BUY Conviction3/5 Analysis quality65/100 now
The YouTuber suggests considering PSI due to its focus on US small and medium-cap semiconductor companies, which offer more room for growth despite higher volatility. He highlights top holdings like AMD, Micron, and Marvell, expecting strong performance in 2024, especially for Micron due to anticipated memory price increases and Windows 11 upgrades.
“This is not a fund that I'm personally invested in but I'm willing to give it a little bit more consideration seeing as how it focuses more on the domestic and smaller cap companies”