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Which podcasts are discussing TSM?
77 ATTRIBUTED IDEAS · 72 EPISODES · 27 SHOWS
The shows
CNBC Fast Money
All-In with Chamath, Jason, Sacks & Friedberg
Motley Fool Money
The Twenty Minute VC
Odd Lots
a16z Podcast
Excess Returns
The Options Insider Radio Network
Animal Spirits
Bloomberg Surveillance
The Pomp Podcast
WSJ What's News
Goldman Sachs Exchanges
MacroVoices
Monetary Matters with Jack Farley
Prof G Markets
The Acquirers Podcast
The Business Brew
The Compound and Friends
Thoughtful Money
Empire
Planet MicroCap Podcast
Real Vision Daily Briefing
The Meb Faber Show
We Study Billionaires - The Investors Podcast Network
Wealthion - Be Financially Resilient
What Bitcoin Did
Where the discussion went deepest
20 JUL3W AGOPROF G MARKETS · 11:15
Market broadening is an illusion driven by AI
“Broader equity market rallies in small caps, utilities, and emerging markets represent secondary AI exposure rather than true sector diversification.”
OpenAI Is Spinning Out Of Sam Altman's Control
Core thesis · 5/5Verify in source →
15 JUL15 JULA16Z PODCAST · 52:51
Intel faces severe operational and solvency risks
“Intel is severely lagging TSMC in leading-edge process technology, suffering from extreme organizational bloat and prolonged design-to-ship cycles that threaten bankruptcy without external capital.”
From the Archive: Can Anyone Catch NVIDIA?
Core thesis · 5/5Verify in source →
22 JUN22 JUNANIMAL SPIRITS · 02:40
AI supply chain constraints create multi-year duration
“The portfolio manager argued that the AI build-out faces severe multi-year supply chain bottlenecks across semiconductors, power, and equipment, preventing a bubble and extending the duration of high earnings growth.”
Talk Your Book: AI Is Not a Bubble
Core thesis · 5/5Verify in source →
18 JUN18 JUNCNBC FAST MONEY · 03:40
Intel's government-backed rally deemed overextended
“Intel's parabolic stock surge driven by domestic manufacturing policy and unconfirmed Apple partnership headlines is disconnect from its underlying foundry fundamentals and elevated valuation.”
Full Circle Moment for Markets … And Looking Ahead to the Biotech IPO Boom 6/18/26
Core thesis · 5/5Verify in source →
14 JUN14 JUNWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
AI buildout is an inflection bubble
“The host argues that while AI exhibits characteristics of a transformative 'inflection bubble', massive infrastructure spending and low corporate debt spreads mask uncertain end-user monetization.”
TIP823: From Railroads to AI: The Timeless Patterns Behind Market Bubbles w/ Kyle Grieve
Core thesis · 5/5Verify in source →
1 MAY1 MAYODD LOTS · 3:45
Taiwan's chip supply is a long-term risk
“The thesis argued that the US must build a domestic semiconductor manufacturing base because assured long-term access to Taiwan's chip supply is doubtful.”
How Taiwan Became the World's Most Perilous Geopolitical Chokepoint · with Eyck Freymann
Core thesis · 5/5Verify in source →
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