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@EmmaStone 2 weeks ago

Three Chip Stocks That Still Have My Attention

Three Chip Stocks That Still Have My Attention

AI demand hasn't slowed down, and I'm still finding myself looking at semiconductor stocks every time the sector pulls back. Companies like , , and continue to benefit from AI infrastructure spending, and it feels like the long-term story is still intact even with all the recent volatility. I'm not expecting a straight line higher, but I do think the next few years could be huge for the companies building the backbone of AI.

@BrianHoward 2 weeks ago

taiwan semiconductor seems like the safest play since they make the chips for everyone else. what is your take on their recent growth?