Artwork

Content provided by JustOneLap.com. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by JustOneLap.com or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

TSMC winning in AI

18:05
 
Share
 

Manage episode 462289229 series 17433
Content provided by JustOneLap.com. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by JustOneLap.com or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

TSMC’s Record-Breaking Results

Taiwan Semiconductor Manufacturing Company (TSMC) hit $26 billion in quarterly revenue. A strong contender in the AI supply chain with growing global operations.

Gold: Continuing the Bull Run

Gold remains a strong investment pick for Simon, with a potential to hit $3,000/oz.

Gold | Weekly | 21 January 2025

Brent Crude Oil Concerns

Rising oil prices could hurt both the global and South African economies.

Trump Meme Coins & Meme Coin Mania

Trump and Melania meme coins: Novelty or nonsense? Simon unpacks the hype.

Grinrod & Mozambique Challenges

Operational risks in Mozambique but potential opportunities with Transnet’s private rail plans.

Sasol: A Case of Caution Chemical spin-offs and high oil prices spark discussion, but Simon isn’t convinced to buy. Cristal Challenge

Simon’s picks for the Cristal Crystal Challenge: Shoprite*, Purple Group*, ADvtTch*, Calgro M3*, and Richemont*.

Simon Brown

* I hold ungeared positions.

All charts by KoyFin | Get 10% off your order

  continue reading

551 episodes

Artwork

TSMC winning in AI

WorldWide Markets with Simon Brown

123 subscribers

published

iconShare
 
Manage episode 462289229 series 17433
Content provided by JustOneLap.com. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by JustOneLap.com or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

TSMC’s Record-Breaking Results

Taiwan Semiconductor Manufacturing Company (TSMC) hit $26 billion in quarterly revenue. A strong contender in the AI supply chain with growing global operations.

Gold: Continuing the Bull Run

Gold remains a strong investment pick for Simon, with a potential to hit $3,000/oz.

Gold | Weekly | 21 January 2025

Brent Crude Oil Concerns

Rising oil prices could hurt both the global and South African economies.

Trump Meme Coins & Meme Coin Mania

Trump and Melania meme coins: Novelty or nonsense? Simon unpacks the hype.

Grinrod & Mozambique Challenges

Operational risks in Mozambique but potential opportunities with Transnet’s private rail plans.

Sasol: A Case of Caution Chemical spin-offs and high oil prices spark discussion, but Simon isn’t convinced to buy. Cristal Challenge

Simon’s picks for the Cristal Crystal Challenge: Shoprite*, Purple Group*, ADvtTch*, Calgro M3*, and Richemont*.

Simon Brown

* I hold ungeared positions.

All charts by KoyFin | Get 10% off your order

  continue reading

551 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide

Listen to this show while you explore
Play