Análisei as ações de uma das empresas mais importantes do mundo (e pouco conhecida)
Canal do Holder
11,378 views
👉 Learn how to invest with me in Brazil and abroad: https://membros.canaldoholder.com.br/...
Understand why TSMC is the most important company for current technology and how the dominance of semiconductors affects the economy.
In this video, I analyze the relevance of TSMC, a central company for the technological advancement of the last two decades. We explore the scenario of Mega Factories in Taiwan and how the productive capacity of this company dictates the pace of global innovation.
In addition to the technical analysis, we observe the revenue data of the semiconductor sector to understand the real weight of this industry. It is essential content for anyone who wants to understand the workings of technology and identify the strategic movements that underpin the modern financial market.
In this video:
00:00 TSMC: one of the most important companies in the world
02:14 How the semiconductor industry works and the Foundry model
04:39 Where TSMC's revenue comes from: AI, data centers and smartphones
08:10 How chips, transistors and the evolution of processors work
10:23 Apple, Nvidia, Microsoft and TSMC's dominance
14:08 3nm chips and how a wafer becomes a processor
16:13 ASML, lithography and TSMC's great competitive advantage
18:14 The bottlenecks and complexity of manufacturing semiconductors
21:42 Taiwan, China and TSMC's geopolitical risk
23:50 TSMC fundamentals: margins, CapEx, dividends and valuation
How I got here...
17 years old - I started investing in the stock market in Brazil, buying my first stocks and Real Estate Investment Trusts (REITs).
18 years old - I enrolled in the Civil Engineering course at the University of Brasília.
19 years old - I started my own business in the real estate market.
20 years old - I developed the habit of investing my monthly earnings in companies on the stock market for the long term.
21 years old - After much study, I decided I wanted to work in the financial market.
22 years old - I graduated in Civil Engineering.
23 years old - I went to Harvard to study Accounting and Macroeconomics.
23 years old - I got my first job as an equity analyst in the financial market.
24 years old - I made my first investment in dollars and created a routine of investing every month in the US market in Stocks, REITs, and ETFs.
24 years old - I worked as an equity analyst at one of the largest pension funds in Brazil.
25 years old - Completed my MBA in Finance from the Brazilian Institute of Capital Markets (IBMEC).
26 years old - Created the Holder Channel to teach ordinary people how to invest for the long term.
27 years old - My investment income already exceeded all my monthly expenses.
28 years old - I quit my last job in the financial market to work 100% of the time teaching online.
28 years old - Created the From Zero to Holder course, where we had 175 students in the first class.
28 years old - More than 100,000 investors were subscribed to the Holder Channel (today we are more than 300,000).
29 years old - Expanded my teaching network to other platforms besides YouTube (@fabio.holder on all of them).
30 years old - Created Dollar Masters, the best teaching program for those who want to build wealth in dollars, and we had 415 students in the first class. 31 years old - Our student platform hits the mark of 3,000 students.
32 years old - I took a sabbatical year to reflect on what was truly important in my life.
33 years old - I returned to producing content on all my social media networks.
Today: Thanks to starting to invest early and with a lot of discipline, I can live a life of peace and tranquility.
To all the holders who are here, know that we are all in the same boat and building our stories - inside and outside the stock market.
Having money isn't everything in this life, but building wealth helps you have security, realize your dreams, and help others.
If you are new here, make yourself at home. To those who are already part of the family, welcome back.
Start investing and never stop,
Fabio Holder
(CNPI No. 6770)
In this lesson, I share my investment method that I have used for the last 16 years investing in the stock market and that has allowed me to invest my money in the best possible way to live off the income. This is the Holder Method of Wealth Accumulation.
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iShares International Developed Real Estate
Análisei as ações de uma das empresas mais importantes do mundo (e pouco conhecida)
Canal do Holder
11,378 views
👉 Learn how to invest with me in Brazil and abroad: https://membros.canaldoholder.com.br/...
Understand why TSMC is the most important company for current technology and how the dominance of semiconductors affects the economy.
In this video, I analyze the relevance of TSMC, a central company for the technological advancement of the last two decades. We explore the scenario of Mega Factories in Taiwan and how the productive capacity of this company dictates the pace of global innovation.
In addition to the technical analysis, we observe the revenue data of the semiconductor sector to understand the real weight of this industry. It is essential content for anyone who wants to understand the workings of technology and identify the strategic movements that underpin the modern financial market.
In this video:
00:00 TSMC: one of the most important companies in the world
02:14 How the semiconductor industry works and the Foundry model
04:39 Where TSMC's revenue comes from: AI, data centers and smartphones
08:10 How chips, transistors and the evolution of processors work
10:23 Apple, Nvidia, Microsoft and TSMC's dominance
14:08 3nm chips and how a wafer becomes a processor
16:13 ASML, lithography and TSMC's great competitive advantage
18:14 The bottlenecks and complexity of manufacturing semiconductors
21:42 Taiwan, China and TSMC's geopolitical risk
23:50 TSMC fundamentals: margins, CapEx, dividends and valuation
How I got here...
17 years old - I started investing in the stock market in Brazil, buying my first stocks and Real Estate Investment Trusts (REITs).
18 years old - I enrolled in the Civil Engineering course at the University of Brasília.
19 years old - I started my own business in the real estate market.
20 years old - I developed the habit of investing my monthly earnings in companies on the stock market for the long term.
21 years old - After much study, I decided I wanted to work in the financial market.
22 years old - I graduated in Civil Engineering.
23 years old - I went to Harvard to study Accounting and Macroeconomics.
23 years old - I got my first job as an equity analyst in the financial market.
24 years old - I made my first investment in dollars and created a routine of investing every month in the US market in Stocks, REITs, and ETFs.
24 years old - I worked as an equity analyst at one of the largest pension funds in Brazil.
25 years old - Completed my MBA in Finance from the Brazilian Institute of Capital Markets (IBMEC).
26 years old - Created the Holder Channel to teach ordinary people how to invest for the long term.
27 years old - My investment income already exceeded all my monthly expenses.
28 years old - I quit my last job in the financial market to work 100% of the time teaching online.
28 years old - Created the From Zero to Holder course, where we had 175 students in the first class.
28 years old - More than 100,000 investors were subscribed to the Holder Channel (today we are more than 300,000).
29 years old - Expanded my teaching network to other platforms besides YouTube (@fabio.holder on all of them).
30 years old - Created Dollar Masters, the best teaching program for those who want to build wealth in dollars, and we had 415 students in the first class. 31 years old - Our student platform hits the mark of 3,000 students.
32 years old - I took a sabbatical year to reflect on what was truly important in my life.
33 years old - I returned to producing content on all my social media networks.
Today: Thanks to starting to invest early and with a lot of discipline, I can live a life of peace and tranquility.
To all the holders who are here, know that we are all in the same boat and building our stories - inside and outside the stock market.
Having money isn't everything in this life, but building wealth helps you have security, realize your dreams, and help others.
If you are new here, make yourself at home. To those who are already part of the family, welcome back.
Start investing and never stop,
Fabio Holder
(CNPI No. 6770)
In this lesson, I share my investment method that I have used for the last 16 years investing in the stock market and that has allowed me to invest my money in the best possible way to live off the income. This is the Holder Method of Wealth Accumulation.