Por: Pika Broden

Welcome to Momentum Masters. The first wave of the AI chip boom, led by NVIDIA, has crested. This episode dives deep into the second wave, uncovering the hidden players in the semiconductor supply chain that are generating the next phase of explosive growth. We tell the underdog story of a little-known toolmaker whose stock is quietly crushing the giants and reveal the shocking, non-obvious sector that the entire AI revolution depends on—and it has nothing to do with silicon.

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