Investment Q&A

Q: I want to examine a severe geopolitical scenario and identify potential economic beneficiaries. If heightened geopolitical tensions—say, related to Venezuela—were perceived as creating conditions where China might move against Taiwan, this could disrupt the semiconductor supply chain, particularly affecting TSMC's advanced chip production. I'm anticipating major impacts: NVIDIA's valuation would likely plummet, AI development would face significant setbacks, and chip manufacturing might shift toward Samsung or Intel. AI data center construction and operations would be severely disrupted, hurting related infrastructure companies. In such a scenario, are there any sectors or companies that might actually benefit?"

Q: What is the outlook for AMKR in 2024. Also, what is the street consensus. I would very much appreciate your out look for this company in 2024-25, and would you by at this price. Thank you very much for your great service.

Earl

Q: I am looking for large or mid cap cash rich companies that seem to be punished because the rest of the market is down.

Q: What is your opinion of this company now, after the stock sold off on Sept. 6 and 7? Would it be a buy now once it settles.

Q: What is your latest assessment of MKSI? Good prospects going forward? Undervalued? Better use of funds elsewhere?

Thank you.

Q: hi 5i,
can you give me your top pick for a semiconductor stock for long term hold. and if your pick is not Intel (which I assume it will not be ), can you advise re intel as a long term investment (I like dividends ). also, can you provide advice on Camtek ltd. (CAMT) please (it won't auto populate the "enter company" box above. cheers, chris

Q: do the strong results of amkor be relative to what might happen at photon or am i off base here. dave