TSMC is mentioned as a major consumer of electricity in Taiwan, which could be impacted by energy supply disruptions.
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Oil Stocks 2026: Why Energy Dominates the Market
Mar 9, 2026
The creator discusses the oil to copper ratio and crude oil to platinum ratio, suggesting that oil is poised to outperform many metals going forward. They believe these ratios are at historically low levels, indicating a potential bottom and a significant upward trend for oil prices relative to other commodities.
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