The SMH ETF is a top pick as the semiconductor sector is expected to perform well over the next few years.
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The creator argues that the recent sell-off in semiconductor stocks is driven by sentiment rather than fund...

GawvestorNew
The creator argues that the recent sell-off in semiconductor stocks is driven by sentiment rather than fundamental issues, highlighting that companies like Micron, ASML, and the SMH ETF remain strong long-term investments.
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ASML is a top pick following their record-breaking earnings and raised full-year guidance.
Micron is a top pick due to the ongoing memory shortage and strong industry demand.