About this episode

Barry and Ernest discuss the impact of narratives on stock movements and review the earnings outlook for TSMC and Netflix.

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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