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MM #162: Top Healthcare Stocks, Michael Jordan's $3 Billion Exit, AMD vs NVIDIA, ChatGPT in Mercedes & Bonds

Market Mondays

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The Rise of AMD and NVIDIA

Taiwan Semiconductor (TSM) is one of the top nine companies that he's looking at. TSM does not make chips, so if they did have a geopolitical issue it would be number one. If AMD leads or if NVIDIA leads, that's great. But somebody still got to make their strips with them. He also has some shares in ASML and wants to get into AI.

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