Due Diligence #12
Series: "Investor's Desk"
Over the past year we have zeroed-in on unearthing high-conviction opportunities across the AI public-equity universe. A disciplined blend of bottom-up data work and macro context has repeatedly surfaced winners ahead of the crowd, proving that rigorous process still delivers alpha.
Volatility triggered by the new tariffs regime should be seen as a gift, not a threat. Corrections let investors add to quality names at better entry points, ceteris paribus, and history shows that buying moat-rich assets into weakness is the surest path to outsized returns.
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Today’s report spotlights a dominant leader in the global semiconductor industry at the heart of next-gen chips. Trump-era tariffs may rattle headlines, yet surging silicon demand for artificial intelligence remains intact.