SOXQ: An Optimal Portfolio For The Cyclical Recovery
ACLSAxcelis(ACLS) Seeking Alpha·2024-04-26 00:11

smshoot/iStock via Getty Images Summary The semiconductor sector has been the center of attraction with the onslaught of generative AI. However, there are many subsectors in the industry that have not participated in the rally nor are expected to see meaningful demand from the build-out of AI as it is known today. The chip sector while a key infrastructure in modern economies is cyclical with far lower growth rates seen during the pandemic shortages and the current AI demand. Many companies are experiencing ...