Apr. 18 at 10:52 AM
Top 4 Conviction Semiconductor Plays
$POET — AI bandwidth play. Photonics tackles data movement bottleneck, early explosive upside.
$NVTS — Power limits performance. GaN tech boosts AI/data center efficiency, pure picks & shovels.
INDI— Autonomy = more chips per vehicle. EV + AI convergence, long growth runway.
VLN — Data backbone. More sensors → more data → VLNquietly wins.
AI isn’t just chips — it’s power, data, and connectivity.