Chit Chat Stocks Our 6 Favorite Growth Stocks Today; Soaring Gold And Silver; Taiwan Semi's Accelerating AI Growth
Oct 17, 2025
This week, the hosts dive into Taiwan Semiconductor's impressive growth and AI accelerator outlook. They define key traits of a growth stock, spotlighting companies like Remitly and Real Brokerage that are making waves in their sectors. Gold and silver's recent rally sparks a discussion on strategic portfolio allocation, while JPMorgan's bold investments paint a broader market picture. Finally, they analyze the potential pitfalls of speculative bubbles in the energy sector and debate the valuation challenges facing Ferrari. It's a rich blend of insights for investors!
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TSMC's Unusually Strong AI-Driven Momentum
- Taiwan Semiconductor (TSMC) is scaling advanced-node volume while improving margins, creating powerful pricing and capacity tailwinds.
- Management expects AI accelerator revenue to grow ~40%+ annually, suggesting a long runway if geopolitics don't derail it.
Normalize Margins When Valuing Cyclical Growth
- Normalize margins and use forward multiples when valuing cyclically exposed high-margin growth like TSMC.
- Consider waiting for a lower multiple or a trough-cycle entry to improve risk-reward if you dislike valuation risk.
Remitly: High Growth Turning Profitable
- Remitly shows durable high growth with improving profitability as digital remittance adoption rises.
- The business combines strong retention, high gross margins, and potential for double-digit operating margins at scale.