Athu
@athuinvests
Thematic Investment Research on the AI Buildout
Joined December 2024
356 Following 14.5K Followers
If U.S. starts putting tariffs on Korean semiconductors, that means the value of domestic manufacturers keeps increasing and their ASPs rise significantly.
A few winners that I see:
1. $MU (memory)
2. $AAOI (photonics)
3. $INTC (foundry)
4. $AMKR (packaging)
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The current sell-off in Korean memory stocks is being driven by a rumor that the U.S. is preparing tariffs targeting Korean semiconductors.
