VAT Group: Dominates 75% of the market for high-performance valves and is essential for AI chip factories. Fresh long signal!

NVIDIA exceeded expectations on the night of November 20, 2025, which also brings chip equipment suppliers into focus. With Blackwell and Rubin chips alone, NVIDIA has visibility into $500 billion in revenue through the end of 2026. The demand for AI infrastructure is reportedly exceeding expectations according to NVIDIA. The capital expenditures of cloud solution providers and hyperscalers alone amount to $600 billion this year. The VAT Group is a chip equipment supplier from Switzerland. With a market share of approximately 70 to 75%, it is...