I am extremely interested in investing in this area but I am getting caught up in whether I should stick to the ETF or buy ASML, LAM, AMAT separately.
Not too big of a fan of having such mega caps like Nvidia and AMD in the etf that weigh it down from time to time. I think they’re great companies but just not what I’m looking for.
I am more of a fan of the equipment based companies as I view it as more of a picks and shovels play.
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