The chip manufacturing market has been in a slump this year, but that is definitely not going to last long. All indications are pointing to chip manufacturing equipment sales skyrocketing in the next several years to support new chip fab projects around the world. What companies will benefit the most? What stocks are we investing in?
Elon Musk has been traveling the globe talking with country leaders about infrastructure, industry and...population decline. Why is this important? We discuss the importance of population growth, and AI automation as a key solver of the problem in coming years.
Speaking of Elon Musk, we also discuss the electrification of everything and the companies most likely to profit from this -- including Albemarle and Onsemi.
Ultimately, we believe 2023 is the beginning of the next bull market. However, how long will it last?
All this and more discussed in part 2 of this continuation episode of Chip Stock Investor.
What to watch next:
Part 1 of this episode: https://youtu.be/lWp3muH5XaQ
Chip Fab Equipment Playlist: https://www.youtube.com/playlist?list=PLT8sGCbwitzj4neBKYZQs2xjqUwwMGpSe
How to Profit From The Chip Fab Equipment Industry: https://youtu.be/MrP_1skdkHQ#intel
Make sure you check out our Semiconductor Manufacturing Equipment Index. Sign up here: 👉👉👉👉Google Form link https://forms.gle/u1HLCtcwAXitt45y9
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Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.
Nicholas Rossolillo owns shares of Albemarle, Applied Materials, ASML, onsemi, & KLA Corporation.
