I own these 3 Semiconductor OEM stocks (in the order of allocation).
I would like a few personal takes and opinions on which, why and how should remain relevant over the next 10 to 20 years? What's the competitive advantage and what disruption risks are present?
My portfolio is reaching an all time high and I am questioning what to keep and what to sell.
Many thanks to anyone who is willing to contribute to this discussion.
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