$Taiwan Semiconductor Manufacturing(TSM)$
Uncle is pleased that Microsoft announced that they'll spend $80B on data centers in 2025.
$80B is 60% higher than their $50B in 2024.
They may have found solution to their Power availability problems.
MSFT has a lousy 2024 with gaining 12.7% in 2024 on share price. TSMC CEO met Elon Musk. Elon Musk said he worried about insufficient supply of advanced chips. TSMC CEO replied that supply is not a problem as long as you are willing to pay.
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