Bullish on $MKSI: earlier-stage AI manufacturing lever — possible upside before a bigger run-up.
(speculative) MKSI may still have room to run as AI manufacturing ramps in earlier-stage parts of the semiconductor process, offering a potential “catch before the 10x” entry point.
The setup is that some AI-adjacent names are less far along than the most crowded winners, so you can potentially catch incremental upside before the market fully prices in the ramp. MKSI is called out as an example of a company that might be earlier in its process ramp.
"The Next AI Trade: Power, Chips, and Infrastructure | Trading the Markets with AI"