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Taiwan Semiconductor (TSM) – Powering the World’s AI Infrastructure, The Architects of AI, a Consumer Robotics Collapse, & the Battle of the Two Kevins: TWSS 7 - 12.15.2025

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Manage episode 525113752 series 3697069
Content provided by Tyler Sherven. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tyler Sherven or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Episode 7 of The Weekly Sift Stack: Tyler Sherven and CJ Gettelfinger break down the biggest stories moving markets. The spotlight is on Taiwan Semiconductor (TSM), a leader in the global chip supply powering AI giants like NVIDIA, Apple, and AMD. Beyond Chips, Time crowns the “Architects of AI,” iRobot (IRBT) files chapter 11 amid tariff pressure, and Fed succession chatter heats up with the Battle of the “two Kevins” leading the odds.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

YouTube Channel: https://www.youtube.com/@SiftStackPod

Instagram: https://www.instagram.com/sift_stack/

TikTok: https://www.tiktok.com/@sift.stack4

Newsletter: https://siftstack.beehiiv.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

  continue reading

7 episodes

Artwork
iconShare
 
Manage episode 525113752 series 3697069
Content provided by Tyler Sherven. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tyler Sherven or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Episode 7 of The Weekly Sift Stack: Tyler Sherven and CJ Gettelfinger break down the biggest stories moving markets. The spotlight is on Taiwan Semiconductor (TSM), a leader in the global chip supply powering AI giants like NVIDIA, Apple, and AMD. Beyond Chips, Time crowns the “Architects of AI,” iRobot (IRBT) files chapter 11 amid tariff pressure, and Fed succession chatter heats up with the Battle of the “two Kevins” leading the odds.

This episode is powered by Sift Investment Management - cutting through the noise to help you invest with confidence. Their team puts your interests first—no commissions, no gimmicks, just honest guidance and disciplined management. For more information: https://www.siftinvesting.com/

YouTube Channel: https://www.youtube.com/@SiftStackPod

Instagram: https://www.instagram.com/sift_stack/

TikTok: https://www.tiktok.com/@sift.stack4

Newsletter: https://siftstack.beehiiv.com/

This material is for educational purposes only and is not intended to provide specific investment advice or recommendations. Investing involves risk, including loss of principal.

Any forward-looking statements or expectations regarding company earnings are based on publicly available analyst estimates and are not predictions or guarantees of future performance.

  continue reading

7 episodes

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