# TSMC Crushes Earnings, Netflix Falls, and a Risky TFSA Strategy Goes Viral

An episode of [The Canadian Investor](https://invisiblenetwork.ai/podcast/1534655273), 23 Jul 2026, 50 min.

Audio: https://traffic.omny.fm/d/clips/d75d2ff4-a4dd-4a19-bcb1-ad35013dfc83/33a9e70f-55b1-4f79-86a9-ad35013e9672/b7727d85-d57f-4f70-a68c-b48f00cbca15/audio.mp3?utm_source=Podcast&in_playlist=4ad0a8bc-f5dd-4c63-b6af-ad35013e9680

In this episode of The Canadian Investor Podcast, we start with the latest Canadian inflation data and why the headline number may not fully reflect what households are feeling. We then look at TSMC’s huge quarter and what it says about the AI chip boom, before turning to Intuitive Surgical and Netflix, two high-quality businesses that sold off after earnings for very different reasons. We also discuss Cogeco’s latest results, the challenges facing legacy telecom companies, and wrap up with a cautionary discussion about a viral TFSA strategy that may be riskier than it looks. Tickers discussed: TSM, NVDA, AAPL, AMD, AVGO, INTC, ISRG, NFLX, CGO.TO, BCE.TO, RCI.B.TO, T.TO, QBR.B.TO Subscribe to Our New Youtube Channel! Check out our portfolio by going to Jointci.com • Our Website • Canadian Investor Podcast Network Twitter: @cdn_investing • Simon’s twitter: @Fiat_Iceberg • Braden’s twitter: @BradoCapital • Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor Spotify - The Canadian Real Estate Investor Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense. See omnystudio.com/listener for privacy information.

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