Investing in Intelligence: AI Stocks and Options

3 AI Stocks You've Never Heard Of - Coherent (COHR), Axcelis (ACLS), and ASE (ASX)

Investing in Intelligence Episode 17

Everyone knows Nvidia (NVDA) and Microsoft, but what are the next big AI winners? We cover three companies that are critical to the AI supply chain: Coherent ($COHR), a company making lasers used in the manufacture of AI chips and digital displays, Axcelis Technologies (ACLS), a company that specializes in ion implantation machines, and ASE Technology (ASX), a Taiwan-based company that specializes in packaging and testing of chips. The latter two have a significantly lower multiple than some higher flying AI stocks like ARM and Palantir.