TSMC and ASML as picks in AI compute build-out
The guest stated he has been buying TSMC and ASML, framing them as attractively priced picks-and-shovels plays on the AI compute build-out, despite geopolitical risks.
Sign in to read the full idea
The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day. No card required.
The story so far
CONTESTED · 11 MENTIONS · 10 SHOWS
26 AUG 2025 — 10 AUG 2026 · 1W AGO
1 SUPPORT · 3 CHALLENGE · 2 UPDATE · 2 REPEAT · 3 MENTIONED
- THE LONG VIEW
- THE BUSINESS BREW
- TSMC and ASML as picks in AI compute build-out · THIS IDEA
3 EPISODES BETWEEN · 3 MENTIONS
- MACROVOICES
- FORWARD GUIDANCE
- THE ACQUIRERS PODCAST
- REAL VISION DAILY BRIEFING
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- PLANET MICROCAP PODCAST
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- EMPIRE
- BLOOMBERG SURVEILLANCE
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD