demand for just GPUs. AI → GPUs → HBM → networking → custom silicon → semiconductor equipment. If BofA is right about a $3.2 TRILLION semiconductor market, the opportunity extends across the entire supply chain. $SOXX may be one way to own the whole theme inst

demand for just GPUs. AI → GPUs → HBM → networking → custom silicon → semiconductor equipment. If BofA is right about a $3.2 TRILLION semiconductor market, the opportunity extends across the entire supply chain. $SOXX may be one way to own the whole theme instead of trying to pick the single winner. $SOXX $NVDA $AVGO $AMD $MU $MRVL #AI #Semiconductors #Stocks #Investing BUY/SELL labels are thesis-based opinions, not live Tickeron signals.