Thu, 13 January 2022
Taiwan Semiconductor posted record profits in the 4th quarter, but that's not why John Rotonti believes the company is so important. He analyzes their commitment to invest more than $40 billion this year to increase their manufacturing capacity, as well as the latest news from homebuilders KB Home and Lennar.
Stocks: KBH, LEN, TSM, AAPL, QCOM, VNQ, MAA, META, ROKU, ARE
Host: Chris Hill
Direct download: MFM_daily_01.13.2022_final.mp3
Category:podcasts -- posted at: 4:00pm EDT