POPA ReconTech Industries by 1-Year Change
Tech Industries by 1-Year Change Every technology industry finished the year green, but the spread is enormous: semiconductor equipment is up 187% and communication equipment 144%, while software infrastructure managed 7.6%. That gap is the whole AI trade in one table. The four best-performing industries all make physical things: the machines that print chips, the optics that move data between them, the chips themselves, the instruments that test them. ASML, Lam and Applied Materials sell equipment to everyone building capacity; Lumentum and Coherent sit inside the transceiver story that rep…
The excerpt is quoted from a public Telegram channel, which owns its text.