Does anyone here have an opinion on siltronic stock?
- among the largest silicon wafer producers
- good fundamentals
- stonk currently low-ish compared to where it's been historically
- german company (will not be affected by chinese invasion of taiwan)
Was thinking this might be a good buy? With all the AI investment going around I could see them go up, and since most other wafer producers are asian it's also a more reliable supplier (for the west) than taiwanese producers. So my retard analysis is this is a stock that at best could moonshot, will probably at least rise somewhat, and at worst it'll stay the same or lost a couple % but that's it
Opinions? Anyone here invested in siltronic?