Taiwan Semiconductor Manufacturing Company Ltd. (TSM)

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Nvidia's stock has a dubious post-earnings track record, fueled by investors' lofty expectations.

The AI investment trend isn't expected to slow down anytime soon.

Nvidia's upcoming earnings report is likely to give TSMC stock a nice shot in the arm.

This company has the technology and scale to benefit from the continued AI build-out.

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Meta, Microsoft, and TSMC are all Buffett-style compounding stocks.

Semiconductor demand is soaring, and TSMC is arguably the best manufacturer of this technology.

For more than four decades, AI pioneer Vasant Dhar has had a front-row seat to artificial intelligence—teaching AI, building companies around it, and bringing machine learning to Wall Street.

Amazon, Alphabet, and Taiwan Semiconductor remain well positioned to keep winning amid the AI infrastructure build-out.

Taiwan Semiconductor's latest move shows that more chip production capacity needs to come online to meet demand.

Taiwan Semiconductor is reasonably priced for its growth and market position.

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Laffont's firm had $48.6 billion in assets under management as of the end of the second quarter.

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TSMC and ASML are two of the more important companies in the chip realm.