# Chips and Streaming

Page: https://stenobird.com/podcast/long-term-investing-with-baskin-wealth-management-5755574/chips-and-streaming
Text version: https://stenobird.com/podcast/long-term-investing-with-baskin-wealth-management-5755574/chips-and-streaming.md
Podcast: [Long Term Investing - With Baskin Wealth Management](https://stenobird.com/podcast/long-term-investing-with-baskin-wealth-management-5755574)
Published: 2026-01-27T13:32:31+00:00
Episode link: https://podcasters.spotify.com/pod/show/barry532
Audio file: https://audio-delivery.cohostpodcasting.com/audio/b0adfb2c-55ba-452f-88d1-53f7b32b626b/episodes/04147e4a-34ee-40c8-86dc-6ac592b3d544/episode.mp3
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JSON: https://stenobird.com/v1/public/podcasts/long-term-investing-with-baskin-wealth-management-5755574/episodes/chips-and-streaming
Duration seconds: 1657

## Resource

Barry and Ernest explain how narratives impact near-term stock movements, before reviewing earnings and the 2026 outlook for Taiwan Semiconductor Manufacturing Company and Netflix. 0:00- Intro 1:31- Stock price narratives 5:27- Constellation Software disruptive threats 14:15- TSM’s strong growth 18:47- Netflix update

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## Transcript

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