I bought in Soitec, Sivers, and AAOI. The sector is so compelling. the upside potential is massive, and the market hasn’t fully caught on yet.. investors seem to be lagging behind even though memory, Neoclouds and GPU set the stage
Exactly, even more weird X and social medias aren't all talking about those names yet - it is starting but it's still quiet compared to many other sectors.
Glad you enjoyed it! Seems like the kind of write up many appreciate ahah, good to know! Just keep in mind this is a presentation of the supply chain, some companies are better then others, need to do some more homework on financials etc... Just to be complete :)!
Saving for later!
Hope it'll meet expectations!
I bought in Soitec, Sivers, and AAOI. The sector is so compelling. the upside potential is massive, and the market hasn’t fully caught on yet.. investors seem to be lagging behind even though memory, Neoclouds and GPU set the stage
Exactly, even more weird X and social medias aren't all talking about those names yet - it is starting but it's still quiet compared to many other sectors.
Any breathers will be important on this sector
Fantastic write up!!!
Thanks! Glad you liked it!
Unreal write up. Gonna read again and place some buy orders! Thankyou
Glad you enjoyed it! Seems like the kind of write up many appreciate ahah, good to know! Just keep in mind this is a presentation of the supply chain, some companies are better then others, need to do some more homework on financials etc... Just to be complete :)!
Of course. Started a position in $GFS a few days ago, looking at a good entry with $SOI and order put in for $SILC if it hits 👊🏼
Good analysis, thanks!
Glad you liked it! Always a pleasure!
Very readable and informative - thank you!
Pleasure, glad you liked it!