Semiconductor Holdings Update
Portfolio holdings, top-conviction ideas, thesis-strengthening news, and research targets
The semiconductor supply chain is on fire, and as AI progresses, it’s obvious that the supercycle is real, and that it has just begun.
In this article, I’ll update some of my highest-conviction AI plays, as well as share my semiconductor bottleneck supply chain stock list and the initial research on one of the most interesting companies on it.
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