AMD is the creator's largest portfolio position, favored for its competitive growth against Nvidia and strong leadership.
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The creator outlines a long-term investment thesis for the semiconductor supply chain, highlighting ASML, T...
Sep 15, 2026
The creator outlines a long-term investment thesis for the semiconductor supply chain, highlighting ASML, TSMC, and AMD as key players to own for exposure to AI growth.
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TSMC is a primary beneficiary of the AI chip boom, supported by massive capital investments in U.S. manufacturing.
ASML is a critical long-term play due to its monopoly on complex chip-making machines and recurring service revenue.