At its core silicon is a great picks and shovels play to get exposure to multiple mega trends, especially Quantum Computing. Mega trends often seem more fiction than fact to the casual observer, but as part of my new article, I will cover concrete examples where this technology is likely applied during the next couple of years. After giving an intro to silicon and Quantum Computing, I revisit Silex Systems (ASX:SLX) and explain my investment thesis from a point of view quite different to that of my last Silex article. Moreover, I am uncovering potential most investors have not realized exists and is likely bigger than the laser uranium enrichment business unit I covered last time. Please find the article here (no paywall)
https://www.shovel-stocks.com/post/the-investment-thesis-for-silicon-1-quantum-computing-asx-slx
