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The YouTuber suggests Kohu, a company specializing in testing equipment for chips, as a cyclical play catching the turn in the edge AI and automotive silicon cycle. Orders have jumped significantly, and its recurring revenue from spares and services now constitutes nearly 60% of its business. Its Eclipse platform is winning test slots for high-performance AI processors.
“And that now brings us to the next company of Kohu, the one nobody really thinks about until a chip fails. Because every edge chip in the world, every processor, every sensor, headed into a car, none of it ships until it has been tested and proven.”