Came across this article and thought of $TQNT immediately. If you have any other picks with this specific semi in production please share.
I make no recommendations to buy $TQNT based upon this article. If you bought it based on this article without any homework then you are truly an asshat.
Furthermore, i have no position in $TQNT…..yet
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I am actually doing research on gallium nitride (and its brothers/sisters). GaN is already making its way into alot of markets, but the GaN market is expected to increase 60-80% annually over the next 10 years. Everything from high speed and high power, to LEDs and lasers.
Here are some companies for further consideration…
Instrumentation/Equipment: $VECO, $AMAT, $AIXG (this would be my top pick)
Manufacturers:
$CREE, $RFMD, $PHG, $TXN, $NXPI
Chemicals/Misc:
$SIAL, $ARG, $APD, $PX,