Show notes
In the face of a trade war, Taiwan Semiconductor is not changing its outlook.(00:21) Tim Beyers and Ricky Mulvey discuss:- Earnings from Taiwan Semiconductor and what’s behind the company’s impressive business results.- The chipmaker’s growth story in 2025.- Netflix’s plan to become a trillion dollar company.Then, (15:20) Tim and Ricky discuss the export ban on Nvidia’s H20 chips and what it means for the tech giant.Learn more about the Range Rover Sport at www.rangerover.com/us/sportCompanies discussed: TSM, NFLX, NVDAHost: Ricky MulveyGuest: Tim BeyersProducer: Mary LongEngineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices