This explains my thinking behind AI - and why I am willing to take some long risk if the valuation makes sense... namely wafer stocks like Siltronics and SUMCO.
Published Apr 27, 2026Updated Apr 27, 20262 min read
This explains my thinking behind AI - and why I am willing to take some long risk if the valuation makes sense... namely wafer stocks like Siltronics and SUMCO.
