[🔥 Prize Interaction] Where is the "true moat" in the AI era? Behind TSMC's surge lies a global chess game!

Explosive earnings report, net profit surging by 77%, and total investment in the US ramped up to $26.5 billion — TSMC is telling the market with real money that the AI poker game has begun, and the chips are already on the table.

When "buying GPUs" is no longer the only ticket to entry, advanced packaging, energy consumption, and storage take turns on stage. Who is digging a true moat, and who is just telling stories?

This time, the live stream host invites a heavyweight guest who "votes with real money" to deduce the ultimate chessboard of global AI deployment together.

📺 Live Stream Info

Live Stream Time: July 20 (Monday) 15:00–16:00

🎙️ Invited Guest: @Xiaofeng morning_wind

A dual-certified investor ranking in the top 1% for both asset scale and yield in the Longbridge community, with over 30,000 followers. A tech industry practitioner and StockPro holder for TSMC and Google, he recently shifted some of his Google positions to TSMC — He said: "In the hardware sector, we're making money right now."

🎤 Host: @Shuo Caijing
Live Stream Link: Finding the "True Moat" in the AI Era: Behind TSMC's Surge, the Ultimate Chessboard of Global AI Deployment

🔥 Sneak Peek at Key Points

1. Crossing Cycles: What is the essential difference between TSMC's "steady growth" and the storage giant's "super cycle"?

2. The Next Battle in Computing Infrastructure: From "buying GPUs" to "snatching advanced packaging" and "reducing energy consumption," the battlefield is shifting.

3. Ultimate Deduction: As global AI deployment enters deep waters, where will the spillover effects flow in the next two years?

4. The $26.5 Billion Super Gamble: TSMC adds $10 billion to expand its US factory. Who is the biggest winner in this game?

🎁 Prize Interaction Rules

Benefit 1 | Forward & Reserve Prize:
Forward this post + reserve the live stream, then reply with a screenshot in the comments section to receive 188 Task Coins!

Benefit 2 | Brilliant Question Prize:
Write down the question you most want to ask Xiaofeng in the comments (e.g., Can I still get on board with TSMC now? Which cycle is more attractive, storage or foundry?). High-quality questions will win a 10 HKD stock cash coupon!

Reward Distribution: Distributed within 15 working days after the live stream ends

See you in the live stream at 3 PM on July 20! Let's find the real "moat" of the AI era. 🎉🎉🎉

$Taiwan Semiconductor(TSM.US) $Alphabet(GOOGL.US) $Alphabet - C(GOOG.US) $ASML(ASML.US) $Amazon(AMZN.US) $Microsoft(MSFT.US)

⚠️ This live stream is provided by LBTHK! The live stream is for viewpoint exchange and does not constitute any investment advice. Related content is for reference only. Please make independent investment decisions based on your actual situation.