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... 8:6
Best AI Stocks: Taiwan Semiconductor vs. Broadcom | TSM Stock vs. AVGO Stock | Semiconductor Stocks

Parkev Tatevosian, CFA

1+ months ago 4K views

Taiwan Semiconductor Manufacturing Company (TSMC) and Broadcom are two semiconductor companies experiencing strong growth due to rising demand for artificial intelligence (AI) technologies. While TSMC has shown stronger revenue growth due to its significant manufacturing capacity and relationships with leading tech companies like NVIDIA and Apple, Broadcom recently bolstered its revenue through its acquisition of VMware. Both companies demonstrate impressive profitability and operational margins, but geopolitical risks related to TSMC may affect its valuation. In terms of investment recommendation, given current valuations and risks, Broadcom is suggested as the better buy.
02:12 - 02:28

Broadcom's VMware acquisition enhances revenue and cross-selling opportunities for AI technologies.

Taiwan Semiconductor AI hardware Finance
... 6:2
Celestial's AI Efficiency Tech

Bloomberg Technology

1+ months ago 1K views

The Photonic Fabric technology accelerates AI computing by interconnecting processors with light, reducing energy consumption and improving bandwidth and latency. With AI workloads growing exponentially, this technology is crucial for scaling and integrating into the next generation of AI accelerators. Multiple partnerships with hyperscale data center companies are underway to ensure the required volume manufacturing for the technology. The strategic investment from firms like Fidelity and BlackRock indicates strong market confidence, positioning the company for significant growth in the AI sector, especially as applications in sectors like automotive emerge.
03:11 - 03:44

Switching from copper to photonic solutions for lower energy and higher bandwidth.

Celestial AI AI hardware AI Startups
... 8:35
Should Artificial Intelligence (AI) Stock Investors Buy ASML Stock?

Parkev Tatevosian, CFA

1+ months ago 3K views

ASML sells high-end semiconductor manufacturing equipment, and its major customers include companies like Taiwan Semiconductor Manufacturing and Intel. ASML's stock price has fallen from over $1,000 to around $700 a share, prompting discussions on whether this represents a buying opportunity for long-term investors. The video evaluates ASML's revenue growth, operating profit margins, and return on invested capital, concluding that the stock appears undervalued despite geopolitical challenges. Ultimately, the recommendation is updated to suggest that ASML remains a strong buy for long-term investors.
04:51 - 05:54

ASML shows excellent returns on invested capital, positioning it favorably against competitors.

ASML Finance
... 26:45
The Technologies Making AI Even Smarter

MediaTek

1+ months ago 5K views

MediaTech's advancements in artificial intelligence encompass hardware and software integration, focusing on enhancing AI capabilities at the edge across devices like smartphones, tablets, and IoT platforms. The discussion highlights the evolution from traditional AI applications to generative AI and agentic AI, emphasizing the increasing importance of efficient neural processing units. The role of media tech as a leader in AI deployment supports diverse applications, including personalized user experiences, while addressing challenges in processing, memory management, and energy efficiency, especially in mobile environments. The ongoing collaboration with major tech companies ensures the optimization of cutting-edge models for consumer products.
04:24 - 06:06

Next-gen AI will leverage agentic AI for personal assistant capabilities on devices.

Moor Insights Machine Learning AI Trends
... 11:34
TSMC DROPS MASSIVE News for AI Stock Investors

Jose Najarro Stocks

1+ months ago 5K views

TSMC's recent announcement of a $100 billion investment in manufacturing in the U.S. raises questions about the state of the AI market. This investment aims to establish advanced manufacturing capabilities and bolster the domestic semiconductor industry, particularly in AI-related sectors. TSMC's plans include constructing new fabrication plants and advanced packaging facilities. Despite the recent downturn in semiconductor stocks, this significant commitment suggests confidence in future demand, potentially driven by anticipated growth in AI technologies. However, uncertainties remain regarding capital expenditures and their implications for margins and partnerships in the semiconductor ecosystem.
04:28 - 04:40

Nvidia affirms its reliance on TSMC's manufacturing for enhanced supply resilience.

TSMC AI hardware Finance
... 10:1
AMD's New $200B AI Business

Antonio Linares

1+ months ago 7K views

AMD's FPGA technology, acquired through the Silinx purchase, is set to create a transformative $200 billion market in AI, particularly at the edge. The company's adaptability in reconfiguring circuits enables superior energy efficiency and low latency critical for AI operations. Over the next decade, AMD aims to capitalize on this emerging AI market, integrating more efficiently with existing CPU and GPU products. The partnership with SpaceX signifies AMD's growing role in AI inference solutions and the significant potential this technology holds for various industries, yet the market has yet to recognize its value fully.
01:40 - 01:50

AMD's chiplet platform enhances modularity, enabling tailored solutions for various AI workloads.

AMD AI hardware Tech & Hardware
... 9:13
10 AI Stocks That Got DeepSunk: Buy Sell or Wait?

Investing Unscripted Podcast and Investing Videos

1+ months ago 1K views

Ten notable stocks hit by recent developments in AI were assessed for their investment potential. Nvidia's price drop prompts a wait-and-see approach, as demand for its chips may decrease with cheaper alternatives emerging. Microsoft is repositioning itself to capitalize on AI through partnerships and infrastructure, while AMD shows promise as a competitor to Nvidia. Broadcom's valuation raises caution despite AI opportunities. Taiwan Semiconductor remains a strong player, and ASML, crucial for chip manufacturing, is still regarded as a buy. Synopsys is considered a valuable acquisition target, indicating solid potential growth in semiconductor design.
02:59 - 03:31

AMD is viewed as more viable post-Deep Seek news amid competitive landscape shifts.

Finance
... 8:37
The Best AI stock to Buy Right Now!

The Patient Investor

1+ months ago 4K views

Investing in ASML offers a unique opportunity to invest in the semiconductor sector, which is pivotal for AI and other technological advancements. Historically bearish, the speaker has revised their position after extensive research and recognizes ASML's strong foothold, boasting a significant market share and a promising earning forecast. With a potential annual return of over 20%, ASML stands out for its role as a key supplier for major technology firms, essential for manufacturing advanced chips. The ongoing demand in sectors like data centers, autonomous vehicles, and AI underscores the company's long-term growth prospects.
06:57 - 07:02

ASML's earnings potential supports significant returns amid growing AI demand.

Finance
... 8:37
The Best AI stock to Buy Right Now!

The Patient Investor

1+ months ago 4K views

Investing in ASML offers a unique opportunity to invest in the semiconductor sector, which is pivotal for AI and other technological advancements. Historically bearish, the speaker has revised their position after extensive research and recognizes ASML's strong foothold, boasting a significant market share and a promising earning forecast. With a potential annual return of over 20%, ASML stands out for its role as a key supplier for major technology firms, essential for manufacturing advanced chips. The ongoing demand in sectors like data centers, autonomous vehicles, and AI underscores the company's long-term growth prospects.
06:57 - 07:02

ASML's earnings potential supports significant returns amid growing AI demand.

Finance