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9min chapter
IFB350: Investing Abroad - Understanding TSMC, Geopolitical Risks, and Foreign Companies
The Investing for Beginners Podcast - Your Path to Financial Freedom
Investing Opportunities in Infrastructure and Technology Sectors
This chapter explores investing opportunities in companies providing materials for infrastructure construction and cooling solutions for data centers, emphasizing the connectivity between industries in infrastructure and technology. It discusses the significance of backup power supplies for data centers, the shift from semiconductors to power as a bottleneck for tech companies, and the challenges in building transmission lines for electricity. The chapter also highlights potential investments in the energy sector, especially in green power projects, amidst the impact of semiconductor supply chain constraints and the importance of significant infrastructure investments to meet growing demands.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode