META vs TSM· which do the legends prefer?
TSM scores slightly higher (16 vs 4), but the gap is modest — each deserves its own research within its layer.
- Philippe Laffont · Trimmed-8
▲ AI boosts ad efficiency and engagement.
▼ Heavy capex; monetization takes time.
- David Tepper · Held+4
▲ The common bottleneck — and beneficiary — for every AI chip.
▼ Geopolitics and capex cyclicality.
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