Camtek: Fundamentals Are Solid With Exposure To AI Investment Supercycle

Core Viewpoint - Camtek Ltd. (CAMT) is positioned as a strong investment opportunity to capitalize on the growth in semiconductor manufacturing driven by artificial intelligence [1] Company Analysis - Camtek Ltd. is identified as a clean way to gain exposure to the semiconductor manufacturing sector, particularly benefiting from advancements in AI technology [1] - The investment strategy focuses on identifying undervalued companies with long-term growth potential, emphasizing the importance of buying quality companies at a discount to their intrinsic value [1]