Q: I want to examine a severe geopolitical scenario and identify potential economic beneficiaries. If heightened geopolitical tensions—say, related to Venezuela—were perceived as creating conditions where China might move against Taiwan, this could disrupt the semiconductor supply chain, particularly affecting TSMC's advanced chip production. I'm anticipating major impacts: NVIDIA's valuation would likely plummet, AI development would face significant setbacks, and chip manufacturing might shift toward Samsung or Intel. AI data center construction and operations would be severely disrupted, hurting related infrastructure companies. In such a scenario, are there any sectors or companies that might actually benefit?"

Q: Hi there,

Why is TXN falling so much from its high of approx 220.00 in August? Do you see this as a short term issue?

Ok thanks!

Q: SMTC Can you please comment on their recent quarter and update your thoughts since your last comments.

Which other semi conductor companies do they compete with, and how does it compare against them?