SemiGrowth (@SemiGrowth) on getquin

3Mon·

I would currently like to create a kind of ETF with stocks that will benefit from the 2nd AI wave.

This includes users of AI and companies that are involved in the transformation of data centers and chip production.

e.g. $QCOM (+2.24%)
$SNPS (+1.89%)
$REL (+0.96%)
$ABBV (-0.32%)
$TSLA (+6.49%) etc.

I don't want to have tech giants like Amazon, Alphabet and co in it. Do you have any cool (even small) ideas for AI users?

10 Comments

teschi@teschi

3Mon

$ENVX Ever heard of Enovix? Well, it's not primarily a direct "AI user", but a manufacturer of innovative batteries with silicon anodes.
And where will artificial intelligence be omnipresent in the future? On our smartphones...
What's so new and great about their batteries?
In short: higher charging capacity, shorter charging time, more safety (no (?) risk of fire/explosion.

Over the last few years/decades, we've heard from time to time that someone somewhere is researching a new battery technology, but this has always somehow come to nothing...

Series production of the EX-M1 battery will now start in Q2 2024 (EX-M2 with even better values in planning). The first samples have probably already been sent to various companies, and a cooperation agreement has already been reached with a "top 5 smartphone manufacturer".
(No name was mentioned, could just be Oppo or something)

Share price performance rather poor so far, short ratio recently at around 30%! The share price has risen considerably in recent weeks due to the above positive news.
In addition, it is probably planned that no further shares will be issued for the time being and that the company will be profitable by 2026.

This is risky, but also very promising!

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Krush82@Krush82

3Mon

All but the last two have already benefited from the first wave

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GeldGenie@GeldGenie

3Mon

Why no tech giants? Don't you like profits? 😋

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DieEnte7@DieEnte7

3Mon

One potentially interesting company that I am still unsure about is $LSCC. They are also in the semiconductor sector, but the AI boom this year has completely passed them by because they are having a few sales problems at the same time. In the best-case scenario, this will all be made up for in the coming weeks and months; in the worst-case scenario, the company will not be able to develop relevant markets and will go under. Definitely a risky story, but one that might fit your profile.

I also know $6370 from my portfolio. As a technology and chemicals company specializing in water, they are far removed from the AI topic as a whole, but they do offer cleaning instruments for precision machines in the semiconductor sector, for example. Just a small niche, but one that fits well with what I see as an excitingly diversified company, which could also make it relevant for you.

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Das Portfoliopferd@Portfoliopferd

3Mon

I don't understand what you mean, especially since the companies you described are already involved in the first wave, which is still in full swing, but I'll just list a few companies that (could) benefit from AI:
$PATH $CRWD $NVDA $ADBE $CTSH $HON $ADSK $PLTR

And of course $MSFT and $GOOGL, which you don't want, but then I wonder what $TSLA is doing in the top list.

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Dominik@Speggi

3Mon

$BRN

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dOk@doks

3Mon

$ALAB for the next wave

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Saschko@WarrenMunger1989

3Mon

for the computing power $EQIX

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