AI & Chip Industry Trends - The AI economy is driving insatiable demand for chips, data centers, and power solutions [2] - Large cap tech players are reliant on each other to stay ahead in the AI race [2] - Money is being spent on infrastructure buildouts for data centers and chips [6] - Strategic deals in AI infrastructure could have economic consequences and impact control down the line [6] TSM (Taiwan Semiconductor Manufacturing) Analysis - TSM is the largest dedicated chip foundry globally with 60% market share [3] - Zach's estimates project TSM's earnings at approximately $257 per share [3] - TSM's stock is up about 54% year-to-date, with a trailing 12-month dividend of around 1% [4] Market Volatility & Strategy - Short-term market volatility is expected to persist [11] - Each short-term bout of volatility is expected to be met by cash coming off the sidelines [12] - A sustained correction is not anticipated due to a "buy the dip" mentality [12] - Trade tensions, particularly between the US and China, could impact market volatility [13]

Artificial intelligence chip architect Nvidia is the first company in history valued at $4 trillion. https://t.co/GfA2YJ934G https://t.co/GfA2YJ934G ...