- The NDX is on pace for its best year since 1999, thanks to a rally in big tech and investor enthusiasm surrounding AI.
- Microsoft, NVIDIA, and AMD are key names to watch when investing in AI, according to the Delivering Alpha survey.
- Taiwan Semiconductor is cited as a dominant player in the AI revolution and is relied upon by NVIDIA and AMD to fab their chips.
- The deepwater asset managing partner, Doug Clinton, believes that Taiwan Semiconductor will benefit from the AI chip race.
- Eventbrite is a small cap company that interests Clinton due to its use of the classic marketplace playbook and potential high-margin ad services.
- Geopolitical risk should be considered when investing in Taiwan Semiconductor, but Clinton believes the current stock price reflects this risk. The company is also diversifying its operations globally.
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Taiwan Semi should also benefit from the AI chip market by 2027, says Deepwater's Doug Clinton
Finance
28 Dec 20231 min summary
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