Ep. 168: Simon Erickson: Rate Hikes, Recessions And Opportunities
Investing With IBD
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Taiwan Semiconductors' Earnings Record
Arusha: The question with the ASML is that how much could potentially be baked in because it's gone on such a big run. But really no blemishes on its its fundamental record, says Arusha. Taiwan semiconductor has more than half of the world's global foundry capacity and it's growing at 37%. "I personally think it's going to continue," he adds.
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