Strength in Korean stocks and memory chipmakers to continue, says David Riedel
David Riedel of Riedel Research Group remains bullish on Korean memory chipmakers, which he describes as “the holders of the keys” to continued AI growth. He also explains why Korean high-voltage equipment manufacturers are his highest-conviction investment call.
TL;DR
- Korean memory chipmakers are considered key to continued AI growth.
- Korean high-voltage equipment manufacturers are a high-conviction investment call.
- David Riedel of Riedel Research Group is bullish on these Korean sectors.