Podcasts about tsm

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Best podcasts about tsm

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Latest podcast episodes about tsm

WALL STREET COLADA
CPI en la mira con Irán escalando, $HOOD se vuelve underwriter, $AMZN expande carga y $TSM confirma demanda AI

WALL STREET COLADA

Play Episode Listen Later Jun 10, 2026 4:45


SUMMARY DEL SHOW Futuros en rojo con el NASDAQ liderando la caída tras nuevos ataques de EE. UU. contra Irán. La tensión vuelve a pegarle al sentimiento y a semiconductores. Hoy manda inflación. CPI esperado en 4.2% anual y Core en 2.9%. Un número más caliente refuerza “tasas altas por más tiempo” y complica el trade de AI. $HOOD fue aprobada como underwriter. $AMZN expande su servicio LTL fuera del ecosistema Amazon. $TSM reporta mayo fuerte por demanda de chips avanzados. $LLY logra esquema de mantenimiento cada ocho semanas para Ebglyss.

The Canadian Investor
5 Canadian Stocks to Buy and Forget + Are CPP's Returns Actually Bad?

The Canadian Investor

Play Episode Listen Later Jun 1, 2026 56:49


In this episode, we break down the latest CPP Investments annual report and why comparing CPP’s returns directly to the S&P 500 or TSX misses the mark. We discuss CPP’s 7.8% fiscal-year return, its heavy exposure to private equity, real assets and credit, and whether the high fees and complexity are justified over the long run. We also look at five Canadian stocks that could fit a “buy it, lock it away, and don’t touch it for 10 years” mindset. From railways and waste collection to royalty companies, grocers, and energy producers, we discuss which businesses may have the durability, moats, and cash flow profiles to survive and compound through different market environments. Tickers of Stock discussed: WCN.TO, FNV.TO, WPM.TO, CP.TO, CNR.TO, L.TO, CNQ.TO, ENB.TO, DOL.TO, RY.TO, BNS.TO, BAM.TO, BN.TO, CSU.TO, TRI.TO, META, NVDA, GOOGL, AAPL, MSFT, AMZN, TSM, AVGO, TSLA Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

The Canadian Investor
Braden Is Back to Talk AI, Jobs, Power Bottlenecks & Canada's Future

The Canadian Investor

Play Episode Listen Later May 30, 2026 40:18


In this episode, Simon, Braden, and Daniel break down the AI boom from multiple angles: whether today’s market resembles the dot-com bubble, why demand for compute, electricity, and data keeps accelerating, and where the biggest bottlenecks are starting to appear. They also discuss how AI could reshape the job market, why companies may eventually need to “right-size” their AI usage, and whether cheaper models could become a major theme in the years ahead. The conversation then shifts to Canada’s economic challenges, including weak GDP growth, poor consumer sentiment, declining incentives for entrepreneurs, and why Canada risks losing more talent and high-growth companies to the U.S. Tickers of stocks discussed: NVDA, TSM, MU, MSFT, META, GOOGL, AMZN, ORCL, PWR, RBNK, SHOP Watch the full video on Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Market Mondays
MM #312: Trump's China Trip Fallout, Too Late To Invest?, Tech Stocks Crash, & SpaceX Biggest IPO Ever?!

Market Mondays

Play Episode Listen Later May 19, 2026 126:16 Transcription Available


TIMESTAMPS:00:00 Entrepreneurship Mindset00:41 Show Welcome Disclaimer02:03 Upcoming EYL Guests03:41 Lessons From Country Wayne06:09 Community Shoutouts Updates07:27 Trading Tip Portfolio First23:54 Market Fear Discipline29:35 Elon Versus OpenAI39:05 Invest Fest Lineup Reveal42:31 Invest Fest Star Power43:43 Billionaires On The Flyer45:07 Panels And Weekend Schedule46:00 Vendor Booths Change Lives46:58 Why Hear Billionaires Live49:12 Prep And Presentation Mindset49:55 Tech Pullback Explained54:57 AI Infrastructure Plays58:44 Lightning Round Tech Picks01:07:39 Bitcoin Price Levels01:09:12 Barbershop Indicator Warning01:19:24 Market Targets And Volatility01:21:35 VIX And Volatility Levels01:21:52 Hold Long Term Wealth01:22:43 Time Best Indicator01:24:57 Trump China Taiwan Talk01:27:32 Nvidia China Signals01:30:40 SpaceX IPO Six Months01:33:39 Wave Of Mega IPOs01:34:30 Invest Fest Vendor Spotlight01:38:20 Vendor Booth Strategy01:42:34 Patents Trademarks Secrets01:46:21 Scaling With Responsible AI01:53:25 Trademark Classes Global Filing02:02:32 Invest Fest Wrap And OutroToday on Market Mondays, we break down the biggest stories shaping the markets right now — from Bitcoin's recent pullback and the tech selloff to SpaceX's rumored $1.75 trillion IPO valuation. We also dive into Elon Musk's OpenAI legal battle, ServiceNow price targets, and whether investors are underestimating the risks around U.S.-China trade tensions.We also cover the sectors and indicators that matter most in today's market, futures trading strategies, end-of-year targets for the Nasdaq and S&P, and Leopold Aschenbrenner's massive semiconductor options positions involving NVDA, AMD, MU, TSM, and more. Plus, we discuss the best water stocks and ETFs, the “Barbershop Indicator,” and whether Bitcoin still has a path to $55K this year.In addition, we touch on personal finance and real-life money decisions — including Dave Ramsey's viral relationship advice about debt, whether $5 million is enough to leave your 9-to-5, and what investors should really be focused on during this phase of the market cycle.#MarketMondays #Investing #Bitcoin #StockMarket #Tesla #ElonMusk #SpaceX #NVDA #AMD #TSM #Trading #Nasdaq #SP500 #EYL #EarnYourLeisureAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

The Skeptic Metaphysicians - Metaphysics 101
What Happens When the Life You Built Stops Feeling Like Yours? - Live in Technicolor Feed Drop

The Skeptic Metaphysicians - Metaphysics 101

Play Episode Listen Later May 19, 2026 54:06 Transcription Available


Every now and then, we get to be on the other side of the mic. This week, we're sharing a conversation we had as guests on Baiba Wisse's show, Live In Technicolor, and it turned into one of the more personal conversations we've had in a while.Baiba asked us the questions we don't always get to sit with on our own show. How did this all start? What was really going on behind the scenes? What do Will and Karen actually believe about why we're here? So that's what this one is. The origin story, the messy parts included.In this episode, we get into:How a full-on existential crisis during the pandemic cracked Will open and why he's grateful it didThe moment Will and Karen almost shut the whole show down, and what changed their mindsWhy "programming" isn't just a metaphor.... how culture, family, and experience build the filters we see everything throughWhat it actually means to create your own reality, and the one thing that was blocking Will from experiencing itWhere Will and Karen genuinely disagree on soul contracts, oneness, and the nature of the human experienceThe skeptic vs. believer dynamic that makes TSM work, and why both perspectives belong in the roomHow to find your footing when life is hitting hard, and why presence might be the only real answerThis one is for anyone who's ever wondered if the version of themselves they've been showing the world is actually who they are.Thanks to Baiba for the conversation and for allowing us to share it with our community. Follow her show on Apple Podcasts or Spotify!Find us at skepticmetaphysician.com | Listen on Apple, Spotify, Amazon, and everywhere podcasts live...technicolor or otherwise. :)_____________________________________________Free gift: My Life After Death: A Memoir from HeavenWant to know what the afterlife actually looks like? Dr. Elisa Medhus's son Erik wrote a book about it...from the other side. A book channeled from the other side that readers call the most convincing account of the afterlife ever written. Grab your free digital copy at:skepticmetaphysician.com/newsletterThe Skeptic Metaphysicians is a spiritual awakening podcast for open-minded thinkers who refuse to check their critical thinking at the door. Each episode explores consciousness expansion, enlightenment, soul purpose, and soul growth through honest, grounded conversation with leading voices in metaphysics, psychic phenomenon, quantum healing, and beyond. We dive deep into spiritual awakening, ascension, alignment, and the awakening process without the dogma. From mediumship and spirit guides to Arcturian contact, astrology, and the subconscious mind, we explore it all with curiosity, humor, and zero guru worship. Whether you're in the middle of your own awakening, questioning reality, or just spiritually curious, this is the podcast for seekers and skeptics alike.Subscribe, Rate & Review!If you found this episode enlightening, mind-expanding, or even just thought-provoking (see what we did there?), please take a moment to rate and review us. Your feedback helps us bring more transformative guests and topics your way!Connect with Us: 

The Canadian Investor
Alberta's New Pipeline Deal, Inflation Returns & Chip Stocks Go Parabolic

The Canadian Investor

Play Episode Listen Later May 16, 2026 57:37


In this episode, Simon and Daniel break down the growing macro risks facing Canada and the U.S., starting with the recent oil shock and what it could mean for inflation, consumer spending, and central bank policy. They discuss why Canada’s energy infrastructure is back in focus, including potential federal support for a new Alberta-to-West Coast pipeline, the bigger debate around a West-to-East pipeline, and why energy security could become a much larger political and economic issue. They also look at the latest U.S. CPI and PPI data, the relationship between producer prices and future inflation, and how central banks may respond if higher energy prices start flowing through the economy. The conversation then shifts to the sharp rally in semiconductor stocks, massive AI-related capex from the mega-cap tech companies, and whether markets are starting to show signs of excess. The episode wraps up with a discussion on privatizing Canadian infrastructure assets like airports and ports, rising U.S. Treasury yields, Canadian consumer debt, and why the current economy feels increasingly K-shaped. Tickers of stocks discussed: NVDA, TSM, INTC, SMH, GOOGL, META, MSFT, AMZN, ORCL Watch the full video on Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Market Mondays
MM #311 AI Stocks Explode

Market Mondays

Play Episode Listen Later May 12, 2026 111:44 Transcription Available


On this episode of Market Mondays, we broke down Micron's incredible run and explained why MU continues to be one of the hottest plays in the AI boom. We also discussed TSM's dominance in the semiconductor space, AMD's next big move, and whether Apple can still maintain its position as one of the most important companies in the market.We also analyzed Robinhood's recent momentum and debated whether the IPO market is officially making a comeback. In addition, we discussed the most overrated market indicators investors rely on and highlighted several sectors we believe investors should stay away from in the current environment.To close the show, we covered Paul Tudor Jones' latest warning about the economy and had an important conversation about debt repayment, investing strategy, and how investors should navigate today's market conditions. This episode is packed with game, market insight, and long-term investing gems for every level of investor.#MarketMondays #Investing #Stocks #MU #TSM #AMD #Apple #Robinhood #StockMarket #AI #TechStocks #Finance #WealthBuilding #EarnYourLeisure #Trading #Investments #Business #WallStreet #InvestingTipsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Motley Fool Money
Move Over, Magnificent 7, There's a New Stock Basket in Town

Motley Fool Money

Play Episode Listen Later May 12, 2026 27:27


One of Wall Street's favorite hobbies is coming up with catchy nicknames for a group of stocks. Thanks to AI, we have a new one: The “AI 11”. Tyler, Matt, and Travis break down what's in the AI 11 basket, whether its better to invest in baskets or individual companies, the AI Bubble, the state of athletic wear, and listener questions. Tyler Crowe, Matt Frankel, and Travis Hoium discuss: - Who's part of the “AI 11” - What's better for investing in trends: single stocks or the basket approach? - The frothy valuations among the AI 11 - ON Holdings, Under Armour, and Addidas earnings. - What to watch in the athletic apparel industry - Mailbag: What to make of DKNG and FLUT with the threat of prediction markets? Companies discussed: SNDK, INTC, WDC, MU, SSLNF, AMD, MRVL, ASML, TSM, AVGO, MSFT, NVDA, AMZN, META, GOOG, NFLX, DELL, CSCO, ONON, NKE, DECK, ADDDF, LULU, UA, DKNG, FLUT, MGM, DIS, SPOT Host: Tyler Crowe Guests: Matt Frankel, Travis Hoium Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Emmy 追劇時間
台積電漲到全球瘋台灣!【

Emmy 追劇時間

Play Episode Listen Later May 6, 2026 15:14


你以為買台積電是全民運動嗎?不是!是世界風潮! 台積電市值衝上兩兆美元,台股站穩四萬點,券商投顧甚至開始喊五萬點,很多人第一個問題就是現在還能不能買? 讓我們來告訴你TSMC為何全球瘋搶,連各國股民甚至明星都在關注! 告訴你再慢一點就來不及了,外資早就衝進來買了。韓國散戶買美股買到讓韓元大跌,美國Reddit鄉民早就變成TSM專家,中國投資人默默搜尋台積電ADR怎麼買! 台積電已經不是單純的台灣股票,而是全球AI、半導體、ETF、退休基金、主權基金都繞不開的核心資產。 這集從韓國、美國、中國、日本一路講到ETF與主權基金,來看護國神山為什麼會變成真正的全球神山, 喜歡我們的影片請幫我們按讚、訂閱、開啟小鈴鐺,也歡迎分享給所有關心台積電的朋友。 全台獨家的世界經濟追劇深入報導,精彩萬分,持續連載中! (現在就加入會員支持我們,還可以看到更多專屬影片~) https://www.youtube.com/@emmytw/join

WALL STREET COLADA
Mercado en verde con JOLTS en la mira, Ormuz sigue como riesgo, $AAPL explora foundries y $PLTR tropieza por valuación

WALL STREET COLADA

Play Episode Listen Later May 5, 2026 3:48


SUMMARY DEL SHOW Futuros en verde, pero con el mercado pendiente de vacantes laborales y del ritmo de contratación. Irán y Ormuz siguen como ruido de fondo, y el petróleo sigue elevando la sensibilidad del tape. Apple $AAPL explora diversificar producción de chips fuera de $TSM, con conversaciones preliminares con Intel $INTC y visitas a Samsung $SSNLF en Texas. Palantir $PLTR bate y sube guidance, pero cae por discusión de valuación. UnitedHealthcare $UNH recorta prior approvals para reducir fricción en atención médica.

Christian Life Coaching for weight loss
How to stop starting again every monday.

Christian Life Coaching for weight loss

Play Episode Listen Later Apr 28, 2026 8:36


If you always say you will start over again on your weight loss journey; this episode of the Podcast IS FOR YOU!If you're ready to start fresh and FINISH STRONG...here's the link to get into TSM with me now.

TD Ameritrade Network
Friday's Morning Movers: TSM All-Time High, ORCL Buy Rating, PG Beats

TD Ameritrade Network

Play Episode Listen Later Apr 24, 2026 4:54


It's not just Intel (INTC) earnings making moves in the tech sector, as Diane King Hall highlights TSMC's (TSM) record high run and Wedbush initiating an outperform rating for Oracle (ORCL). Turning to another corner of the market, Diane later discusses Procter & Gamble's (PG) earnings. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

The Canadian Investor
Apple's New CEO + The Company Challenging Home Depot

The Canadian Investor

Play Episode Listen Later Apr 23, 2026 45:16


In this news and earnings episode of The Canadian Investor Podcast, we break down Canada’s latest CPI report as inflation reaccelerates, with rising gasoline, food, rent, and insurance costs putting pressure on households. We also discuss what higher energy prices could mean for businesses and the broader economy. We then cover Apple’s major leadership transition as Tim Cook steps down as CEO after delivering massive shareholder returns, and discuss what’s next for Apple’s product pipeline and AI strategy under new leadership. Next, we analyze Adobe’s massive $25 billion buyback announcement. Is management signaling the stock is deeply undervalued, or trying to put a floor under shares as AI disruption fears intensify? Finally, we discuss QXO’s $17 billion acquisition of TopBuild and why traditional industrial businesses may be attractive in the AI era, plus TSMC’s incredible growth as demand for chips and AI infrastructure keeps surging. Tickers of stocks discussed: AAPL, ADBE, QXO, TSM, UNH, HD Subscribe to Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Goles Y Gambeta
S14E15 - Resumen J15 Liga MX Futbol Mexicano

Goles Y Gambeta

Play Episode Listen Later Apr 21, 2026 77:12


TD Ameritrade Network
Big Tech Leads Stock Market's All-Time High Run, TSM Sees Another Record Quarter

TD Ameritrade Network

Play Episode Listen Later Apr 16, 2026 8:22


Kevin Green offers more insight into what he calls a "very powerful" move in the stock market, where Mag 7 and tech giants outperform while the rest of the market stays quiet. He tells investors to brace for a pullback as the current trade runs hot into overbought territory. Sticking with equities, KG talks about TSMC's (TSM) earnings beat and guidance outlook for the current quarter which shows continuing strength in the AI trade. ======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Chalked Cast
Will NRG Bounce Back? Team Vitality Struggle, Who will make the Paris Major? | Chalked Cast #135

Chalked Cast

Play Episode Listen Later Apr 16, 2026 71:33


Chalked Cast and chill with the Chalked Squad - Support this podcast: https://podcasters.spotify.com/pod/show/chalked-cast/support0:00 - Intro / Will NRG bounceback for NA Open 6?4:35 - Can NA sports teams be "World Champions"?16:24 - Back to EU RLCS, Gentlemates got the job done, Karmine Corp still not back?31:32 - What happened to Vitality? Geekay and Man City recap45:17 - South America Recap, Team Secret leave Rocket League, MIBR win the regional47:44 - APAC recap, TSM bounceback48:28 - MENA Open 6 Preview, can Falcons still make the major?52:45 - OCE Open 6 Preview57:54 - Who will make the major from NA?

Chip Stock Investor Podcast
TSMC's $40 Billion Quarter: Supply Chain Risks, Intel-Tesla, and Who's Threatening the Chip King

Chip Stock Investor Podcast

Play Episode Listen Later Apr 16, 2026 9:04


Chip fab capacity is maxed out — and TSMC is the biggest winner. But new risks are emerging fast.In this episode, Nick and Kasey break down TSMC's Q2 2026 earnings guidance: $39–40 billion in quarterly revenue, 30% year-over-year growth, and gross margins approaching 67.5%. Then they dig into what could actually slow TSMC down.Topics covered:— Helium and LNG shortages driven by the Strait of Hormuz closure— Taiwan's energy security and how long government-secured supply lasts— The Intel-Tesla chip "refactoring" announcement decoded— Could Elon Musk's consortium acquire Intel Foundry after the SpaceX IPO?— Samsung Foundry, Nvidia's Groq acquisition, and supply chain diversificationTSMC has navigated supply chain disruptions before. But with AI chip demand exploding and new competitors circling, the pressure is unlike anything the industry has seen.For the full earnings breakdown and supply chain chart, visit chipstockinvestor.com and check out the Semi Insider subscription.Chip Stock Investor covers semiconductors, AI infrastructure, and the companies powering the next wave of technology.For informational and entertainment purposes only — not individual investment advice. All investing involves risk and you may lose principal. Forecasts are not guaranteed. Nick and Kasey own shares of TSM.

Daily Stock Picks
Where I'm Buying (and Avoiding) the Dip This Week

Daily Stock Picks

Play Episode Listen Later Apr 13, 2026 35:36


We've seen this game play out before. What am I buying? Clearly:Alpha picks Top 2026 stocks list Memory Photonics ETFs like $smh $qqq $voo My “if they pull back I buy them” list Get my FREE newsletter or sign up for the paid version with benefits like the Office Hours and tracking the portfolios in Savvy Trader ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://dailystockpick.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠THESE SALES END SOON: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER - get any annual plan and I'll send you my 4 hour algorithm plus SIDEKICK - the AI that gives me help in understanding my choices ⁠⁠⁠⁠⁠⁠ Seeking Alpha's Tool kit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠*BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ALPHA PICKS - Want to Beat the S&P? Save $50 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha Premium - FREE 7 DAY TRIAL ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SEEKING ALPHA PRO - TRY IT FOR A MONTH FOR ONLY $89 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠EPISODE SUMMARY

Christian Life Coaching for weight loss
Christian Weight Loss Limitations: The Spiritual Root of Infirmity You've Been Ignoring You've tried to lose the weight.

Christian Life Coaching for weight loss

Play Episode Listen Later Apr 12, 2026 26:42


You've told yourself, “this time I'm going to do it.”You've made the plan… started… and then something shifted.Not because you didn't care.Not because you didn't want it.But because something in you pulled back… again.And you don't fully understand why.It's not just about food.It's not just about willpower.There's something deeper at play that you haven't been able to see… until now.And once you see it, you won't be able to unsee it. Here's YOUR LINK to join me NOW in TSM.https://www.skool.com/christianweightloss/about?ref=487c36e83fea4ebe9fbc5ca2d9d94030

WALL STREET COLADA
Mercado choppy por Medio Oriente, $AVGO alerta cuellos en $TSM, $NTGR salta por la FCC y $BABA lanza chip para inferencia.

WALL STREET COLADA

Play Episode Listen Later Mar 24, 2026 3:55


SUMMARY DEL SHOW Futuros choppy mientras el mercado intenta leer si el conflicto EE. UU. Israel Irán se enfría o si fue solo un titular. Trump habló de postergar acción y estar cerca de un acuerdo, pero Irán lo negó y devolvió incertidumbre. Petróleo e inflación siguen mandando. Cada señal de desescalada baja el crudo y ayuda al risk on, pero cada desmentido reactiva miedo a disrupciones y a una Fed más hawkish. En corporativo, $AVGO advierte que $TSM está llegando a límites de capacidad, $NTGR sube por restricciones de la FCC a routers extranjeros y $BABA presenta el chip XuanTie C950 para agentic AI e inferencia.

WALL STREET COLADA
Petróleo manda otra vez, Musk lanza “Terafab”, $BRK aumenta Japón y $SNPS se enciende por Elliott

WALL STREET COLADA

Play Episode Listen Later Mar 23, 2026 3:43


SUMMARY DEL SHOW Wall Street vuelve a risk off. La guerra con Irán entra en su cuarta semana, Brent sigue arriba de $112 y la gasolina sube, reavivando miedo a inflación más alta y recortes de la Fed más lejanos. Elon Musk presenta “Terafab” en Austin junto a Tesla $TSLA y SpaceX, como apuesta de semiconductores e integración vertical para reducir dependencia de $TSM y $SSNLF. Berkshire $BRK.A y $BRK.B amplía exposición a Japón con Tokio Marine, y Synopsys $SNPS sube por reporte de participación activista de Elliott.

Daily Stock Picks
AI 5‑Layer Cake: What stocks to buy, Memory Winners & Long‑Term AI Stack Plays While Oil Whipsaws 

Daily Stock Picks

Play Episode Listen Later Mar 11, 2026 37:49


$NVDA CEO said AI is a 5 layer cake and I'm giving you 3 stocks for each layer and then helping to identify the top 3. Let me know which ones are your top 3. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Get my FREE newsletter or sign up for the paid version with benefits like the Office Hours and tracking the portfolios in Savvy Trader ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://dailystockpick.substack.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠THESE SALES END SOON: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TRENDSPIDER - get any annual plan and I'll send you my 4 hour algorithm. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha's Tool kit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠*BEST DEAL - SEEKING ALPHA BUNDLE - Save over $150 and get Premium and Alpha Picks together ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ALPHA PICKS - Want to Beat the S&P? Save $50 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Seeking Alpha Premium - FREE 7 DAY TRIAL ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠SEEKING ALPHA PRO - TRY IT FOR A MONTH FOR ONLY $89 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠EPISODE SUMMARY⛽ Gas & Oil Shocks: How headline-driven oil crashes and reversals (and the $SCO trade) can whipsaw traders—and why I'm focusing on second-order impacts instead of chasing every spike.

TD Ameritrade Network
Crude Oil Trickles Lower, TSM Revenue & Earnings to Watch Tuesday

TD Ameritrade Network

Play Episode Listen Later Mar 10, 2026 9:15


Futures dipped Tuesday morning alongside crude oil following a sharp reversal of price action in the final hour of Monday's trading session. Jenny Horne explains what investors should brace for when it comes to Tuesday's moves. She later notes earnings movers in HP Enterprise (HPE) and Kohl's (KSS) mixed results. Jenny notes TSMC's (TSM) continuing AI strength despite losing 20% in February revenue due to the Lunar New Year. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

TD Ameritrade Network
The Big 3: TSM, GLD, GS

TD Ameritrade Network

Play Episode Listen Later Mar 9, 2026 12:58


Prosper Trading Academy's Scott Bauer sees great trading opportunities in a geopolitical-driven volatility spike. He points to TSMC's (TSM) sharp decline, gold's resiliency, and Goldman Sachs' (GS) nearing major support as his latest opportunities. Scott offers example options trades While Rick Ducat backs the trades with technical analysis for today's Big 3. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

El Podcast de la Máquina
E266 C26: ¿Se acerca el prime de Cruz Azul?

El Podcast de la Máquina

Play Episode Listen Later Mar 3, 2026 27:57


En este episodio discutimos acerca de la victoria tan cómoda en Monterrey, la visita a TSM y un poco acerca de los partidos de marzo. Estrenos lunes y jueves 8:00 p.m. hora centro de México. Síguenos en Youtube: https://www.youtube.com/channel/UCKUgzM-ueUwGTWHPifjx_8Q Síguenos en Facebook: https://www.facebook.com/profile.php?id=100093282376028 Síguenos en X: https://twitter.com/elpodcastdlm Síguenos en Instagram: https://www.instagram.com/elpodcastdelamaquina/ Síguenos en Patreon: https://www.patreon.com/user?u=95532763 Síguenos en Spotify: https://open.spotify.com/show/3tPrIVUNbhszDLBC7XJEpq?si=_brPaWW3SHaITfZqBqir3g Síguenos en Amazon Music: https://music.amazon.com.mx/podcasts/fa2a0da3-2ced-4dc3-bbc8-bd3895412680/el-podcast-de-la-m%C3%A1quina?ref=dm_sh_u8IoKWhVa2Sf2SmxxIWLVnIu6 Síguenos en Apple Podcasts: https://podcasts.apple.com/mx/podcast/el-podcast-de-la-m%C3%A1quina/id1694241184 Síguenos en Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy9lNDdlODZkNC9wb2RjYXN0L3Jzcw Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Christian Life Coaching for weight loss
What God Showed Me About Unbelief That Was Blocking My Weight Loss

Christian Life Coaching for weight loss

Play Episode Listen Later Feb 25, 2026 18:37


I believed God could help me lose weight. I prayed. I asked for His strength. But I was still stuck.What God showed me next revealed the real reason I couldn't step into lasting transformation, and it wasn't what I thought.In this video, I share the biblical truth God revealed about unbelief, identity, and why so many Christian women remain outside of the freedom they are praying for. This message will help you recognize the hidden beliefs that may be keeping you stuck, even while you love God and desire change.If you've ever felt like you want transformation but can't seem to sustain it, this will help you understand what's really happening beneath the surface.This teaching is rooted in Scripture and connects directly to Christian weight loss, renewing your mind, and walking by faith instead of old patterns.Join me in TSM or learn more here via my website:https://www.sherriekapala.com/seekerChristian weight lossBiblical weight loss helpFaith based weight lossRenewing your mind weight lossChristian life coaching weight lossOvercoming sabotage weight lossWhat God says about weight lossSEO-Optimized YouTube Summary:

TD Ameritrade Network
The TSMC Factor: Lessons to Learn from International Tech Giants

TD Ameritrade Network

Play Episode Listen Later Feb 12, 2026 6:14


Gabriel Shahin talks about TSMC's (TSM) global success and importance in the AI trade. He points to the chipmaker as the leading company behind international tech growth, highlighting metrics behind his firm's bull case. Gabriel explains how TSMC and other Asian tech giants support the AI trade in what he considers a still-attractive global market. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – / schwabnetwork Follow us on Facebook – / schwabnetwork Follow us on LinkedIn - / schwab-network About Schwab Network - https://schwabnetwork.com/about

Christian Life Coaching for weight loss
Why Christian Women Struggle to Lose Weight, Even When They're Disciplined and Faithful

Christian Life Coaching for weight loss

Play Episode Listen Later Feb 5, 2026 14:19


You're trying to lose weight.You know what to eat.You love God.And yet… you keep getting stuck.This episode speaks directly to the frustration Christian women feel when weight loss feels harder than it should, especially during menopause or after years of trying to “do the right things.”If you've ever wondered why motivation fades, why confidence collapses under pressure, or why food and habits seem to have more power than your best intentions, this conversation will open your eyes.In this episode, Sherrie explores the real reason weight loss stalls for Christian women, and why the struggle is rarely about food, willpower, or discipline alone. You'll begin to see what has been quietly governing your decisions, shaping your habits, and blocking real transformation.This episode introduces the missing framework Christian women need for lasting weight loss, mind renewal, and spiritual alignment, the kind that works with your faith instead of against it.If you've been stuck in cycles of starting over, negotiating with cravings, or feeling discouraged despite your effort, this episode will help you understand why, and why clarity, not effort, is the breakthrough you've been missing.Listen in, and discover why so many women say,“I'm realizing this isn't as much about the food as I thought.”Link to join me in TSM.

JLXP - The Josh Leesman Experience
Los Ratones is having a moment — emergency podcast | JLXP ep: 127

JLXP - The Josh Leesman Experience

Play Episode Listen Later Feb 2, 2026 28:00


Timestamps0:00 Intro3:15 History of compelling teams (TSM, CLG)5:35 Moving the goalposts7:07 Riot streaming history9:05 Caedrel11:50 KCorp and MKoi13:21 LR Magic formula20:03 What's next for LR24:20 What makes a special team

Abacus Exchange
E9 Top 3 Stocks Para Comprar AHORA MISMO

Abacus Exchange

Play Episode Listen Later Jan 28, 2026 82:09


En este episodio de Trade Talks, el crew se reúne completo tras el regreso de Carlos para entrar de lleno en la gran pregunta que ronda al mercado: ¿el boom del AI se está frenando o simplemente está madurando? A lo largo del episodio analizan por qué no hay señales reales de burbuja, cómo el mercado está pasando del hype a premiar a las empresas que sí están entregando resultados y revisan en profundidad cuatro pilares del ecosistema: Amazon, Meta, TSM y Micron. Desglosan el rol del capex masivo, la depreciación contable, la infraestructura cloud, los márgenes reales y la ventaja competitiva de cada una, con especial énfasis en Amazon como infraestructura central del AI, Meta como máquina de atención y publicidad impulsada por IA, TSM como el cuello de botella crítico de los semiconductores avanzados y Micron como el gran beneficiado del déficit global de memoria. El episodio conecta fundamentos, momentum, geopolítica (Taiwán y China), riesgos reales y oportunidades de largo plazo, cerrando con una lectura clara: el AI no se está frenando, se está concentrando en los verdaderos ganadores, y entender la cadena completa —desde la máquina hasta el producto final— es clave para invertir con criterio en esta nueva etapa del mercado.#DalePlay y #LearnWhileInvesting

Abacus Exchange
E8 Trump, Powell y Oro: Las 3 Señales que el Inversionista Debe SABER en 2026

Abacus Exchange

Play Episode Listen Later Jan 27, 2026 67:57


En este episodio de Trade Talks, el crew se reúne completo con el regreso de Omar del Toro para analizar a fondo el choque político entre Trump y Powell, la presión sobre la Fed y el riesgo de politizar la política monetaria, explorando qué implicaría para la credibilidad del sistema financiero y las tasas de interés. La conversación se expande hacia el oro y los metales como activos alternativos, su rol histórico como seguro ante incertidumbre geopolítica y cómo hoy también se benefician del boom de data centers y la infraestructura de AI, comparando ETFs tradicionales y apalancados, volatilidad y estrategias de portafolio. También discuten el controvertido plan de Trump de topar las tasas de las tarjetas de crédito al 10%, sus efectos reales sobre bancos, consumo, crédito y earnings de empresas como Apple, Amazon o Walmart, y por qué podría ser más ruido mediático que política viable. El episodio entra luego en geopolítica dura con Groenlandia: defensa, rutas marítimas, tierras raras, data centers y por qué este “pedazo de hielo” es clave en la rivalidad entre EE. UU., China y Rusia. Cierran con earnings, expectativas para la temporada (TSM, Meta, Tesla, Microsoft, Apple), el dominio creciente de Meta y Google en AI, la integración de Gemini en el ecosistema Apple, el modelo de suscripción de Tesla para FSD y una reflexión honesta sobre inversión, especulación informada y cómo navegar un mercado cada vez más influenciado por política, tecnología y narrativa.#DalePlay y #LearnWhileInvesting

The Canadian Investor
Netflix Wants HBO & TSMC Says AI Isn't Slowing Down

The Canadian Investor

Play Episode Listen Later Jan 22, 2026 32:31


This week’s episode covers everything from inflation pressures in Canada to the biggest trends shaping global markets. Simon and Dan dig into Netflix’s earnings and its revised bid for Warner Bros/HBO, Taiwan Semiconductor’s explosive AI-driven growth, and what BlackRock’s latest results reveal about the future of private credit and alternative assets. Tickers of stocks discussed: NFLX, TSM, BLK Watch the full video on Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Motley Fool Money
TSM or NVDA: Who Ya Got?

Motley Fool Money

Play Episode Listen Later Jan 19, 2026 26:55


Last week, Taiwan Semiconductor (NYSE: TM) put up stellar fourth-quarter numbers, signaling that we've yet to reach peak AI demand. Are we in for another banner year in 2026? Jason Hall, Travis Hoium, and Tim Beyers discuss: - TSM's spectacular Q4 and capex spending plan. - Which company tops the AI value chain: TSM or NVDA. - Good corporate citizens in a nod to companies that exhibit the values espoused by Dr. Martin Luther King Jr., whom we honor today. Don't wait! Be sure to get to your local bookstore and pick up a copy of David's Gardner's new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It's on shelves now; get it before it's gone! Tickers: Companies discussed: TSM, NVDA, SBGSY, HPE, HPQ Host: Tim Beyers Guests: Jason Hall, Travis Hoium Producer: Anand Chokkavelu Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

TD Ameritrade Network
TSM Earnings Bullish Signal for All AI, "Putting Their Money Where Their Mouth Is"

TD Ameritrade Network

Play Episode Listen Later Jan 18, 2026 7:25


TSMC's (TSM) record net profit in earnings is what Ben Bajarin calls a strong bullish signal for the AI trade. He sees the report giving a green light for other chipmakers to move higher, from Nvidia (NVDA) to Intel (INTC). Kim Forrest says the earnings dismiss any concerns for an AI bubble by "putting their money where their mouth is." As TSMC seeks to create smaller chips, Kim expects operating costs to increase.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Schwab Market Update Audio
Fed Speakers, Bank Earnings, TSM Strength in Focus

Schwab Market Update Audio

Play Episode Listen Later Jan 16, 2026 10:06


Investors will be closely watching more bank earnings reports and another group of Fed speakers on Friday after TSM's strong earnings report boosted chip stocks yesterday.Important DisclosuresThis material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.Past performance is no guarantee of future results.Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment.Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument.Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.Spotify and the Spotify logo are registered trademarks of Spotify AB.(0131-0126) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

FactSet Evening Market Recap
Evening Market Recap - Wednesday, 15th Jan 2026

FactSet Evening Market Recap

Play Episode Listen Later Jan 15, 2026 4:30


US equities were higher in Thursday trading though stocks ended off best levels. AI sentiment underpinned by strong results and guidance (including big capex guide) from TSM (though still dispersion in the AI trade).

TD Ameritrade Network
Tech Rallies After TSM Blowout Earnings, Banks Continue Mixed Earnings

TD Ameritrade Network

Play Episode Listen Later Jan 15, 2026 7:39


When it comes to trading activity in the last few sessions, Kevin Green says it's largely "what you want to see" as underwhelming sectors retake command. Now, it appears to be tech's turn. KG turns to TSMC's (TSM) strong earnings giving much-needed muscle to the AI trade. However, it's more of a mixed picture when it comes to big banks after Morgan Stanley (MS), Goldman Sachs (GS), and BlackRock (BLK) reported. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Motley Fool Money
Intel Hits a 52-Week High: Time to Buy?

Motley Fool Money

Play Episode Listen Later Jan 12, 2026 22:05


On Friday, Intel (NASDAQ: INTC) hit a fresh 52-week high. Are higher highs in the forecast? We look at the U.S. government's backing of the business and what it might mean for future returns. Asit Sharma, Rick Munarriz, and Tim Beyers discuss: - CEO Lip-Bu Tan's meeting with President Trump. - Plans for advanced (or even AI) chipmaking on U.S. soil. - The challenges of growing the foundry business versus the promises cooked into the current share price. Don't wait! Be sure to get to your local bookstore and pick up a copy of David's Gardner's new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It's on shelves now; get it before it's gone! Tickers: Companies discussed: INTC, AMD, NVDA, TSM, ASML Host: Tim Beyers Guests: Asit Sharma, Rick Munarriz Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Christian Life Coaching for weight loss
The Shame you carry about your weight is the enemy's strategy against you.

Christian Life Coaching for weight loss

Play Episode Listen Later Jan 9, 2026 17:43


The Shame you carry about your weight is the enemy's strategy against you.If you know it's your time for mind/body/soul renewal...get in TSM now:https://www.skool.com/christianweightloss/about?ref=487c36e83fea4ebe9fbc5ca2d9d94030

The Smattering
187. What is Your Investing Echo Chamber?

The Smattering

Play Episode Listen Later Jan 7, 2026 47:38


We kick off 2026 by auditing our own 2025 portfolio performance, where Jeff confesses to trailing the market by 3% and Jason explains why his 401(k) only returned 9% (and why he is perfectly okay with that). We also discuss why Jason's "boring" dividend portfolio outperformed the AI-driven market, and explore the dangers of "investing echo chambers".01:32 Reflecting on 2025: Portfolio Performance04:30 Jeff's Personal Investment Breakdown14:22 Jason's Investment Strategy and Performance23:25 Transitioning Investments to Bonds and Cash24:21 Building a High-Yield Dividend Portfolio26:13 Reflecting on Investment Performance28:41 The Importance of Long-Term Investment Perspective31:13 Analyzing Stock Picking Strategies34:44 Echo Chambers in Stock PickingCompanies mentioned: BEP, BIP, BRK.B, CTRE, GOOGL, KNSL, MELI, NOW, NTB, PSX, PYPL, RKLB, S, SPG, TFSL, TSM, TTDFind where to listen & subscribe,  portfolio contests, and contact information at https://investingunscripted.com*****************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscriptedListen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader

Christian Life Coaching for weight loss
when WILLPOWER stops working and God begins to work!

Christian Life Coaching for weight loss

Play Episode Listen Later Jan 5, 2026 10:53


when WILLPOWER stops working and God begins to work!Get in TSM: https://www.skool.com/christianweightloss/about?ref=487c36e83fea4ebe9fbc5ca2d9d94030

Christian Life Coaching for weight loss
How to break the CYCLE when you FEEL like you've tried everything.

Christian Life Coaching for weight loss

Play Episode Listen Later Jan 1, 2026 9:26


How to break the CYCLE when you FEEL like you've tried everything.If you KNOW NOW is your time: join us in TSM here: https://www.skool.com/christianweightloss/about?ref=487c36e83fea4ebe9fbc5ca2d9d94030

The Smattering
186. December 2025 Mailbag

The Smattering

Play Episode Listen Later Dec 31, 2025 51:41


In the final episode of 2025, Jason and Jeff empty the mailbag to answer listener questions about managing sudden wealth, tax strategies, and portfolio management. They debate the pros and cons of rebalancing versus letting your winners run (featuring a look at Jason's highly concentrated Roth IRA) and discuss how to handle a financial windfall like an inheritance. The hosts also break down the risks of complex conglomerates like Brookfield, analyze whether MTY Food Group is a value play or a value trap, and give their unfiltered take on whether recent political news finally makes Cannabis stocks investable.00:23 Listener Mailbag and Community Engagement03:09 First Listener Question: Balancing Financial Results and Industry Knowledge06:50 Using AI Tools for Investment Research08:27 Real-World Examples and Industry Research11:04 Brookfield Corporation: Legal Issues and Investment Risks14:50 MTY Foods: Cash Flow and Investment Potential22:28 Rebalancing Portfolios: Strategies and Considerations26:10 Risk Management in Asset Allocation26:54 Personal Investment Stories and Lessons28:21 Strategies for 401k, Roth, and Brokerage Accounts37:29 Handling Inheritance and Tax Implications45:26 Investing in Cannabis Stocks50:54 Conclusion and Viewer EngagementCompanies mentioned: AEO, AMZN, BN, CAVA, CMG, CRWD, CTRE, DRI, EAT, EPR, GOOGL, LOB, MCD, MELI, MO, MTY, NFLX, NUE, STLD, TAP, TSM, YUM*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************The Smattering Six2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

The Canadian Investor
2025 Year in Review: TSX Strikes Back, AI Mania, and Liberation Day

The Canadian Investor

Play Episode Listen Later Dec 29, 2025 47:17


The three amigos reunite for the 2025 year-in-review and break down the biggest market takeaways of the year. Dan explains how the TSX delivered rare outperformance versus U.S. markets, powered by financials and a major run in precious metals—while telecoms slid out of Canada’s top market-cap ranks. The crew then dives into AI’s public-market ripple effects: the data center CapEx boom, who’s winning across chips, infrastructure, and power, and why data center REITs may not be the pure-play many investors expect. Simon recaps “Liberation Day” and the tariff-driven selloff that rattled markets, before they close on gold and silver’s breakout, banks leaning on capital markets, Bitcoin’s volatility (and the MicroStrategy trade), and a quiet three-year stretch of weakness in Canadian railways. Tickers of Stocks discussed: BCE.TO , ZBK, AXP, CLS, EQIX, DLR, ORCL, NVDA, AVGO, ASML, TSM, SMH, WSP.TO , ADBE, CRM, NOW, CSU.TO, GOOG, MSTR, CP.TO, CNR.TO Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

Christian Life Coaching for weight loss
This Is Why Dieting Has Never Worked For You

Christian Life Coaching for weight loss

Play Episode Listen Later Dec 29, 2025 27:39


f you've tried diet after diet and still haven't lost the weight, this episode will finally explain why.Not from a willpower perspective.Not from a food rules perspective.But from a spiritual one.In this episode, Sherrie walks you through the story of Abraham and shows you how the same decision Abraham faced is the one standing in front of you right now.The decision between comfort and calling.Between what feels safe and what God has promised.Between staying where you are and trusting God into the unknown.To join TSM

It's Not About the Alcohol
EP303 "Why trying to quit made me drink even more" with Katie Herzog (Drink your way sober with naltrexone)

It's Not About the Alcohol

Play Episode Listen Later Dec 16, 2025 43:41


Katie Herzog spent 15 years trying everything: AA, therapy, CBT, SMART Recovery, moderation management, swapping booze for weed. Nothing stuck. And in the back of her mind, she always knew she'd start drinking again. It was just a question of when. Then she found the Sinclair Method—a protocol where you take a medication called naltrexone, wait an hour, and drink. It sounds too simple. It sounds like cheating. But is it? Katie's been completely sober for three years. In this conversation, we dig into the science of how naltrexone rewires your brain, why the first three months don't look like much, and why realistic expectations might be the most important factor in whether this works for you. In this episode, we cover: → Katie's 15-year journey through AA, therapy, misdiagnosis, and desperation—and why the idea that abstinence is the only path kept her stuck for years → What the Sinclair Method actually is and how naltrexone blocks the endorphin rush that makes drinking feel good → The difference between "reward drinkers" and "relief drinkers"—and who TSM is best suited for → Why Katie's first attempt with naltrexone failed (and what she did differently the second time) → AND MUCH MUCH MORE. This episode is for you if: You've tried AA or other programs and they didn't stick The idea of "never drinking again" feels impossible You're curious about medication-assisted approaches but don't know where to start You're exhausted by the mental chatter—always thinking about drinking whether you're drinking or not You want to understand ALL the options, not just the abstinence-only path About the book: Drink Your Way Sober: A Science-Based Method to Break Free from Alcohol releases September 30th and is available on Amazon and at independent bookstores. Connect with Katie Herzog: Website: drinkyourwaysober.com Podcast: Blocked and Reported If you are ready to get support from a community of women who are co-creating this change with intention and clarity— Click here to BOOK A DISCOVERY CALL.  Find me on: YouTube: @HangoverWhisperer TikTok: @hangoverwhisperer Instagram: @thehangoverwhisperer  X (Twitter) : @NotAboutTheAlc   Transcript  

Summoning Insight
How Karmine Corp Failed Despite Having The Best Roster... (ft Zaboutine)

Summoning Insight

Play Episode Listen Later Dec 9, 2025 210:32


In this episode, Thorin welcomes Zaboutine as a temporary co-host to fill in while YamatoCannon is unable to appear on the show due to his coaching role with LoL Esports team Los Ratones. They dive into the philosophy behind Hot Take Point Made, discussing how intentionally extreme takes can be a “safe zone” for wild opinions that still have solid reasoning underneath, and how that style can bleed into every part of life once you get used to constantly escalating your takes. They also reflect on the volatility of community perception in esports—how analysts, coaches, and creators can be hailed as geniuses one day and written off the next—using Zaboutine's French community reception and Thorin's long history with TSM fans as prime examples.  Come join LFN hosts and fans for some fun competition in Mechabellum this holiday season! Play in our 2v2 tournament on December 20th to have a chance to win $500 in cash alongside in-game rewards. Use code “LastFreeNation” in Mechabellum to earn a special, holiday-themed in-game reward.Mechabellum on Steam: https://bit.ly/4oLm3Jg  Sign up for your one-dollar-per-month trial and start selling today at https://shopify.com/summoning  Exclusive $35 off Carver Mat at https://on.auraframes.com/SUMMONING. Promo Code SUMMONING (US, UK, and Canada only)  If you want to get ExpressVPN at its lowest price ever, plus four extra months of service, go to https://ExpressVPN.com/SUMMONING.  Raycon audio products are up to 20% off this holiday season! Go to https://buyraycon.com/LFNOPEN to save on Raycon audio products sitewide. Order by December 15th guarantee delivery by Christmas because great gifts shouldn't show up late!  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Market Mondays
Strategic Wins in Chip Stocks: AMD, Micron, and the Power of Access in Investing

Market Mondays

Play Episode Listen Later Oct 31, 2025 11:28 Transcription Available


In this clip, Rashad Bilal and Troy Millings, hosts of Market Mondays, dive deep into the current state of chip stocks—highlighting companies like AMD, Nvidia, MU, ASML, TSM, Qualcomm, and Broadcom. They reflect on the explosive growth in the sector, discuss investment strategies, and break down real stories from their community, including how a Market Mondays recommendation led to a massive win on an AMD options trade.Rashad shares his personal options strategy, emphasizing why time and research matter in volatile markets. He walks viewers through the importance of scaling contracts, profit thresholds, and reinvesting in strong companies after pullbacks. The duo also discuss their experience giving exclusive picks to EY University members, describing the hands-on support and access to in-depth monthly calls.The clip features insights from their tour of Nvidia's campus, revealing the rare opportunities and confidence gained from direct conversations with tech executives. Troy and Rashad stress why having access to the right information and community—like EY University's app and regional meetups—can be game-changing for investors.If you're interested in understanding the chip stock landscape, learning practical option trading strategies, and discovering the value of networking with successful investors—this Market Mondays clip is a must-watch!*Key Highlights:*AMD options success story from the Market Mondays communityOption trading strategies: scaling contracts & profit-takingDeep dive into Micron and TSM calls, including strategies for reinvesting profitsImportance of doing research before investing in chip stocksHow exclusive access, monthly calls, and networking drives community valueInsights from inside Nvidia's campus and conversations with industry leadersThe impact of market timing, Federal rate cuts, and the AI boom on chip stocksDon't miss this Market Mondays clip for access, insider knowledge, and actionable tips for building your investment portfolio in today's fast-moving tech market!*Hashtags:* #ChipStocks #AMD #Nvidia #OptionsTrading #Micron #MarketMondays #Investing #StockMarket #EYLU #Broadcom #ASML #TSM #FinancialEducation #AIStocks #CommunityInvestingOur Sponsors:* Check out PNC Bank: https://www.pnc.com* Check out PNC Bank: https://www.pnc.com* Check out Square: https://square.com/go/eylSupport this podcast at — https://redcircle.com/marketmondays/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Market Mondays
MM #281: AWS OUTAGE Shuts Down the World!

Market Mondays

Play Episode Listen Later Oct 21, 2025 123:52 Transcription Available


⏱ Timestamps8:00 – Real Estate Dos & Don'ts: Lessons from Building a Home23:00 – AWS Shutdown: Global Impact29:00 – Amazon Stock Update34:00 – Tom Lee's Bitcoin Prediction: $250K by Year-End43:00 – Gold Hits a New All-Time High57:00 – Tech Stock Recap (Apple, AMD, Microsoft, TSM, Micron)1:21:00 – NVIDIA Leaves China1:33:00 – Top ETFs to Invest In1:38:00 – Government Shutdown: Impact on Futures Traders1:49:00 – Earnings Report Breakdown1:51:00 – Options Success Stories⸻

Market Mondays
Deep Dive into TSM, AI Chip Stocks, and Geopolitical Impact

Market Mondays

Play Episode Listen Later Oct 18, 2025 5:00 Transcription Available


In this insightful Market Mondays clip, hosts Troy Millings and Rashad Bilal break down their latest moves and strategies with AI chip stocks, focusing especially on Taiwan Semiconductor Manufacturing Company (TSMC or TSM). Rashad kicks things off by recapping a bold call made when TSM stock pulled back—highlighting the real-time decisions that set successful traders apart. Troy shares his long-standing affinity for TSM, which dates back years, and details his own strategic options stack, entering new positions as the stock fluctuates.What makes TSM so vital in the current tech landscape? Troy unpacks how TSMC sits at the center of the global AI ecosystem, manufacturing chips for industry leaders like Nvidia, AMD, and Broadcom. With TSMC's key earnings event and the steady increase in quarterly performance, the hosts discuss both the short-term trading opportunities and the long-term investment potential.But it's not just about the numbers. The conversation turns to the bigger picture: TSMC's critical role in the supply chain, the geopolitical pressures influencing its business, and the fast-tracking of new American plants in Arizona. Troy muses about how TSMC's global presence and U.S. expansion ensure supply chain security—a lesson learned after the disruptions of 2020. They also touch on governmental moves pushing leading chipmakers like TSMC and Micron to manufacture on American soil, securing both economic and national security interests.The clip offers an exclusive glimpse into the duo's investment process, showing how understanding both company fundamentals and macro trends is crucial when trading volatile AI chip stocks.*Key topics covered:* Why TSMC (TSM) is a linchpin for AI and chip stocks globally Strategic options trading and timing entries during stock pullbacks The impact of TSMC's earnings reports and catalyst events Geopolitical forces shaping the chip industry U.S. initiatives to control and secure semiconductor supply chains Reflections on Warren Buffett's TSMC involvement and industry insightsWhether you're a seasoned investor or new to the chip stock game, this Market Mondays clip provides invaluable inside perspective on what's shaping the market for AI and semiconductor stocks right now!*Don't forget to like, comment, and subscribe for more real-time market analysis, investing tips, and discussions on global trends every week!**#MarketMondays #TSMC #SemiconductorStocks #AIStocks #OptionsTrading #Investing #StockMarket #Geopolitics #ChipStocks #SupplyChain #WarrenBuffett #Nvidia #Broadcom #AMD*---