MINEBEA MITSUMI Inc.

• EW EdgePoint Wealth Management This time’s different…right? ↗ EdgePoint Wealth Management argues that artificial-intelligence enthusiasm resembles the internet bubble, where genuine technological change did not prevent severe valuation risk. It identifies Qualcomm, Applied Materials, MinebeaMitsumi, Alfa Laval and Brookfield Asset Management as underappreciated ways to benefit from semiconductor demand, data-centre cooling and power needs without paying explicitly for an A.I. thesis. 2nd quarter, 2024 ALFVY $24BAMAT $430BGLW $138B +1

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