The following are notes from Lone Pine's presentation at the 29th Annual 2024 New York Sohn Investment Conference, which took place on April 3rd, 2024.
Kevin Salimian from Lone Pine Capital discussed the potential of TSMC with the current surge in the AI and chip industry. It is a part of their portfolio but they may change this status at any time.
TSMC is the largest semiconductor foundry in the world. They are making semiconductors and chips for AMD, Nvidia, Qualcomm, and other companies that are using fiber optics....
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Exclusive Access to coverage of Private, Closed-Door Investor Conferences
Hedge Fund Manager Research Currently Producing 21% – 40% Returns Annually