TSMC winning in AI
Jan 21, 2025•18 min•Ep. 615
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Episode description
TSMC’s Record-Breaking Results
Taiwan Semiconductor Manufacturing Company (TSMC) hit $26 billion in quarterly revenue. A strong contender in the AI supply chain with growing global operations.
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Trump Meme Coins & Meme Coin ManiaTrump and Melania meme coins: Novelty or nonsense? Simon unpacks the hype.
Grinrod & Mozambique ChallengesOperational risks in Mozambique but potential opportunities with Transnet’s private rail plans.
Sasol: A Case of Caution Chemical spin-offs and high oil prices spark discussion, but Simon isn’t convinced to buy. Cristal ChallengeSimon’s picks for the Cristal Crystal Challenge: Shoprite*, Purple Group*, ADvtTch*, Calgro M3*, and Richemont*.
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