While I did suck it up and buy some Illumina shares I am a micro cap trader at heart and I am now struggling with purchasing NVda shares at this
Lofty valuation. Between my dedication to crypto, ai and iot, it seems that u cant escape Nvda. So here is the thing, I always seem to find a small up and coming alternative to the 800lb gorilla but after a month of searching, I have not been able to find a micro or even Russell 2000 semiconductor stock that might play in this space. I have found two that MIGHT be heading in that direction but can’t say for sure. Spectra7 which has a terrible chart does seem promising in terms of their product mix and focus on copper components and Sequans may be another that is the right size but I have very little info.
As a big crypto/blockchain advocate I’m surprised that we are not hearing of some new chipmakers focused exclusively on these future mega-sectors
And the intense processing required to make it go. Has anybody had any luck with this?

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