russellclark

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.

Example #5768 of why you NEVER NEVER NEVER short a highly shorted stock. Fare well short sellers of AVIS budget group.

It pleases me that Siltronics (WAF GY) is now also confirming the break out in SUMCO. I always prefer to invest in industries where all players are moving the same way...