I’ve got a bit more than 5% of my portfolio in semiconductor and related stocks: KLAC, LSE:SMSN, MTRN, AOSL, ASYS, AMKR, TRT, SCIA. I’m likely to buy more sometime in the next year, but I’m being patient because we’re likely at a poor part of an industry cycle.
Robotics seem likely to benefit from AI. I suspect the main winners will be companies that aren’t yet public, as I’m not too impressed by the opportunities I see so far. I’m playing this mainly via tiny positions in LIDAR companies (INVZ, OUST, LAZR) and SYM.
I have a modest position in OSS.
I tried to invest in Conjecture, but they don’t seem interested in small investors.
I’ve got modest positions in GOOGL, MSFT.
I’ve got a bit more than 5% of my portfolio in semiconductor and related stocks: KLAC, LSE:SMSN, MTRN, AOSL, ASYS, AMKR, TRT, SCIA. I’m likely to buy more sometime in the next year, but I’m being patient because we’re likely at a poor part of an industry cycle.
Robotics seem likely to benefit from AI. I suspect the main winners will be companies that aren’t yet public, as I’m not too impressed by the opportunities I see so far. I’m playing this mainly via tiny positions in LIDAR companies (INVZ, OUST, LAZR) and SYM.
I have a modest position in OSS.
I tried to invest in Conjecture, but they don’t seem interested in small investors.