TSM

I know a lot on the industry but not on the specifics for ASML and TSMC. Two vitally important input makers to the semiconductor chain. And this week's match up winner was ASML versus TSMC.

But we're going to take both these companies through the simplifier seven framework and we're going to ask ourselves which of these two stocks is the better buy today. So let us know in the chat. Are we talking to shareholders? Do you own either, both, neither, on your watch list? Let us know your interest level in these stocks.

Next on the list is going to be Taiwan Semi. This connection is even easier. Nvidia needs someone to manufacture these advanced chips. Taiwan Semi is one of Nvidia's most critical manufacturing partners. If Nvidia raises expectations for Blackwell and Rubin, that potentially means more advanced wafers, more advanced packaging, more capacity requirements, more demand for Taiwan Semi. So, strong Nvidia guidance is another data point supporting Taiwan Semi's leading-edge manufacturing outlook. And we already heard from them. And they reported strong earnings and strong guidance, setting up the stage for strong demand.