TSMC (Remastered)

8385.193 - 8408.644 David Rosenthal

Yeah, maybe somebody else would have done it. Yeah, maybe. But they didn't. They didn't. Norris did. I mean, guys, the thing that's really just beaten me over the head in this episode, we've probably beaten all of you over the head with, or at least I have, is, you know, look, there's the geopolitical risk with being in Taiwan. Other than that, I don't know that there is a stronger moat