huuuh not crazy honestly https://twitter.com/ActiveOgre/status/1381555996963770368 …
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If you want to build a fab you’re going to buy equipments from applied materials and asml - at least if you’re planning to build something close to the state of the art
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https://mule.substack.com/p/semiconductor-capital-equipment-series … Mule thankfully unlocked this post, it’s a great introduction to semicaps
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a lot of stocks/indexes could go parabolic this month just because of the peak in inflation and real growth rate forecasted this quarter, but if u wanna buy into this, maybe TSM is a better semiconductor company to buy that hasn't already done that kind of move yet
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