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Anonymous (ID: 6LxCOlXW) Archived
 No.62230940
(ID: 6LxCOlXW)  No.62230940 Archived
What are some good AI-related stocks that haven't seen exponential growth yet?
Pic rel is the current list I'm eyeing.
>>
Anonymous (ID: HjhuiAUy)
 No.62231180
(ID: HjhuiAUy)  No.62231180
>>62230940
unironically 3M (semiconductor production materials for CMP, bonding, packaging; fiber cables and connectors for data centers)
>>
Anonymous (ID: bmoF6Q7W)
 No.62231257
(ID: bmoF6Q7W)  No.62231257
>>62230940
ENTG, supplies critical materials for semis particularly HBM memory chips. SK hynix, samsung, micron all expecting to triple memory prodctuion between 26-27, and HBM4 consumes 2.5-3 times more materials than HBM3/3e, same thing with SSDs about 1.5 times the consumption.
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