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Ichor Holdings (ICHR $64.42)
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iShares PHLX SOX Semiconductor Sector Index Fund (SOXX $465.75)
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Cohu Inc. (COHU $45.59)
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FormFactor Inc. (FORM $137.37)
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VanEck Vectors Semiconductor ETF (SMH $509.82)
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Aehr Test Systems (AEHR $93.07)
Q: Looking at these 4 as confirmation of AI buildout. Do you agree? If so, would you advise taking position individually [please rank] or as a package [equal weight]? Or, on a risk/reward assessment, please recommend better investment choice for AI buildout [stocks or ETFs]. Thanks