『Chips and Streaming』のカバーアート

Chips and Streaming

Chips and Streaming

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概要

Barry and Ernest explain how narratives impact near-term stock movements, before reviewing earnings and the 2026 outlook for Taiwan Semiconductor Manufacturing Company and Netflix.


0:00- Intro

1:31- Stock price narratives

5:27- Constellation Software disruptive threats

14:15- TSM’s strong growth

18:47- Netflix update

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