Nikolay Nedyalkov
๐—ฆ๐˜๐—ฟ๐˜‚๐—ฐ๐˜๐˜‚๐—ฟ๐—ฎ๐—น ๐—ฑ๐—ฒ๐—บ๐—ฎ๐—ป๐—ฑ ๐—ถ๐—ป ๐—ฎ๐—ฒ๐—ฟ๐—ผ๐˜€๐—ฝ๐—ฎ๐—ฐ๐—ฒ ๐—ฎ๐—ป๐—ฑ ๐˜€๐—ฒ๐—บ๐—ถ๐—ฐ๐—ผ๐—ป๐—ฑ๐˜‚๐—ฐ๐˜๐—ผ๐—ฟ๐˜€ A year ago I added $GE (General Electric Co). Not the old conglomerate but the new focused aerospace business. Its service segment generates recurring revenue over decades. They are investing up to $300M in automation in Singapore to increase repair volume by 33 percent without expanding footprint. Robotics replacing manual work, faster turnaround and higher margins. I am applying the same approach to semiconductors. AI, data centers, defense, automotive all rely on chips. Watching closely: $SMH (VanEck Vectors Semiconductor ETF) $NVDA (NVIDIA Corporation) $ASML (ASML Holding NV) $AVGO (Broadcom Inc) $AMD (Advanced Micro Devices Inc) Aerospace is physical infrastructure Semiconductors are digital infrastructure My $GE position is now up over 86 percent. Time to consider placing a trailing stop loss to protect gains. If you are interested, you can copy me and profit together.
Not investment advice. The author may have financial interests in the mentioned instruments.