Time on semi conductor, i kind of feel like they are akin to invidia in the sense that both companies are worth more than 600 billion dollars each. They're not nearly as well known to consumers and even investors as other companies of that size. From a stock perspective, it's a a tremendous run. Do you look at time on semi conductor as a stock people should look at right now? Or is this one of those times whereike, it's, I don't want to say you have to have a strong stomach, but, but it's a little frothy right now? Maybe no, sir. If you have a long enough time horizon, which i'll define as as
Taiwan Semiconductor posted record profits in the 4th quarter, but that's not why John Rotonti believes the company is so important. He analyzes their commitment to invest more than $40 billion this year to increase their manufacturing capacity, as well as the latest news from homebuilders KB Home and Lennar. Plus, Deidre Woollard and Matt Argersinger discuss Sun Belt migration, remote work, and other big trends in real estate, along with some investment opportunities to consider.
Stocks: KBH, LEN, TSM, AAPL, QCOM, VNQ, MAA, META, ROKU, ARE
Host: Chris Hill Guests: John Rotonti, Deidre Woolard, Matt Argersinger Producer: Ricky Mulvey Engineer: Dan Boyd
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