LIMITLESS: U.S. vs China's Race to Superintelligence | Jeremie & Edouard Harris – Bankless

LIMITLESS: U.S. vs China's Race to Superintelligence | Jeremie & Edouard Harris – Bankless — Transcript

Market views

Bullish

ASML— ASML holds a monopoly in advanced photolithography technology for semiconductor manufacturing, particularly with their extreme ultraviolet lithography. This unique position in the semiconductor supply chain makes ASML a strong investment opportunity.
SEMI— The semiconductor industry, particularly in the US, is showing promising developments with TSMC's new fabs in Arizona achieving good yields for advanced manufacturing processes.
CYBERSEC— The cybersecurity sector is becoming increasingly important, especially in relation to AI development and national security. There's a growing need for advanced security measures in data centers and other critical infrastructure.

Bearish

SMIC— SMIC, the Chinese competitor to TSMC, is technologically behind and has a questionable history involving intellectual property theft, potentially making it a weaker player in the semiconductor market.

Not investment advice.