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TSMC "Distribution Railroad:" How TSM Supplies Global AI Trade

TSMC "Distribution Railroad:" How TSM Supplies Global AI Trade

Schwab Network · Schwab Network

January 15, 20267m 39s

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Show Notes

Datavault AI CEO, Nathaniel Bradley, considers TSMC (TSM) the epicenter for the AI trade with critical partners in Nvidia (NVDA) and Apple (AAPL). With the stock's record net profit serving as a catalyst to Thursday's rally, he examines the AI giant's "distribution railroad" giving it global strength. Tom White offers an example options trade for TSMC.


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