Ben Bajarin says semis and AI infrastructure are still being underestimated
BenBajarin · x · 2026-07-24
Ben Bajarin argues investors should be more bullish on semiconductors, AI infrastructure, and the underlying supply chain, saying this cycle is far more structural than most people realize. He says he will publish a follow-up post showing how conservative 2023 and 2024 forecasts were, and suggests today’s estimates are similarly undercooked.
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