Semiconductors and AI hardware

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11:44
Apr 24
Wei Li Global Chief Investment Strategist, BlackRock Bloomberg Markets
Overweight semis and AI hardware.
We are specifically overweight semiconductors and AI hardware because we are in the buildout phase where compute infrastructure is seeing strong demand and profitability, while the application phase is still uncertain.
Semiconductors and AI hardware
HIGH

About Semiconductors and AI hardware Analyst Coverage

Buzzberg tracks Semiconductors and AI hardware across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade ideas tracked.