Qualcomm recently experienced a significant dip, and the creator is curious if viewers are interested in a closer look at the stock, which is down about 15% from its peak.
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The UNTHINKABLE is About to Happen to AI Stocks. Don’t Miss It.
Jun 12, 2026
The creator discusses bullish news in the AI and semiconductor sectors, highlighting significant stock price increases for equipment players like Applied Materials, Lam Research, and ASML. Analysts are projecting a dramatic increase in wafer fabrication spending over the next few years, driven by AI infrastructure build-out and continued expansion of advanced process capacity, suggesting a longer than expected cycle for these companies.
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Nvidia is noted for its continued demand for chips, and the creator considers doing a weekly video on the stock.
AMD is mentioned in the context of a massive expansion in the CPU TAM, with the creator planning a weekly video on the stock.
Broadcom is seen as extremely attractive after its recent earnings drop, with a bullish case due to extended revenue visibility and modest year-to-date gains.
Micron is identified as a memory company that is expected to purchase more semiconductor manufacturing equipment in the coming years.
TSMC is noted for having capacity constraints and is expected to be a significant purchaser of semiconductor manufacturing equipment in the future.
Intel is mentioned as a manufacturer player that may benefit from increased semiconductor manufacturing equipment purchases in the coming years.
On Semiconductor's stock price increased by 22% in the past 5 days, aligning with the positive momentum in the AI and semiconductor equipment sectors.
ASML experienced an approximate 8% rise in stock price over the last 5 days, reflecting the broader bullish sentiment in semiconductor equipment manufacturing.
Lamb Research saw a nearly 15% increase in the past 5 days, driven by positive analyst outlooks on the semiconductor equipment sector.
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AMATbuy opened Jun 12, 2026
-5.46%