Ignore the opportunities in the ASX-listed semiconductor space “at your peril,” according to Marc Kennis from Stocks Down Under.
Marc has been analysing the sector since the 1990’s and says while cycles come and go, this current shortage is a theme worth taking advantage of. He says Weebit Nano’s (WBT) recent breakthrough and Brainchip’s (BRN) commercial products are moving the sector out of speccy territory.
Listen for details on Revasum (RVS), 4DS Memory (4DS), Pivotal Systems (PVS), Sensera (SE1), Audio Pixels (AKP) and BluGlass (BLG.) Marc says although these companies are small, some could turn into multi-billion dollar companies in a few years time.
Disclosure: Pitt Street Research/Stocks Down Under directors currently own share in WBT and RVS.
Watch the entire interview below
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