Semis: Market Has Completely Misunderstood The Potential AI Slowdown
· seekingalpha.com
Reallocate into semiconductors now: Nvidia and Broadcom lead AI chip demand as valuations hit multi-year lows and compute capacity surges—read the case.
We are entering the pivotal fourth quarter in two weeks' time, with the semiconductor outlook ( SMH ) ( SOXX ) actually looking better and better.
JR Research ...