Jul. 11 at 8:34 PM
History shows midterm years create major opportunities. Since 1986, every cycle produced a buying chance. From those lows, SPY averaged +27.8% over the next 12 months. Growth stocks often led the recovery.
Semiconductor Manufacturing:
$TSM
$ASML
$AMAT
History shows that midterm market troughs offer exceptional structural entries, and tech growth leads the subsequent +27.8% recovery. This cycle, smart money is front-running the curve by shifting straight to the foundational monopolies weaponizing global capacity: Semiconductor Manufacturing. TSM remains the unassailable tollbooth of advanced nodes, passing foundry costs directly to customers. ASML locks in a multi-decade tech moat, scaling High-NA EUV machinery to rule the lithography space. Meanwhile, AMAT captures massive wallet share across deposition and etching tools. How are you allocating your chip book? Stacking TSM, loading ASML, or buying AMAT? Follow my profile for daily market alpha!