Sorry for some Off Topic-ing, but I am now quite optimistic for the semi stocks in the coming years, seems to me that the world is going to siliconize more & more, which is already kind of factored in some big names (NVDA, AMD,...). Some others, like MU which I own, have maybe some room to grow, but I am looking for some smaller names, which didn't realize their potential as of now.
Sequans is one of these, with the already discussed weaknesses.
Would you, Gary, and the other readers care to share other ideas?
From my side, I own and have hope for :
- NVMI : materials metrology company. The more advanced fabs become, the more they need NVMI. 8 years owned, very very impressive management
- INFN : photonics networking company. Technologically advanced, honest management, may have turned the corner
- TSEM : Specialty foundry, with car and power perspectives
Thanks ! |
