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Gravity Works As WeWork Doesn't; Now Plan B

Managing Director, Zero One, Zero One

Vincent Fernando, CFA

Managing Director, Zero One

Equity Bottom-Up

Taiwan Semiconductor (TSMC) - ADR / Equity Bottom-Up

Taiwan Semiconductor (TSMC) - ADR (TSM US)

<ul>
<li>China bans Micron chips for critical information infrastructure -- Taiwanese firms could benefit by straddling both sides of the trade tensions.</li>
<li>TSMC rallies as U.S. and Japan advance incentives for TSMC and Taiwanese firms.</li>
<li>Nvida earnings this week -- We'll see if the AI leader can keep the market excited about AI's brave new world.</li>
</ul>


China bans Micron chips for critical information infrastructure -- Taiwanese firms could benefit by straddling both sides of the trade tensions.
TSMC rallies as U.S. and Japan advance incentives for TSMC and Taiwanese firms.
Nvida earnings this week -- We'll see if the AI leader can keep the market excited about AI's brave new world.


Taiwan Tech Weekly: China Micron Restrictions; Taiwan Benefit From 'Chip Tensions'; Nvidia Earnings