TSM
Taiwan Semiconductor Manufacturing Company Ltd.
stock NYSE ADR

Like Marvell making custom designs for hyperscalers that the hyperscalers just take to TSM. TSM produces every chip. Right now there’s a massive middleman in between hyperscalers and TSM with NVDA, but they’re moving towards just going straight to production which they then serve through their massive hyperscaler business. The hyperscalers will rule the world and decide who else gets the scraps. They can build any data center and the demand will immediately be met, they can do this for a way longer time than is rational and it will make sense for their company. In the short term, Neo clouds buy a ton of GPUs and rent them to the hyperscalers because the hyperscalers are trying to figure out their own sustainable production, not buying GPUs that will depreciate in 4 years, but GPUs have been the market.

Like Marvell making custom designs for hyperscalers that the hyperscalers just take to TSM. TSM produces every chip. Right now there’s a massive middleman in between hyperscalers and TSM with NVDA, but they’re moving towards just going straight to production which they then serve through their massive hyperscaler business. The hyperscalers will rule the world and decide who else gets the scraps. They can build any data center and the demand will immediately be met, they can do this for a way longer time than is rational and it will make sense for their company. In the short term, Neo clouds buy a ton of GPUs and rent them to the hyperscalers because the hyperscalers are trying to figure out their own sustainable production, not buying GPUs that will depreciate in 4 years, but GPUs have been the market.

Bought more Alab, Anet, Arm, Avgo, Apld, Avgo,Beta, Hood, Intc, Joby, Lunr, MRVL, Nbis, NVDA, Onds, Pltr, Qbts, Rgti, Rklb, Smci, Sndk, TSM, Umac, Vrt. Hopefully next week we bounce!.