Taiwan Semiconductor Mfg. Co. Ltd. (TSM) - Episode 98 - Oct 13, 2025
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Show Notes
How does the king of AI chips, Taiwan Semiconductor (TSM), balance a soaring stock price with a cold, hard valuation of less than half its current trading level? Tune into D-Risk as we dissect the ultimate high-stakes trade: TSM is riding a massive wave of AI demand and fresh, game-changing liquid cooling tech, all while preparing for a critical, record-breaking Q3 earnings report just days away. We analyze the severe technical breakdown from Friday, the bearish tilt in the options market, and the colossal expectations Wall Street has set, forcing listeners to ask: Is this stock a legendary growth story or a bubble about to pop?