AI cloud
+6
Powertech
Issue 004: Powertech (TWSE:6239). A real AI-packaging chokepoint that was priced for a flawless ramp. A cohort selloff has now put the price inside our accumulate zone. Our call: Accumulate (starter) at NT$266.5.
Chokepoints AI
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Jul 22, 2026
Chokepoints
Deepdiving investment opportunities in the chokepoints of AI.
