About this episode
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
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