A chip stock to add to your watch list. BE Semi' who works with Apple
BE Semiconductor$BESI $BE SEMICONDUCTOR INDUSTRIES NV ORD EUR0.91 (NY REG SHARES)(BESIY.US$ trades up 48% in 1 yr. Its gross margin (profit) is expected to rise 64%. Add it to your watch list.
Firetrail thinks is shares will double in a year. The iPhone is a key driver for its “core die-attach” revenue to recover according to Bloomberg.
AI enhancements in the iPhone 17, and iPhone 18 circuit are expected to drive an upgrade cycle, along with the slim iPhone 17 design in 2025.
Watch this space. As you know, the AI/chip thematic is my most bullish theme given $1.3 trillion of capital spending is heading into the space over the next 10 years.
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Moomoo Official Market Strategist
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