Ehrmantraut Capital(@EhrmantrautCap_):$ASML, $AMAT, $KLAC (semiconductor equipment) - supply constrained $NVDA, $AMD, $INTC (GPU/CPU) - supply constrained $MU, $SKHY, $005930.KS, $SNDK, $KXIAY (HBM/DRAM/NAND) - supply constrained $AVGO, $MRVL (ASICs) - supply constrained $LITE, $COHR, $AAOI, $SMTC (optical interconnects, networking, etc.) - supply constrained And more. But sure, let's be worried about a 25 bps hike.

Ehrmantraut Capital

@EhrmantrautCap_

Investor from the Netherlands | AI, memory, photonics and space. Not financial advice.

参加 November 2025

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Ehrmantraut Capital@EhrmantrautCap_

2026.09.18 11:36

$ASML, $AMAT, $KLAC (semiconductor equipment) - supply constrained $NVDA, $AMD, $INTC (GPU/CPU) - supply constrained $MU, $SKHY, $005930.KS, $SNDK, $KXIAY (HBM/DRAM/NAND) - supply constrained $AVGO, $MRVL (ASICs) - supply constrained $LITE, $COHR, $AAOI, $SMTC (optical interconnects, networking, etc.) - supply constrained And more. But sure, let's be worried about a 25 bps hike.