Diving deep into a new acronym used to describe top semiconductor stocks.
It could be interesting to look at the “shovels” as you like to call them potentially the companies manufacturing the tools used to manufacture semiconductors like daifuku, Lam research, ASML, or ultra clean to name a few.
Hi Austin,
Do you think the VanEck Semiconductor ETF (SMH) is a good buy to diversify into the semiconductor space?
Hi @austin - what’s the thesis on mrvl today ?
It could be interesting to look at the “shovels” as you like to call them potentially the companies manufacturing the tools used to manufacture semiconductors like daifuku, Lam research, ASML, or ultra clean to name a few.
Hi Austin,
Do you think the VanEck Semiconductor ETF (SMH) is a good buy to diversify into the semiconductor space?
Hi @austin - what’s the thesis on mrvl today ?