《Google, Reddit, Amazon, TSMC – Are our Biggest Winners Still a Buy Now?》
台积电是一家高质量公司，基本面强劲且具有竞争护城河，但投资受地缘政治风险和行业波动性影响而有所保留。
所以如果我们从台积电开始，台湾半导体，那是你去年五月推荐的公司，它已经翻倍了。是的。乍一看，这很遗憾。我得说我们没有投资。这实际上只是我们这边的疏忽，因为我确实在节目结束时建议增加台积电的头寸，技术上你同意了，但显然我们忘了，这可能是因为你的同意还伴随着一段4分钟的风险独白，这可能也是我们最终没有跟进的原因。
So if we start with TSMC, Taiwan Semiconductor, that's a company you pitched in May of last year, and it's been a double. Yeah. At first glance, it is a bummer. I got to say that that we didn't invest in. It's actually just an oversight on our part because I did recommend adding a position in TSMC at the end of the episode and technically you agreed but apparently we just forgot about it which might be because your agreement also came with a 4-minute monologue of the risks which might be again why we didn't end up following up on it.