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•@Sebbster I think there's a lot of potential in Japan. Strangely enough, though, I haven't really looked into it much yet. Basically, I have the entire value chain in my portfolio.
$MPWR, power management $LSCC , security layer/low-power FPGAs$BESI, hybrid bonding/packaging$AMBA, vision/cameras $RMBS , IP/bandwidth $ALGM , sensor technology
$MPWR, power management $LSCC , security layer/low-power FPGAs$BESI, hybrid bonding/packaging$AMBA, vision/cameras $RMBS , IP/bandwidth $ALGM , sensor technology
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•@Sebbster whenever the stock price is near the 200-week moving average. Currently, these are Ambarella, Allegro, Besi, and Rambus.
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