Episode Details

TSMC, ASML, SPOT: International Opportunities to Watch

Published 1 month, 2 weeks ago

Description

Paulina McPadden thinks the best way to frame international trading is to look at the market share of U.S. companies versus the rest of the world, pointing to a smaller percentage of total companies making up a larger percentage of global valuations. She adds her thoughts on international financial stocks as a potential opportunity. Later, Paulina notes that she'll be attending Nvidia's (NVDA) GTC 2026 Keynote and explains the company's significance to the global AI trade. She highlights TSMC (TSM) and ASML (ASML) as international names that provide the "backbone" to global semiconductor manufacturing. Paulina then shares thoughts on other international equities such as Spotify (SPOT).

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