Unless you work in this sector and have detailed knowledge, youd be delusional to believe to be able to answer that question
The decision by Intel to forgo investment in next-generation chip fabrication for over a decade and coast on a spec that capped out at 7nm was something techies and investors had been ringing bells about for a long while. Similarly, the swell in demand for future high performance chips has been ongoing since the pre-COVID days. You can read the briefs on Intel and make an informed guess as to whether they will be able to outperform a company like TMSC, which is hedged in both politically and geographically, but riding the cutting edge of chip fabrication.
The great thing about making investment decisions is that you don’t have to be exactly right every time. You can be marginally right, or even wrong, and still see your portfolio grow. The baseline you’re competing against is the index returns. And - especially with Blue Chips in a heavily monopolized environment - the difference between the index and the individual business isn’t particularly large most of the time.
Also i’d say Palantir isnt as much of a secret tip but rather capitalizing on wanting to live under Fascism.
That’s not investing, that’s wishcasting. If you think betting for or against Palantir is the difference between Liberty and Tyranny, you’ve got bigger problems with your portfolio than diversification.
Katana314@lemmy.world 1 day ago
The scary thing is how much the stock market resembles pyramid schemes. Even if we are never going to eat our ice cream out of hats, if everyone believes we will, then ICRHAT stock will go through the roof and many of those investors are rewarded for their delusion.