RT Charlie Bilello
Re Crazy stat: just 3 companies are expected to generate over half of total earnings growth for the entire Emerging Markets universe.
1) Taiwan Semiconductor
2) Samsung Electronics
3) SK Hynix
All driven by the AI CapEx boom.
Video: https://www.youtube.com/watch?v=bXzTqIirby8&t=362s
Three companies—Taiwan Semiconductor, Samsung Electronics, and SK Hynix—are expected to generate over half of the total earnings growth for the entire Emerging Markets universe, driven by the AI CapEx boom.
