Andy Cross

speaker

412 appearances 5 recordings 1 series first heard Oct 2025 last heard 10 Jul

Andy Cross’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 5 in all, peaking in Jul 2026 with 1.

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Motley Fool Hidden Gems Investing · What History Teaches Us About Today’s Market · 10 Jul 2026 podcast

Yeah, it's going to be replaced.

It's going to be others doing, trying to take over the great leadership position TSMC has.

This is minus a China, you know...

really ruffling feathers and doing anything really dangerous, which is the biggest, I think, big macro concern there.

But other than that, I think it's customers starting to look elsewhere, away from TSMC, to be able to do what they do in the same way, the same quality, and the same price.

Now, that's a big ask for customers to do that.

But if they can do that and they're willing to put the capital to work and they can finance that, I think that's the big question I have with TSMC.

The stock is down 60% or 50% or so over the last few months.

Well, I would be careful because in the marketplace, this is where I think my little bit more revised thinking around some of the efficient market.

I think the market gets more of those right than wrong.

So I'm a little bit cautious.

to double down on stocks that fall down like that.

Obviously, the risk over something like a Claude model, being able to handle all my taxes and LinkedIn, very easily gather all my information that I can do.

I can download my taxes from TurboTax or if I run QuickBooks and just import it into Claude.

That's the kind of existential risk.

That's a big concern.

But the thing on Intuit that I worry about, as well as some of these other companies that are kind to this space, is when they start taking capital and they start making these big acquisitions, and Intuit has done this, whether it's MailChimp or whether it's Mint or whatever it might be, they make these acquisitions to kind of go after their growth market.

And I just worry that they start to stretch outside their core market because their core market's under threat.

They make these stretches.

They add goodwill to the balance sheet.

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