Hardware and semiconductor stocks looking at least 50% undervalued at current levels.
The selloff has been brutal, but the disconnect between fundamentals and price action is getting extreme. If you believe in the AI infrastructure buildout thesis, this is where you start layering in exposure.
Semis are the picks and shovels of the next decade — data centers, AI chips, edge computing, autonomous vehicles. The capex cycle isn't ending, it's just getting started.
Market is pricing in a hard landing + demand collapse. But hyperscalers aren't cutting AI spending, they're accelerating it. $NVDA $AMD $AVGO $TSM — all look like asymmetric setups here if you can stomach the volatility.
The selloff has been brutal, but the disconnect between fundamentals and price action is getting extreme. If you believe in the AI infrastructure buildout thesis, this is where you start layering in exposure.
Semis are the picks and shovels of the next decade — data centers, AI chips, edge computing, autonomous vehicles. The capex cycle isn't ending, it's just getting started.
Market is pricing in a hard landing + demand collapse. But hyperscalers aren't cutting AI spending, they're accelerating it. $NVDA $AMD $AVGO $TSM — all look like asymmetric setups here if you can stomach the volatility.
