Neben $INTC (Intel) profitiert auch $AMAT (Applied Materials Inc) Materials von den aktuellen News. Als wichtiger Zulieferer von Intel reagierte die Aktie direkt positiv auf die Beteiligung von $Nvidia.
Ich bin hier bereits long investiert und sehe großes Potenzial. Applied Materials ist einer der führenden Anbieter von Fertigungstechnik für Halbleiter und damit ein Schlüsselspieler für die gesamte Branche.
Mit steigender Nachfrage nach Chips und der strategischen Partnerschaft von Intel und Nvidia dürfte auch die Nachfrage nach den Lösungen von Applied Materials weiter wachsen.
Für mich ist das eine spannende Langfristposition mit sehr guten Aussichten.... Show More Translate
Not investment advice. The author may have financial interests in the mentioned instruments.
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