
Software Stocks Collapse; Jerome Powell Takes a Stand; Taiwan Semi's Capex Surge
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction
(01:15) The Software Apocalypse
(21:36) AI and Software Development
(30:30) Housing Market Insights
(34:17) TripAdvisor: A Legacy Business in Transition
(38:43) Viator Acquisition: A Strategic Move for Airbnb
(44:38) TSMC's Growth and Market Position
(52:34) Apple and Google's AI Partnership
*****************************************************
Subscribe to Emerging Moats Research: emergingmoats.com…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.