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My Top 4 Conviction Semiconductor Plays $POET — Building the AI Data Superhighway AI needs speed, and silicon is hitting limits. POET’s photonics could redefine how data moves inside supercomputers. As AI clusters scale, bottlenecks shift to bandwidth — and that’s exactly where POET wins. If major partnerships land, this can re-rate very fast. This is early, but the upside is asymmetric. $NVTS — Powering the AI Revolution Every AI chip needs efficient power, and NVTS is solving that with GaN. Data centers are power-hungry, and efficiency is becoming the biggest constraint. NVTS sits right in that bottleneck. As hyperscalers expand AI infrastructure, demand for better power solutions will explode. This is a picks-and-shovels play on AI growth. $INDI — The Brain Behind Autonomous Everything Vehicles are no longer just mechanical — they’re becoming intelligent systems. INDI provides the chips that enable ADAS, vision, and real-time decision-making. As autonomy evolves from assistive to fully autonomous, chip content per vehicle increases massively. This is a long runway story tied to EV + AI convergence. $VLN — The Hidden Data Backbone Everyone talks about compute, but data movement is just as critical. VLN enables high-speed connectivity inside vehicles and industrial systems. With more cameras, sensors, and AI modules, data flow becomes the bottleneck. VLN solves that quietly in the background. It’s undervalued today, but perfectly positioned for the future of smart machines. AI isn’t just about chips — it’s about power, data, and connectivity. These 4 names sit right at the core of that future. Not a financial advice