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From our partners at The Oxford Club

Dear Reader,

As I see it…

You have less than two weeks to prepare for the biggest “millionaire maker” event of the next decade.

My name is Dr. Mark Skousen.

And I met Elon Musk face-to-face at a private gathering of Wall Street elites.

Based on our interaction — combined with months of my own research — I’m now convinced of one thing:

Elon will announce the highly coveted SpaceX IPO on March 26th.

That date is coming fast…

Now… think back for a moment to Tesla’s IPO… when early investors who got in and held on turned $50,000 into $1.5 million over the next 10 years.

The SpaceX IPO is expected to be bigger.

Much bigger…

Industry experts are calling it a “seismic event” — a $1.5 trillion valuation that could surpass the combined market caps of the six largest U.S. defense contractors.

Once that announcement hits… the window slams shut.

But right now — before March 26th — there’s still a way to grab a pre-IPO stake in SpaceX.

I’ve found a backdoor.

And I’m sharing the ticker for free.

Click here to see how to get positioned before March 26th.

Yours for peace, prosperity, and liberty, AEIOU,

Dr. Mark Skousen
Macroeconomic Strategist, The Oxford Club

P.S. Studies suggest 95% of IPO profits are made BEFORE a company goes public. The SpaceX IPO could happen less than two weeks from today. Click here now to discover how to position your money before it’s too late.

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This Month’s Exclusive Article

The AI Gatekeeper: TSMC’s Chokehold Signals Dominance

By Jeffrey Neal Johnson. Posted: 3/25/2026. 

Key Points

• TSMC’s technological leadership in advanced chip manufacturing creates a significant and durable competitive advantage over its industry rivals.
• Overwhelming demand from the AI sector for its cutting-edge production and packaging technologies is fueling exceptional financial performance.
• TSMC’S foundational position as the primary manufacturer for top technology firms makes it a central pillar of the global artificial intelligence supply chain.
• Special Report: Have $500? Invest in Elon’s AI Masterplan (From Brownstone Research)

A significant development is rippling through the artificial intelligence (AI) sector: NVIDIA (NASDAQ: NVDA), a titan of the industry with a multi‑trillion‑dollar valuation, is reportedly facing the need to redesign its next‑generation Feynman AI platform.

The reason is not a flaw in its architecture or a sudden market shift, but a fundamental manufacturing reality: Taiwan Semiconductor Manufacturing Company (NYSE: TSM), the sole producer of its most advanced chips, is operating at full capacity.

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This dynamic — where the industry’s leading designer must align with its manufacturer’s production schedule — exposes the actual power structure in the AI hardware ecosystem.

It underscores TSMC’s commanding position and strengthens the case for its role as a cornerstone investment in the ongoing technology revolution.

The Unbreakable Bottleneck

A production crunch is creating a multi‑year waiting list for the world’s most advanced semiconductors. The bottleneck centers on TSMC’s 2‑nanometer (2nm) and upcoming A16 process nodes — technologies essential for the next leap in artificial intelligence.

Demand from high‑performance computing (HPC) and AI clients has become so intense that it has forced even top customers like NVIDIA into a queue, producing a backlog expected to last years. This is not a transient supply hiccup; it is a structural constraint that highlights TSMC’s unique control over the industry’s direction.

This dominance stems from a deep and costly technological moat that competitors find nearly impossible to bridge. It is the result of sustained, long‑term investment rather than a temporary shortfall in capacity.

• Leading‑Edge Manufacturing:Producing chips at the 2nm scale — where billions of transistors fit into an area the size of a fingernail — is a monumental engineering challenge. A single fabrication plant, or fab, capable of this work costs tens of billions of dollars and requires more than a decade of focused R&D to perfect. The capital intensity and complexity create a very high barrier to entry, and TSMC’s continued investment has put it years ahead of competitors. Even as Moore’s Law slows, TSMC keeps pushing the boundaries of physics, making its fabs the go‑to option for companies seeking maximum performance.
• Advanced Packaging Power:TSMC’s advantage goes beyond wafer fabrication. It leads in advanced packaging technologies such as Chip‑on‑Wafer‑on‑Substrate (CoWoS). As individual chips become harder to shrink, performance gains increasingly come from advanced packaging that connects multiple smaller chips, or chiplets, into a single processor. CoWoS is widely regarded as the gold standard for this approach, and AI demand has far outstripped supply. By controlling both cutting‑edge chip production and the packaging needed to integrate them, TSMC has created a dual bottleneck that locks in its most important customers.

Competitors like Intel (NASDAQ: INTC)and Samsung (OTCMKTS: SSNLF) are investing heavily to catch up, but they remain years behind in matching TSMC’s performance, yield, and scale at the industry’s leading edge. That gap gives TSMC a clear and durable competitive advantage for the foreseeable future.

From Microchips to Megaprofits

TSMC’s technological supremacy flows directly into exceptional financial performance, producing a fortress‑like balance sheet that rewards investors. With a market capitalization around $1.75 trillion, its scale is immense, but the operational metrics reveal its real strength.

TSMC controls more than 70% of the global market for advanced semiconductor manufacturing, a near‑monopolistic share that gives it significant pricing power. That power is reflected in an industry‑leading net profit margin that exceeds 45%, well above the 20–30% range typical for many successful technology companies.

Keeping over 45 cents of every dollar in revenue is exceptional and shows how much customers are willing to pay for TSMC’s capabilities. This financial strength is also evident in a return on equity approaching 35%, indicating management’s effectiveness in turning shareholder capital into profits.

Recent earnings reports confirm that the High‑Performance Computing (HPC) segment — which includes AI chips designed by NVIDIA and others — is the company’s primary growth engine. That direct link makes TSMC a major beneficiary of the AI boom.

Strategically, TSMC is leveraging its financial strength to solidify global leadership and manage geopolitical risks through calculated expansion. The announced $40 billion investment in new fabs in Arizona and its multi‑billion‑dollar plant in Japan are more than defensive moves: they deepen partnerships with key customers, secure government incentives, and protect future revenue streams, reinforcing TSMC’s indispensable role in the global supply chain.

Investing in the Irreplaceable

The manufacturing constraints that are forcing a redesign at one of the world’s top technology companies are not a sign of weakness at TSMC, but evidence of its strength. TSMC’s deep, costly technological moat, dominant market share, and fortress‑like financials position it as a unique foundational asset in the global economy. It has effectively established itself as the gatekeeper through which much of the world’s most advanced technology must pass. For investors seeking exposure to the foundational layer of the AI revolution, TSMC’s indispensable role makes it a compelling consideration for any technology‑focused portfolio.

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