AI stocks are bouncing, but is the market ready to believe the hype? We break down CoreWeave’s debt risks, OpenAI and Anthropic’s growth, TSMC’s outlook, and why keeping cash handy can help you ride the volatility. Tune in for the numbers behind the semiconductor shake-up.
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0:05 - Market Selloff and Semiconductor Valuations
1:46 - CoreWeave’s Business Model and Financing Risks
8:27 - CoreWeave’s Potential Market Impact
12:14 - Anthropic and OpenAI Growth Trends
17:29 - TSMC Earnings and AI Demand
22:00 - Market Volatility and the Value of Cash
23:33 - TSMC’s Advanced Nodes and Samsung Foundry
25:00 - TSMC’s Investment Case and Foundry Ecosystem
