Oct. 15, 2026

ABOUT THIS EPISODE

AI Chip Cyclicality Concerns Linger Over TSM Despite Strong Earnings, Guidance

Melissa Otto says TSMC (TSM) earnings were great but believes investors' focus on CapEx and overall AI skepticism has hit the stock. Josh Kaplan shares concerns that cyclicality of the AI chipmaking space may expand as an overhang for the industry. Both guests address these headwinds and how they conflict with rising interest rates, another risk forming in the AI trade.

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