BUY BWB - Business With Brian Convicción2/5 Calidad del análisis60/100 ahora
The YouTuber presents Kulicke and Soffa as a speculative, higher-risk pick due to its pioneering work in advanced packaging for HBM, specifically a cleaner welding method. He acknowledges its recent revenue decline and near break-even status, emphasizing that the investment case is entirely forward-looking, banking on its advanced packaging line ramping up for 2027 HBM volume.
“So, this happens to be that speculative patient higher risk pick that's on the stack. It's the one that you choose to hold because of where it memory packaging is heading, not exactly for what it's earning today.” — ▶ 15:40