Many investors feel like the AI trend peaked and some AI stocks are taking it on the chin in response. However, Taiwan Semiconductor is showing an accelerated growth rate and Meta Platforms is nearly doubling the scope of one of its important data centers, suggesting the AI buildout is still on. In light of this, Matt and Rachel each highlight a hidden company that can benefit from the trends. Finally, Jon throws a question to them from a listener regarding selling stocks to pay for school, avoiding student loan debt.
Jon Quast, Matt Frankel, and Rachel Warren discuss:-Taiwan Semiconductor’s accelerated growth in June-Meta Platforms’ greatly expanded data center in Louisiana-How Comfort Systems USA benefits from the trends-How Celestica benefits from the trends-Listener question: Should I sell stocks to pay for school?
Companies discussed: Taiwan Semiconductor Manufacturing (TSM), Meta Platforms (META), Comfort Systems (FIX), Celestica (CLS)
Host: Jon QuastGuests: Matt Frankel, Rachel WarrenEngineer: Kristi Waterworth
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