Ticker Symbol: YOU | E3: Nvidia Stock & Sanctions, China Chip Breakthrough & Taiwan Risks @TickerSymbolYOU | Uploaded 10 months ago | Updated 2 minutes ago
2023 has been a big year for semiconductors and US-China relations. President Xi Jinping’s November meeting with President Joe Biden in San Francisco happened while tensions between China and the United States. Semiconductors have been at the heart of those tensions, especially U.S. efforts to limit Chinese access to key semiconductor technologies.
Those same tensions were also responsible for legendary investor Warren Buffett to invest over $4 Billion into Taiwan Semiconductor Manufacturing Co ( TSM Stock ) only to sell it weeks later, starting a trend where Wall Street drops TSMC for semiconductor companies like ASML. We also discuss how Huawei's Mate 60 Pro appeared to be more advanced than should have been possible, given the sanctions imposed by the US on ASML's EUV Machines.
All this and more on Episode 3 of Funding Awesome.
💰 Want my research and stock picks? Let me know: tickersymbolyou.com/survey
Simply Wall Street's Nvidia (NVDA Stock) Valuation: https://simplywall.st/stocks/us/semiconductors/nasdaq-nvda/nvidia?via=tsyou
Taiwan Semiconductor (TSM Stock) Valuation: https://simplywall.st/stocks/us/semiconductors/nyse-tsm/taiwan-semiconductor-manufacturing?via=tsyou
Timestamps:
00:00 Tons of China News in 2023
02:18 Warren Buffett's $4B TSMC Mistake
05:48 Lowering the China-Taiwan Risks
11:25 Nvidia and Sanctions on AI Chips
16:25 Huawei 7nm Chip Breakthrough
21:49 Xi Jinping's Visit with US CEOs
💬 Join The Conversation & Stay Up to Date 💬
Follow me on Twitter: twitter.com/TickerSymbolYOU
Join me on Discord: discord.gg/9UHrHex4JX
Support on Patreon: patreon.com/tickersymbolyou
📝 Resources & References 📝
@CNBCtelevision Warren Buffett on TSMC: There's nobody in their league in the chip business: youtube.com/watch?v=kSz9oD3snbg
@markets US Restricts Sale of Nvidia Made-for-China Chips: youtube.com/watch?v=yMLAq8Jdw6g
@business This Is How Huawei Shocked America With a Smartphone: youtube.com/watch?v=08myo1UdTZ8
📜 Disclosures 📜
All content on this channel is for informational purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Trading stocks, ETFs, other securities, and/or cryptocurrencies poses a considerable risk of loss. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Should you need such advice, consult a licensed financial or tax advisor. When you make purchases through links in this video description, the author may earn a commission.
See additional disclosures at tickersymbolyou.com/disclosures
🙏 Thanks for watching!
2023 has been a big year for semiconductors and US-China relations. President Xi Jinping’s November meeting with President Joe Biden in San Francisco happened while tensions between China and the United States. Semiconductors have been at the heart of those tensions, especially U.S. efforts to limit Chinese access to key semiconductor technologies.
Those same tensions were also responsible for legendary investor Warren Buffett to invest over $4 Billion into Taiwan Semiconductor Manufacturing Co ( TSM Stock ) only to sell it weeks later, starting a trend where Wall Street drops TSMC for semiconductor companies like ASML. We also discuss how Huawei's Mate 60 Pro appeared to be more advanced than should have been possible, given the sanctions imposed by the US on ASML's EUV Machines.
All this and more on Episode 3 of Funding Awesome.
💰 Want my research and stock picks? Let me know: tickersymbolyou.com/survey
Simply Wall Street's Nvidia (NVDA Stock) Valuation: https://simplywall.st/stocks/us/semiconductors/nasdaq-nvda/nvidia?via=tsyou
Taiwan Semiconductor (TSM Stock) Valuation: https://simplywall.st/stocks/us/semiconductors/nyse-tsm/taiwan-semiconductor-manufacturing?via=tsyou
Timestamps:
00:00 Tons of China News in 2023
02:18 Warren Buffett's $4B TSMC Mistake
05:48 Lowering the China-Taiwan Risks
11:25 Nvidia and Sanctions on AI Chips
16:25 Huawei 7nm Chip Breakthrough
21:49 Xi Jinping's Visit with US CEOs
💬 Join The Conversation & Stay Up to Date 💬
Follow me on Twitter: twitter.com/TickerSymbolYOU
Join me on Discord: discord.gg/9UHrHex4JX
Support on Patreon: patreon.com/tickersymbolyou
📝 Resources & References 📝
@CNBCtelevision Warren Buffett on TSMC: There's nobody in their league in the chip business: youtube.com/watch?v=kSz9oD3snbg
@markets US Restricts Sale of Nvidia Made-for-China Chips: youtube.com/watch?v=yMLAq8Jdw6g
@business This Is How Huawei Shocked America With a Smartphone: youtube.com/watch?v=08myo1UdTZ8
📜 Disclosures 📜
All content on this channel is for informational purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Trading stocks, ETFs, other securities, and/or cryptocurrencies poses a considerable risk of loss. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Should you need such advice, consult a licensed financial or tax advisor. When you make purchases through links in this video description, the author may earn a commission.
See additional disclosures at tickersymbolyou.com/disclosures
🙏 Thanks for watching!
