AI Industry Chain: OSCR, TSM, META& ASML
Hello everyone! Today i want to share some AI investing strategies with you!
1.
Peter Thiel explains why we have to innovate more on hardware.
In the last 40 years, most innovation happened in the digital world, while the physical world was ignored.
We can't continue like this anymore.
If we want to go further in the digital world, in the world of AI, we need hardware.
We need better chips, better networking, better switches, etc. In short, we need innovation in physical things, in hardware.
The next 4-5 decades will be shaped by proprietary hardware products that power AI systems across the world, just as CPUs shaped the world in the four decades following the internet's invention.
$ASML Holding NV(ASML)$ and $Taiwan Semiconductor Manufacturing(TSM)$ will be the cornerstones of the hardware innovation we'll get in the next decades.
2.
This is insane..
$Taiwan Semiconductor Manufacturing(TSM)$ was already dominating the foundry market with 66% market share in Q3 2024 and it still managed to expand its share to 72% last quarter.
It’ll keep increasing because most of the 2nm demand has nowhere to go but $TSM as Samsung’s yields are still 20-30% behind of TSMC’s.
$Taiwan Semiconductor Manufacturing(TSM)$ expects 2nm revenue to surpass the total of 3nm and 5nm by Q3 this year.
No matter who designs the best chips, TSM will be the one manufacturing it.
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3.
$Meta Platforms, Inc.(META)$ stock has gone literally nowhere last year..
Meanwhile, it casually grew revenues 21% in that period and expected to grow another 20% this year.
It has one of the biggest reserves of compute and upper hand in smart-glasses.
All for 20x forward earnings now.
Long $Meta Platforms, Inc.(META)$ .
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4.
$Oscar Health, Inc.(OSCR)$ CEO: “Our stock price should be $45-$55 in 2026.”
Don’t confuse Mark Bertolini with scammer CEOs who only sell dreams, he is a legend in health insurance industry.
If he says something, we listen.
$Oscar Health, Inc.(OSCR)$ is just beginning, we’ll see much more upside.
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