Every AI model, data center, and smart device runs on semiconductors. None of it works without the chip.
As demand for AI grows, so may demand for the companies that design, manufacture and support these chips.
🚀 SanDisk is up over 3,500% in under a year. TSMC and AMD are trading near all-time highs. Semiconductors have become one of the defining investment themes of this cycle.
We've added the standout names in this space to Perpetuals, with up to 10x leverage:
● SanDisk: manufacturer of SSDs and flash memory.
● TSMC: the world's largest contract chip manufacturer.
● AMD: a direct competitor to Intel and NVIDIA in CPUs and GPUs.
● Cerebras Systems: a company building chips for training large language models.
● Micron Technology: manufacturer of memory and data storage solutions.
● CoreWeave: a specialized cloud provider for AI infrastructure.
Want exposure to the whole sector at once? You may also try perpetuals on the tokenized SOXX fund — iShares Semiconductor ETF 🛫
Investments in crypto are risky. This communication is not intended for persons in the United Kingdom.
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