Jul. 15 at 3:07 PM
AI infrastructure is still one of the biggest growth stories in the market. The question I keep asking myself: which semiconductor leader would I want to hold for the next 5 years?
$NVDA — 20.4x Forward P/E
AI compute & networking
$AMD — 60.7x
AI GPUs & CPUs
$TSM — 22.0x
Advanced chip foundry
$ASML — 44.6x
EUV lithography
$AMAT — 39.9x
Chip equipment
The AI race isn’t just about one company. It’s an entire ecosystem. I’m watching the leaders building the foundation behind the next wave of AI adoption.
What’s your 5-year AI semiconductor pick? 👇
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