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Whats your opinion of $6871 , $6525 and $4369 ?
Ever heard about them?
And interesting post! Would love to read more about that topic
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Hi!

$6871 specializes in selling equipment, while $6525 focuses on providing maintenance services. However, their market size is relatively small compared to competitors, putting their technology and equipment at risk of falling behind. This could make it challenging for them to maintain a competitive edge.

On the other hand, $4369 supplies essential chemicals used in semiconductor manufacturing, regardless of the technology employed. This positions them as a more resilient option in the industry. Among these three, I find $4369 more appealing.

That said, there’s an inherent currency risk since these companies are traded in Japanese yen, which should be factored into any investment decision. It's crucial to evaluate all aspects carefully before proceeding.

Thanks for the comment!
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@Kaganly Thanks for your answer! I also prefered $4369 and might buy a small position since its currently pretty cheap
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@Kaganly What are your top picks for semiconductor stocks? I also own $8035
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