Episode Details

SOXX, the iShares Semiconductor ETF, has skyrocketed 321% in five years—turning a $5K investment into over $21K—fuelled by the AI boom and dominance of top players like Micron and AMD. While its 99% YTD gain is eye-popping, analysts warn past performance doesn’t guarantee future returns, and alternatives may offer better upside. Still, with AI infrastructure demand soaring, semiconductors remain a critical, long-term tech engine.

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