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askSlim Stock Sectors - XLE vs SMH | A Message on Investor War Sentiment Change?

The creator contrasts the performance of energy stocks (XLE) and semiconductors (SMH), noting a shift in investor sentiment. While energy stocks surged during the war due to oil prices, they are now retreating as the conflict potentially winds down. Conversely, semiconductors, which were strong before the war, are now surging to new highs, driven by AI demand. The creator advises selling rallies in energy and buying dips in semiconductors.