00:00If you forecast chips, watch TSMC.
00:03TSMC stock puts chip demand forecasters on notice.
00:07Orders, capacity, and yield data are exactly the repetitive inputs software can combine.
00:13CNBC reported June revenue rose 68% year-over-year.
00:17That proves demand, not job replacement.
00:20The risk is leverage.
00:22One AI-assisted forecaster handles more decisions.
00:26TSMC's boom can lift the stock while reducing how many humans the role needs.
00:31Are you building judgment or defending spreadsheets?
00:35Send this to the teammate who thinks growth protects the role.