Below are some thoughts on a potentially interesting trade set-up that is forming.
AI super cycle demand + onshoring national champion is a great place to be. $INTC is to semi fabs what $MU is to memory supply, a lot of your thesis underpins Micron for me as well. Great pitch, cheers!
Glad you enjoyed!
AI super cycle demand + onshoring national champion is a great place to be. $INTC is to semi fabs what $MU is to memory supply, a lot of your thesis underpins Micron for me as well. Great pitch, cheers!
Glad you enjoyed!