Semiconductor manufacturing on United States soil has now become a priority in the infrastructure bill which is one priority that has full bipartisan support as it is a matter of national security and the ability to not rely so heavily on foreign supply chains.
If that doesn't scream Intel to you, then I don't know what to tell you. Intel is an American company...
With Alibaba and the other Large Cap tech giants in China coming under heavy scrutiny and anti-trust regulation opens up the door for PDD to take off and assume a lot of market share. Tencent and BABA tower over PDD which is only a Mid Cap company. Taking into account the law of large numbers, a mid cap company has much more Alpha potential albeit with slightly...