$Taiwan Semiconductor(TSM.US) $NVIDIA(NVDA.US) $Intel(INTC.US) $AMD(AMD.US) Live Stream Highlights | The True Moat in the Second Half of the AI Era Is Not HBM, But TSMC? | Financial Talk Today's discussion with StockPro Xiaofeng has been distilled into key takeaways. Before watching, please like and follow. As this AI wave reaches today, the market is starting to show a clear divergence. On one side, TSMC's financial report hits new highs, but its stock price begins to fluctuate; on the other side, HBM concept stocks such as SK Hynix and Samsung, after a round of crazy rallies...