$UMS(558.SG)UMS accelerated further today, helped by SK Hynix’s splendid results. The semiconductor trade looks to be ro…
$UMS(558.SG)
UMS accelerated further today, helped by SK Hynix’s splendid results. The semiconductor trade looks to be roaring back, and while I probably entered too early, I’m glad I have exposure on. Timing the bottom is near impossible, and with AI-driven demand continuing to outstrip supply, the sector still has strong tailwinds behind it. Nevertheless, this trade remains a high risk high reward play.
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