Pod Insights Earn Your Leisure Why TSM Might Be The Most Important Company In The World About this episode Subscribe and watch more videos here: https://www.youtube.com/@EarnYourLeisure Join the EYL community for deeper training and a more detailed approach:https://www.eyluniversity.com Join the number one stock club in the world:https://www.ianinvest.com Invest Fest | August 7-9, 2026Grab early bird tickets now: https://www.investfest.comSee omnystudio.com/listener for privacy information.
Transcript 0:00 Speaker 00 This is an iHeart Podcast. Guaranteed Human.
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3:23 Speaker 02 Free app-based talking to text via the text now app requires Wi-Fi or data connection. Data plans sold separately. 5G where available.
3:29 Speaker 03 Earners, what's up? Look, building wealth isn't just about making money. It's about knowing where your money is working for you. That's why we partnered with Empower. Empower is all about helping you invest well so you can go out and live a little. Their free Empower Personal Dashboard gives you a complete view of your financial life in one place. Track your net worth, monitor your budget, analyze your investments, set retirement goals, and more. You've worked hard for your money. Now make sure it's working hard for you. Download the Empower Personal Dashboard or visit empower.com. Not an Empower client, paid, or sponsored.
4:06 Speaker 04 Well, let's talk about that. So let's cut you off, but all right. So let's get into topics. TSM, TSM, we haven't talked about TSM in a while. So TSM is having a good year. It's um, it's fifty-two week low is eighty-four, one hundred and eighty-four dollars, fifty-two week highs, four hundred and twenty dollars hovering like above four hundred dollars right now. So TSM has not been talked about as much as like Micron or SanDisk. So TSM.
4:36 Speaker 04 Is TSM on on the verge of of something historic?
4:41 Speaker 03 I think, I mean, I felt like TSM, we talked about it so much that was like we had to find some new companies to talk about. Because it's always, right? It's been the company, it's been my number one company, that and Amazon, I think, since the start of the show. Just because we know the role that it plays. I think what we're seeing right now and over the past week or so is it's kind of like it hit this four hundred mark and it almost felt like it might have been it's resistance. But what's happening is that they have so much demand. That they're trying to build the fabs fast enough so they can need it. And so that that becomes a slight issue, so much so that they've had to sign on other companies to help them with with some of the manufacturing. I know we're trying to get the fabs here in Arizona up and running.
5:23 Speaker 03 They're trying to build out even more so in inside of Taiwan. The geopolitical threat is still there. TSM is at the core of it, so much so last week that there was a report that they said that, you know, we've talked about how the cog of AI works, right? ASML makes the machines, TSM buys the machines and manufacturers for the rest of the world. They said, look, we're trying to make the next machine ourselves, right? Like what ASML does is great and they still have customers, it's not the fault of ASML by any means. They'll still have their customers, but they're saying, look, we might even need to be even more dependent on what we can make. And so they're looking at the long term, five to ten years. Hey, we build the next. U V machine for ourselves. That way we don't have to spend four hundred million per machine to meet demand and we can produce at the highest level.
6:07 Speaker 03 They're not going anywhere. In fact, if that story changes, then I will come on market Mondays and it will be a very different tone. But as long as T S M has said that demand is still at the highest levels. The backlog is is sort of the issue why it hasn't gone. We we've said this on here a a bunch of times. We wouldn't be surprised if it was a three hundred dollar stock and here we are at.
6:27 Speaker 04 Four hundred.
6:29 Speaker 03 That that that's a company that doesn't go anywhere. Yes, we're very aware of the geopolitical threat, obviously, with with China and Taiwan. But um it's vital to the to to the A I story. It has to succeed in order for the the space to succeed.
6:46 Speaker 04 Okay, um.
6:47 Speaker 05 Really quick to to piggyback off that. Can we stop saying in general that companies that have gained a hundred and thirty percent return have not performed how they should? Like, I know some of you are excited and this may be your first year investing. This is not normal and is not going to continue. Here's what's happening.
7:10 Speaker 03 Let that breathe for a second.
7:11 Speaker 05 They're giving you three years worth of gains in one year. So when the economy goes to shit, they can say, we gave you the E T F, we gave you T S M, we give you Micron. If you haven't figured out a way to be okay and financially viable after this run up. Even in private equity, and I'm seeing how many people that were employees of Open A I elect to cash out now opposed to waiting to I P O, I think is very telling. So even if you're getting two hundred percent gains this year, factor in if the market drops and we have a rough year in twenty seven. You're gonna have to take care of yourself for the next two years off of this year's gains. That's why when Rochelle was like, hey, I'm conservative.
7:56 Speaker 05 We've seen the story before. There's a but then a bunch of high flying stocks that have went up three, four hundred percent and the and the option or as a result has went up seven hundred percent in the early two thousand and what happened a year later to mo to twenty twenty one had a hell of a run up twenty twenty two came. I'm like. They changed the definition of the recession, but the entire market still fell. You need a financial umbrella. So it's great. And that's why I posted yesterday and today. No luxury spending for the next two years unless you hit your freedom numbers. Well, what about?
8:30 Speaker 05 Do what you want, but I'm telling you, the economy is shakier than ever and most people on social media that are reporting how well they're doing, they're lying. We know all of them.
8:43 Speaker 03 So that means that, I mean, there's no, no, no AP swatch for you?
8:48 Speaker 05 I mean, that, that, that price point, Xander said, this looks like garbage. I said, listen, my brother. Uh, but, but that, that's not a luxury price point for me. But shout out to, listen, even with that, everyone's your competition. Even them collabora-, think about this. In the last three months, we've got a affordable MacBook and an affordable AP. That's telling. That, that is very telling about the timing of when these collaborations are coming out. So.
9:22 Speaker 03 Yeah. Yeah. I think this, the last point on T S M, if it, it's up 26% this year. If it, if it stopped this year, then traded, like, that would be a good year, right? 26% return on a, on a company that large, a trillion dollar company is a great move. If you go span out from year to date, it's up 117. If you look at the past five years, 260%.
9:46 Speaker 05 What do you want?
9:48 Speaker 03 Yeah. So like having a trillion dollar company move 20%, it's tough. That's a, that's a really good year, but the, the crazy part is that it's still part of the growth story and it's going to continue. Um, as I, I was actually looking at the market caps of trillion dollar companies. You know, we at 13 right now? Uh huh. We started to show there was none. Like we were there. So the first one, we're at 13 now. Micron, we watched on Friday, it hit 700 billion and went over $700 a share. Now we're up at eight, it's at a, like this will probably be all likelihood, the next trillion dollar company. So I mean, just unprecedented times. Earners, what's up? Look, every purchase is a financial decision. So it's worth asking, what am I getting out of this? If you're using the Chase Freedom Flex Card, you can maximize
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11:00 Speaker 03 Earners, what's up? Look, building wealth isn't just about making money. It's about knowing where your money is working for you. That's why we partnered with Empower. Empower is all about helping you invest well so you can go out and live a little. Their free Empower Personal Dashboard gives you a complete view of your financial life in one place. Track your net worth, monitor your budget, analyze your investments, set retirement goals, and more. You've worked hard for your money. Now make sure it's working hard for you. Download the Empower Personal Dashboard or visit empower.com. Not an Empower client paid or sponsored.
11:38 Speaker 02 Hello?
11:39 Speaker 06 Hey, it's me, your wallet.
11:41 Speaker 02 Oh, hey.
11:42 Speaker 06 I was just wondering if we could maybe take it easy this week?
11:45 Speaker 02 Absolutely.
11:46 Speaker 06 Really?
11:47 Speaker 02 Yep. I'm shopping at Food Lion.
11:49 Speaker 06 Wait, you mean low prices?
11:51 Speaker 02 And MVP savings.
11:52 Speaker 06 Oh, you do care.
11:54 Speaker 02 Obviously.
11:55 Speaker 06 Okay, I feel better.
11:56 Speaker 02 Good. Now, let's go get some snacks. At Food Lion, low prices and MVP savings make it easier to shop for what you need without spending more than you have to. When your wallet needs a little TLC, head to your local Food Lion or shop at foodlion.com.
12:14 Speaker 00 This is an iHeart Podcast. Guaranteed Human.
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