Asking for analysis of TSMC results and what investors should focus on.
Host
Guest Analyst
TSMC numbers are very strong with no signs of weakness in AI boom, vindicating optimism from Jensen Huang and TSMC CEO.
Asking what investors should focus on internationally if there are no cracks in TSMC results.
Host
Guest Analyst
Near-term outlook remains strong but risks include concentrated customer base (Nvidia/hyperscalers) and software monetization challenges that could grow as anti-consensus views.