Name: TSM 'Important' A.I. Businesses with NVDA Tie, AMD's Room to Run
Uploaded: 2025-01-16T15:26:46.622-06:00
Duration: 9 min 54 s
Description: TSMC (TSM) rallied after posting a fourth-quarter earnings beat. James Demmert considers the company a core buy, noting its ties to Nvidia (NVDA) and the overall A.I. trade. He says not to discount AMD Inc. (AMD) in the industry despite recent weakness. Tom White offers example trades in TSMC and AMD.

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TSMC (TSM) rallied after posting a fourth-quarter earnings beat. James Demmert considers the company a core buy, noting its ties to Nvidia (NVDA) and the overall A.I. trade. He says not to discount AMD Inc. (AMD) in the industry despite recent weakness. Tom White offers example trades in TSMC and AMD.

TSM 'Important' A.I. Businesses with NVDA Tie, AMD's Room to Run

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