All right, everyone. Welcome to the broadcast part 19 where um Bitcoin culture meets business and finance. We catch up on news, tweets, videos, charts, trends, and any other Bitcoin related content that stood out to us in the past two weeks. And I do that together with Michael and Brian. Welcome back, guys. >> Good to be back. How you doing? >> Good. I mean, before we uh started recording, you said '9s the '9s feel good, right? I feel like >> better than the 80s is how I phrase it, >> right? Yeah. Well, I I ...

Group 1 - Major AI infrastructure deals have been announced involving Nvidia, Broadcom, and AMD, all of which rely on Taiwan Semiconductor for chip manufacturing [1][2] - Taiwan Semiconductor (TSMC) is expected to experience significant growth due to its leading position in chip fabrication and its ability to meet the demands of AI hyperscalers [2][4] - TSMC's advanced chip technology, particularly its 3-nanometer chip yield of around 90%, outperforms competitors like Intel and Samsung, which struggle with lower yields [4][5] Group 2 - TSMC is addressing energy consumption challenges in AI infrastructure, as hyperscale data centers may face electricity supply shortages in the future [6] - The next-generation chips from TSMC will consume significantly less electricity compared to current models, positioning the company favorably in the market [7] - TSMC's stock is currently trading at a discount compared to large chip designers, indicating potential investment opportunities [7]