Hi, With all the big spenders committing to keep the AI capex going for years to come and also keen on building their own chips instead of relying on Nvidia and any other similar company, would you say it makes any sense to go heavy on semiconductor stocks as these are the only companies where everyone is going to go to get their chips made in the end? I’m talking Tsmc and micron etc. if yes then what other companies are there that are just as good or an even better option? If not then why? I can understand financials of a semiconductor manufacturing company are different (costs and margins etc) but I would like to know what else is there that I’m missing because it sounds too simple in my head.
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