Why is our president stock trading like a FinX influencer... Going long on semi supply chains like $JBL to $AMAT? Looks more like a self-made ETF rather than picking individual lo

作者认为处理器和材料瓶颈会带动上游设备链。

作者认为设备链会受益于先进封装扩张。

作者把该公司列为关键客户和半导体供应链背景。