Is one of the world's best AI stocks cheap? Two experts can't agree

Buy or Sell · Sep 3, 2026 · 18m

TSMC makes the chips inside your iPhone and inside almost every AI data centre on the planet. Last quarter it made more money than at any point in its history.

GCQ’s Doug Isles and WAM’s Nick Healy join us for a debate on whether that's an opportunity or a warning.

Stocks Mentioned:

Taiwan Semiconductor Manufacturing (NYSE: TSM | TPE: 2330)

Chapters:

00:00 TSMC: Opportunity or Warning?

01:14 Why TSMC Dominates Chips

05:41 Can AI Spending Continue?

10:30 TSMC’s Biggest Risks

15:48 What Changes Their Minds?

———

Want more Equity Mates? Across books, podcasts, video and email, however you want to…