Recommandations
L'entrée est le cours de clôture de l'actif à la date de publication. Le cours actuel est la dernière clôture enregistrée.
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Entrée $1 801,86 22 juil 2026Actuel $1 729,52 09 sept 2026Résultat −$72,34vs. indice −6,0% SPY +2,0% sur la même période
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… are cutting through the noise and going all in on the dip. I'm breaking down the five core semiconductor and infrastructure giants that control this bottleneck and why buying them right now could be the ultimate move for active investors. Let's begin with our first pick. ASML Holding NV, ticker ASML, the undisputed monopoly powering the entire artificial intelligence ecosystem. As the world's sole manufacturer of extreme ultraviolet lithography machines, every leading chip maker, from TSMC to Samsung, is fundamentally dependent on their technology to print cutting-edge semiconductors. ASML's recent performance pr…
Let's begin with our first pick. ASML Holding NV, ticker ASML, the undisputed monopoly powering the entire artificial intelligence ecosystem.
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Entrée $319,29 22 juil 2026Actuel $315,84 09 sept 2026Résultat −$3,45vs. indice −3,1% SPY +2,0% sur la même période
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…pment and existing factory upgrades. With plans to expand machine output capacity by 30% annually through 2027 and order visibility extending to 2028, ASML sits at the absolute epicenter of a structural multi-year semiconductor supercycle. Moving down the physical chip-making stack brings us to our second pick, Lam Research Corporation, ticker LRCX, the powerhouse controlling the fundamental physical building blocks of 3D chip architecture. As semiconductors scale beyond traditional boundaries, manufacturing relies heavily on repeating two core steps, deposition, which coats microscopic circuit layers, and etching, which selectively carves out features smaller than a virus. L…
Moving down the physical chip-making stack brings us to our second pick, Lam Research Corporation, ticker LRCX, the powerhouse controlling the fundamental physical building blocks of 3D chip architecture.
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Entrée $301,16 22 juil 2026Actuel $262,89 09 sept 2026Résultat −$38,27vs. indice −14,7% SPY +2,0% sur la même période
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…opper plating and silicon etch techniques. Backed by $4.7 billion in cash and robust free cash flow powering aggressive share buybacks, Lam Research controls the essential tooling required to manufacture the next generation of AI hardware. Shifting from chip creation to powering these high-performance systems, our third stock is Vertiv Holdings Company, ticker VRT. The undisputed king of physical data center infrastructure. Once a traditional equipment maker, Vertiv has transformed into a high-margin, pure-play bottleneck beneficiary responsible for keeping massive GPU clusters powered and cooled. As AI server racks push density beyond 300 kilowatts, traditio…
Shifting from chip creation to powering these high-performance systems, our third stock is Vertiv Holdings Company, ticker VRT. The undisputed king of physical data center infrastructure.
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Entrée $214,69 22 juil 2026Actuel $182,91 09 sept 2026Résultat −$31,78vs. indice −16,8% SPY +2,0% sur la même période
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…o-chip liquid cooling and high-voltage DC power creates an extraordinary moat. As hyperscale cloud providers scale their infrastructure, Vertiv controls the critical power and thermal backbone required to keep the global AI engine running. Ensuring every one of these dense, complex chips actually works brings us to our fourth stock. KLA Corporation, ticker KLAC. The absolute titan of semiconductor process control. While companies like Nvidia and TSMC build and package chips, KLA builds the precision tools that inspect wafers and hunt down microscopic defects. A step where a single undetected error can ruin millions of dollars in advanced silicon. KL…
Ensuring every one of these dense, complex chips actually works brings us to our fourth stock. KLA Corporation, ticker KLAC. The absolute titan of semiconductor process control.
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Entrée $421,21 22 juil 2026Actuel $435,36 09 sept 2026Résultat +$14,15vs. indice +1,4% SPY +2,0% sur la même période
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…upported by over $4 billion in annual free cash flow, an aggressive share repurchase program, and a recent 10-for-1 stock split. KLA stands as a high-margin compounding engine that profits from every single step of semiconductor evolution. Finally, tying the entire AI supply chain together is our fifth and foundational stock, Taiwan Semiconductor Manufacturing Company, ticker TSM. [music] The undisputed crown jewel and central manufacturing engine of the entire global technology economy. If you want to play the AI super cycle, TSMC is the one stock you simply cannot ignore. TSMC's latest operational metrics are noth…
Finally, tying the entire AI supply chain together is our fifth and foundational stock, Taiwan Semiconductor Manufacturing Company, ticker TSM.
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