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TSMC's $40 Billion Quarter: Supply Chain Risks, Intel-Tesla, and Who's Threatening the Chip King

Chip fab capacity is maxed out — and TSMC is the biggest winner. But new risks are emerging fast.In this episode, Nick and Kasey break down TSMC's Q2 2026 earnings guidance: $39–40 billion in quarterly revenue, 30% year-over-year growth, and gross margins approaching 67.5%. Then ... Show more

. 9min 4sec

CRCL Deep Dive: Circle Internet Group's First Annual Report, USDC Growth & Whether the Stock Is Worth It

Circle Internet Group (CRCL) just dropped its first annual report — and this "crypto stock" operates more like a bank than most investors realize.We dig into reserve income, USDC in circulation, the Circle Reserve Fund managed by BlackRock, and exactly what the Federal Reserve's ... Show more

. 13min 56sec

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