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The YouTuber recommends MKS Instruments, a company that provides precision instruments for semiconductor manufacturing. They argue that as semiconductor investment goes parabolic globally, MKS, which sells into every major chip fab, is well-positioned. The business is cyclical, but currently at a turning point with accelerating semiconductor equipment orders, and its valuation is reasonable.
“So the bull case is very simple. Semiconductor investing is going parabolic. Every country wants their own chip fabs.” — ▶ 24:50