Arm is a foundational company for AI chips, licensing its blueprints and collecting royalties on virtually every chip used in phones, laptops, and AI, making it a consistent winner.
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The creator discusses the potential bottom in AI and semiconductor stocks, highlighting significant inflows...
Jul 10, 2026
The creator discusses the potential bottom in AI and semiconductor stocks, highlighting significant inflows into the SOXX ETF. They identify Marvell Technology, Meta, and Arm as key companies to watch in this sector, citing their strategic positions in AI chip design, cloud computing, and chip licensing respectively.
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Meta is launching a cloud business for AI compute and its stock popped 10% on the news of its new Muse Spark model, which is claimed to outperform Google's Gemini.
Marvell Technology is a key pick as it designs custom AI chips for hyperscalers, acting as an 'arms dealer' for in-house silicon, and has joined the S&P 500, forcing index fund buying.
The SOXX ETF saw a record $5.4 billion inflow, indicating strong investor interest and potential momentum returning to the semiconductor sector.