Apr. 14 at 10:08 AM
Top 4 conviction semiconductor plays:
$POET: AI bandwidth, photonics solves data movement bottleneck, early explosive upside.
$NVTS: Power is the constraint, GaN tech improves AI/data center efficiency, pure picks & shovels.
$INDI: Autonomy drives more chips per vehicle, EV+AI convergence with long runway.
$VLN: Data backbone, more sensors → more data → VLN quietly benefits.
AI isn’t just chips—consider power, data, and connectivity. Which play are you most bullish on?
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