Nikolay Nedyalkov @NikolayNedyalkov: "𝗦𝗶𝗹𝗶𝗰𝗼𝗻 𝗦𝗲𝗻𝘁𝗶𝗺𝗲𝗻𝘁 𝗧𝗟;𝗗𝗥 The semiconductor industry continues..."

Bulgaria

𝗦𝗶𝗹𝗶𝗰𝗼𝗻 𝗦𝗲𝗻𝘁𝗶𝗺𝗲𝗻𝘁 𝗧𝗟;𝗗𝗥 The semiconductor industry continues its steady climb. Strong demand for AI infrastructure is providing a reliable foundation for long-term growth. 𝗧𝗵𝗲 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗩𝗶𝗲𝘄 The semiconductor sector is undergoing a structural shift toward more predictable, multi-year growth. Leaders like $AMAT (Applied Materials Inc) have shared a positive 2026 outlook, backed by heavy spending from $MSFT (Microsoft) and $GOOGL. We are also seeing high-performance computing move into stable, everyday markets like automotive and industrial. This helps $TSM (Taiwan Semiconductor Manufacturing Co Ltd - ADR) and $ASML (ASML Holding NV) by reducing reliance on the smartphone cycle. As factories expand, the focus is on quality and efficiency. 𝗢𝗻 𝗠𝘆 𝗥𝗮𝗱𝗮𝗿 I am eyeing $QCOM (Qualcomm Inc) as a potential long-term addition. Beyond phones, they are making progress in AI PCs and automotive tech. With a large contract backlog, they offer a diversified way to play the edge AI trend. I'm also watching $AVGO (Broadcom Inc) for its leadership in custom AI chips. 𝗔 𝗡𝗼𝘁𝗲 𝘁𝗼 𝗖𝗼𝗽𝗶𝗲𝗿𝘀 Welcome! My strategy is built on patience. I actively manage the portfolio to maintain a Risk Score of 4, balancing growth with discipline. We are here to own the businesses powering the future - semiconductors.

Not investment advice. The author may have financial interests in the mentioned instruments.