Cyclical tailwinds and the AI boom could make these two stocks big winners.Semiconductor stocks have soared recently, and it's not just the artificial intelligence (AI) boom.While the advent of generative AI is a key driver in the industry, the semiconductor sector is also bouncing back from a cyclical downturn that came after the pandemic as demand for electronics like PCs and smartphones slowed in the economic reopening.The cyclical recovery and demand surge for all things AI is creating opportunity in th ...