The SMH ETF is recommended as a simpler, safer, and broader way to gain exposure to semiconductors and AI, covering many individual stocks.
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This ALWAYS happens in an Oil Crisis - Buy THIS Instead!!
Chris SainApr 15, 2026
The creator advises against chasing oil stocks during a crisis, suggesting instead to invest in beaten-down tech stocks like AMD, Broadcom (AVGO), Micron (MU), and Dell (DELL) for a future rebound. For a simpler approach, the creator recommends the SMH ETF for semiconductor exposure and QQQ for broader market exposure, emphasizing dollar-cost averaging over the next 30-90 days.
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Tickers discussed in this post
The QQQ ETF is suggested as a good addition to a portfolio for overall market exposure, alongside other recommendations.
The SMH ETF is recommended as a simpler, safer, and broader way to gain exposure to semiconductors and AI, covering many individual stocks.
Dell (DELL) is identified as a sleeper stock positioned to run once oil prices stabilize, recommending accumulation.
Micron Technology (MU) is highlighted as another stock that will perform well when the time is right, recommending accumulation over the next 30-90 days.
Broadcom (AVGO) is another stock to pay attention to and get ready for a bounce back over the next 30-90 days.
AMD is presented as a prime example of a stock to invest in on the front end, as it is beaten down but ready to make a comeback.