Donstark
2023-06-15
//@pekss: I’m vested in a number of semiconductor companies, mostly in Nvidia, $Apple(AAPL)$ and TSMC, as I'm optimistic of the semiconductor sector despite its prevailing slump. I believe that the global trend of operations automation and business digitisation will drive the long-term growth of semiconductor demands. Nvidia has been the greatest multi-bagger for me as it rides on the exploding AI demands and has just joined the trillion-dollar club. With a market share of over 80% of the AI chip market, enviable gross margin for its AI chip and first-mover advantage, it will be some time before competition catches up. Hopefully, Nvidia will continue to innovate and stay ahead of competition, and one day achieve
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Comments

  • twiddly
    2023-06-15
    twiddly

    Watch out for potential market volatility, diversify portfolio.

  • mizzmo
    2023-06-15
    mizzmo

    Good investment choices. Semiconductors' future looks promising.

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