Artwork

Content provided by Investing in Intelligence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Investing in Intelligence or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

3 AI Stocks You've Never Heard Of - Coherent (COHR), Axcelis (ACLS), and ASE (ASX)

34:46
 
Share
 

Manage episode 425905416 series 3566434
Content provided by Investing in Intelligence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Investing in Intelligence or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Everyone knows Nvidia (NVDA) and Microsoft, but what are the next big AI winners? We cover three companies that are critical to the AI supply chain: Coherent ($COHR), a company making lasers used in the manufacture of AI chips and digital displays, Axcelis Technologies (ACLS), a company that specializes in ion implantation machines, and ASE Technology (ASX), a Taiwan-based company that specializes in packaging and testing of chips. The latter two have a significantly lower multiple than some higher flying AI stocks like ARM and Palantir.

  continue reading

23 episodes

Artwork
iconShare
 
Manage episode 425905416 series 3566434
Content provided by Investing in Intelligence. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Investing in Intelligence or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Everyone knows Nvidia (NVDA) and Microsoft, but what are the next big AI winners? We cover three companies that are critical to the AI supply chain: Coherent ($COHR), a company making lasers used in the manufacture of AI chips and digital displays, Axcelis Technologies (ACLS), a company that specializes in ion implantation machines, and ASE Technology (ASX), a Taiwan-based company that specializes in packaging and testing of chips. The latter two have a significantly lower multiple than some higher flying AI stocks like ARM and Palantir.

  continue reading

23 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Quick Reference Guide