Join Chip Stock Investor as we dive deep into the AI supercycle and explore the semiconductor manufacturing equipment and packaging companies poised for significant growth. Discover the FAB Five, industry trends, and government-funded projects boosting semiconductor capacities worldwide. Don't miss out on key insights and our top stock picks.
Link to the "Semiconductor Manufacturing and Chip Packaging Equipment Stocks – Investing 2024 Update" Manual: [ Ссылка ]
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Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.
Chapters:
00:00 The AI Infrastructure Market
03:46 Global Semiconductor Manufacturing Expansion
09:12 The FAB Five: Key Players in Semiconductor Equipment
11:08 Valuation and Performance of Top Companies
15:53 Current Portfolio and Future Bets
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Nick and Kasey own shares of Lam Research, Applied Materials, ASML, Onto Innovation, KLA Corp.
