Hook

Their other posts in the index, biggest breakout first.
You know we to increase compute by another 100 times AI is really gonna be everywhere for everyone and that's really for everyone the CEO of AMD just said 100 times more compute than what we have today and she stated we're in year ten year AI buildout. She's the queen of semiconductors cousin of Nvidia CEO Jensen and if she's bigger opportunity may everything physically required to make that possible US listed stocks I'm watching right number one is Keysight they test and validate the chips communication systems that increasingly complex AI infrastructure depends on Number two is ASML they build the lithography machines used to make the world's most advanced chips and they're currently the only company producing the EUV required to manufacture number three is FormFactor the test advanced and high bandwidth memory before they are packaged SCREEN PROBE helping manufacturers catch failures before the most expensive parts of production and number four is Amphenol they build a high speed connectors and fiber optic systems that move data between chips and servers inside AI data centers I'm just a dad investing with intention and sharing research. Peace.