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"My two largest holdings are X Israeli semiconductor stocks making up roughly XX% of my entire portfolio: - Nova $NVMI ($9.18bn) - Camtek $CAMT ($4.46bn) Both are picks & shovels plays to the AI/semiconductor boom. They both benefit as demand for higher powered chips increases. What is the bull case for each $NVMI - Makes tools that check chips during production which helps factories avoid mistakes. - Profits from growing demand for AI & cloud chips. - Steady income from software/services. - Serves TSMC Intel Samsung. - Nova is the larger of the two less volatile SP more expensive and more"
X Link @LionCubsFund 2025-09-20T06:27Z 5033 followers, 4039 engagements