TSM Nears Record High into Earnings: Can Bottlenecks Offer Long-Term Growth?

After TSMC (TSM) pointed to still-strong revenue growth earlier this month, Eric Clark urges investors pay attention to the "big picture" of the foundry's future growth. He highlights capacity constraints in the AI trade creating headwinds and tailwinds for the company. One tailwind: those bottlenecks creating long-term demand for TSMC. Tom White turns to an example options trade for the AI giant ahead of Thursday morning's earnings.

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