Jun. 17 at 3:05 PM
Best stocks to won until 2030
Memory/Semiconductor :
$MRAM,
$PENG ,
$GFS,
$SKYT,
$FORM
Which other stocks do you think are worth considering?
Memory and semiconductors remain one of my favorite long-term themes because AI growth ultimately depends on advances in memory, manufacturing, and packaging technologies.
MRAM offers exposure to next-generation memory solutions. PENG benefits from growing demand for AI servers and infrastructure. GFS is a key player in U.S.-based semiconductor manufacturing. SKYT focuses on RF and analog semiconductors, while FORM is positioned to benefit from advanced packaging and semiconductor testing demand.
From a broader perspective, the AI race is no longer just about GPUs. It now includes HBM memory, advanced packaging, foundry capacity, and testing infrastructure. The biggest winners may not be limited to chip designers but could emerge from across the semiconductor ecosystem.
Beyond these names, I also think MU, ASML, AMD, AVGO, and AEHR deserve consideration for a long-term portfolio due to their strong competitive positions.
The question is: if you're investing through 2030, would you rather own memory leaders (MRAM/MU), manufacturing plays (GFS/ASML), or packaging and testing companies (FORM/AEHR)? Which segment has the greatest upside?
