Semiconductor (SOX) to gain 50-100% in the next 5-10 years
The trend is obvious.
Proud to be the only few longs on the stock market while everyone else is screaming crash and recession.
Semiconductors are going through secular trend.
It will still be cyclical but the cycles will be much smaller and limited.
Charts are telling us different story.
Market always moves ahead of narrative.
The narratives are there, buried below the noises.
Valuations might be expensive, but the total value creations and total addressable market are big.
The trend is obvious.
People will be left wondering why they have not seen this coming in 10 years to come.
Proud to be the only few longs on the stock market while everyone else is screaming crash and recession.
Semiconductors are going through secular trend.
It will still be cyclical but the cycles will be much smaller and limited.
Charts are telling us different story.
Market always moves ahead of narrative.
The narratives are there, buried below the noises.
Valuations might be expensive, but the total value creations and total addressable market are big.
The trend is obvious.
People will be left wondering why they have not seen this coming in 10 years to come.