
  Speaker 4: is theirs, big t gonna hit that button.
• 5:37
  Speaker 5: Drake should have hit on Kendrick.
• 5:39
  Speaker 1: That's the red button.
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  Speaker 4: This is like the GA is like a free agent
• 5:45
  Speaker 4: and l A is like, come on, this piece is
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  Speaker 4: the piece on a chessboard that matters for the race
• 5:52
  Speaker 4: that batters because.
• 5:53
  Speaker 5: The war won't be boots on ground. Like you talked
• 5:55
  Speaker 5: about before.
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  Speaker 2: What what what?
• 5:57
  Speaker 1: Oh?
• 5:59
  Speaker 2: What button? Are you a right to think?
• 6:06
  Speaker 5: The right.
• 6:09
  Speaker 4: Every throne we have in sight and Captain America and
• 6:13
  Speaker 4: blacked in America, throw autumn little weapons we.
• 6:17
  Speaker 2: Have, Well, we can't, we can't go to war with China.
• 6:20
  Speaker 5: Oh we're he gonna hit it.
• 6:22
  Speaker 6: No, that's that's that's not sustainable side suicide. That's not sustainable.
• 6:27
  Speaker 6: That the whole world's gonna first throw that a ruin
• 6:29
  Speaker 6: the entire world. Second of all, that's what as.
• 6:33
  Speaker 3: The war would I think the invasion of Taiwan Semiconductor would.
• 6:42
  Speaker 6: Effect it affects the world, but it doesn't. And just
• 6:45
  Speaker 6: China's gonna be China's gonna be in control now. No,
• 6:48
  Speaker 6: I think that China's gonna be in control now, which
• 6:50
  Speaker 6: they are already creeping into control now.
• 6:53
  Speaker 2: Anyway, that's just that would be the cherry on the top, Like.
• 6:55
  Speaker 1: Okay, but it's that's what I'm saying.
• 6:57
  Speaker 3: As soon as you got that, you got thrown like
• 6:59
  Speaker 3: you have to throw they won't let them get it.
• 7:01
  Speaker 2: They have it.
• 7:01
  Speaker 3: No, No, I'm talking about TSM in terms of that's
• 7:04
  Speaker 3: why it's like open door and Ggping was saying, like
• 7:07
  Speaker 3: these guys America has now allowed them to build whatever
• 7:10
  Speaker 3: they want, give them taxing centers to now bring their
• 7:13
  Speaker 3: foundaries to the US. So it originally started as twenty
• 7:16
  Speaker 3: eight billion. Now it went up to sixty billion. Last
• 7:19
  Speaker 3: month was another one hundred billion dollar project. So they've
• 7:22
  Speaker 3: built as nearly as much infrastructure or will have as
• 7:25
  Speaker 3: much infrastructure as they had in Taiwan up and running
• 7:28
  Speaker 3: in the next five years, and on the domestic land
• 7:31
  Speaker 3: of the United States. So in an event that there's
• 7:33
  Speaker 3: an invasions, business is still gonna run.
• 7:36
  Speaker 2: No, it's still gonna have a major impact.
• 7:38
  Speaker 1: Though.
• 7:38
  Speaker 6: If China invades tough, for sure. If China invades Taiwan,
• 7:42
  Speaker 6: they're taking Taiwan. There's no This is like if they's Aruba,
• 7:49
  Speaker 6: like if China. If China really decides that they're going
• 7:53
  Speaker 6: to deal with the consequences later and today, the day
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  Speaker 6: that they fully just take Taiwan under their control, there's
• 8:00
  Speaker 6: nothing that there's nothing that, there's nothing that anybody can
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  Speaker 6: do about it. Now, you gotta start playing the diplomatic game,
• 8:06
  Speaker 6: and you gotta sanction China, and you gotta try to
• 8:08
  Speaker 6: get them, and you gotta try to do it that way.
• 8:10
  Speaker 6: But they can literally just take Taiwana any at any
• 8:13
  Speaker 6: point time that they want.
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  Speaker 2: There's consequences that they do that.
• 8:15
  Speaker 6: That's why they haven't done that, but there's no, it's
• 8:18
  Speaker 6: not gonna be a Ukraine war. It's gonna be a
• 8:21
  Speaker 6: two day Would it be betefacial too for China? Yeah,
• 8:26
  Speaker 6: in terms of.
• 8:30
  Speaker 3: Let's say they shut down a TSM until they have
• 8:34
  Speaker 3: full control over it, right, does that? What does that
• 8:38
  Speaker 3: do to their their semi economy?
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  Speaker 4: I don't think they care about their economy. Like the
• 8:45
  Speaker 4: most dangerous person to fight as a person who doesn't
• 8:48
  Speaker 4: care if they die. That's true, So like if they
• 8:53
  Speaker 4: don't care about being defeated, Because if that's the case,
• 8:55
  Speaker 4: they wouldn't have had the market so constricted the last
• 8:59
  Speaker 4: three years. They could have taken taken pole position from
• 9:03
  Speaker 4: Amazon with Ali Papa, and they chose to shut it down.
• 9:07
  Speaker 3: So until recently, until recently, and that that that was
• 9:12
  Speaker 3: I think it was the CEO.
• 9:13
  Speaker 1: It was the owner of the Brooklyn Nets.
• 9:16
  Speaker 3: I forget his name, his name Cid, but he said
• 9:19
  Speaker 3: ggping called everybody in all the CEOs of the major
• 9:22
  Speaker 3: companies and called them in. They said, look, this is
• 9:23
  Speaker 3: the time, like right now is the time, Like AI
• 9:26
  Speaker 3: is the story, and we have to figure out how
• 9:29
  Speaker 3: we're going to lead and how we're going to build
• 9:30
  Speaker 3: infrastructures to make sure that we stay in this race.
• 9:33
  Speaker 1: Called them all in.
• 9:34
  Speaker 3: Since that meeting, we've we've seen now this Fantastic four
• 9:37
  Speaker 3: have a nice run with ten sent and Badu uh
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  Speaker 3: In ali Baba. So they understand what's at stake here
• 9:45
  Speaker 3: all right, like we're not.
• 9:47
  Speaker 2: What's that state of what number one?
• 9:50
  Speaker 3: They can't This is a race that they definitely want
• 9:53
  Speaker 3: to win. Now this this thisa administration said, there's no
• 9:56
  Speaker 3: way that anyone will ever defeat us in this AI
• 9:58
  Speaker 3: race because of the infrastructure of the company that we have.
• 10:00
  Speaker 3: But they all decide to figure out like, yeah, we're
• 10:03
  Speaker 3: going to work together. I don't know if that's what
• 10:05
  Speaker 3: I'm saying. An invasion at this point there's.
• 10:08
  Speaker 1: A war or the threat of war. Is that good
• 10:12
  Speaker 1: for business?
• 10:13
  Speaker 2: When you say when you say work together, what you.
• 10:15
  Speaker 3: Mean the CEOs of the Chinese companies, CEOs of Chinese.
• 10:19
  Speaker 5: Companies, Yeah, they America, y'all better get down or lay down.
• 10:23
  Speaker 2: Yeah.
• 10:24
  Speaker 6: China doesn't want to be in competition with America. They
• 10:28
  Speaker 6: want to be over America. That's their goal. Their goal
• 10:31
  Speaker 6: is not to be in friendly competition with America. Their
• 10:35
  Speaker 6: goal is to be the number one superpower in the
• 10:37
  Speaker 6: world and they're I mean, they have the largest military
• 10:42
  Speaker 6: in the world right now, They're going to have the
• 10:44
  Speaker 6: largest economy in the world in at least five years.
• 10:47
  Speaker 6: They're already ahead as far as technology. If they're not
• 10:50
  Speaker 6: ahead of America now, they'll be as far ahead in
• 10:53
  Speaker 6: the next five to ten years. It won't even be
• 10:55
  Speaker 6: close as far as the technology gap. They've already strategically
• 10:58
  Speaker 6: placed themselves all over the world and are controlling economies
• 11:02
  Speaker 6: from Africa to the Caribbean to South America. They're all
• 11:07
  Speaker 6: over the world. They have a plan to be America
• 11:12
  Speaker 6: two point zero. They don't.
• 11:17
  Speaker 3: I'm still thinking interim of terms of the greatest companies
• 11:21
  Speaker 3: in the world.
• 11:21
  Speaker 1: Are still there.
• 11:24
  Speaker 5: Here. But if they get that piece or.
• 11:27
  Speaker 1: So which one which one of them is the piece?
• 11:31
  Speaker 1: Something about that piece? That piece?
• 11:34
  Speaker 4: What because if you think about community stone technically culturally,
• 11:41
  Speaker 4: Taiwan is there as it was stripped away.
• 11:44
  Speaker 3: The superpowers will control the technology technological advances, right you agree,
• 11:51
  Speaker 3: I said the superpowers, I guess the Max seven we
• 11:54
  Speaker 3: can call it. They will control the technological advances over
• 11:56
  Speaker 3: the next five ten years or that, or they're going
• 12:00
  Speaker 3: to purchase the company that does via open Ai, Microsoft.
• 12:07
  Speaker 6: Yeah, but you can have great companies on your soil
• 12:09
  Speaker 6: and still not be the number.
• 12:11
  Speaker 2: One country in the world.
• 12:13
  Speaker 6: Like America still has great companies, but they still got
• 12:16
  Speaker 6: to they still got to answer to China. And if
• 12:19
  Speaker 6: China is the most dominant in technology, the most dominant army,
• 12:22
  Speaker 6: the most influence you on a global scale. I mean,
• 12:25
  Speaker 6: it's just like Japan. Japan has a lot of great companies,
• 12:27
  Speaker 6: but they have no real power.
• 12:31
  Speaker 1: No, I said the greatest companies though, it's like we're
• 12:33
  Speaker 1: talking about.
• 12:35
  Speaker 5: We're always going to have the greatest companies.
• 12:37
  Speaker 4: But Rasha's okay, we have the greatest companies on Earth
• 12:40
  Speaker 4: with the worst fucking spinning habits of any large nation ever.
• 12:45
  Speaker 4: I don't like that Elon doing the Doose conversation though,
• 12:49
  Speaker 4: the detch GDP ratio being what it is, Oh, it
• 12:52
  Speaker 4: needs to be some cuts happening. They just want to
• 12:54
  Speaker 4: cut everything black first. I don't like that part.
• 12:57
  Speaker 5: But there has to be.
• 12:59
  Speaker 4: Credit card debt is at an all time high, government
• 13:03
  Speaker 4: spending at an all time high. Housing like there's no
• 13:07
  Speaker 4: more affordable anything damn here. Like if I was nineteen
• 13:11
  Speaker 4: and twenty living in this world right now, Oh my god, tough, tough,
• 13:17
  Speaker 4: and while India we built up middle class, we built up.
• 13:20
  Speaker 5: China sold off some important parts of tech.
• 13:23
  Speaker 4: And for you Bitcoin Maxi's China owns almost as much
• 13:26
  Speaker 4: bitcoin as US as well. You know, Michael Saidley gonna
• 13:30
  Speaker 4: take his ass right to Shanghai. If things get hot here,
• 13:33
  Speaker 4: it's gonna be like the Dark Knight.
• 13:37
  Speaker 7: An illegal alien from Guatemala charged with raping a child
• 13:40
  Speaker 7: in Massachusetts. An MS thirteen gang member from Al Salvador
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  Speaker 7: accused of murdering a Texas man of Venezuelan charged with
• 13:48
  Speaker 7: filming and selling child pornography in Michigan. These are just
• 13:52
  Speaker 7: some of the heinous migrant criminals caught because of President
• 13:56
  Speaker 7: Donald J. Trump's leadership. I'm Christine Noman, the United State
• 14:00
  Speaker 7: Secretary of Homeland Security. Under President Trump, attempted illegal border
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  Speaker 7: crossings are at the lowest levels ever recorded, and over
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  Speaker 7: one hundred thousand illegal aliens have been arrested. If you
• 14:12
  Speaker 7: are here illegally, your next you will be fined nearly
• 14:16
  Speaker 7: one thousand dollars a day, imprisoned, and deported. You will
• 14:20
  Speaker 7: never return. But if you register using our CBP home
• 14:23
  Speaker 7: app and leave now, you could be allowed to return, legally,
• 14:27
  Speaker 7: do what's right. Leave now. Under President Trump, America's laws,
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  Speaker 7: border and families will be protected.
• 14:34
  Speaker 1: Sponsored by the United States Department of Homeland Security,