SOXQ - Tailwinds In Tech

2024-04-11 06:13:00 ET

Summary

• Are we in a new demand cycle for tech hardware as the COVID-era PC- and smartphone-purchase boom hits the first leg of its replacement cycle? And will AI-enabling devices act as a tailwind? If so, how can investors benefit?
• AI presents a second avenue of growth for many of these Taiwanese companies, especially those that are aligned with the AI server.
• Reflecting on our investment strategy, which emphasizes understanding market cycles, the past year’s gains in Taiwan tech were primarily driven by increases in stock valuations.

Are we in a new demand cycle for tech hardware as the COVID-era PC- and smartphone-purchase boom hits the first leg of its replacement cycle? And will AI-enabling devices act as a tailwind? If so, how can investors benefit?...

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