Jul. 13 at 2:51 PM
The biggest high-yield ETF winners so far this year have one thing in common: semiconductor exposure.
$ARMW +198%
$AMDW +181%
$AMDY +108%
$SOXY +75%
$CHPY +71%
TSMY +35%
The AI and semiconductor cycle has rewarded investors who positioned early. But the market always rotates. What worked this year may not be what leads the next move.
The real opportunity is not chasing yesterday’s winners. It’s finding where capital is flowing next before the crowd arrives.
Watching the next sector rotation closely.