I think UMS, Frencken and AEM will benefit from the chip supercycle. There is no guarantee AI will deliver sustainable profits but the danger of not joining in and being left behind is real and everyone is jumping onto the bandwagon. For the short term at least, more money being poured into R&D ensures the order books of these companies will be great.
☕ [Task Coins Giveaway] Daily Market Talk — Warsh's First Meeting, Markets Didn't Like It
Warsh's first Fed meeting flipped expectations hawkish — S&P -1.2%, Nasdaq -1.3%. SpaceX had its first down day post-IPO, Apple's warning on iPhone price hikes, and SG exports hit a 20-year high. Let'...
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