Time to Buy the Broadening? 2/12/24
Halftime Report
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Investing in Taiwan Semiconductor and Risk Factors
The chapter dives into the speaker's interest in owning Taiwan Semiconductor for its low multiple and chip production for major tech companies, while also discussing the geopolitical risks in Taiwan and China. They analyze P.E. ratios of ARM and NVIDIA, and examine market potential, with insights from Mike Santoli.
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