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Taiwan Semiconductor

Mentioned in 2 analyzed podcast episodes across 2 shows

Mentioned On

Prof G Markets CNBC's "Fast Money"

Episode Mentions

Prof G Markets · Apr 27, 2026

Two Months In: Why Markets Stopped Caring About Iran

“Market up 15% since ceasefire; benefits from AI chip demand and proximity to AI innovation”

Iran Conflict Market ImpactTech Sector Earnings ResilienceCEO Leadership Attributes and Succession

CNBC's "Fast Money"

CNBC's "Fast Money" · Apr 2, 2026

Stocks Wrap Up A Volatile Week… And Playing Defense Amid The Market Swings 4/2/26

“Positioned as beneficiary of AI demand and supply chain disruption scenarios; doesn't scare investors despite geopolitical risks”

Iran-US Geopolitical Conflict and Strait of Hormuz Closure RiskOil Price Surge and Energy Market BifurcationSoftware Sector Weakness and AI-Driven Knowledge Worker Displacement