$Taiwan Semiconductor Manufact

$Taiwan Semiconductor Manufacturing(TSM)$ Alphabet's capital expenditures roughly doubled year over year to about $45B, which looks like a major ramp-up in investment spending. The company also topped quarterly revenue expectations, with AI investments driving growth. It's interesting to note that Uncle Buffett got a private placement deal on GOOGL and GOOG at $351.81 and $348.20 each.

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